143- 8 Money Laws To Live By
Benjamin shares the wisdom from Morgan Housel's new book, "The Art of Spending Money". There are eight laws to live by when it comes to looking after your wealth and yourself. See how many resonate...
1 Maj 18min
142- Legal Must Haves Part 2: Why You Need A Power of Attorney (POA)
In this, the follow-up episode to last week's episode on Wills, Benjamin reinforces the importance of having a Power of Attorney (POA) and why this matters for your financial plan. Nailing this stuff...
24 Apr 21min
141- Legal Must Haves Part 1: Why You Need A Will
In this episode, Benjamin shares the importance of having a Will when it comes to your financial plan. You've spent years carefully building your wealth and creating a solid financial plan, but witho...
17 Apr 24min
140- How The Annual Allowance Works In Defined Benefit Pension Schemes
Benjamin explains the key differences between defined contribution and defined benefit pension schemes and how they use up the annual allowance. By the end of this episode, you'll understand the intr...
10 Apr 20min
139- Saving & Investing for Your Children or Grandchildren (The Key Things To Know)
In this episode Benjamin covers everything you need to know and do when it comes to saving and investing for your child or grandchild. There can be a lot of contradictory noise out there, but in this ...
3 Apr 21min
138- Why Age 75 Matters
Turning 75 plays a significant role in your financial plan, and more specifically the tax efficiency (or tax inefficiency) of your affairs. Whether this applies to you or someone close to you, follow...
27 Mars 30min
137- Making Sense of Financial Adviser Qualifications
When seeking financial advice, it can appear very overwhelming to understand the various qualifications that financial advisers have. How do they compare? What's 'good' and what's 'bad?' In this epi...
20 Mars 16min
136- Why You Should Avoid Target Retirement Funds
In this episode Benjamin explains why these funds, despite often sounding very sophisticated and bespoke, are in fact a dead-end to financial independence. Knowledge is power, money nerds. Join Be...
13 Mars 19min
