120- Diversify Your Tax Strategy
In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning. For once, we're not talking about investment diversification, rather tax diversif...
7 Nov 202522min
119- Trick or Treat (Scary Financial Planning Mistakes)
Welcome to a Halloween themed episode of Headsup on Money. In this episode Benjamin shares some ghoulish commentary on the most common mistakes we make with our financial planning. By the end of thi...
31 Okt 202519min
118- Little Ways To Think About Big Things (Morgan Housel's Wisdom)
In this episode Benjamin shares some financial learns from the mighty Morgan Housel. Thinking about the big things in a little way can help us to digest what initially appears scary and overwhelming....
24 Okt 202526min
117- Can Money Make You Happy? (Unlocking Financial Wellbeing with Guest Ruth Sturkey)
In this episode Benjamin is joined by Ruth Sturkey, former Chair of the Institute for Financial Wellbeing. Together they discuss how to live a rich and rewarding life and where financial wellbeing fi...
17 Okt 202540min
116- The Two Tests To Tune Out Market Noise
In this episode Benjamin discusses investment market noise and how you can apply two simple tests to check whether you need to pay attention, or tune it out. Why are so few of us successful investors...
10 Okt 202518min
115- Cliff Edges You Need To Know About
The UK financial planning and tax planning landscape often isn't very fair. Small incremental changes to your income and/or asset position can result in punitive tax charges and loss of wealth. Loss ...
2 Okt 202525min
114- Budget 2025 Special, What Should You Do?
With Rachel Reeves' budget on the 26th November fast approaching, the storms of speculation are circling! In this episode Benjamin reviews the current rumour mill and provides a take on what you shoul...
26 Sep 202519min
113- Marshmallows and Your Financial Planning
In this episode Benjamin (somehow) manages to link marshmallows with good financial planning. Delayed gratification is an important concept when it comes to your personal finances. Perhaps an experi...
19 Sep 202518min
