Ep21 - Thinking about retirement? If not, you should be and here's why...
Ep21 - Thinking about retirement? If not, you should be and here's why...
Talking about pensions and retirement is never going to be the sexiest topic to talk about – for younger people, it’s of... Read more
20 Jun 2022
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31mins
Ep20 - What you really need to know before you start investing
Ep20 - What you really need to know before you start investing
Thinking of investing but don’t know where to start or maybe you’re worried because it seems very complicated and risky?... Read more
24 May 2022
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30mins
Ep19 - Looking for investment advice? What are the options?
Ep19 - Looking for investment advice? What are the options?
When it comes to investing, many people are nervous. Whether it’s not knowing how to start, or being worried about getti... Read more
30 Mar 2022
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26mins
Ep18 - Pension vs ISA - It's a common debate but does it have to be either or?
Ep18 - Pension vs ISA - It's a common debate but does it have to be either or?
Pension vs ISA (Individual Savings Account) - It's a common debate but does it have to be either or? In this episode of ... Read more
28 Feb 2022
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22mins
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Ep17 - What you need to know when you sell or pass on your business
Ep17 - What you need to know when you sell or pass on your business
In this episode of Money Plan, we look at the complex process of selling or passing on a business and offer practical ti... Read more
27 Jan 2022
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15mins
Ep16 - When and how to start inheritance planning
Ep16 - When and how to start inheritance planning
In this episode of Money Plan, we look at why inheritance planning is something you should perhaps be considering, given... Read more
14 Dec 2021
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14mins
Ep15 - How to invest your money wisely
Ep15 - How to invest your money wisely
In this episode of Money Plan, we uncover the key tenets of investment wisdom to ensure we give ourselves the best chanc... Read more
27 Oct 2021
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21mins
Ep14 - How to spot a long-term winner
Ep14 - How to spot a long-term winner
In this episode of Money Plan, we talk about what to consider when looking for a fund to invest in and what shortcuts yo... Read more
13 Sep 2021
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18mins
Ep13 - Who wants to be an ISA millionaire?
Ep13 - Who wants to be an ISA millionaire?
In this episode of Money Plan, we look at the growing number of ISA millionaires and what you can do to get yourself on ... Read more
5 Aug 2021
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23mins
Ep12 - What you need to know about the Great Wealth Transfer
Ep12 - What you need to know about the Great Wealth Transfer
In this episode of Money Plan, we discuss the Great Wealth Transfer, which will see up to £5.5 trillion of wealth being ... Read more
5 Aug 2021
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18mins
