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Simplify Your Investments

The Meaningful Money Personal Finance Podcast

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Petra Ststranded in GB - Great Podcast

Petra stranded in GB writes a review of this week's podcast. She says it is very difficult to change your mindset from saving to spending. Henry asks how he can simplify his mom's finances as she approaches retirement. He was planning on taking the capital gains allowance every year and putting them into an ISA, but tax changes have thrown him a curve ball. If not, what do you think is best?

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