Medics Money podcast

Ep 249: An expert came on our course... here's what happened

14 snips
Jan 7, 2025
Discover how a specialized course can revolutionize financial literacy for medical professionals. Hear a consultant's tale of navigating tax challenges and the importance of proactive financial management. Learn why teaching kids about saving and investing is crucial, along with tips on automating finances for stress-free living. Explore retirement planning strategies tied to NHS pensions. Finally, gain insights on mastering intentional financial management and the value of charitable giving to enrich your financial journey.
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ANECDOTE

Tax Coding Error

  • Robbie Kerry's interest in finances began with a tax coding error in med school.
  • This led him to learn about tax returns and advocate for colleagues.
ANECDOTE

Investment Mistakes

  • Robbie sold investments due to high charges and the psychological impact of seeing their value decrease.
  • He highlights the emotional aspect of investing.
INSIGHT

Free Platform Psychology

  • Robbie learned that free investment platforms can negatively affect some people's behavior.
  • Marketing tactics can encourage risky speculation and gambling.
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