
The Meaningful Money Personal Finance Podcast Seek Financial Advice or DIY?
Apr 13, 2022
Dive into the dilemma of choosing between professional financial advice or going solo. Discover the vital advisor-client relationship and the importance of trust in financial planning. Learn how basic tools like pensions and ISAs play a role as you approach retirement. Delve into crucial insurance policies and managing monthly expenses effectively. Explore strategies for maximizing benefits after promotions and optimizing tax planning for high-rate taxpayers, ensuring you're equipped for your financial future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Financial Advice: Trust and Transparency
01:54 • 17min
Navigating Financial Futures: Retirement and Wealth Management
18:25 • 11min
Navigating Insurance Policies and Financial Awareness
29:09 • 2min
Navigating Financial Advice
30:53 • 18min
Navigating Financial Changes After a Promotion
48:52 • 2min
Optimizing Tax Strategies for High-Rate Taxpayers
50:38 • 4min
