

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