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.
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