A meeting of minds – Review of TCMA2016

This is a site about personal finance. Apparently, since I set up this site back in 2010, I have been engaging in something called content marketing. I didn’t set out to do this; I hadn’t even heard that phrase when I began.

But last week I went to The Content Marketing Academy annual conference in Edinburgh, where I was asked to deliver the closing keynote speech at the end of day one. I had some experience of the TCMA community in advance of the conference, but I was blown away by the closeness of the community, and the meeting of minds over those two days.

MMP161: Using Trusts In Financial Planning

Last week we talked about times in our financial lives when we might need to seek advice and times when we might not. One of the times when you should is when considering using trusts for financial planning. In this session I give you what you need to know and what you need to do to make sure you and your adviser get things right when using trusts.

Session 161 - Using Trusts in Financial Planning

Podcast: Subscribe in iTunes | Play in new window | Download

Brexit, Grexit or the Fire Exit?

Justin Urquhart Stewart of 7IM visited Penzance last week and gave a seminar with the above title to invited professional connections and clients of my financial planning practice, Jacksons Wealth Management.

 

Click here to watch the video in its own tab.

Justin also came on the podcast in Session 150, so if you want a more succinct version listen to that. But if you have an hour and want to learn about what’s going on in the world – check out the master presenter at work – enjoy!