MMP085: Financial Life Planning with Tina Weeks

Session 85 Header

Here we are at session number 85 , and today I’m lgoing to be talking to my good friend Tina Weeks of Serenity Financial Planning in London about the emerging discipline of Financial Life Planning. More on that in just a short while.

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MMP084: In Defence of the Annuity

Session 84 HeaderToday I’m going to be arguing in defence of the annuity. This venerable financial product is very much on the back foot right now due to sweeping changes to the pensions regime announce in the Budget back in March. But the annuity hasn’t been around for as long as it has without good reason, and I reckon it will be around for many years to come yet, despite what the naysayers are, well, saying. I will be giving my reasons, and then looking at what you need to do when considering whether an annuity is right for you.

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MMP082: Market Update with Justin Urquhart Stewart

Session 82 HeaderHere we are at session number 82 , and we’re going to be talking to friend of the show Justin Urquhart Stewart. I’ll intro Justin when we get to the interview, but if you’re concerned about ebola, Islamic State, the price of oil or whatever….if anything is keeping you awake at night to do with your investments, this is the market update session for you.

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MMP081: Advanced Investing – VCTs and EISs

Session 81 HeaderLook at that! It’s session number 81, and we’re most definitely going to be taking things up a level and talking about some advanced investing using some very useful tools which most people never even consider. For those bored with pensions and ISAs, or if you have maxed your contributions to these, this session is for you.

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MMP080: Pension or ISA?

Session 80 Header - Pension or ISA?Here we are at session number 80 , and we’re going to be answering one of the most frequently asked questions received by all financial advisers everywhere. Should I pay into a pension or an ISA? With recent pension changes, this is a more pertinent question than ever and one which merits its own session here on MeaningfulMoney.

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