I know that you’re itching to get going with your investing and wealth-building, and I keep putting the brakes on. But it will serve you well to put a little bit of forethought into the whole exercise, and in my world, we call that financial planning…

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New Accumulators – Invest in planning

Financial planning in its richest sense was a revelation for me back in 2006. That’s when I sat a proper financial planning qualification and a lightbulb went on in my head. It’s now entirely what I do at Jacksons Wealth.

For the layperson though, it can be hard to get one’s head around all the different threads that affect our finances at any given time. Fortunately, at the New Accumulator stage of the journey, you planning needs are fairly straightforward, and today we’re going to cover what you need to know and what you need to do to have some parameters for your wealth-building.

Resources mentioned in this episode

Video: Risk Flex video

Podcast episode: How To Choose A Multi-Asset Fund

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Course: Learn How To Invest– Don't forget the discount code of PODCAST25 when you sign up

Website: Meaningful Academy

Book: The MeaningfulMoney Handbook

Investment Platform: 7IM Self-Invest

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