What You Need To Know Why transfer? How the process works. Things to watch out for. About DB transfers. Everything
Season 29 - Helpful Basics
Helpful Basics: The Financial Advice Process
What You Need To Know Advice vs planning – Advice is product-led, Planning is outcome-led. The Financial Planning process. Establish
Helpful Basics: How To Be Intentional
What You Need To Know The definition of being intentional. About goals. Consistency. Everything You Need To Do The Two
Helpful Basics: Pension vs ISA
What You Need To Know Putting money IN. ISA – No special treatment when you put money in. Five Types.
Helpful Basics: Self-employment and Side Hustles
What You Need To Know What is self-employment? What is a side-hustle? How tax works as a self-employed person. Everything
Helpful Basics: Credit Files and Credit Scores explained
We have a slightly different episode because today I am speaking with the good people from a company called CheckMyFile
Helpful Basics: Behaviour Is Everything
What You Need To Know We are really bad at making good decisions. Many things are objective. Our higher functions
Helpful Basics: The State Pension
Basic State Pension (pre-April 2016) Qualifying years (full amount) – 30 years of National Insurance (NI) contributions or credits. Top-up
Helpful Basics: Choosing Your First Investment
Everything You Need To Know What is investing? Different from saving – involves risk and higher returns. Important to have