Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025

The Finance Geeks Podcast

X: https://twitter.com/TheFinanceGeeks

43:56

On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

about a year ago 57:10

MP3•एपिसोड होम

Imagine your Management Information reviews, process audits, and updated documentation as your ship’s rigging and instruments - each element finely tuned to keep your vessel steady. By regularly scheduling compliance checks and planning for team coverage (much like rotating your crew on watch duty during stormy weather), you're ensuring that your financial strategies and business operations are shipshape.

Join The Finance Geeks as they hoist the sails, trim the rigging, and embark on a prosperous journey into the new year.

==========================

Chapters: 0:00 - Intro

8:55 - The Focal Point: Business Planning - How to make 2025 a great year!

==========================

Instagram: https://www.instagram.com/thefinancegeekspodcast/

YouTube: https://www.youtube.com/@thefinancegeeks

==========================

Podcast Reference Links:

Creatine and Whey Protein: Should You Take Both?

https://www.healthline.com/nutrition/creatine-vs-whey#muscle-gain

Creatine vs. protein: Which is better, post-workout, and more

https://www.medicalnewstoday.com/articles/creatine-vs-protein#benefits

The 20 Ultimate Tips for How to Sleep Better | Sleep Foundation

https://www.sleepfoundation.org/sleep-hygiene/healthy-sleep-tips

Tim Berry (entrepreneur) - Wikipedia

https://en.wikipedia.org/wiki/Tim_Berry_(entrepreneur)

This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.

#BusinessPlanning #PlanForSuccess #StrategicPlanning #BizPlan2025 #ChartYourCourse #NauticalStrategy #SetSailForSuccess #BusinessBlueprint #PlanYourJourney #ChartingSuccess #AnchoredInPlanning #SteerYourBiz #SailingToSuccess #BusinessCompass #Navigating2025 #BusinessStrategy #VisionAndPlan #BizStrategy #MappingSuccess #CourseToSuccess #BusinessGoals #PlanYourFuture

23 एपिसोडस

#Trading #Business #thefinancegeekspodcast

Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025

The Finance Geeks Podcast

published about a year ago

साझा करें

MP3•एपिसोड होम

Join The Finance Geeks as they hoist the sails, trim the rigging, and embark on a prosperous journey into the new year.

==========================

Chapters: 0:00 - Intro

8:55 - The Focal Point: Business Planning - How to make 2025 a great year!

==========================

Instagram: https://www.instagram.com/thefinancegeekspodcast/

X: https://twitter.com/TheFinanceGeeks

YouTube: https://www.youtube.com/@thefinancegeeks

==========================

Podcast Reference Links:

Creatine and Whey Protein: Should You Take Both?

https://www.healthline.com/nutrition/creatine-vs-whey#muscle-gain

Creatine vs. protein: Which is better, post-workout, and more

https://www.medicalnewstoday.com/articles/creatine-vs-protein#benefits

The 20 Ultimate Tips for How to Sleep Better | Sleep Foundation

https://www.sleepfoundation.org/sleep-hygiene/healthy-sleep-tips

Tim Berry (entrepreneur) - Wikipedia

https://en.wikipedia.org/wiki/Tim_Berry_(entrepreneur)

This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.

23 एपिसोडस

#Trading #Business #thefinancegeekspodcast

सभी एपिसोड

1
Episode 10: The Golden Quest - Understanding Retirement and the Secrets to Financial Freedom 39:31

6 days ago39:31

39:31

Embark on a legendary journey into the realm of retirement planning with Warren and Paul in this epic episode of The Finance Geeks. In "The Golden Quest," our hosts reveal the ancient secrets behind building a secure and prosperous future. Discover how every element of your pension plan can be transformed into a treasure trove of financial freedom. With insights drawn from both time-honoured wisdom and modern strategy, Warren and Paul share the pros, cons, and challenges of various approaches, turning complex concepts into an engaging saga of preparation and possibility. Join this quest for golden years and unlock the secrets to a retirement that offers not only security but also the promise of a fulfilling, purpose-driven future. ========================== Chapters: 0:00 - Intro 5:26 - The Focal Point: Understanding retirement and the strategies we use to achieve financial freedom ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ==========================…

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Episode 9: Investing Uncovered – Behind the Scenes of Portfolio Management 43:20

20 days ago43:20

43:20

In this revealing episode of The Finance Geeks, the curtain is pulled back on the portfolio management control room. Warren and Paul kick off by exploring the meaning of portfolio management and why transparency is key in the world of investing. Each introduces his core investment philosophy—grounded in evidence-based decision-making and a focus on controlling costs, asset allocation, and risk. Next, the discussion dives into the nuts and bolts of the investment process and details each approach to portfolio construction. Warren and Paul break down how they balance equity, bonds, property, and commodities while incorporating factor investing to capture market premiums. Finally, the backbone of their strategies is revealed—the Investment Policy Statement (IPS). Learn how rigorous research and detailed documentation ensure a consistent, structured approach to managing portfolios. Tune in for an insider’s look at how these financial planners invest, and see exactly what goes on behind the scenes to keep their strategies sharp and their performance on track. ========================== Chapters: 0:00 - Intro 8:46 - The Focal Point: How We Invest - Behind the Scenes of Portfolio Management ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== Podcast Reference Links: PC Gym Workout – Shoulders and Chest https://tandemfp.sharepoint.com/:b:/s/Tandem/Ee2-UAPYofVAtSsxfYwj-oMBaQyRYSH7kSOCTlQMFvFOzw?e=yrLebq Charlie Hodgson https://en.wikipedia.org/wiki/Charlie_Hodgson Airplane II: The Sequel https://www.imdb.com/title/tt0083530/ Airplane II: The Sequel Quotes https://www.imdb.com/title/tt0083530/quotes/ The Fat Duck Restaurant https://thefatduck.co.uk/ Tandem’s Core Investment Philosophy https://tandemfinancial.co.uk/wp-content/uploads/2024/01/Tandem-Core-Investment-Philosophy-Jan-2024.pdf Dimensional Fund Advisors https://www.dimensional.com/ Vanguard https://www.vanguardinvestor.co.uk/ This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.…

1
Episode 8: Turbocharge Your Efficiency - Accelerating Your Business Performance 57:42

about a year ago57:42

57:42

In this high-speed episode of The Finance Geeks, Warren and Paul rev up your business efficiencies. Just like fine-tuning a race car for peak performance, they delve into essential methods to streamline your operations and eliminate inefficiencies. From streamlining processes and reducing task duplication to automating repetitive activities, discover how to optimize every aspect of your business engine for maximum productivity and speed. Join Warren and Paul as they provide actionable insights and strategic adjustments to keep your business running like a well-oiled machine. Whether you're looking to boost productivity, enhance team collaboration, or implement cutting-edge automation, this episode is your pit stop for achieving unparalleled business efficiency. Get ready to hit the gas and drive your business to new heights of success! ========================== Chapters: 0:00 - Intro 4:17 - How to run a super-efficient business ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== Reference Links: 18 Ways to be super efficient https://tandemfp.sharepoint.com/:b:/s/Tandem/ES-mGxJ8HWpLjEeV5p5u1doB46pxl4u4qyshvFVLPSM2-Q?e=fr0AhL…

1
Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025 57:10

about a year ago57:10

57:10

In this episode, Warren and Paul draw on client insights to show that robust financial and business planning is like the detailed charting of a sea voyage. Just as a seasoned captain plots a route with waypoints and contingency plans, you need to plot your business and financial objectives to steer clear of unwanted currents and navigate towards long-term success. Imagine your Management Information reviews, process audits, and updated documentation as your ship’s rigging and instruments - each element finely tuned to keep your vessel steady. By regularly scheduling compliance checks and planning for team coverage (much like rotating your crew on watch duty during stormy weather), you're ensuring that your financial strategies and business operations are shipshape. Join The Finance Geeks as they hoist the sails, trim the rigging, and embark on a prosperous journey into the new year. ========================== Chapters: 0:00 - Intro 8:55 - The Focal Point: Business Planning - How to make 2025 a great year! ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== Podcast Reference Links: Creatine and Whey Protein: Should You Take Both? https://www.healthline.com/nutrition/creatine-vs-whey#muscle-gain Creatine vs. protein: Which is better, post-workout, and more https://www.medicalnewstoday.com/articles/creatine-vs-protein#benefits The 20 Ultimate Tips for How to Sleep Better | Sleep Foundation https://www.sleepfoundation.org/sleep-hygiene/healthy-sleep-tips Tim Berry (entrepreneur) - Wikipedia https://en.wikipedia.org/wiki/Tim_Berry_(entrepreneur) This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. #BusinessPlanning #PlanForSuccess #StrategicPlanning #BizPlan2025 #ChartYourCourse #NauticalStrategy #SetSailForSuccess #BusinessBlueprint #PlanYourJourney #ChartingSuccess #AnchoredInPlanning #SteerYourBiz #SailingToSuccess #BusinessCompass #Navigating2025 #BusinessStrategy #VisionAndPlan #BizStrategy #MappingSuccess #CourseToSuccess #BusinessGoals #PlanYourFuture…

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Episode 6: Blueprint for 2025 - Planning Your Best Year Yet! 53:52

about a year ago53:52

53:52

This episode delves into the meticulous process of designing your personal and professional goals for the upcoming year. Discover how to draft a comprehensive blueprint that outlines your aspirations, sets actionable milestones, and builds a solid foundation for success. Whether you're aiming to advance your career, enhance your well-being, or embark on new personal endeavours, Warren and Paul provide the strategic insights and practical tools you need to construct a fulfilling and prosperous 2025. Start laying the groundwork for your best year yet with expert guidance from The Finance Geeks! ========================== Chapters: 0:00 - Intro 8:47 - The Focal Point: Planning 2025 - Making it your best year yet! ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== Podcast Reference Links: ibai.london - Restaurant https://ibai.london/ https://www.instagram.com/ibai_london/ Planning Your Adventure – Living Life To The Full https://planningyouradventure.co.uk/ Discovery Questions.pdf – Tandem’s Discovery Questions. https://tandemfp.sharepoint.com/:b:/s/Tandem/EU6FbHihENFEpxTHDwY0K0cBdgVuJ6iU-62aTBWHuUcAeg?e=LzK7kS What Are Your Values? - Deciding What's Important in Life – What are values? https://www.mindtools.com/a5eygum/what-are-your-values What are Values? - Ethics Sage https://www.ethicssage.com/2018/08/what-are-values.html Virtue - Wikipedia https://en.wikipedia.org/wiki/Virtue This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. #GoalSetting #AchieveYourGoals #SuccessPlanning #2025Goals #YearAhead #PersonalDevelopment #ProfessionalGrowth #CareerGoals #LifeGoals #FinanceGeeks #UKFinance #FinancialPlanning #Prosperous2025 #WealthBuilding #SelfImprovement #KnowYourOutcome #BlueprintForSuccess #MapYourGoals #StrategicPlanning #GoalBlueprint #PlanForSuccess…

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Episode 5: Real Life Financial Success Stories 52:50

about a year ago52:50

52:50

Warren Shute & Paul Cleworth highlight inspiring financial success stories from their clients. From conquering complex tax problems to building a secure retirement plan, they break down the strategies that helped turn financial chaos into clear, achievable wins. These stories aren’t just numbers on a spreadsheet—they’re real people hitting their goals, proving that with the right advice and a little geeky know-how, financial success is within reach. If you’ve ever wondered how good planning can transform lives, this episode has the answers. ========================== Chapters: 0:00 - Intro 12:12 - Real Life Financial Success Stories ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.…

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Episode 4: Wrestling Retirement Planning - Smackdown Strategies for a Winning Future 45:26

about a year ago45:26

45:26

Step into the ring with Paul and Warren as they grapple with the heavyweight challenge of retirement planning. In this episode, our financial tag team breaks down the moves you need to pin down your retirement strategy. From the early-game tactics of auto-enrolment and salary exchange to the high-flying maneuvers of carry forward contributions, they’ll show you how to stay on the offense and avoid being counted out by tax inefficiencies. The Geeks put retirement income goals into a sleeper hold, asking the big question: “How much is enough?”. They also emphasize the importance of tag-teaming with your spouse to maximize retirement savings. ========================== Chapters: 0:00 - Intro 9:14 - Wresting Retirement Planning ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== Podcast References: Odyssey St Albans https://odysseypictures.co.uk/OdysseyPictures.dll/Home Standards of living stats https://www.retirementlivingstandards.org.uk/ Folio Society - Beautifully Illustrated Hardcover Books https://www.foliosociety.com/uk Ideal financial set up link https://tandemfp.sharepoint.com/:b:/s/Tandem/EbLD21U3O3xEljQoSxXzdqEBsA2kk1QQJ4BwTybwulXppQ?e=SWpvqq How much will you need in retirement https://www.moneyhelper.org.uk/content/dam/maps/en/pensions/moneyhelper-retirement-budgeting-leaflet.pdf ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. #FinancialRumble #RetirementSmackdown #RetirementPlanning #FinancialAdvisors #PensionStrategy #TaxEfficiency #WrestlingWithRetirement #FinancialPlanners #WealthManagement #ClientSuccess #FinancialFreedom #SmartInvesting #TaxStrategies #FinanceForAdvisors #TagTeamFinance #PlanForRetirement #AdvisorInsights #ProfessionalFinance #RetirementGoals #MoneyManagement #FinancialGeekery #thefinancegeeks…

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Episode 3: Budget Fallout - Weighing the Aftermath 45:33

about a year ago45:33

45:33

In this episode of The Finance Geeks, Paul Cleworth and Warren Shute dig into the aftermath of the UK’s Autumn Budget, one of the biggest tax-raising budgets since 1993. With the government targeting £40 billion in taxes, they break down the key changes, including rises in employer National Insurance, adjustments to Capital Gains Tax, and a boost in the minimum wage. They highlight the government’s 180-degree shift on tax policy, increasing taxes despite prior promises, and share insights on how these adjustments will impact businesses, investors, and homeowners alike. Paul and Warren share advice for proactive planning in response to these changes, guiding listeners on how to stay ahead in this evolving financial landscape and keep the financial scales tipped in their favour. ========================== Chapters: 0:00 - Intro 4:59 - The Budget Fallout ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== Podcast References: The Budget - Autumn Budget 2024 – HC 295 https://assets.publishing.service.gov.uk/media/672232d010b0d582ee8c4905/Autumn_Budget_2024__web_accessible_.pdf AUTUMN-STATEMENT – Tandem Budget Guide https://tandemfinancial.co.uk/wp-content/uploads/2024/10/AUTUMN-STATEMENT-24_spreads.pdf Chancellor Rachel Reeves admits she was 'wrong' to say higher taxes not needed during election | Sky News https://news.sky.com/story/chancellor-rachel-reeves-admits-she-was-wrong-to-say-higher-taxes-not-needed-during-election-13247364 Republicans win Senate majority | AP News https://apnews.com/live/senate-house-election-updates-11-5-2024 Autumn Budget 2024: Pensions to be subject to inheritance tax https://www.moneysavingexpert.com/news/2024/10/pensions-liable-inheritance-tax-2027/ Pensions face “double tax” due to inheritance tax change - what are your options? | MoneyWeek https://moneyweek.com/personal-finance/pensions/pensions-face-double-tax-due-to-inheritance-tax-change-options Laffer curve - Wikipedia https://en.wikipedia.org/wiki/Laffer_curve Autumn Budget 2024: what do the experts say about the major changes? | Unbiased https://www.unbiased.co.uk/news/personal-finance/autumn-budget-2024-what-do-the-experts-say-about-the-major-changes ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.…

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Episode 2: Wrangling Bulls & Bears - Insights for a Steady Financial Ride 41:14

about a year ago41:14

41:14

In this episode of The Finance Geeks, Paul Cleworth and Warren Shute bring you on a journey through the unpredictable world of bull and bear markets. Just like wrangling powerful forces in the wild, navigating market shifts requires skill, patience, and a clear strategy. Paul and Warren dive into what makes a market “bullish” or “bearish” and explore why these cycles occur, emphasizing the importance of staying calm and focused even in turbulent times. They share insights on recent trends in major market indices, the dynamics of growth and value stocks, and why bull markets have historically lasted longer than bear markets. Whether you’re an investing newcomer or a seasoned market watcher, Paul and Warren’s expert perspectives will help you stay balanced and resilient through all of the market’s twists and turns. ========================== Chapters: 0:00 - Intro 4:56 - The Focal Point: Bulls & Bears 37:53 - Quotes & Anecdotes ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.…

1
Episode 01: Autumn Budget 2024 - The Geeky Guide to What’s Coming 35:48

about a year ago35:48

35:48

After a summer break full of travels and downtime, Paul and Warren are back with The Finance Geeks! In this episode, they get straight to business, tackling the upcoming UK Budget on October 30th. The Geeks discuss the potential tax changes on the horizon and how they could affect everything from pensions to capital gains. Whether it's Capital Gains Tax (CGT), Inheritance Tax (IHT), or possible tweaks to pensions, Paul and Warren offer their expert insights on what might be coming your way—and how a good adviser can help you save. Tune in to find out what’s in store for your finances this autumn! ========================== Chapters: 0:00 - Intro 4:04 - The Focal Point: The Autumn Budget - What's Coming 31:49 - Quotes & Anecdotes ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.…

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Episode 013: Raising Money Smart Kids - Conquering the Financial Playground 50:59

about a year ago50:59

50:59

In this episode, financial experts Warren Shute and Paul Cleworth share their experiences and practical tips to help you equip your kids with the skills to navigate the financial ups and downs of life with confidence. Discover why financial literacy is a must-have superpower for your kids, and learn how to teach them to navigate the financial ups and downs like pros. Warren and Paul will share age-appropriate strategies and systems that make money management a fun and engaging part of growing up. From swinging into positive money habits to balancing on the financial seesaw, this episode is packed with practical tips and geeky insights. Learn how to use allowances as teaching tools and transform the sandbox of savings into a place of empowerment. Tune in and transform your child's financial playground into a space of confidence and future success. Get ready to geek out on money and help your kids conquer the financial playground with flying colours! ========================== Chapters: 0:00 - Intro 8:12 - The Focal Point: Raising Money Smart Kids 47:17 - Quotes & Anecdotes ========================== Podcast Reference Links: HyperJar | Free Money Management App & Card https://hyperjar.com/ Go Henry - Teaching Kids & Teens Money Skills For Life https://www.gohenry.com/uk/ Rooster money - NatWest Rooster Money | Kids' Prepaid Debit Card and Pocket Money App https://roostermoney.com/ Nimbl - Mastercard https://nimbl.com/ Morgan Housel - The best financial advice I know (what I want my kids to learn) https://open.spotify.com/episode/13uqPBWgAyT4VHRZEfMfXH?si=f6e8cdd7595143fd ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. #pocketmoney #kidsfinance #thefinancegeeks #moneymanagementforkids #moneysmartkids #teachingkidsfinance #youthfinancialeducation #youthfinance #kidsfinancetips…

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Episode 012: Love and Money - Navigating Finances with Your Partner 46:20

about a year ago46:20

46:20

This episode tackles the ultimate two-player challenge: Love and Money! We're delving into the pixelated world of couples' finances, guiding you through your financial journey together. We'll decode the secrets of managing your money together, dodge hidden traps of financial infidelity, and explore how different spending habits can affect your relationship and how to manage them. Level up your relationship with our essential strategies. This includes planning a romantic "financial date night" to discuss budgets and goals; establishing clear spending boundaries to avoid any surprises down the road; and learning how to manage your bank accounts together without causing financial strain on your relationship. Join us in this episode to learn how to turn your financial woes into a victory dance for your relationship! ========================== Chapters: 0:00 - Intro 7:29 - The Focal Point: Relationships & Money 42:14 - Quotes & Anecdotes ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. #CouplesFinance #MoneyTalksLoveListens #LoveAndMoney #DateNightIdeas #FinancialPlanning #CoupleFinancialPlanning #GrowingTogether #FinancialInfidelity #TheFinanceGeeks #FinancialEducation #FinancialSuccess…

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Episode 011: Financial Wellbeing - Find Your Balance, Achieve Financial Nirvana 52:06

about a year ago52:06

52:06

Join finance gurus Paul and Warren on a journey to financial nirvana! This episode tackles the essential question: what truly defines your financial wellbeing? The Finance Geeks unpack the key aspects that could help you to achieve financial peace of mind. They'll discuss the core pillars of what financial freedom means, from getting organized and budgeting effectively to managing debt, saving for the future, and building resilience. Learn how to cultivate the right financial mindset and unlock the door to financial wellness and a life of balanced abundance. ========================== Chapters: 0:00 - Intro 7:47 - The Focal Point: Financial Wellbeing 48:48 - Quotes & Anecdotes ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. #financialfreedom #financialwellbeing #financialwellness #financialnirvana #debtfreejourney #thefinancegeeks #warrenshute #paulcleworth…

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Episode 010: Property vs Pensions - Showdown at the Retirement Corral 43:16

about a year ago43:16

43:16

Saddle up, partners, for "The Showdown at the Retirement Corral". How do you wrangle in that perfect nest egg for your golden years? We'll be bustin' broncs of confusion surrounding property and pension investments. On one side of the corral, we've got the familiar ranch hand, Property. It's a tangible critter, offering that steady stream of rental income and the potential for growth over time. Now, mosey on over to the other side of the corral, where the Pension stands guard. This fella offers some mighty attractive tax benefits and employer contributions. Warren and Paul will be your trusty guides on this financial trail ride, providin' the information you need to make an informed decision and ride off into a happy retirement! ========================== Chapters: 0:00 - Intro 5:05 - The Focal Point: Property vs Pensions ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== Podcast References: Clarkson's Farm Season 3 https://www.amazon.co.uk/Clarksons-Farm-Season-3/dp/B0CWTYDKJ7 Duke of Edinburgh Awards https://www.dofe.org/ Property vs Pension - Frazer James https://frazerjames.co.uk/property-vs-pension/ Pension Or Property Which Is The Better Investment - Unbiased https://www.unbiased.co.uk/discover/pensions-retirement/starting-a-pension/pension-or-property-which-is-the-better-investment Property or pension — which is the better investment? TEBI (evidenceinvestor.com) https://www.evidenceinvestor.com/property-or-pension-which-is-the-better-investment/ Property or pension in retirement? Maybe blending is the answer (netwealth.com) https://www.netwealth.com/ourviews/property-or-pension-in-retirement-maybe-blending-is-the-answer/ Pension protection - Check your money is protected - FSCS https://www.fscs.org.uk/what-we-cover/pensions/ Tandem Talks: How are your monies protected on the platform? – Tandem Financial https://tandemfinancial.co.uk/tandem-talks/tandem-talks-how-are-your-monies-protected-on-the-platform/ The Age of Humans: Evolutionary Perspectives on the Anthropocene https://humanorigins.si.edu/research/age-humans-evolutionary-perspectives-anthropocene ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. #retirementplanning #propertyinvestinguk #investingstrategies #pensionplanning #financialfreedom #goldenyears #pensionposse #propertyprospectors #financiallasso #greatretirementshowdown #propertyorpension…

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Episode 009: 12 golden rules of investing - Paul's nerdy nuggets get decoded by Warren 38:07

about a year ago38:07