In this episode, Martin Banford CFPTM Chartered MCSI, Informed Choice and Nick Bamford, Informed Choice talk about the end of the financial planning journey, retirement. Or is it the start of the journey? We'll let you be the judge of that.
In this episode, e talks about investing with confidence.
In this episode, Martin Banford CFPTM Chartered MCSI, Informed Choice and Justin King CFPTM Chartered MCSI, MFP Wealth Management talk about the importance of knowing what you want out of life when forming a Financial Plan. Justin is trained in the Kinder method of Life Planning, and in fact trains other Financial Planners in this method, so we talk about the three questions devised by George Kinder that are designed to transform your financial life.
In this episode of the podcast, on day two of Financial Planning Week 2017, Martin Banford CFPTM Chartered MCSI, Informed Choice is joined by Financial Planner Pete Matthew.
In this episode of the podcast, on day one of Financial Planning Week 2017, Martin Banford CFPTM Chartered MCSI, Informed Choice is joined by fellow Financial Planner Ruth Sturkey CFPTM Chartered MCSI, The Red House Consulting to define financial planning and talk about the six-step process for financial planning.
- Budget to win, by Pete Matthew (episode 1)
This week, we’re revisiting the very important subject of budgeting. This is inspired by a wonderful email received this week from a listener called Martin in Pontefract in the UK. I was just going to read the email out, but I decided instead to ask Martin onto the show and he agreed!
- Putting your finances on auto-pilot, by Pete Matthew (episode 2)
This week is talking about putting your finances on auto-pilot. We all procrastinate on important decisions, and when those decisions have to be made regularly, such as how much to put aside each month for our future, they end up getting left altogether. The answer is to automate as much as possible to remove that decision making.