Episodes
22
Latest episode
Jan 2024
Language
EN
Rachael and the gang, plus a series of special guests, bid to make financial planning and money matters as accessible as possible for listeners regardless of age, wealth or stage in the journey towards financial freedom. Enjoy the warmth, experience and desire to do great things of this all-female team of financial advisors as they bid to make a positive difference to people's lives through sound financial planning.
Season Two of the Financial Freedom Podcast draws to a close and the team turns their attention to common myths linked to the world of Financial Planning and Wealth Management. There are lots of misconceptions out there - so if you have a spare 20 minutes, hit the download button!
It's the penultimate episode of Season Two and the focus is on inheritance tax and the great wealth transfer. Rachael knocks host James' socks off with some hefty numbers, and difficult conversations with family members come into sharp focus. It's a pod for all ages. Hit that download button.
Later life planning might not be at the top of everyone's agendas - but it makes sense to talk about it sooner, rather than later. Rachael and the team discuss this issue in the latest episode of our Financial Freedom podcast series. You probably think it's not for you - but it almost certainly is, whatever your age.
We are all vulnerable at some point in our life - and that's the theme this latest podcast, as James and Rachael discuss the impact vulnerability can have on finances and making financial decisions. You may not feel vulnerable - but any number of life events can cause an individual to be in a vulnerable state. This episode applies to everyone, regardless of stage in life and is well worth a listen.
The menopause and how it can affect women's health, wealth and career prospects is the subject of this podcast. Host James is on a journey of discovery as Practice Principal Rachael and Client Experience Director Pam share their menopause experiences. And the ladies discuss some pretty stark figures when it comes to menopause and finances.
After the popular 'How much do I need to retire' episode, the team really drill down into the numbers and discover that many people are cruising towards difficult retirements. The website, Retirement Living Standards, says a single person requires £23,300 for a 'moderate' retirement. But the average person will receive just £12,800 a year based on the latest stats. And there are some scary figures linked to self-employed people. This pod is a must-listen for anyone with a pension. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable investing
Host James wants a yacht - alas his fund is presently only fit for a pedalo. But he has a goal, which is what this episode is about. Practice Principal Rachael is joined by special guest Alex Dent from leading accountants Saint & Co, as the team explore financial goals - and what can be done to help achieve them. So if you have a dream, a business or a plan in life, this pod will help as you make some important considerations. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable investing
The team turn their attention to how much an individual might need to retire. It's one of the questions they are most commonly asked, and the subject is brought to life in this insightful episode. Host James wishes to retire by the age of 55 - but are his dreams realistic? Whether you are just starting your working life, are mid-way through the journey or retirement is within touching distance this pod will shed light on what can be a complex matter. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable investing
The team are back in the studio and in this episode, the focus is on the younger element of the sandwich generation. Many parents spend time worrying about the finances and well-being of their children - and the team examine this issue with empathy and humour. So whether your children are young or grown-up, this pod will almost certainly give you some fantastic takeaway tips. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable Investing
Rachael and the team are back for a new season and straight out of the blocks tackle the issue of the Sandwich Generation. This episode is packed with views and opinions on how to help older generations with their finances, care and well-being. Guests Julie and Pam give an intimate insight into their family affairs as they speak about the challenges of looking after parents - and in Pam's case, her 100-year-old gran. Responsibility often falls on the Sandwich Generation to take care of ageing parents- so if this is you, the pod is definitely worth a listen.
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