When To Save & When To Invest with Moneybox, Head of Personal Finance, Brian Byrnes
Manage episode 380850408 series 3445597
Today, we have a special treat for you—Brian Byrnes, the Head of Personal Finance at Moneybox, joins us on the show. With a wealth of experience in the industry, including roles at Wealthsimple UK and Coutts, Brian is a Chartered Wealth Manager who is passionate about financial education.
He's here to share his insights and expertise to empower you to make more informed financial decisions. Whether you're looking to invest, save, or secure your future with a pension, this episode promises to provide you with actionable tips and strategies.
Join Moneybox here >> https://upthegains.co.uk/visit-moneybox-partner/
(Capital at risk when you invest)
What's in This Episode
- Investing Basics: Brian lays down the fundamentals of investing and why it should be a crucial part of your financial strategy.
- Saving Rates: We delve into the current saving rates and discuss how to make your money work harder for you.
- Rising Interest Rates: What do rising interest rates mean for investors? Brian sheds light on how you can adapt your investment strategy to mitigate risks.
- Pensions and Lost Pensions: Brian discusses the role of pensions in financial planning and how Moneybox can help you locate any lost pensions you might have.
- The Future of ISAs: Individual Savings Accounts (ISAs) are evolving. Find out what changes Brian predicts for the future of ISAs and how you can capitalise on them.
- Remortgaging: If you're a homeowner, don't miss our discussion on remortgaging, including when to consider it and the potential financial benefits.
- Brian's Outlook on 2024: As we look to the future, Brian shares his personal predictions for the finance sector in 2024 and how you can prepare for it.
We were privileged to have Brian Byrnes, a leading voice in the realm of personal finance, share his invaluable wisdom with us today.
Brian’s unique blend of experience and foresight makes him a must-listen for anyone serious about navigating the complexities of the financial world. If you're looking for authoritative advice that cuts through the noise, he's your go-to expert.
So don't miss out—make sure to tune in to our future episodes to catch more of Brian and other industry leaders who can elevate your financial game.
Join Moneybox here >> https://upthegains.co.uk/visit-moneybox-partner/
(Capital at risk when you invest)
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