[Classic Rewind] Emma Hall: Securing Your Future With Holistic Financial Planning

Money Talk with Yu, hosted by Jerry Yu

Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and reveal the truth behind holistic financial planning. Stay tuned for eye-opening insights that will transform your approach to financial security.

About Emma Hall:

Emma Hall is a Chartered Financial Planner and Fellow of the Personal Finance Society. With a career spanning 17 years, Emma has been a guiding force in the realm of holistic financial planning, providing invaluable insights to both individual and corporate clients. Emma's commitment to excellence was recognized early in her career when she was voted Newly Qualified Financial Adviser of the Year in 2010. Fast forward to the present, and Emma has recently been honored as the Chartered Financial Planner of the Year for 2023/24. Today, she joins us to share her wealth of knowledge and expertise in navigating the ever-evolving landscape of personal finance.

On today’s Fortify Your Financial Kingdom, Emma and Jerry discuss how to:

• Master holistic financial planning for a secure future.
• Discover the impact of artificial intelligence in financial planning.
• Ensure protection in your financial planning journey.
• Embrace proactive planning and effective contingency measures.

Key Takeaways:

• Gaining comprehensive financial insights

Emma Hall emphasizes the need to actively listen and gather as much information as possible during initial client meetings.

• Fostering collaboration with finance experts

Holistic financial planning, as Emma Hall advocates, entails creating a team of experts from different fields such as legal, accounting, and finance.

• Exploring the impact of AI on financial planning techniques

Jerry and Emma agree that while AI adds efficiency to financial calculations and forecasts, human insight is still necessary, particularly in creating plan B for contingencies and an empathetic understanding of clients' needs.

“It's not just about putting pension contributions away, it's a much bigger picture than that. Holistic financial planning means bringing all aspects of a client's financial life together and thinking of the bigger picture to ensure their goals can be achieved. "

—Emma Hall

Contact Emma:

Website: https://75point3.co.uk/

Linkedin: https://uk.linkedin.com/in/emma-hall-276a6284

About the host, Jerry Yu:

Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)

Office: 500 Technology Dr., #300. Irvine, CA 92618

Work: [phone]

Cell: [phone]

Email: [e-mail]

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.