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If you’re planning to invest, don’t! Invest in planning…

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Manage episode 233851499 series 2399180
Content provided by Pete Matthew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete Matthew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I know that you’re itching to get going with your investing and wealth-building, and I keep putting the brakes on. But it will serve you well to put a little bit of forethought into the whole exercise, and in my world, we call that financial planning…

Podcast: Subscribe in iTunes | Play in new window | Download

Join the MeMo Facebook Group

Follow MeMo on Instagram

Follow MeMo on Twitter

Watch the video of the podcast

7IM LogoThis podcast is brought to you with the help of Seven Investment Management, who specialise in multi-asset investing, something I talk about a lot, and which I think should form the core of most people’s investments. 7IM have been helping me out here on MeaningfulMoney for ages, and I'm very grateful.

You can see what they’re up to at 7im.co.uk

New Accumulators – Invest in planning

Financial planning in its richest sense was a revelation for me back in 2006. That’s when I sat a proper financial planning qualification and a lightbulb went on in my head. It’s now entirely what I do at Jacksons Wealth.

For the layperson though, it can be hard to get one’s head around all the different threads that affect our finances at any given time. Fortunately, at the New Accumulator stage of the journey, you planning needs are fairly straightforward, and today we’re going to cover what you need to know and what you need to do to have some parameters for your wealth-building.

Resources mentioned in this episode

Video: Risk Flex video

Podcast episode: How To Choose A Multi-Asset Fund

———–

Course: Learn How To InvestDon't forget the discount code of PODCAST25 when you sign up

Website: Meaningful Academy

Book: The MeaningfulMoney Handbook

Investment Platform: 7IM Self-Invest

And for a transcript of today's show, click the big blue button below!

Click here to download the transcript

Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

iTunes Button 2015

The post If you’re planning to invest, don’t! Invest in planning… appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

  continue reading

301 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on July 21, 2019 01:43 (4+ y ago). Last successful fetch was on June 18, 2019 17:18 (5y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 233851499 series 2399180
Content provided by Pete Matthew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete Matthew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I know that you’re itching to get going with your investing and wealth-building, and I keep putting the brakes on. But it will serve you well to put a little bit of forethought into the whole exercise, and in my world, we call that financial planning…

Podcast: Subscribe in iTunes | Play in new window | Download

Join the MeMo Facebook Group

Follow MeMo on Instagram

Follow MeMo on Twitter

Watch the video of the podcast

7IM LogoThis podcast is brought to you with the help of Seven Investment Management, who specialise in multi-asset investing, something I talk about a lot, and which I think should form the core of most people’s investments. 7IM have been helping me out here on MeaningfulMoney for ages, and I'm very grateful.

You can see what they’re up to at 7im.co.uk

New Accumulators – Invest in planning

Financial planning in its richest sense was a revelation for me back in 2006. That’s when I sat a proper financial planning qualification and a lightbulb went on in my head. It’s now entirely what I do at Jacksons Wealth.

For the layperson though, it can be hard to get one’s head around all the different threads that affect our finances at any given time. Fortunately, at the New Accumulator stage of the journey, you planning needs are fairly straightforward, and today we’re going to cover what you need to know and what you need to do to have some parameters for your wealth-building.

Resources mentioned in this episode

Video: Risk Flex video

Podcast episode: How To Choose A Multi-Asset Fund

———–

Course: Learn How To InvestDon't forget the discount code of PODCAST25 when you sign up

Website: Meaningful Academy

Book: The MeaningfulMoney Handbook

Investment Platform: 7IM Self-Invest

And for a transcript of today's show, click the big blue button below!

Click here to download the transcript

Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

iTunes Button 2015

The post If you’re planning to invest, don’t! Invest in planning… appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

  continue reading

301 episodes

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