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Fit Finance Sessions
by Efficient PortfolioDoes money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
Copyright: © 2024 Fit Finance Sessions
Episodes
The Adviser Fit Finance Sessions: Inflation News
8m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss where inflation is being seen and the expected effects on the market.
If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: The Life Legacy Gift
5m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Charlie Reading new book, The Life Legacy Gift and the kind of things you should think about when planning your legacy.
If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Property Market, Crypto and Stocks
13m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through a general update on the property market, crypto and stocks.
If you've got any financial topic that you'd like to see covered, please get in touch at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: ISAs
9m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what an ISA is, the types of ISAs available and the benefits and misconceptions associated with them.
If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Discretionary Investment Management
10m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Discretionary Investment Management and the pros and cons of this process.
If you've got any financial topic that you'd like to see covered, please contact us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: A Financial MOT
9m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the best way to assess your finances, including reviewing and rebalancing your investment portfolio, reviewing your insurance policies and trusts and ensuring your initial financial plan is still on track.
If you've got any financial topic that you'd like to see covered, please get in touch at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Introducing Finance to your Children
10m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how to introduce the concept of finances to your children and skills to introduce early on to help them develop good habits with their money.
If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Thoughts on the News
12m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the latest news topics and give their thoughts on the financial headlines.
If you've got any financial topic that you'd like to see covered, please contact us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Lifetime Allowance
12m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the lifetime allowance cap being frozen, pension protection and what you can do if you’re concerned about this issue.
If you've got any financial topic that you'd like to see covered, please contact us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Gifting
8m · PublishedIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting.
If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
Fit Finance Sessions has 98 episodes in total of non- explicit content. Total playtime is 23:24:53. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on February 26th, 2024 21:17.