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Description
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.
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.
22 Episodes
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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.
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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.
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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.
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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.
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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.
There's a mind-blowing smorgasbord of information in this episode as Rachael, Abigail and James are joined by Rob Gardner, Director of Investments at SJP.
Prepare to be blown away as Rob brings into sharp focus some of the key issues surrounding investments and how they can positively affect the world we live in.
Business owner, individual with a pension pot, retiree or just starting out in the world of work, whatever your stage in life, this pod will have something for you.
So, if you have an interest in helping to create a better, more sustainable world for you, your children, grandchildren and friends, this pod is definitely worth a listen.
Business banana skins are brought into sharp focus in this podcast as Rachael, James and special guest Sam Lyon explore some of the essential things business owners need to have in place.
It's often a case of 'you don't know what you don't know,' says Rachael as the conversation turns to new entrepreneurs - and those who have been trading for many years but have been so focused on building the business, they have neglected so if the fundamental constitutional - and sometimes legal - requirements.
It's an info-packed pod with plenty of food for thought and free advice on tap!
The challenges of running a business and looking after the bottom line - whilst trying to enjoy a semblance of work-life balance and planning for financial freedom - are covered in this episode.
Rachael and the gang are joined by legal firm partner, businessman and world-renowned budgie breeder/expert Richard Miller who gives an honest and insightful summary of his life.
You don't have to be in business to enjoy this pod. The themes it covers affect almost all of us in one way or another. Relax - and enjoy.
There are oodles of takeaways from this episode, as James is joined by Financial Advisor Abigail O'Brien and Client Experience Director Pam Brown.
The ladies offer some sage words in light of the current cost of living crisis and explore ways in which we can all be more in control of our finances.
From contactless payments to budgeting, and energy bills to a 1970s end-of-week bacon treat, this sub 30-minute episode is packed with good advice and reverie.
Stick your headphones on, take a screen break or head out for a bit of exercise and soak it all up!
Special guest Sam Lyon from top legal firm Cartmell Shepherd joins the team as the conversation focuses on business owners.
There's practical advice aplenty in this episode as Rachael, Sam and host, James, navigate some of the key considerations for entrepreneurs.
Stick around long enough, and you'll also hear how Sam - now head of corporate and commercial for Cartmells - once enjoyed a glittering career on the ones and twos as a mobile DJ.
Practice Principal Rachael is over the moon after securing Darren Johnson as a guest - he's a senior investment advisor with St James Place and truly knows his onions.
Host James takes a back seat as Rachael, Financial Advisor Abigail O'Brien and Darren cover a whole host of issues linked to investing.
You don't have to be a pro to listen - there's something for everyone in this varied and interesting episode.
The team are back with some super practical advice when it comes to the one thing pretty much every household has - a draw stuffed with important papers.
The challenge for most people is making sense of the madness; P45s, payslips, pension statements, P60s, ISA statements - what do they all mean? And how can you bring calm to the chaos.
Join James, Rachael and Pam as they explore ways financial freedom can become a step closer with a good old sort out.
And discover why it's jeans (almost) all the way for Pam when she calls in to see a client.
The pilot edition was a glorious success and it's full steam ahead with Season One of the Financial Freedom Podcast, brought to you by Rachael Bell Wealth Management
Practice Principal Rachael and pod host James are back in action for Episode One - Wow Moments.
The special guest is Steve Bolger who really didn't want a financial adviser - but now can't imagine life without one.
His insights are honest, unscripted, unprompted - and worth 30 minutes of anyone's time.
It's the pilot episode and host James is joined by Practice Principal Rachael and Financial Adviser Abigail O'Brien as the trio discuss what financial freedom actually is.
After the success of Season One of the Financial Freedom Podcast, Rachael
and the team reconvenes for a one-off New Year special.
They join host James and discuss ways in which listeners can become financially fit in 2023, covering topics including financial resilience, pension pots, turbulent markets and intergenerational planning.
You have more than 525,000 minutes to enjoy in 2023 - so spend 40 of them with this informative and friendly pod!
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