DiscoverThe Meaningful Money Personal Finance PodcastIf you’re planning to invest, don’t! Invest in planning…
If you’re planning to invest, don’t! Invest in planning…

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

Update: 2019-05-15
Share

Description

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.

Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

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

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

Pete Matthew