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In this weeks episode I welcome Financial Advisor Gareth Shears to the show to discuss all about investing and the best ways to manage your money.
Gareth has been exploding on social media lately with a refreshing take on money that I know you’re going to love.
In this episode:
- Why financial education is key in helping people manage their money effectively.
- How saving and investing are both important components of your financial strategy.
- Understand the difference between saving and investing based on short-term and long-term goals.
- Why insurance and protection policies play a vital role in safeguarding your money.
- How to understand risk and volatility when making investment decisions.
- Why ISAs offer flexibility and tax efficiency.
- How to invest in global equities.
- Explaining how pensions provide tax relief and protection against inheritance tax.
- Understand how financial planning should be personalised and regularly reviewed.
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