The Financial Freedom Podcast
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 t...
Recent Episodes
10
Jan. 3, 2024
Episode 10 - What you thought you knew
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!
9
Dec. 27, 2023
Episode Nine - Inheritance tax - and the great wealth transfer
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.
8
Dec. 20, 2023
Episode Eight - Later Life PLanning
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.
7
Nov. 15, 2023
Episode Seven - Vulnerability and finances; how you are affected
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.
6
Oct. 18, 2023
Episode Six - The Menopause
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.
5
Sept. 27, 2023
Episode Five - The Empty Pension Pot
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. __ Rachael Bel