Episodes

9
Oct. 18, 2022

Episode Nine - Investing For A World Worth Living In

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 i...
8
Oct. 10, 2022

Episode Eight - Is My Business Healthy?

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...
7
Oct. 4, 2022

Episode Seven - Spinning Plates

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 ...
5
Sept. 21, 2022

Episode Five - Creating Good Financial Habits

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 b...
5
Sept. 21, 2022

Episode Five - Creating Good Financial Habits

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 b...
4
Sept. 13, 2022

Episode Four - My Business Is My Pension

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.
4
Sept. 13, 2022

Episode Four - My Business Is My Pension

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.
3
Sept. 6, 2022

Episode Three - Inflation, Investing and Insights

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.
3
Sept. 6, 2022

Episode Three - Inflation, Investing and Insights

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.
2
Aug. 30, 2022

Episode Two - The Important Paper Draw

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 th...
2
Aug. 30, 2022

Episode Two - The Important Paper Draw

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 th...
1
Aug. 23, 2022

Episode One - Wow Moments

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.
1
Aug. 23, 2022

Episode One - Wow Moments

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.
Aug. 17, 2022

The Pilot - Finding Financial Freedom

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.
Aug. 17, 2022

The Pilot - Finding Financial Freedom

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.