What Does a Financial Plan Look Like?
In this episode join Chris and David as they round up previous podcasts and explain what a financial plan is. They then look at the main steps that should be taken to get the most out of your financial planning.
In this episode join Chris and David as they round up previous podcasts and explain what a financial plan looks like.
They look at the main steps that are taken, which includes understanding the cost of your lifestyle, looking at your possible future and finding out what’s achievable. There are links back to previous podcasts that go into more detail to help you make the most of planning your finances.
We also enjoy some more tips from #tightasstommo. If you want to share a great money saving tips with us, tweet @Finwellbeing for a shout out.
1.30 – Fanny Cradock’s doughnuts!
2.00 – Catching up on previous podcasts, What is a Financial Plan?
3.37 – Tip of the week from #tightasstommo
8.00 – How to save money and be environmentally friendly
8.25 – What might a financial plan look like?
9.40 – Goals & Objectives with Carl Richards – click here for link to episode 15
10.50 – Simplified Cashflow Forecasting Spreadsheet – click here for link
12.00 – Financial Capability with Neil Bage – click here for link to episode 21 podcast
13.10 – Check your bank balance for old direct debits no longer using
14.15 – What is disposable income? – click here for link to episode 5 podcast
16.00 – Check out the Government Gateway for your state pension forecast
17.40 – How to spend newly found money!
18.40 – Interesting news from David
19.30 – Engage with your finances
19.40 – Know Thyself, the underlying principle behind financial wellbeing
20.18 – Finding out what is achievable
21.30 – Be challenged in a meaningful way
23.00 – Assumptions and Objectives to help future decisions
24.10 – Keep reviewing and adapting the plan
Do you have any financial wellbeing questions you would like us to answer? Or do you have a #tightasstommo money saving tip you would like to share with our listeners?
If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop