Real Stories: Good Planning, Bad Tax Schemes
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This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever.
Shownotes: https://meaningfulmoney.tv/RS2
Investment Cheatsheet: https://meaningfulmoney.tv/investment
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Today I am joined by repeat guest and financial planning legend, Chris Budd. He has a new book called the Four Cornerstones of Financial Wellbeing and it’s a very helpful read for anyone struggling to keep money in its place, or with the effects that money can have on our mental health.
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Published 04/10/24
Published 04/10/24
Today we’re rounding off Season 27 by covering the last of our big ideas - and it’s one of the raisons d’etre of Meaningful Money, that most people don’t need advice.
Shownotes: https://meaningfulmoney.tv/BI10
Published 04/03/24
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