In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss where inflation is being seen and the expected effects on the market. If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
Sep 1, 2021
8 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Charlie Reading new book, The Life Legacy Gift and the kind of things you should think about when planning your legacy. If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
Aug 25, 2021
5 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through a general update on the property market, crypto and stocks. If you've got any financial topic that you'd like to see covered, please get in touch at [email protected] and we will try to incorporate this into a future podcast.
Aug 4, 2021
13 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what an ISA is, the types of ISAs available and the benefits and misconceptions associated with them. If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
Jul 21, 2021
9 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Discretionary Investment Management and the pros and cons of this process. If you've got any financial topic that you'd like to see covered, please contact us at [email protected] and we will try to incorporate this into a future podcast.
Jul 7, 2021
10 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the best way to assess your finances, including reviewing and rebalancing your investment portfolio, reviewing your insurance policies and trusts and ensuring your initial financial plan is still on track. If you've got any financial topic that you'd like to see covered, please get in touch at [email protected] and we will try to incorporate this into a future podcast.
Jun 30, 2021
9 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how to introduce the concept of finances to your children and skills to introduce early on to help them develop good habits with their money.If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
Jun 23, 2021
10 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the latest news topics and give their thoughts on the financial headlines.If you've got any financial topic that you'd like to see covered, please contact us at [email protected] and we will try to incorporate this into a future podcast.
Jun 9, 2021
12 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the lifetime allowance cap being frozen, pension protection and what you can do if you’re concerned about this issue. If you've got any financial topic that you'd like to see covered, please contact us at [email protected] and we will try to incorporate this into a future podcast.
Jun 4, 2021
12 min
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting. If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.
May 27, 2021
8 min
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