In this episode I am joined by Brendan Lee Young, a co-founder of Passiv, a portfolio management tool designed to help self-directed investors manage and grow their wealth. Brendan joins Tony to talk about how Passiv has grown into a billion-dollar company, and the ways in which its tools and features can help you [...]
Is it possible to protect your wealth against unexpected threats? This video discusses the impact unexpected events can have on your future wealth and how you can look at wealth protection strategies to potentially mitigate the risk. If you would prefer to read the information, there is a video transcript below the video itself. [...]
This week, I talk to Brian Dress, the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice, who currently service approximately 200 clients and manage over $167.5 million in assets. Listen To The Podcast Episode Watch The Video Recording [...]
Do you struggle to save on a regular basis? It is all too tempting to spend any money we earn or receive and in this video, Robin Powell, a Financial Journalist and Jason Butler, a Financial Author discuss the typical reasons we do this. A video transcript is provided further below, if you would [...]
In the podcast I chat with property investor and mentor, Mark Lloyd, about his career, his mentorship programmes, and how he helps others to achieve financial freedom through property investment. Key Takeaways Mentoring works best with a hybrid model - a group dynamic aids others in [...]
Asset allocation is one of the most important aspects of investing, and it may be the key to ensuring that your financial future is even more secure. Key Takeaways If you have money in funds such as pensions or general investment holdings, then you must make [...]
In this week's invaluable episode, I share why a regular review of your goals, your needs and your investments, is the key to ensuring that your future remains secure. Key Takeaways Focussing upon the key events in your life is crucial in determining the money you [...]
In this week's show, I share the ways in which you can ensure your future plans remain safe, and also how financial advisors can help you to achieve this security. Key Takeaways Realistic expectations are vital in visualising the future ahead of us. This helps us [...]
This episode takes you through the ways in which you can create a wealth solution by designing a lifestyle plan, and how by doing so we can make our futures more financially secure and independent. Key Takeaways We all wish to be secure in our futures. [...]
Every year thousands of households in the UK will have to pay tax on their estate, so what’s the best way to avoid inheritance tax? If you’re administering an estate of someone who has died, how do you obtain probate? Is it possible to retrospectively minimise an estate’s tax liabilities? Inheritance Tax receipts reached [...]
