Dentists Who Invest Podcast artwork

Q&A With A Financial Advisor with Roderick Sam DWI-Ep16

Dentists Who Invest Podcast

English - January 10, 2021 23:00 - 57 minutes - 39.4 MB - ★★★★★ - 1 rating
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Here's your golden ticket to financial literacy! Join the enlightening discourse with Financial Advisor Roderick Sam, who graces our podcast with his expertise. From the intricate world of pensions to the dynamic landscape of investments, Roderick peels back layer after layer, unveiling the seemingly complex world of finance in a language that even those faint of heart in the face of numbers can comprehend.

Ever pondered how much of your earnings should go into your NHS or private pension? How about the tax implications of investing in Bitcoin? With Roderick's guidance, we navigate these mind-boggling mysteries together. We delve into the importance of emergency funds and why holding 20% of your portfolio in cash may be your safety net against a market downturn. We also traverse the terrain of property investment as a limited company and expose the common financial missteps dentists often make. 

This isn't just about numbers and investments, it's about your future. Roderick highlights the necessity of critical illness cover and income protection insurance, advising on the tax implications over the £100k threshold. With his insights on SIPs, TESSAs, PEPs, and ISAs, you'll be well-equipped to make sound financial decisions. So tune in and take control of your financial future with confidence. Let's journey together towards financial savvy and security.

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