Fit Finance Sessions
122 episodes - English - Latest episode: almost 3 years ago -Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
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Episodes
The Adviser Fit Finance Sessions: Inflation News
September 01, 2021 10:00 - 8 minutes - 5.84 MBIn 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.
The Adviser Fit Finance Sessions: The Life Legacy Gift
August 25, 2021 13:00 - 5 minutes - 4.12 MBIn 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.
The Adviser Fit Finance Sessions: Property Market, Crypto and Stocks
August 04, 2021 12:00 - 13 minutes - 9.07 MBIn 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.
The Adviser Fit Finance Sessions: ISAs
July 21, 2021 08:00 - 9 minutes - 6.44 MBIn 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.
The Adviser Fit Finance Sessions: ISAs
July 21, 2021 08:00 - 9 minutes - 6.44 MBIn 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.
The Adviser Fit Finance Sessions: Discretionary Investment Management
July 07, 2021 08:00 - 10 minutes - 7.38 MBIn 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.
The Adviser Fit Finance Sessions: Discretionary Investment Management
July 07, 2021 08:00 - 10 minutes - 7.38 MBIn 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.
The Adviser Fit Finance Sessions: A Financial MOT
June 30, 2021 08:00 - 9 minutes - 6.54 MBIn 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.
The Adviser Fit Finance Sessions: Introducing Finance to your Children
June 23, 2021 10:00 - 10 minutes - 6.91 MBIn 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.
The Adviser Fit Finance Sessions: Thoughts on the News
June 09, 2021 08:00 - 12 minutes - 8.86 MBIn 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.
The Adviser Fit Finance Sessions: Lifetime Allowance
June 04, 2021 09:00 - 12 minutes - 8.27 MBIn 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.
The Adviser Fit Finance Sessions: Gifting
May 27, 2021 10:00 - 8 minutes - 6.18 MBIn 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.
The Adviser Fit Finance Sessions: Pubs and Inflation
May 19, 2021 08:00 - 10 minutes - 7.28 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the cautious approach a lot of pubs are taking to reopening and the current situation regarding inflation. 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.
The Adviser Fit Finance Sessions: Rebalancing Your Portfolio
May 05, 2021 10:00 - 11 minutes - 7.92 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what rebalancing your portfolio actually means, the pros and cons involved and the two main types of rebalancing. If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] below and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Rebalancing Your Portfolio
May 05, 2021 10:00 - 11 minutes - 7.92 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what rebalancing your portfolio actually means, the pros and cons involved and the two main types of rebalancing. If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] below and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Critical Illness Cover
April 28, 2021 08:00 - 10 minutes - 7.21 MBIn this week’s Adviser Fit Finance Sessions podcast, the Financial Planners sit down with Efficient Portfolio’s Mortgage Adviser, Andrea, to talk about critical illness cover, the scenarios in which taking critical illness cover would prove to be useful, reviewing your protection when purchasing a house and the choices that are available with this type of insurance. If you've got any financial topic that you'd like to see covered, please contact us at [email protected] and we ...
The Adviser Fit Finance Sessions: Bonds
April 21, 2021 07:00 - 11 minutes - 7.94 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners give an overview of bonds including how they work, their general characteristics, the status of the bond markets and alternative investment options. 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.
The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax Year
April 14, 2021 10:00 - 6 minutes - 4.27 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible. 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.
The Adviser Fit Finance Sessions: 5 Animals in the Financial Jungle
April 07, 2021 10:00 - 18 minutes - 12.8 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners take inspiration from a recent BBC News article and discuss five ‘animals’ you might spot in the financial jungle, from black swan events to stag investors - and what they may mean to you should you encounter them. 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.
The Adviser Fit Finance Sessions: Archegos Capital Chaos
March 31, 2021 08:00 - 9 minutes - 6.69 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the havoc the American hedge fund, Archegos Capital, has caused recently. 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.
The Adviser Fit Finance Sessions: New Pension Legislation
March 24, 2021 10:00 - 7 minutes - 5.03 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the details of the recent UK pension legislation changes and the affect they may have on those intending to retire early. 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.
The Adviser Fit Finance Sessions: Markets and Inflation
March 17, 2021 09:00 - 7 minutes - 5.38 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the US economy, recent volatility in the market and the potential effects of inflation. If you've got any financial topic that you'd like to see covered, please email us at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Working from Home
March 10, 2021 11:00 - 8 minutes - 6.09 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how businesses have adapted to working from home and how this new work/life balance this may affect job role considerations for people going forward. 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.
The Adviser Fit Finance Sessions: Budget Announcement March 2021
March 04, 2021 15:00 - 13 minutes - 9 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners dissect a few of the key points from yesterday’s budget statement. 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.
The Adviser Fit Finance Sessions: Latest Government Announcement, Employment Rates and Corporation Tax
February 23, 2021 14:00 - 8 minutes - 5.95 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what Boris Johnson’s most recent announcement will mean for the markets in general and also touch on employment rates and the proposed corporation tax increase. 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.
The Adviser Fit Finance Sessions: New Woodford Fund, Bitcoin and Stamp Duty
February 16, 2021 11:00 - 9 minutes - 6.58 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the new fund being set up by Neil Woodford, Stamp Duty in the upcoming budget and Elon Musk’s investment in Bitcoin. 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.
The Adviser Fit Finance Sessions: New Woodford Fund, Bitcoin and Stamp Duty
February 16, 2021 11:00 - 9 minutes - 6.58 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the new fund being set up by Neil Woodford, Stamp Duty in the upcoming budget and Elon Musk’s investment in Bitcoin. 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.
The Adviser Fit Finance Sessions: Capital Gains Allowance
February 09, 2021 14:00 - 7 minutes - 4.93 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners get into the nitty gritty of Capital Gains Allowance. 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.
The Adviser Fit Finance Sessions: Capital Gains Allowance
February 09, 2021 14:00 - 7 minutes - 4.93 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners get into the nitty gritty of Capital Gains Allowance. 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.
The Adviser Fit Finance Sessions: The Internet vs Hedge Funds
February 03, 2021 10:00 - 12 minutes - 8.31 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the internet’s mass opposition of hedge funds, in what appears to be an anti-establishment move. 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.
The Adviser Fit Finance Sessions: Tips for Business Owners
January 26, 2021 13:00 - 5 minutes - 3.88 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how business owners can be more tax efficient in their approach to running their business and what options are available to improve their financial planning. If you've got any financial topic that you'd like to see covered, please email [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Economic Effect of Biden’s Policies
January 20, 2021 09:00 - 10 minutes - 7.27 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the potential economic impact of the new policies Joe Biden will be bringing in with his Presidency in the US. If you've got any financial topic that you'd like to see covered, please send us an email at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Economic Effect of Biden’s Policies
January 20, 2021 09:00 - 10 minutes - 7.27 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the potential economic impact of the new policies Joe Biden will be bringing in with his Presidency in the US. If you've got any financial topic that you'd like to see covered, please send us an email at [email protected] and we will try to incorporate this into a future podcast.
The Adviser Fit Finance Sessions: Bitcoin Revisited, Safe-Haven Assets and Pension Contributions
January 13, 2021 13:00 - 8 minutes - 6.18 MBIn this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners revisit Bitcoin to address its continuing volatility and touch on other ‘safe-haven’ assets. They also run through pension allowances and encourage you to think about your pension contributions sooner rather than later.
The Adviser Fit Finance Sessions: Bitcoin
January 06, 2021 11:00 - 9 minutes - 6.21 MBIn the first Adviser Fit Finance Sessions podcast of the year, Efficient Portfolio’s Financial Planners discuss the rapid increase in the valuation of Bitcoin and the volatility and regulations to bear in mind when thinking of investing in it.
The Adviser Fit Finance Sessions Advent Special Day 24: Selling Your Business
December 24, 2020 09:00 - 4 minutes - 3.3 MBOn the final day of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio discuss the sorts of things you should consider when selling your business.
The Adviser Fit Finance Sessions Advent Special Day 24: Selling Your Business
December 24, 2020 09:00 - 4 minutes - 3.3 MBOn the final day of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio discuss the sorts of things you should consider when selling your business.
The Adviser Fit Finance Sessions Advent Special Day 23: Residential Property Investment
December 23, 2020 09:00 - 3 minutes - 2.66 MBOn day 23 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what the benefits and risks are to investing in residential property.
The Adviser Fit Finance Sessions Advent Special Day 22: IHT Planning
December 22, 2020 09:00 - 4 minutes - 2.92 MBOn day 22 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Inheritance Tax is and how planning around this topic works.
The Adviser Fit Finance Sessions Advent Special Day 21: Trusts
December 21, 2020 09:00 - 3 minutes - 2.11 MBOn day 21 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain the different kinds of Trusts and how they’re used.
The Adviser Fit Finance Sessions Advent Special Day 20: Critical Illness & Income Protection Cover
December 20, 2020 09:00 - 3 minutes - 2.53 MBOn day 20 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Critical Illness and Income Protection cover is and how each of them work to protect your money in a worst case scenario with your health.
The Adviser Fit Finance Sessions Advent Special Day 19: Protection
December 19, 2020 09:00 - 2 minutes - 2.04 MBOn day 19 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain the different types of life insurances/assurances and how they work.
The Adviser Fit Finance Sessions Advent Special Day 19: Protection
December 19, 2020 09:00 - 2 minutes - 2.04 MBOn day 19 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain the different types of life insurances/assurances and how they work.
The Adviser Fit Finance Sessions Advent Special Day 18: DFM/DIM
December 18, 2020 09:00 - 2 minutes - 2.03 MBOn day 18 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what a Discretionary Fund Manager or Discretionary Investment Manager is and the role they perform as well as the benefits and drawbacks of using one.
The Adviser Fit Finance Sessions Advent Special Day 17: Platforms
December 17, 2020 15:00 - 2 minutes - 1.49 MBOn day 17 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what a platform is and how they’re used.
The Adviser Fit Finance Sessions Advent Special Day 15: Annuity
December 15, 2020 09:00 - 4 minutes - 2.99 MBOn day 15 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what an annuity is, and the pros and cons involved.
The Adviser Fit Finance Sessions Advent Special Day 15: Annuity
December 15, 2020 09:00 - 4 minutes - 2.99 MBOn day 15 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what an annuity is, and the pros and cons involved.
The Adviser Fit Finance Sessions Advent Special Day 14: Pension Drawdowns
December 14, 2020 09:00 - 3 minutes - 2.16 MBIn day 14 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain how to drawdown from your pension and what risks are involved with that strategy.
The Adviser Fit Finance Sessions Advent Special Day 13: Enterprise Investment Scheme (EIS)
December 13, 2020 09:00 - 4 minutes - 2.94 MBIn day 13 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Enterprise Investment Schemes are (EIS) and the risks, restrictions and benefits of them.
The Adviser Fit Finance Sessions Advent Special Day 12: Venture Capital Trust
December 12, 2020 09:00 - 3 minutes - 2.6 MBIn day 12 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Venture Capital Trusts are and the risks to be aware of.