Episode 48 – The Money Plan with Warren Shute
In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode filled with actions you can take to achieve financial freedom.
Welcomes & Introductions
What is this podcast all about? We have an interview with Warren Shute, the Financial Wellbeing Podcasts often talk about thoughtful nature and how we can change our approach to make ourselves happier, in this episode Warren gives us some good solid practical tips from his new book The Money Plan.
Is it possible to open a cash ISA and a Stocks & Shares ISA in the same tax year?
Bonus question – what are the advantages of an ISA?
Tight Ass Tommo – grannies, TV licences and radical opinions!
Thanks to @DellaHudsonFCA
#Tip of the Week – selling on Facebook
Interview with Warren Shute –
Warren is a Financial Planner with Pedigree. After 23 years experience and setting up his own independent firm he now wants to give back with this new book –The Money Plan
Financial Planning can be intimidating, Warren wants to give back to those who do not get advise for whatever reason
We save not for growth, but for security
The House of Wealth
What is financial freedom?
The Subject of ‘goals’ and how they work for Warren, and why Chris does not like them!
How does the 90 day check-in work?
People don’t want to think about money, Warren is showing a proven method that works if you want to take control
Retirement approaches quickly!
Automate as much as possible, finance and money is no the most exciting topic
Has an American father created a different attitude towards money for Warren?
Approaches to money around the world
Not creating money for moneys sake, but creating options for later in life
Warren shares stories of financial planning creating happiness and wellbeing
As we approach retirement, we become more vulnerable, and certainty becomes more valuable
Conclusions from the guys
Do you have any financial wellbeing questions you would like us to answer? Do you have a #tightasstommo money saving tip you would like to share with our listeners?
If so, let us know by going to Twitter @Finwellbeing or email – firstname.lastname@example.org
If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop
Book Giveaway T&Cs
Win 1 of 5 FREE copies of “The Money Plan” from @warrenshute To enter, follow and give us a RT on Twitter!
- 5 Retweets will be picked at random to win a copy of “The Money Plan” by Warren Shute
- Winners will be asked to supply a postal address, details will only used to post prize
- Competition closes midnight 30/04/2019