Financial Action Plan - podcast episode cover

Financial Action Plan

Jan 11, 202117 minEp. 14
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Episode description

With a new year rolling in, there's never been a better time to take more control of your financial life. With this in mind, Tony is here to talk to you about why these plans are so important, and the ten best ways in which you can structure your own.

KEY TAKEAWAYS

  • Review your expenses regularly and look for ways, large and small, to cut back. Freeing up extra cash is a great way to get ahead, and allows you to face any unexpected challenges.
  • Tax really matters! Make sure you seek professional guidance and take advantage of any discounts, breaks or allowances that can work to your benefit.
  • Don't be afraid to speculate from time to time. Wise investments can provide you with a good income throughout life, so take guidance and invest wisely.

BEST MOMENTS

'Knowing where to begin - that's the key'

'Markets move through stages of growth, slowing down and speeding up!'

'You need to take some risks in order to generate a return'

ABOUT THE HOST

Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

“Live For Today, Invest For Tomorrow”

CONTACT

Tony's official website: https://ttwealth.co.uk/

Facebook: https://www.facebook.com/TonyThomas.IFA/

LinkedIn: https://www.linkedin.com/in/tonythomas2/

This show was brought to you by Progressive Media

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