The Finance Geeks Podcast
By thefinancegeekspodcast
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Category: Investing
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Subscribers: 1
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Episodes: 51
Description
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
| Episode | Date |
|---|---|
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S4:E11 - The 2027 Pensions & IHT Shake-up - PART 2 - The knock-on effects you need to know
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Jul 07, 2026 |
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S4:E10 - The 2027 Pensions & IHT Shake-up - PART 1 - Big changes are coming, are your prepared?
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Jun 24, 2026 |
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S4:E9 - Markets at All-Time Highs: Should Investors Be Worried?
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Jun 10, 2026 |
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S4:E8 - The Money Map - What Money Really Means to Us
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May 20, 2026 |
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S4:E7 - Should Financial Planners Be Using AI? Is It a Friend or a Foe?
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May 06, 2026 |
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S4:E6 - Accumulation to Enjoyment - The Hardest Transition in Finance
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Apr 21, 2026 |
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PFS Power Webinar - Beyond £1 Million: Building a Business That Truly Matters
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Apr 08, 2026 |
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S4:E4 - Why do smart people make bad money decisions? Understanding the formula
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Mar 25, 2026 |
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S4:E3 - Financial planning in a world that keeps changing the rules
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Mar 10, 2026 |
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S4:E2 - Beyond Financial Freedom: What Really Matters Next?
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Feb 26, 2026 |
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S4:E1 - Will I Be OK? A Guiding Light in Financial Planning
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Feb 11, 2026 |
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Episode 08: Budget Aftermath - Weathering the Fiscal Storm
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Dec 17, 2025 |
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Episode 07: Planning for Inheritance Tax - How to help clients reduce the bill
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Dec 03, 2025 |
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Episode 06: Clients Sitting on Too Much Cash: How Do You Get Them Comfortable With Investing?
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Nov 19, 2025 |
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Episode 05: Autumn Budget 2025 - Rumoured changes & how to prepare
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Nov 05, 2025 |
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Episode 04: Going the Distance: Are We Ready to Plan for 100-Year Lives?
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Oct 22, 2025 |
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Episode 03: Keeping the client on track - Has the annual review run out of steam?
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Oct 08, 2025 |
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Episode 02: The Art of Being Seen – Should Every Planner Become a Content Creator
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Sep 24, 2025 |
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Episode 01: Are we Advisers or Coaches? Rethinking the role of a Modern Financial Planner
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Sep 10, 2025 |
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Episode 19: What to expect when you first meet with a Financial Planner
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Jul 09, 2025 |
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Episode 18: Client Magnetism - How to Attract Your Ideal Clients
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Jun 24, 2025 |
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Episode 17: How to Level Up from a Solo Planner to a Financial Planning Practice
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Jun 04, 2025 |
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Episode 16: Quakeproof Your Planning - Top 10 Financial Planner Faults to Avoid
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May 21, 2025 |
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Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
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May 07, 2025 |
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Episode 14: Market Mayhem & The Tariff Effect - Navigating Risk vs Volatility Like a Geek
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Apr 23, 2025 |
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Episode 13: The Vault of Legacy - Inheritance Tax Planning Strategies
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Apr 09, 2025 |
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Episode 12: End of Tax Year Planning - The Great Tax Detective’s Playbook
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Mar 21, 2025 |
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Episode 11: Mission: Secure Retirement – Strategies and Insights in Securing Retirement Income
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Mar 12, 2025 |
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Episode 10: The Golden Quest - Understanding Retirement and the Secrets to Financial Freedom
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Feb 26, 2025 |
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Episode 9: Investing Uncovered – Behind the Scenes of Portfolio Management
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Feb 12, 2025 |
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Episode 8: Turbocharge Your Efficiency - Accelerating Your Business Performance
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Jan 29, 2025 |
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Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025
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Jan 14, 2025 |
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Episode 6: Blueprint for 2025 - Planning Your Best Year Yet!
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Dec 24, 2024 |
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Episode 5: Real Life Financial Success Stories
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Dec 10, 2024 |
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Episode 4: Wrestling Retirement Planning - Smackdown Strategies for a Winning Future
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Nov 26, 2024 |
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Episode 3: Budget Fallout - Weighing the Aftermath
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Nov 12, 2024 |
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Episode 2: Wrangling Bulls & Bears - Insights for a Steady Financial Ride
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Oct 30, 2024 |
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Episode 01: Autumn Budget 2024 - The Geeky Guide to What’s Coming
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Oct 14, 2024 |
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Episode 013: Raising Money Smart Kids - Conquering the Financial Playground
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Jul 09, 2024 |
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Episode 012: Love and Money - Navigating Finances with Your Partner
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Jun 25, 2024 |
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Episode 011: Financial Wellbeing - Find Your Balance, Achieve Financial Nirvana
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Jun 13, 2024 |
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Episode 010: Property vs Pensions - Showdown at the Retirement Corral
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Jun 04, 2024 |
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Episode 009: 12 golden rules of investing - Paul's nerdy nuggets get decoded by Warren
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May 21, 2024 |
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Episode 008: Mastering Money with Financial Rules of Thumb
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Apr 30, 2024 |
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Episode 007 : The "Enough" Enigma - Cracking the Code to Financial Fulfilment
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Apr 16, 2024 |
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Episode 006: Your Financial Force Field - Plan for the unknown and protect yourself
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Apr 02, 2024 |
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Episode 005: Action Man vs. the Taxman - Become a tax efficient investment geek!
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Mar 22, 2024 |
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Episode 004: Unmasking the Mystery of Investment Risk
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Mar 06, 2024 |
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Episode 003: Level Up Your Finances - Mastering the Art of Budgeting and Cash Flow
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Feb 27, 2024 |
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Episode 002: Secrets to a Happy Life - The Ultimate Investment
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Feb 20, 2024 |
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Episode 001: 2024 Goals - Crushing It Like a Financial Geek
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Feb 12, 2024 |