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There are lots of universal things that people can do, which make up a large proportion of the recipe for financial success, that are much simpler than you think.
Rather than keep them to myself and share them only with my clients, I want to share them with you to help educate, encourage and give you the confidence to take action.
Welcome to James Talks Finance, the show where we aim to simplify the world of personal finance and financial planning to enable you to get control and take action to a more successful financial future. Presented by James Wallis, a Chartered Financial Planner and financial planning business owner with more than a decade of experience helping people with their finances.
The world of finance can be complicated, filled with jargon and acronyms and generally difficult to get your head around.
But it doesn’t have to be that way!
There are also lots of opinions and resources out there, often from people without any practical experience or knowledge beyond what they have picked up, and with no accountability for being incorrect.
With the commitment that I will try my absolute best to avoid any jargon, acronyms or complicated industry lingo you won’t understand!
Over the series, we will go through lots of the universal basics everyone should be working on with their finances, and delve deeper into certain areas.
| Episode | Date |
|---|---|
|
When You Need A Financial Adviser And What To Look For | S02 E06
|
Apr 07, 2026 |
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What To Do If You Come Into Sudden Money | S02 E05
|
Mar 31, 2026 |
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How To Really Prepare For Financial Freedom | S02 E04
|
Mar 24, 2026 |
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Why You Should Consider Investing And How To Make Better Investment Decisions | S02 E03
|
Mar 17, 2026 |
|
The Ultimate Guide to Financial Disaster Planning | S02 E02
|
Mar 10, 2026 |
|
The 4 P’s of Financial Organisation (And Why Most People Get It Backwards) | S02 E01
|
Mar 03, 2026 |
|
The Only Financial Numbers That Really Matter | S01 E07
|
Dec 16, 2025 |
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The 4-Pot Principle for Building Capital (Without Overthinking It) | S01 E06
|
Dec 09, 2025 |
|
How Often Should You Check Your Finances And How to Accelerate Your Growth | S01 E05
|
Dec 02, 2025 |
|
The Financial Rules of Thumb That Actually Make Life Easier | S01 E04
|
Nov 25, 2025 |
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Why Business Owners Have the Edge in Financial Planning | S01 E03
|
Nov 18, 2025 |
|
The Universal Principles That Build Real Wealth | S01 E02
|
Nov 11, 2025 |
|
Stop Waiting And Start Building Your Financial Future Today | S01 E01
|
Nov 11, 2025 |
|
Trailer - James Talks Finance
|
Nov 10, 2025 |