Investing vs Inflation, We Are Hiring & I Interview My Kids #300

06/11/24 • 38 min

Informed Decisions Independent Financial Planning & Money Podcast

This week's podcast is the 300th Informed Decisions Personal Finance Podcast, so it is a little bit different than the usual!

Key topics are:

Inflation vs Investments over the past few years, what has or has not retained your purchasing power
Informed Decisions Financial Planning may be hiring!
I interview my kids, my most challenging interview to date!

Hope you enjoy!

This week's podcast is the 300th Informed Decisions Personal Finance Podcast, so it is a little bit different than the usual!

Key topics are:

Inflation vs Investments over the past few years, what has or has not retained your purchasing power
Informed Decisions Financial Planning may be hiring!
I interview my kids, my most challenging interview to date!

Hope you enjoy!

Previous Episode

Section 72 Policies - Pros & Cons #299

In this week's podcast I take a look at Section 72 policies. What are they and what's good and bad about them? What would the outcome look like if you saved the premium instead?

Section 72 policies are often discussed as a tool to manage inheritance tax liabilities and to maximise the legacy they leave to loved-one.

I hope it helps.

Next Episode

From The Marines to Professor of Financial Planning #301

For this week's podcast we welcome a fantastic guest, Chet Bennetts. A professor of Financial Planning with a wonderful story about how he got to where he is and shares some interesting ideas with us. Main topics:

Chet's journey to financial planning
His current role
Why he got involved with helping veterans with financial planning
His PhD work

I hope you enjoy and we look forward to having Chet join us again later in the year. A little more about Chet and the American College of Financial Services Ender's book series