WT022: Pillar 3 [Investments]

07/04/19 • 28 min

WealthTalk - money, wealth and personal finance.

Invest at low cost, look to diversify your investments and always do your due diligence to mitigate risk. These are some of the key lessons from today’s episode of WealthTalk, where we carry on from last week’s introduction to Pillar 3, investments. You’ll hear from two WealthBuilder clients who share differing approaches to investing, and if the investment pillar is one that interests you, then it’s important to find a process that will be well suited to you.

Show contributors - Jeremy Downing, Manish Kataria.

Resources Mentioned In This Episode:

Listen to WT0021 - Why most investments are C.R.A.P

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Links to all WealthTalk podcast episodes can be found at www.wealthbuilders.co.uk/wealthtalk

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Show contributors - Jeremy Downing, Manish Kataria.

Resources Mentioned In This Episode:

Listen to WT0021 - Why most investments are C.R.A.P

Click Here To Find Out More About The WealthBuilders Academy

Links to all WealthTalk podcast episodes can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

CLICK HERE FOR FREE MEMBERSHIP ACCESS

Previous Episode

WT021 : Why most investments are C.R.A.P

Pillar 3 [Investments] is where many people will have their money ‘parked’ in the hope that it works out positively in the long run. Unfortunately with any market there is very little control that any individual can have in dictating the outcome. In today’s episode Kevin Whelan dispels some common beliefs around investments and shares his own C.R.A.P model to help you make better investing decisions.

Resources Mentioned In This Episode:
Listen to WT007 - The 7 Pillars of Wealth
Listen to WT009 - The Wheel of Wealth

[CLICK HERE FOR FREE MEMBERSHIP ACCESS]

Click Here To Find Out More About The WealthBuilders Academy

Links to all WealthTalk podcast episodes can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

Next Episode

WT023: Using Trusts To Protect Your Assets

It's important to know what would happen and who could make decisions to keep your assets protected, well maintained, well organised and structured and continue to do that if for any reason you weren't able to. WealthBuilding is a management process. There needs to be some management, not least because things change, tax laws change our health changes, our relationships often change. We focus on the different types of Trust, Wills and Lasting Power of Attorney in this week’s episode of WealthTalk.

Resources Mentioned In This Episode:

Listen to Episode 008 - Protecting Your Assets [The ROOF]

Listen to Episode 018 - SSAS Pensions [The Director’s Pension]

Make, register or end a Lasting Power of Attorney

Wording to check how your home is owned:
The Title Register Document will show the names of the people that own the property and, if you are tenants in common will also have wording similar to: "No disposition by a sole proprietor of the registered estate (except a trust corporation) under which capital money arises is to be registered unless authorised by an order of the court".
If there is no such wording in the Title Register Document then you are almost certainly joint tenants.

CLICK HERE FOR FREE MEMBERSHIP ACCESS

Click Here To Find Out More About The WealthBuilders Academy

Links to all WealthTalk podcast episodes can be found at
www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook