Fit Finance Sessions

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss where inflation is being seen and the expected effects on the market. If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss Charlie Reading new book, The Life Legacy Gift and the kind of things you should think about when planning your legacy. If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners go through a general update on the property market, crypto and stocks. If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss what an ISA is, the types of ISAs available and the benefits and misconceptions associated with them. If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss Discretionary Investment Management and the pros and cons of this process. If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss the best way to assess your finances, including reviewing and rebalancing your investment portfolio, reviewing your insurance policies and trusts and ensuring your initial financial plan is still on track. If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss how to introduce the concept of finances to your children and skills to introduce early on to help them develop good habits with their money.If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk  and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss the latest news topics and give their thoughts on the financial headlines.If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week's Adviser Fit Finance Sessions podcast, Efficient Portfolio's Financial Planners discuss the lifetime allowance cap being frozen, pension protection and what you can do if you're concerned about this issue. If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting. If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the cautious approach a lot of pubs are taking to reopening and the current situation regarding inflation. If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what rebalancing your portfolio actually means, the pros and cons involved and the two main types of rebalancing. If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk below and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, the Financial Planners sit down with Efficient Portfolio’s Mortgage Adviser, Andrea, to talk about critical illness cover, the scenarios in which taking critical illness cover would prove to be useful, reviewing your protection when purchasing a house and the choices that are available with this type of insurance. If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners give an overview of bonds including how they work, their general characteristics, the status of the bond markets and alternative investment options. If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible. If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners take inspiration from a recent BBC News article and discuss five ‘animals’ you might spot in the financial jungle, from black swan events to stag investors - and what they may mean to you should you encounter them. If you've got any financial topic that you'd like to see covered, please contact us  at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the havoc the American hedge fund, Archegos Capital, has caused recently.  If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the details of the recent UK pension legislation changes and the affect they may have on those intending to retire early.  If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the US economy, recent volatility in the market and the potential effects of inflation. If you've got any financial topic that you'd like to see covered, please email us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how businesses have adapted to working from home and how this new work/life balance this may affect job role considerations for people going forward.If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners dissect a few of the key points from yesterday’s budget statement.If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what Boris Johnson’s most recent announcement will mean for the markets in general and also touch on employment rates and the proposed corporation tax increase. If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the new fund being set up by Neil Woodford, Stamp Duty in the upcoming budget and Elon Musk’s investment in Bitcoin. If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners get into the nitty gritty of Capital Gains Allowance. If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the internet’s mass opposition of hedge funds, in what appears to be an anti-establishment move.If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how business owners can be more tax efficient in their approach to running their business and what options are available to improve their financial planning.If you've got any financial topic that you'd like to see covered, please email victoria@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the potential economic impact of the new policies Joe Biden will be bringing in with his Presidency in the US.If you've got any financial topic that you'd like to see covered, please send us an email at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners revisit Bitcoin to address its continuing volatility and touch on other ‘safe-haven’ assets. They also run through pension allowances and encourage you to think about your pension contributions sooner rather than later.

In the first Adviser Fit Finance Sessions podcast of the year, Efficient Portfolio’s Financial Planners discuss the rapid increase in the valuation of Bitcoin and the volatility and regulations to bear in mind when thinking of investing in it.

On the final day of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio discuss the sorts of things you should consider when selling your business.

On day 23 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what the benefits and risks are to investing in residential property.

On day 22 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Inheritance Tax is and how planning around this topic works.

On day 21 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain the different kinds of Trusts and how they’re used.

On day 20 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Critical Illness and Income Protection cover is and how each of them work to protect your money in a worst case scenario with your health.

On day 19 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain the different types of life insurances/assurances and how they work.

On day 18 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what a Discretionary Fund Manager or Discretionary Investment Manager is and the role they perform as well as the benefits and drawbacks of using one.

On day 17 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what a platform is and how they’re used.

On day 15 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what an annuity is, and the pros and cons involved.

In day 14 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain how to drawdown from your pension and what risks are involved with that strategy.

In day 13 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Enterprise Investment Schemes are (EIS) and the risks, restrictions and benefits of them.

In day 12 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Venture Capital Trusts are and the risks to be aware of.

In day 11 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what Investment Bonds are and the advantages and drawbacks of them.

In day 10 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what a Defined Benefit Pension (DB Pension) or Final Salary Pension is, how it works as well as the benefits and risks associated with them.

In day 9 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what a Defined Contribution Pension (DC Pension) is, how it works and the risks in owning one.

In day 8 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what ISAs (Individual Savings Accounts) are and how to use them.

In day 7 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what fixed interest bonds are and the things to consider about them.

In day 6 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what shares are and the benefits and drawbacks investing in them.

In day 5 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what ESG (Investments Ethical, Social and Governance) funds are and the factors you should take into account when considering them.

In day 4 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain what a cashflow forecast is and how useful they are but the caution needed when using one.

In day 3 of the Fit Finance Advent Advice special podcasts, the Financial Planners at Efficient Portfolio explain Alternative Asset Classes and the benefits they may have for your portfolio.

In day 2 of the Fit Finance Advent special podcasts, the Financial Planners at Efficient Portfolio explain what commercial property investments are and the benefits and risks associated with them.