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.
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Episode 2: Wrangling Bulls & Bears - Insights for a Steady Financial Ride
Season 2 · Episode 2
Wednesday, October 30, 2024 • Duration 41:14
In this episode of The Finance Geeks, Paul Cleworth and Warren Shute bring you on a journey through the unpredictable world of bull and bear markets.
Just like wrangling powerful forces in the wild, navigating market shifts requires skill, patience, and a clear strategy. Paul and Warren dive into what makes a market “bullish” or “bearish” and explore why these cycles occur, emphasizing the importance of staying calm and focused even in turbulent times.
They share insights on recent trends in major market indices, the dynamics of growth and value stocks, and why bull markets have historically lasted longer than bear markets.
Whether you’re an investing newcomer or a seasoned market watcher, Paul and Warren’s expert perspectives will help you stay balanced and resilient through all of the market’s twists and turns.
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
Episode 01: Autumn Budget 2024 - The Geeky Guide to What’s Coming
Season 2 · Episode 1
Monday, October 14, 2024 • Duration 35:48
After a summer break full of travels and downtime, Paul and Warren are back with The Finance Geeks! In this episode, they get straight to business, tackling the upcoming UK Budget on October 30th. The Geeks discuss the potential tax changes on the horizon and how they could affect everything from pensions to capital gains. Whether it's Capital Gains Tax (CGT), Inheritance Tax (IHT), or possible tweaks to pensions, Paul and Warren offer their expert insights on what might be coming your way—and how a good adviser can help you save. Tune in to find out what’s in store for your finances this autumn!
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Chapters:
0:00 - Intro
4:04 - The Focal Point: The Autumn Budget - What's Coming
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
Episode 005: Action Man vs. the Taxman - Become a tax efficient investment geek!
Season 1 · Episode 5
Friday, March 22, 2024 • Duration 52:36
In the ever-present battle for financial dominance, a new challenger emerges! Forget the stock market swings and the endless ticker tape scrolls. Today's fight is against a familiar foe – the Taxman. But fear not, fellow investment geeks! Here at the Finance Geeks Podcast, we're arming you with the knowledge and strategies to become tax-efficient investing heroes. We'll delve into the intricacies of allowances, pensions, and investment accounts, showing you how to maximize your returns while minimizing your tax burden.
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Chapters:
0:00 - Intro
8:22 - Hot off the press
12:31 - The focal point: Risk – how to become a tax efficient investment geek!
43:18 - Two Pennies Worth 48:52 - Quotes & Anecdotes
Episode 004: Unmasking the Mystery of Investment Risk
Season 1 · Episode 4
Wednesday, March 6, 2024 • Duration 55:04
Have you ever wondered what lurks behind the cryptic phrase "investment risk"? It might sound like a financial boogeyman, shrouded in mystery and ready to pounce on your hard-earned cash. But fear not, as today on The Finance Geeks, we're unmasking the mystery of investment risk.
We will be putting on our metaphorical trench coats and magnifying glasses, delving into the different types of risk lurking in the investment world. We'll shed light on how these risks can impact your portfolio, but more importantly, we'll equip you with the knowledge to become a risk-savvy investor, not a risk-averse one.
Join us as we unveil the true nature of investment risk, debunk the myths, and empower you to navigate the financial landscape with confidence.
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Chapters:
0:00 - Intro
5:25 - Hot off the press
13:16 - The focal point: Risk – What does risk mean to you? What are the main risks when investing?
45:04 - Two Pennies Worth
48:38 - Quotes & Anecdotes
Episode 003: Level Up Your Finances - Mastering the Art of Budgeting and Cash Flow
Season 1 · Episode 3
Tuesday, February 27, 2024 • Duration 01:15:57
Calling all financial adventurers! Get ready to slay the debt dragon and conquer your financial fortress with Paul Cleworth and Warren Shute. Join us on this epic quest to master the art of saving and avoiding the traps of impulsive spending.
We'll uncover the secret formula for success (no magic potions needed!), exploring the legendary 50/30/20 rule and the hidden treasures of Compound Interest.
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Chapters:
0:00 - Intro
9:09 - Hot off the press
16:40 - The focal point: How much could you save? budgeting, cashflow and getting the balance right
59:46 - Two Pennies Worth
1:10:46 - Quotes & Anecdotes
Episode 002: Secrets to a Happy Life - The Ultimate Investment
Season 1 · Episode 2
Tuesday, February 20, 2024 • Duration 59:37
In this episode, the Geeks ditch the spreadsheets and dive into the ultimate investment - happiness (with dividends that reach every corner of your life). Discover the secrets to unlocking happiness that's bigger, brighter, and more fulfilling than any fleeting financial gain.
So, let's get happy and let's show the world that true happiness is built on more than just numbers – it's built on a foundation of laughter, love, and living life to the fullest!
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Chapters:
0:00 - Intro
1:43 - what have you been up to?
7:13 - Hot off the press
14:52 - The focal point: Secrets to a Happy Life
45:52 - Two Pennies Worth
56:43 - Quotes & Anecdotes
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Podcast Reference Links:
Medical Wellness Checking (website)
https://www.medichecks.com/
Bank of England holds interest rates at 5.25%
https://www.bbc.co.uk/news/live/business-68164004
What are UK interest rates and when will they fall?
https://www.bbc.co.uk/news/business-57764601
Key financial dates for 2024
https://www.thetimes.co.uk/money-mentor/income-budgeting/key-financial-dates-to-look-out-for-in-2024
This will be the biggest tax-raising parliament on record
https://ifs.org.uk/articles/will-be-biggest-tax-raising-parliament-record#:~:text=At%20the%20time%20of%20the,in%20the%20post%2Dwar%20period.
Total public sector net debt in the United Kingdom from 2000/01 to 2028/29
https://www.statista.com/statistics/282647/government-debt-uk/
Public Finances: Key Economic Indicators
https://commonslibrary.parliament.uk/research-briefings/sn02812/
How Much of Your Happiness Is Under Your Control
https://greatergood.berkeley.edu/article/item/how_much_of_your_happiness_is_under_your_control
Episode 001: 2024 Goals - Crushing It Like a Financial Geek
Season 1 · Episode 1
Monday, February 12, 2024 • Duration 01:04:37
In this episode, the geeks share their personal and professional goals for the year, offering insights you can apply to your own financial journey. Join The Finance Geeks as we unleash our inner financial nerd and crush 2024 like the fiscally responsible rockstars we are.
In this episode, financial experts Warren Shute and Paul Cleworth share their experiences and practical tips to help you equip your kids with the skills to navigate the financial ups and downs of life with confidence.
Discover why financial literacy is a must-have superpower for your kids, and learn how to teach them to navigate the financial ups and downs like pros. Warren and Paul will share age-appropriate strategies and systems that make money management a fun and engaging part of growing up.
From swinging into positive money habits to balancing on the financial seesaw, this episode is packed with practical tips and geeky insights. Learn how to use allowances as teaching tools and transform the sandbox of savings into a place of empowerment.
Tune in and transform your child's financial playground into a space of confidence and future success. Get ready to geek out on money and help your kids conquer the financial playground with flying colours!
Episode 012: Love and Money - Navigating Finances with Your Partner
Season 1 · Episode 12
Tuesday, June 25, 2024 • Duration 46:20
This episode tackles the ultimate two-player challenge: Love and Money! We're delving into the pixelated world of couples' finances, guiding you through your financial journey together. We'll decode the secrets of managing your money together, dodge hidden traps of financial infidelity, and explore how different spending habits can affect your relationship and how to manage them.
Level up your relationship with our essential strategies. This includes planning a romantic "financial date night" to discuss budgets and goals; establishing clear spending boundaries to avoid any surprises down the road; and learning how to manage your bank accounts together without causing financial strain on your relationship.
Join us in this episode to learn how to turn your financial woes into a victory dance for your relationship!
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
Episode 011: Financial Wellbeing - Find Your Balance, Achieve Financial Nirvana
Season 1 · Episode 11
Thursday, June 13, 2024 • Duration 52:06
Join finance gurus Paul and Warren on a journey to financial nirvana! This episode tackles the essential question: what truly defines your financial wellbeing? The Finance Geeks unpack the key aspects that could help you to achieve financial peace of mind.
They'll discuss the core pillars of what financial freedom means, from getting organized and budgeting effectively to managing debt, saving for the future, and building resilience. Learn how to cultivate the right financial mindset and unlock the door to financial wellness and a life of balanced abundance.
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
What does science have to do with happiness?
https://www.betterhelp.com/advice/psychologists/sonja-lyubomirsky-what-does-science-have-to-do-with-happiness/
Albert Schweitzer quote on happiness:
https://www.flickr.com/photos/tandemfinancial/37412929710/in/album-72157687946672833/
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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