Episode 11 ⋅ 4th May 2021
We all have different levels of financial planning we like to do. Some like to get knee deeeep in the excel spreadsheets, and others avoid it like the plague. So which one are you?
There's two types of people in the world. Those who LOVE (and we mean LOVE) financial planning and excel spreadsheets for days, and those who avoid it as if their life depended on it. Can you relate?
Society tells us that financial planning is hard work if you're doing it yourself and if you're seeking a professional it's expensive. Not to mention the line that advisers are untrustworthy and are simply going to sell you something.
SO, is there a balance we can strike between having clarity over our finances by planning, and over-planning then scaring ourselves out of ever looking at a spreadsheet again?
What's in the episode?
In this episode, Cat and Christine de-bunk the myths that financial planning is hard work. They chat about how they plan their finances in contrasting ways, what the role of a financial adviser is and how the worries we have with money are closely linked to feeling in control of our money.
Specifically, we cover:
Great resources mentioned on the podcast are:
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