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117. Five Most common money mistakes and how to avoid them
Manage episode 399235965 series 3011006
In this episode we discuss the 5 most common financial mistakes women tend to make. They indicate that often, women are not involved in long-term financial decisions or they fail to invest money in their own names. They also mention pitfalls like investing in high-risk schemes without a proper understanding of the risks involved, striving for financial perfectionism leading to inaction, and losing sight of the long-term financial goals.
42 - DIY a Financial Plan
45 - Start your first Stocks & Shares ISA
79 - How to start a pension
81 - How much risk should you take
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 Episoden
Manage episode 399235965 series 3011006
In this episode we discuss the 5 most common financial mistakes women tend to make. They indicate that often, women are not involved in long-term financial decisions or they fail to invest money in their own names. They also mention pitfalls like investing in high-risk schemes without a proper understanding of the risks involved, striving for financial perfectionism leading to inaction, and losing sight of the long-term financial goals.
42 - DIY a Financial Plan
45 - Start your first Stocks & Shares ISA
79 - How to start a pension
81 - How much risk should you take
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 Episoden
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