In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning. For once, we're not talking about investment diversification, rather tax diversification, and spreading your wealth appropriately across taxable, tax-deferred and tax-free wrappers. This episode should give you some food for thought to help you feel less worried about changes in tax rules. It's inevitable that changes will come (pensions and IHT in 2027 are p...
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In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning. For once, we're not talking about investment diversification, rather tax diversification, and spreading your wealth appropriately across taxable, tax-deferred and tax-free wrappers. This episode should give you some food for thought to help you feel less worried about changes in tax rules. It's inevitable that changes will come (pensions and IHT in 2027 are p...
110- Financial Freedom Is Not The Same As Financial Independence
Headsup On Money
18 minutes
2 months ago
110- Financial Freedom Is Not The Same As Financial Independence
In this episode Benjamin discusses the FIRE movement (Financial Independence Retire Early) and cautions why relying on this may mean you're missing the entire point. Financial freedom is another way to approach your financial planning. And for finite human being such as ourselves this is surely the only way to sensibly plan. For more information on the amazing work of Oliver Burkeman check out his website here. At the very least it's worth signing up to Oliver's fantastic ma...
Headsup On Money
In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning. For once, we're not talking about investment diversification, rather tax diversification, and spreading your wealth appropriately across taxable, tax-deferred and tax-free wrappers. This episode should give you some food for thought to help you feel less worried about changes in tax rules. It's inevitable that changes will come (pensions and IHT in 2027 are p...
