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The Money Planner - Financial Education with Warren Shute

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My name is Warren Shute, and I am one of the UK’s leading Financial Planners and a bestselling author of The Money Plan. I realised there were many people who did not feel comfortable reaching out to a Financial Planner, either because they did not feel they earnt enough, had enough or were just put off by the term ‘Wealth Manager’. So after I won Certified Financial Planner of the Year, I decided to turn my attention to help those individuals and families make better money decisions as I believe everyone deserves to have financial freedom, freedom from the worries of money, regardless of wealth or status. I set up http://warrenshute.com and wrote the bestselling book "The Money Plan" to help with just that. Now you can listen to my weekly YouTube show "The Money Planner" as a podcast, where I discuss ideas and strategies for better money management so you can become financially free. Don't forget to visit my website http://warrenshute.com for free useful downloads and more useful information and resources. In The Money Planner Podcast, each week I explore all things relevant and topical with finance in a relaxed and fun conversation style. I drill down into the necessary details covering such topics as couples finance, debt management, childrens pocket money, investing & pensions, and how to achieve your financial goals. If would be great for you to leave me a nice review or let me know any topics you would like me to cover in future

My name is Warren Shute, and I am one of the UK’s leading Financial Planners and a bestselling author of The Money Plan. I realised there were many people who did not feel comfortable reaching out to a Financial Planner, either because they did not feel they earnt enough, had enough or were just put off by the term ‘Wealth Manager’. So after I won Certified Financial Planner of the Year, I decided to turn my attention to help those individuals and families make better money decisions as I believe everyone deserves to have financial freedom, freedom from the worries of money, regardless of wealth or status. I set up http://warrenshute.com and wrote the bestselling book "The Money Plan" to help with just that. Now you can listen to my weekly YouTube show "The Money Planner" as a podcast, where I discuss ideas and strategies for better money management so you can become financially free. Don't forget to visit my website http://warrenshute.com for free useful downloads and more useful information and resources. In The Money Planner Podcast, each week I explore all things relevant and topical with finance in a relaxed and fun conversation style. I drill down into the necessary details covering such topics as couples finance, debt management, childrens pocket money, investing & pensions, and how to achieve your financial goals. If would be great for you to leave me a nice review or let me know any topics you would like me to cover in future
More Information

Location:

United Kingdom

Description:

My name is Warren Shute, and I am one of the UK’s leading Financial Planners and a bestselling author of The Money Plan. I realised there were many people who did not feel comfortable reaching out to a Financial Planner, either because they did not feel they earnt enough, had enough or were just put off by the term ‘Wealth Manager’. So after I won Certified Financial Planner of the Year, I decided to turn my attention to help those individuals and families make better money decisions as I believe everyone deserves to have financial freedom, freedom from the worries of money, regardless of wealth or status. I set up http://warrenshute.com and wrote the bestselling book "The Money Plan" to help with just that. Now you can listen to my weekly YouTube show "The Money Planner" as a podcast, where I discuss ideas and strategies for better money management so you can become financially free. Don't forget to visit my website http://warrenshute.com for free useful downloads and more useful information and resources. In The Money Planner Podcast, each week I explore all things relevant and topical with finance in a relaxed and fun conversation style. I drill down into the necessary details covering such topics as couples finance, debt management, childrens pocket money, investing & pensions, and how to achieve your financial goals. If would be great for you to leave me a nice review or let me know any topics you would like me to cover in future

Twitter:

@warrenshute

Language:

English


Episodes

Episode 016: The benefits of using a financial adviser

5/10/2019
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Warren discusses a Vanguard survey which highlights the benefits of using a financial adviser for your investments.

Duration:00:34:46

Episode 015: Saving for your children

5/10/2019
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With the cost of education and housing rising, it’s become more commonplace for parents and grandparents to save for their children and grandchildren. By planning ahead, they can maximise the impact those savings will have.

Duration:00:20:19

Episode 014: How to invest £25,000 wisely

5/2/2019
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If you have a lump sum and don’t know what to do with it, Warren talks you through how you can invest £25,000 wisely to ensure it gives you the most benefit financially.

Duration:00:27:50

Episode 013: The Money Plan - Q1 Financial Check-in for 2019

5/2/2019
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Warren talks you through how you should be doing in Q1 if you are following the 5 step money plan, along with insights and tips to help you reach your targets.

Duration:00:27:43

Episode 012: How to make a plan when you are on Universal Credit

4/4/2019
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Episode 012: How to make a plan when you are on Universal Credit by Warren Shute

Duration:00:26:07

Episode 011: When can you retire?

3/27/2019
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Episode 011: When can you retire? by Warren Shute

Duration:00:23:09

Episode 010: Spring Statement and the economic outlook

3/27/2019
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Episode 010: Spring Statement and the economic outlook by Warren Shute

Duration:00:23:22

Episode 009: Improving cash inflows and the importance of mindset

3/15/2019
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Episode 009: Improving cash inflows and the importance of mindset by Warren Shute

Duration:00:23:08

Episode 001: January Credit Card Blues - 11/01/19

2/28/2019
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It’s that time of year when credit card statements loom large – and for many, that means worries about their finances. Recent research showed that people take on average until May to pay off their Christmas. This episode covers my steps to a foolproof plan to help you say goodbye to your credit card debt.

Duration:00:12:00

Episode 002: Self Assessment - 18/01/19

2/28/2019
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The 31 January deadline for submitting online self-assessment tax returns is suddenly looming large. If you’re not one of the 10,000 or so people who submitted their returns on Christmas Day or Boxing Day – no, me neither – and you still haven’t done it yet, then it’s time to get moving on your return. This episode covers how to get on top of your self assessment.

Duration:00:08:13

Episode 003: Childrens Pocket Money - 25/01/19

2/28/2019
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We don’t receive financial education at school, so teaching children about money starts at home. That can seem scary if you’re not good with money yourself, but with a simple pocket money system you can easily show your children strategies which help them learn and grow their own money management skills. This episode covers a pocket money system for children that works.

Duration:00:12:25

Episode 004: How to plan for a great year - 31/01/19

2/28/2019
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Around 10% of the year has already flown by – but that means there’s still 90% of it left to make your mark on 2019 and take control of your finances. If you resolved to do just that, but January wasn’t your month for whatever reason, then it’s time to be resilient, set a strategy, focus on your outcome and take consistent steps towards it. In this episode I cover how you can put together a financial plan to achieve success.

Duration:00:13:17

Episode 005: Money & Relationships - 08/02/19

2/28/2019
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Money, like a relationship, is a very emotional thing. Put the two together and you’ve either got sweet sailing or stormy waters ahead. Discussing your thoughts and rules around money is important as a couple. You need to develop together in a financial sense as well as an emotional one. Based on over 20 years of working with couples and their finances, here are some tips on navigating the journey together.

Duration:00:27:49

Episode 006: Retirement planning for children - 15/02/19

2/28/2019
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Anybody from a new-born baby until they are in their 70s can have a pension – you can even set one up in your baby’s name and pay into it from the day of their birth! The beneficiary can’t access their pension until retirement age, so your children can’t use it to buy a car or a house or to pay for university. So why would you consider starting one for your child?

Duration:00:17:14

Episode 007: What's coming in the new tax year? - 22/02/19

2/28/2019
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Preparation and planning is key to good money management. Knowing what’s coming up means you can prepare and adjust before things happen, rather than rushing to get things arranged at the last minute. On 6 April the new tax year begins. Listen to the episide to discover the income-related changes that are on the way so that you can plan ahead.

Duration:00:17:01

Episode 008: Financial Foundations - 01/03/19

2/28/2019
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Financial Protection (or ‘Foundations’) is the third step in The Money Plan. This consists of 8 foundations that you should consider to give yourself full financial protection, 3 of them are essential (Emergency Cash, Will's and LPA's) however in this podcast I look at the other 5 optional protections you should be considering. These are: Life Cover, Critical Illness Cover, Income Protection, Private Medical Insurance and General Insurance In this episode we show you the options available to...

Duration:00:24:44