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Barclays Money Plan

Business & Economics Podcasts

Want to learn more about managing your money, including how to begin investing? Listen to Barclays’ Money Plan podcast series where we explore a range of topics in a down-to-earth and jargon-free way. Money Plan is hosted by Clare Francis, Director of Savings and Investments. Clare's background is in financial journalism with over 15 years' experience of covering consumer finance. She is passionate about getting people to think about why it’s important to invest and how to overcome whatever barriers stand in their way.

Location:

United States

Description:

Want to learn more about managing your money, including how to begin investing? Listen to Barclays’ Money Plan podcast series where we explore a range of topics in a down-to-earth and jargon-free way. Money Plan is hosted by Clare Francis, Director of Savings and Investments. Clare's background is in financial journalism with over 15 years' experience of covering consumer finance. She is passionate about getting people to think about why it’s important to invest and how to overcome whatever barriers stand in their way.

Language:

English


Episodes
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Series 2 Ep6: How often should you check your investments?

1/9/2024
In this episode of Money Plan, Clare Francis, Savings and Investments Director, and Jenny Souter, Investments Team, navigate the delicate balance between vigilance and patience in managing your investment portfolio. Join us as we dissect the impact of frequent monitoring versus a more hands-off approach.

Duration:00:11:00

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Series 2 Ep5: Pension, ISA, or both?

1/9/2024
In this episode of Money Plan, Clare Francis, Savings and Investments Director, and Jenny Souter, Investments Team, untangle the intricacies of retirement planning with a focused examination of pensions and ISAs. Join us as they weigh the pros and cons of these two prominent investment vehicles, exploring their unique features and implications on your financial future.

Duration:00:12:42

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Series 2 Ep4: Making the most of your tax allowances

1/9/2024
In this insightful episode of Money Plan, Clare Francis, Savings and Investments Director, Lee Platt, Wealth Planner, and Jenny Souter from the Investments team delve into the world of tax allowances, unravelling the complexities to empower you with strategies for optimising your financial wellbeing. Whether you're a seasoned investor or just starting, this episode equips you with the knowledge to navigate the tax landscape and make informed decisions that align with your financial goals.

Duration:00:11:42

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Series 2 Ep3: Compounding wealth: The snowball effect of financial growth

1/9/2024
Series 2 Ep3: Compounding wealth: The snowball effect of financial growth by Barclays

Duration:00:09:47

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Series 2 Ep2: Diversify and thrive: How to master asset allocation for financial success

1/9/2024
In this episode of Money Plan, Clare Francis, Savings and Investments Director, and Jenny Souter, Investments Team, discuss the intricate art of asset allocation in building a resilient investment portfolio. Discover why spreading your investments across different asset classes is not just a strategy but a key to financial success.

Duration:00:09:57

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Series 2 Ep1: Understanding the impact of inflation on your investments

1/9/2024
In this episode of Money Plan, Clare Francis, Savings and Investments Director, and Will Hobbs, Head of UK Multi-Asset Wealth, dissect the intricate relationship between inflation and investing, providing listeners with a comprehensive understanding of how inflation impacts various asset classes. Tune in and empower yourself with the tools to navigate the complex terrain where inflation and investments intersect.

Duration:00:06:59

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Series 1 Ep 5: Investing - it's not as complicated as you think

10/2/2023
Thousands are missing out on building their wealth because they think investing in the stock market is a complex, and intimidating process. So in this episode of Money Plan, we’re going to dispel some of the myths surrounding investing and discuss why you don’t need to be an expert if you’d like to get your money working harder.

Duration:00:16:56

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Series 1 Ep 6: So you’ve opened an investment account – what next?

10/2/2023
We understand that it’s so easy to feel overwhelmed when deciding what to invest in. That’s why in this episode of Money Plan, we share what help is at hand for first time investors.

Duration:00:16:54

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Series 1 Ep 4: Is investing worth the risk?

10/2/2023
This episode of Money Plan delves into the age-old question: is investing worth the risk? We discuss the role savings and investments play to help guide you in determining whether to invest your savings.

Duration:00:21:33

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Series 1 Ep 3: Everything you need to know about ISAs

10/2/2023
In this episode of Money Plan, we delve deep into the world of ISAs, providing you with the lowdown on everything you need to know about these tax-efficient accounts and how you can use them to get your money working as hard as possible.

Duration:00:16:58

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Series 1 Ep 2: How to become a savvy saver

10/2/2023
How do you become a savvy saver? In this episode of Money Plan, Clare Francis is joined by Gajendra Gupta, Barclays’ Savings Expert, to discuss the importance of setting clear financial goals, creating a budget and the different types of savings accounts on offer. So whether you’re a seasoned saver or just starting your journey towards financial stability, you’ll find some valuable insights and practical tips to help you become more savvy with your savings.

Duration:00:09:41

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Series 1 Ep 1: Be the boss of your finances

10/2/2023
Are you in control of your finances, or do you feel they control you? Whatever your circumstances, you’re not on your own and the good news is that you can start any time to gain financial confidence. In this first episode of Money Plan, Clare Francis, Director of Savings & Investments, and Jemma Jarratt, Money Mentor at Barclays, talk about some simple steps that you take to gain the upper hand on your finance.

Duration:00:13:28