102- Plan First, Portfolio Second, Product Third episode artwork

EPISODE · Jul 4, 2025 · 16 MIN

102- Plan First, Portfolio Second, Product Third

from Headsup On Money · host Benjamin Mitchell

In this episode Benjamin outlines the '3 Ps' of financial planning and how you should direct your focus to maximise your chance of financial success. It's not as complicated as it may seem. Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake. Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!  Take my 5 minute retirement assessment (can you already afford to retire?) 🚀Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.

Episode metadata supplied by the publisher feed · Published Jul 4, 2025

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In this episode Benjamin outlines the '3 Ps' of financial planning and how you should direct your focus to maximise your chance of financial success. It's not as complicated as it may seem. Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake. Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need...

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102- Plan First, Portfolio Second, Product Third

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