24: Navigating the World of Investments with Gerald Boateng

Welcome to From Roots To Froots, your financial wellness Podcast!In this episode, Gerald Boateng (CEO - The Long Term) shares his journey in the finance industry, discussing his role at Barclays and the importance of personalized financial planning. He highlights the disconnect between institutional financial planning and individual financial management. Gerald also discusses the significance of mindset in personal finance and introduces a new platform designed to provide users with personalized insights and tools to manage their finances effectively.Gerald also shares strategies for building financial freedom with intention, focusing on alignment with personal values and long-term goals.Book Recommendation:Investable Entrepreneur - James Church📌 Don't forget to LIKE, COMMENT & SUBSCRIBE on YouTube for more insights on financial growth! 💡💵Get in touch with any questions about a topic discussed: Email [email protected] Arlyne on Instagram & LinkedInPodcast producer: Tony MusungaOther Useful Links:Watch From Roots To Froots on YouTubeRoots To Froots InstagramRoots To Froots HomepageOrder your free budget planner hereThank you to our partner PensionBee - a leading online pension provider who are on a mission to build pension confidence so that you can enjoy a happy retirement. With PensionBee, you can manage your pension savings with ease and can combine and contribute all from one app. Self-employed pension savers can even open a flexible pension plan, contributing as often or as little as they like.Their website and award-winning app make retirement planning simple with helpful tools like their Pension Calculator, blogs, videos and their monthly podcast - The Pension Confident Podcast.Take control of your retirement today with PensionBee.When investing, your capital is at risk. Hosted on Acast. See acast.com/privacy for more information.