All Episodes
Headsup On Money — 163 episodes
162- Pensions and Inheritance Tax, The April 2027 Changes Are Significant
161- How Much Income You Need To Be Happy
160- Retirement Planning Misconceptions
159- Tax Misconceptions
158- ISA Misconceptions
157- Pension Misconceptions
156- A Different Way To Think About Tax
155- The Retirement Danger Zone, Planning Before Your State Pension Kicks In
154- Is Your Platform Nabbing Your Interest Payments?
153- The SpaceX IPO: Why You Shouldn't Care
152- Should You Consolidate Your Pensions?
151- Is A Market Crash Around The Corner?
150- Why Passive Investing Should Be Your Gold Standard
149- My Business Is My Pension, Avoid This Red Flag
148- Investment Bonds Explained, Does Your Financial Plan Need One?
147- A Different Way To Protect Your Family
146- What's Changing With ISAs?
145- Record Keeping & Inheritance Tax Planning (Don't Make This Same Mistake)
144- Your Behaviour Is The Problem (With Guest Fabrizio Zumbo, MBA from Vanguard)
143- 8 Money Laws To Live By
142- Legal Must Haves Part 2: Why You Need A Power of Attorney (POA)
141- Legal Must Haves Part 1: Why You Need A Will
140- How The Annual Allowance Works In Defined Benefit Pension Schemes
139- Saving & Investing for Your Children or Grandchildren (The Key Things To Know)
138- Why Age 75 Matters
137- Making Sense of Financial Adviser Qualifications
136- Why You Should Avoid Target Retirement Funds
135- Your Tax Year End Checklist
134- What Can We Learn From The WASPI Campaign?
133- How To Protect The Greatest Asset In Your Financial Plan (Income Protection Masterclass)
132- When Wealth Stops Being Just About You
131- Trusts (What Are They And Do You Need One?)
130- How Many Good Summers Do You Have Left?
129- Million Pound Pension Tick-Box Mistakes
128- Why A Cash Flow Model Is Critical For Your Financial Plan
127- Quick Wins To Start 2026
126- A £1.5M Portfolio Is Easier To Achieve Than You Think
125- How Much You Need In Your Portfolio To Retire on £4,000 A Month
124- What You Avoid Is More Important
123- Budget 2025 Special (What You Need To Know)
122- Earning Over £100,000 A Year (Or Close To It)?, Avoid The 60% Tax Trap
121- Master Your Financial Health (With Guest Rob Macdonald)
120- Diversify Your Tax Strategy
119- Trick or Treat (Scary Financial Planning Mistakes)
118- Little Ways To Think About Big Things (Morgan Housel's Wisdom)
117- Can Money Make You Happy? (Unlocking Financial Wellbeing with Guest Ruth Sturkey)
116- The Two Tests To Tune Out Market Noise
115- Cliff Edges You Need To Know About
114- Budget 2025 Special, What Should You Do?
113- Marshmallows and Your Financial Planning
112- Investing Demystified (With Guest Lars Kroijer, Former Hedge Fund Manager)
111- Can You Pay Into A Pension After You Retire?
110- Financial Freedom Is Not The Same As Financial Independence
109 - Reflecting on Recent Market Volatility
108- How Much Should You Pay Yourself As A Business Owner ? (Tax Saving Tips), With Guest Dan Heelan
107- Rules of Thumb To Help Your Planning
106-Are We A Nation of Savers or Investors?
105- The Story of Ronald Read, 'The Millionaire Janitor'
104- Your Last Gift: Getting Your Affairs In Order, With Guest Matthew Hutton
103- The Simplest Thing You Can Do To Achieve Financial Success
102- Plan First, Portfolio Second, Product Third
101- Mansion House Accord & Your Pension, What You Need To Do
100- A Milestone For Headsup on Money
99- Is My Money Safe?
98- Top 5 Regrets of The Dying
97- The Danger of Arbitrary Numbers
96-The Recipe For Success Is The Same
95-Should You Take Your Pension Tax-Free Cash (Lump Sum)?
94- Insurance & Trusts, Have You Done This?
93- What's The Best Portfolio For You?
92- There's No Sense Dwelling On The Past
91 - Current Market Volatility, A Feature Not A Bug
90- Never Had A Pension? Open One Now (Even If You Don't Pay Into It!)
89- Pension Carry Forward Explained
88- Should You Pay Voluntary National Insurance Contributions For Your State Pension?
87- The Theories Behind Your Irrational Behaviour
86- If Investing Is So Easy, Then Why Aren't We Better At It?
85- Ridiculous Jargon When It Comes To Your Finances
84- Investing At Retirement, The Logic Doesn't Change
83 - Better Together
82 - Changes to Pensions and Inheritance Tax (Will I Now Have To Pay Inheritance Tax on My Pension?)
81- A Word On Buyer's Remorse
80- Who Should Be In Charge Of Our Pensions?
79- Return on Experience, Not Return on Investment
78 - Reflecting on 2024 (Takeaways to Help Your 2025 Plans)
77- The 3 Levers That Unlock Great Financial Planning
76- The Importance of Financial Education (With Guest Sarah Marks)
75- Questions To Ask Your Financial Adviser
74- Timing The Market: What Happens When You Miss The Best Days?
73- The Art of Waiting
72- The Perils of Risk Questionnaires
71- The 1% Tweak (How 1% Per Year Can Net You £178k)
70- How Does The Budget 2024 Affect You?
69- Parents Should Watch Out For This Tax Trap (£100 Settlement Rule)
68- Missing State Pension Years? Don't Miss Out (Act Before April 2025)
67- The Upcoming Budget, Keep Your Speculation Positive
66- The Magical Rule of 72
65- Are You Forgetting to Reclaim Higher & Additional Rate Tax Relief?
64- The Top 3 Risks in Retirement (Not What You're Expecting)
63 - Want To Retire Early? Do This First
62- How To Retire Early When Your Income Suddenly Vanishes
61- The First Steps You Need To Take To Retire Early
60- Why Pensions Shouldn't Scare You
59 - Beware of Financial Influencers
58- Masterclass on Dividends
57- Have You Thought About Pensions For Your Children or Grandchildren?
56- Masterclass, Everything You Need To Know About JISAs
55 - ISA Masterclass, Understanding The Humble ISA
54- Are You Guilty Of These Investing Mistakes (Pt 2) ?
53- Are You Guilty Of These Investing Mistakes (Pt 1) ?
52- Retirement Living Standards (Have You Thought About What You'll Need?)
51- The Upcoming General Election and Your Portfolio
50- Outliving Your Money
49 - Sequencing Risk Explained & Why It Matters
48- How To Avoid Running Out Of Money
47- Big Questions
46- All That Glitters Is Not Gold
45- Things To Think About As A Buy-To-Let Investor
44- Don't Let The Tax Tail Wag The Investment Dog
43- The Costs of Financial Procrastination
42- Fund Fundamentals
41- Understanding The Money Purchase Annual Allowance (MPAA)
40- The Perils Of Pension Lifestyling
39- Positive Changes To Child Benefit
38- The Pros and Cons To Owning Shares
37- The Most Important Step When It Comes To Your Pension
36- Use It Or Lose It Before The End of The Tax Year
35- Watch Out For Financial BS
34- Are Cash ISAs Even Worth It?
33- What Should You Order From The Menu Of Life?
32- Get a 67% Return On Your Investment With No Investment Risk Whatsoever
31- You Need To Know This If You Have a Workplace Pension
30- What Is The Footsie?
29- Pearls of Financial Wisdom Courtesy of Charlie Munger
28- Achievable New Year's Resolutions When It Comes To Your Money
27- The Gift Of Giving This Christmas
26- Active Versus Passive Funds
25- Investing Fundamentals
24 - Think You Don't Understand The Stock Market? Think Again.
23- Your Black Friday Stock Market Sale
22- Financial Planning for Couples Part 3 - Why Cohabitees Get Short Changed
21- Financial Planning for Couples Part 2 - The Perks of Marriage
20- Financial Planning for Couples Part 1 - Where To Start
19- Market Crashes Come, Market Crashes Go
18- 'You PI' (Your Personal Rate of Inflation)
17- Are You Suffering From Lifestyle Creep?
16- The Triple Lock Guarantee & Your State Pension
15- Should You Invest or Pay Off Your Mortgage?
14- Your Guide to Income Tax
13- Financial Must-Do's for Small Business Owners
12- Let's Get Ready to (Pension) Rumble: Defined Contribution vs Defined Benefit
11- Salary Sacrifice Like a Pro
10- Asset Classes
9- How To Run Your Bank Accounts
8- Default Pension Funds & Jeremy Hunt's Worrying Proposals
7- What Is The Stock Market?
6- Understand Your Payslip
5- Saving Is Not The Same As Investing
4- Investment Compounding - Become a Millionaire With No Effort
3- How To Solve a Problem Like Inflation
2- Where To Start With Your Financial Plan
1- Five Classic Money Mistakes (& How to Avoid Them)
An Introduction to Headsup on Money