All episodes
The Sandwich Generation – PART 2 - Practical Strategies for Planning Family Finances
S4:E12 - The Sandwich Generation - PART 1 - Funding your retirement whilst supporting your family
S4:E11 - The 2027 Pensions & IHT Shake-up - PART 2 - The knock-on effects you need to know
S4:E10 - The 2027 Pensions & IHT Shake-up - PART 1 - Big changes are coming, are your prepared?
S4:E9 - Markets at All-Time Highs: Should Investors Be Worried?
S4:E8 - The Money Map - What Money Really Means to Us
S4:E7 - Should Financial Planners Be Using AI? Is It a Friend or a Foe?
S4:E6 - Accumulation to Enjoyment - The Hardest Transition in Finance
PFS Power Webinar - Beyond £1 Million: Building a Business That Truly Matters
S4:E4 - Why do smart people make bad money decisions? Understanding the formula
S4:E3 - Financial planning in a world that keeps changing the rules
S4:E2 - Beyond Financial Freedom: What Really Matters Next?
S4:E1 - Will I Be OK? A Guiding Light in Financial Planning
Episode 08: Budget Aftermath - Weathering the Fiscal Storm
Episode 07: Planning for Inheritance Tax - How to help clients reduce the bill
Episode 06: Clients Sitting on Too Much Cash: How Do You Get Them Comfortable With Investing?
Episode 05: Autumn Budget 2025 - Rumoured changes & how to prepare
Episode 04: Going the Distance: Are We Ready to Plan for 100-Year Lives?
Episode 03: Keeping the client on track - Has the annual review run out of steam?
Episode 02: The Art of Being Seen – Should Every Planner Become a Content Creator
Episode 01: Are we Advisers or Coaches? Rethinking the role of a Modern Financial Planner
Episode 19: What to expect when you first meet with a Financial Planner
Episode 18: Client Magnetism - How to Attract Your Ideal Clients
Episode 17: How to Level Up from a Solo Planner to a Financial Planning Practice
Episode 16: Quakeproof Your Planning - Top 10 Financial Planner Faults to Avoid
Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
Episode 14: Market Mayhem & The Tariff Effect - Navigating Risk vs Volatility Like a Geek
Episode 13: The Vault of Legacy - Inheritance Tax Planning Strategies
Episode 12: End of Tax Year Planning - The Great Tax Detective’s Playbook
Episode 11: Mission: Secure Retirement – Strategies and Insights in Securing Retirement Income
Episode 10: The Golden Quest - Understanding Retirement and the Secrets to Financial Freedom
Episode 9: Investing Uncovered – Behind the Scenes of Portfolio Management
Episode 8: Turbocharge Your Efficiency - Accelerating Your Business Performance
Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025
Episode 6: Blueprint for 2025 - Planning Your Best Year Yet!
Episode 5: Real Life Financial Success Stories
Episode 4: Wrestling Retirement Planning - Smackdown Strategies for a Winning Future
Episode 3: Budget Fallout - Weighing the Aftermath
Episode 2: Wrangling Bulls & Bears - Insights for a Steady Financial Ride
Episode 01: Autumn Budget 2024 - The Geeky Guide to What’s Coming
Episode 013: Raising Money Smart Kids - Conquering the Financial Playground
Episode 012: Love and Money - Navigating Finances with Your Partner
Episode 011: Financial Wellbeing - Find Your Balance, Achieve Financial Nirvana
Episode 010: Property vs Pensions - Showdown at the Retirement Corral
Episode 009: 12 golden rules of investing - Paul's nerdy nuggets get decoded by Warren
Episode 008: Mastering Money with Financial Rules of Thumb
Episode 007 : The "Enough" Enigma - Cracking the Code to Financial Fulfilment
Episode 006: Your Financial Force Field - Plan for the unknown and protect yourself
Episode 005: Action Man vs. the Taxman - Become a tax efficient investment geek!
Episode 004: Unmasking the Mystery of Investment Risk
Episode 003: Level Up Your Finances - Mastering the Art of Budgeting and Cash Flow
Episode 002: Secrets to a Happy Life - The Ultimate Investment
Episode 001: 2024 Goals - Crushing It Like a Financial Geek