9 min
How To Create A Personal Financial Plan In 8 Steps Tony Talks Wealth Podcast
-
- Self-Improvement
It's the new year, and there's no better time to begin planning for your financial year ahead. With this in mind, Tony is here this week to share his eight step plan for creating your very own personal financial plan!
KEY TAKEAWAYS
When considering your financial wellbeing, it is crucial to have a clear sense of what you want from life, and use this to create a comprehensive financial plan.Creating a budget can seem daunting, but can act as a vital signpost for your financial year ahead.Building your emergency savings fund is vital. The best way to ensure that emergencies can be tackled is to start saving today! Aim for around three months' of living expenses.BEST MOMENTS
'This is a great time to look at your finances'
'A comprehensive financial plan helps you to achieve your goals'
'Emergency savings make a great way to cover unexpected costs'
VALUABLE RESOURCES
Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth
Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.
It's the new year, and there's no better time to begin planning for your financial year ahead. With this in mind, Tony is here this week to share his eight step plan for creating your very own personal financial plan!
KEY TAKEAWAYS
When considering your financial wellbeing, it is crucial to have a clear sense of what you want from life, and use this to create a comprehensive financial plan.Creating a budget can seem daunting, but can act as a vital signpost for your financial year ahead.Building your emergency savings fund is vital. The best way to ensure that emergencies can be tackled is to start saving today! Aim for around three months' of living expenses.BEST MOMENTS
'This is a great time to look at your finances'
'A comprehensive financial plan helps you to achieve your goals'
'Emergency savings make a great way to cover unexpected costs'
VALUABLE RESOURCES
Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth
Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.
9 min