Thinking Financial

GWM USA

5.0 (2)
Investing

Welcome to Thinking Financial, a finance-related podcast brought to you by GWM USA. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

12/03/2020

Episode 9 Talking About Diversification

In this weeks episode the team talk about the importance of diversification in your portfolio. They cover topics such as property, bonds, past performance and much more. If you have any questions for the team, please don't hesitate to get in touch. The information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

33 min
11/26/2020

Episode 8- Top Tips for Expats

In this week’s episode the team discuss a topic they all know so well…being an expatriate. Moving to a new country for the first time can be a little daunting, but with some top tips under your belt, it could make that transition just that little bit smoother. Craig, Simon and Christopher share their expert knowledge and tips in this area and are well equipped to do so because they live it every day! Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

34 min
11/26/2020

Episode 7- The Pension Time Bomb

In this week’s episode the team discuss the important topic of The Pension Time Bomb. So, what is the pension time bomb? Why is it so significant and what are the global repercussions? Hit play to find out. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

30 min
11/26/2020

Episode 6- What To Look For In Your Financial Adviser

In this weeks episode, the team discuss what you should be looking for in your Financial Adviser and how knowing what to look for can help you benefit in the long run. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

35 min
11/26/2020

‍ Episode 5 - Talking About Life Insurance

In this week’s episode the team dives into the topic of life insurance whilst looking at ways to demystify it. They discuss policies, dependence and the importance of life insurance whilst providing guidance and clarity. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/.

34 min
11/26/2020

Episode 4- Financial Advice to Your Younger Self

Hindsight is a wonderful thing, but foresight is even better, and this episode of Thinking Financial could help you with the latter. In this week’s episode the team talk about the financial advice they wish they could have given their younger selves. They cover topics such as savings, school fees and budgeting. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

25 min
11/26/2020

Episode 3 - Talking About Debt

Although the word debt is highly stigmatised, the right kind of debt allows us to do many things in life, such as buying homes and setting up businesses. So, what’s the difference between good and bad debt? There are many questions surrounding this subject and if you have ever found yourself asking something similar, this episode is for you. In this week’s episode the team talk all things debt and will be exploring its negative connotations, as well as the concept of positive debt. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

21 min
11/16/2020

Episode 2- 10 Golden Rules For Financial Planning

We are currently living in a time of unprecedented volatility, therefore now is the time to push your efforts towards financial planning and protecting yours and your loved ones’ futures. In this week's episode, the team discuss 10 golden rules for financial planning. They will be exploring everything from getting rid of bad debt to the importance of cash buffers, maximising pension entitlement to portfolio diversification, as well as a focus on 401k rollover. This week's episode is packed full of helpful advice which, with a right tailored approach, will help to make your money work for you. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

36 min
11/09/2020

Episode 1 - Biggest Concerns of 2020

Welcome to Thinking Financial, a finance-related podcast brought to you by GWM USA. In this episode, the team discuss our client's biggest concerns for 2020. Unsurprisingly, we explore topics such as Covid-19 and its impact on global markets, the US elections, trade tensions and other market queries. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions. For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

31 min

9 Episodes

5

out of 5

2 Ratings

Informative

11/21/2020

podcastjunkie65

I learned a lot about how to begin my financial planning. It will be interesting to hear the next topic.

Welcome to Thinking Financial, a finance-related podcast brought to you by GWM USA. Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

Creator

GWM USA
Years Active

2K
Episodes

9
Rating

Clean
Copyright

© GWM USA
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Thinking Financial