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113. Is Cash King?
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We know from chatting to you that many of you have started investing since listening to the podcast. And we love that! But we also know that it will have been hard watching your investments this year and that you may be tempted to quit investing and move money to cash because of interest rates. This episode is for you if you are feeling disillusioned with investing. The whole team is here for this episode to share with you what we are saying to our clients to help them right now.
At the risk of sounding like an Instagram reel, follow the process 😉 Remember why you invested in the first place.
Episode 81 - a refresher on risk
Episode 49 - what to do in scary markets
Blog - 4 ways to f##k up your investments, and what to do instead
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 odcinków
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on December 10, 2024 16:36 ()
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 393986016 series 3011006
We know from chatting to you that many of you have started investing since listening to the podcast. And we love that! But we also know that it will have been hard watching your investments this year and that you may be tempted to quit investing and move money to cash because of interest rates. This episode is for you if you are feeling disillusioned with investing. The whole team is here for this episode to share with you what we are saying to our clients to help them right now.
At the risk of sounding like an Instagram reel, follow the process 😉 Remember why you invested in the first place.
Episode 81 - a refresher on risk
Episode 49 - what to do in scary markets
Blog - 4 ways to f##k up your investments, and what to do instead
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 odcinków
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