
Fit Finance Sessions
Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
Podcasting since 2018 • 98 episodes
Fit Finance Sessions
Latest Episodes
The Adviser Fit Finance Sessions: Inflation News
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss where inflation is being seen and the expected effects on the market. If you've got any financial topic that you'd like to see cov...
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Season 4
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Episode 29
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8:28

The Adviser Fit Finance Sessions: The Life Legacy Gift
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Charlie Reading new book, The Life Legacy Gift and the kind of things you should think about when planning your legacy. If you've ...
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Season 4
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Episode 28
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5:57

The Adviser Fit Finance Sessions: Property Market, Crypto and Stocks
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through a general update on the property market, crypto and stocks. If you've got any financial topic that you'd like to see covered, p...
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Season 4
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Episode 27
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13:10

The Adviser Fit Finance Sessions: ISAs
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what an ISA is, the types of ISAs available and the benefits and misconceptions associated with them. If you've got any financial ...
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Season 4
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Episode 26
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9:20

The Adviser Fit Finance Sessions: Discretionary Investment Management
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Discretionary Investment Management and the pros and cons of this process. If you've got any financial topic that you'd like to se...
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Season 4
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Episode 25
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10:43
