
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.
Episodes
98 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

The Adviser Fit Finance Sessions: A Financial MOT
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the best way to assess your finances, including reviewing and rebalancing your investment portfolio, reviewing your insurance policies and tru...
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Season 4
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Episode 24
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9:29

The Adviser Fit Finance Sessions: Introducing Finance to your Children
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how to introduce the concept of finances to your children and skills to introduce early on to help them develop good habits with their money.<...
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Season 4
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Episode 23
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10:01

The Adviser Fit Finance Sessions: Thoughts on the News
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the latest news topics and give their thoughts on the financial headlines.If you've got any financial topic that you'd like to see cove...
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Season 4
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Episode 22
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12:52

The Adviser Fit Finance Sessions: Lifetime Allowance
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the lifetime allowance cap being frozen, pension protection and what you can do if you’re concerned about this issue. If you've go...
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Season 4
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Episode 21
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12:00

The Adviser Fit Finance Sessions: Gifting
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting. If you've got any financial topic that you'd like...
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Season 4
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Episode 20
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8:58

The Adviser Fit Finance Sessions: Pubs and Inflation
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the cautious approach a lot of pubs are taking to reopening and the current situation regarding inflation. If you've got any finan...
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Season 4
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Episode 19
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10:34

The Adviser Fit Finance Sessions: Rebalancing Your Portfolio
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what rebalancing your portfolio actually means, the pros and cons involved and the two main types of rebalancing. If you've got an...
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Season 4
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Episode 18
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11:30

The Adviser Fit Finance Sessions: Critical Illness Cover
In this week’s Adviser Fit Finance Sessions podcast, the Financial Planners sit down with Efficient Portfolio’s Mortgage Adviser, Andrea, to talk about critical illness cover, the scenarios in which taking critical illness cover would prove to ...
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Season 4
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Episode 17
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10:28

The Adviser Fit Finance Sessions: Bonds
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners give an overview of bonds including how they work, their general characteristics, the status of the bond markets and alternative investment options.
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Season 4
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Episode 16
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11:31

The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax Year
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible. If you've got any financi...
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Season 4
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Episode 15
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6:11

The Adviser Fit Finance Sessions: 5 Animals in the Financial Jungle
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners take inspiration from a recent BBC News article and discuss five ‘animals’ you might spot in the financial jungle, from black swan events to stag inve...
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Season 4
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Episode 14
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18:34

The Adviser Fit Finance Sessions: Archegos Capital Chaos
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the havoc the American hedge fund, Archegos Capital, has caused recently. If you've got any financial topic that you'd like ...
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Season 4
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Episode 13
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9:43

The Adviser Fit Finance Sessions: New Pension Legislation
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the details of the recent UK pension legislation changes and the affect they may have on those intending to retire early. If...
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Season 4
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Episode 12
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7:17

The Adviser Fit Finance Sessions: Markets and Inflation
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the US economy, recent volatility in the market and the potential effects of inflation. If you've got any financial topic that you...
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Season 4
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Episode 11
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7:48

The Adviser Fit Finance Sessions: Working from Home
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how businesses have adapted to working from home and how this new work/life balance this may affect job role considerations for people going f...
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Season 4
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Episode 10
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8:50

The Adviser Fit Finance Sessions: Budget Announcement March 2021
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners dissect a few of the key points from yesterday’s budget statement.If you've got any financial topic that you'd like to see covered, please cont...
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Season 4
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Episode 9
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13:04

The Adviser Fit Finance Sessions: Latest Government Announcement, Employment Rates and Corporation Tax
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what Boris Johnson’s most recent announcement will mean for the markets in general and also touch on employment rates and the proposed corpora...
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Season 4
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Episode 8
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8:38

The Adviser Fit Finance Sessions: New Woodford Fund, Bitcoin and Stamp Duty
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the new fund being set up by Neil Woodford, Stamp Duty in the upcoming budget and Elon Musk’s investment in Bitcoin. If you've got...
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Season 4
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Episode 7
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9:32

The Adviser Fit Finance Sessions: Capital Gains Allowance
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners get into the nitty gritty of Capital Gains Allowance. If you've got any financial topic that you'd like to see covered, please contact us ...
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Season 4
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Episode 6
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7:08

The Adviser Fit Finance Sessions: The Internet vs Hedge Funds
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the internet’s mass opposition of hedge funds, in what appears to be an anti-establishment move.If you've got any financial topic that ...
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Season 4
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Episode 5
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12:04
