Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
Financial Planning Unlocked
Claim This Podcastby Rathbones Group plc
9 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
23
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality16
Social0
YouTube76
Engagement0
Podcast Overview
Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
Language
🇺🇲
Publishing Since
8/9/2024
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23
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality16
Social0
YouTube76
Engagement0
6
Excellent Areas
1
Good Performance
12
Growth Opportunities
excellent
Episode Length
6 minutes
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good
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3.0/5
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Every 23 days
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Recent Episodes
March 3, 2025
Financial planning for the younger generation - part 2
Olly Cheng, financial planning director and Samantha Boyd, investment director continue their conversation about teaching the younger generation money management skills. In this episode, our speakers explore savings and investments. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material. The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
February 6, 2025
Financial planning for the younger generation - part 1
Whether you’re a parent, grandparent or a guardian, it’s important to teach young people good financial habits, and the earlier the better. In this episode, our experts Olly Cheng, financial planning director and Samantha Boyd, investment director share some top tips on how to teach the younger generation about money management. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material. The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
November 1, 2024
The power of compounding
In this episode, our experts Matthew Hall, investment director and Malvee Vaja, financial advisor discuss the effects of compounding. You'll hear how regular saving and compounding helps to increase your wealth over time and also some of the most important things to remember when investing. View the accompanying slide here. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material. The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
9 total episodes available
Deep-dive analytics for Financial Planning Unlocked
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Financial Planning Unlocked?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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