Success Factors: Habits of Financially Successful People
What does it really mean to be financially successful? Spoiler alert: it’s about much more than just having lots of money!
In this episode, we explore the habits, decisions and mindset shifts that can make the biggest difference to your long-term financial future. From the power of starting early to avoiding common money mistakes, we look at what financially successful people do differently and how you can put those lessons into practice.
Wills and LPAs – You’re Not Too Young!
Writing a will or setting up a Lasting Power of Attorney might not be at the top of your to-do list, but getting these things sorted could make a huge difference to your loved ones.
In this video, we explore why wills and LPAs are so important, what happens if you don’t have them in place, and the common mistakes to avoid. From protecting unmarried partners to choosing the right people to make decisions on your behalf, we cover the key things you need to know to get your affairs in order and give yourself peace of mind.
Gifting and Receiving
In this episode of Bank of Dad, we’re talking all things gifting money. From what to consider before giving someone a significant sum, to making smart decisions when you’re on the receiving end. We explore whether you should spend, save, invest or pay off debt with a financial gift, and clear up some common misconceptions about tax. Plus, we explain how Gift Aid works and how you can make your charitable donations go even further!
Room 101: Finance Edition
What belongs in Finance Room 101? 👀
In this episode of Bank of Dad, Kate and Pete reveal the financial things they’d happily banish to Room 101 forever, from money habits and financial products to those little things about personal finance that drive them mad.
But not everything deserves to disappear. They also discuss what they’d rescue from Finance Room 101 and why some much-maligned parts of the financial world might actually be worth keeping.
Choosing Funds: Part Two
We decided to spread our discussion about funds over a second week, so this week we’re diving into avoiding common mistakes when choosing a fund and the low-down on how to do it right!
Getting to Grips with Funds
This week, we’re getting to grips with investment funds: what they are, how they work and what’s actually going on when you put your money into one.
We’ll break down the basics, cut through some of the jargon and look at the mechanics you need to understand before you even think about choosing a fund.
The Biggest Investment Factor: Asset Allocation
This week, Kate and Pete dig into the biggest factor influencing how your investments behave. Behold, the wonder of ASSET ALLOCATION!
Travelling and Money
For many young adults, the travelling bug bites hard. Maybe you fancy a gap year or a six-week trip to Bali. What do you need to think about before you go and when you’re away, financially speaking? That’s what Kate and Pete are all about this week…
Listener Questions and Answers
Something a little different this week – Kate and Pete answer audience questions about all sorts!
Habits: The Ones To Make and The Ones To Break
Being good with money isn’t just about willpower, it’s about building habits and systems that make doing the right thing easier.
In this episode, we’re looking at the good money habits worth building, the bad ones that could be holding you back, and how to make positive financial habits actually stick.