The Wallet

Today we're answering a question from one of our Money Matters Festival attendees who wanted more information about building her first portfolio of investments. Whether you're starting from scratch or looking to refine your strategy, Emilie Bellet is giving you a 10-steps checklist to understand and select your portfolio. We will be covering risk / reward, asset allocation and diversification, bal...

Women often shoulder two-thirds or more of the unpaid domestic work and childcare responsibilities for their homes and families. This has significant effects on relationships, wealth, and overall well-being. In this episode, Eve Rodsky discusses how to make societal change one partnership at a time, aiming to redistribute domestic work and redefine relationships. We look into actionable systems ou...

Join us as we explore the emotional journey of divorce with Tosh Brittan, a divorce empowerment coach and counsellor with over 17 years of experience. Discover how to prioritise your well-being amidst challenging relationships, overcome emotional hurdles, and find support in navigating the complexities of divorce and family conflicts. PARTNER Thank you to our partner PensionBee . With PensionBee y...

If discussions about death are sensitive for you, feel free to skip this one. In this episode, we are joined by Selina Flavius, the powerhouse behind Black Girl Finance. Selina shares her personal journey of unexpected loss in early 2022, when her fiancé passed away. From abruptly shifting wedding plans to not even being welcomed to his funeral and navigating the aftermath, Selina graciously share...

💸It’s time to Spring clean your finances! Today's episode focuses on setting financial goals for yourself. Only one in six Brits (17%) confess to having no defined financial goals, and 80% haven't discussed their financial goals with their bank.  Laura Newman, Head of NatWest Premier Financial Planning, shares insights and tips on the timing of setting financial goals. She suggests now is a...

Are you looking to grow your money and achieve your financial goals? Join Emilie Bellet as she offers insights and practical tips to get started investing in the stock market for the long term. In this episode, Emilie covers everything you need to know before diving into investing, how to align your investment choices with your goals, inflation, and risk tolerance, as well as guidance on navigatin...

Have you ever wondered about the importance of romance in our lives and that we can find it in and through business? But also how to strike the perfect balance between career ambitions and personal happiness? In today's episode, Emilie Bellet is joined by Tim Leberecht, an author, curator, and entrepreneur, known as the co-founder of the House of Beautiful Business.  PARTNER Thank you to our...

💸Today's episode is all about breaking the silence around salaries and how to navigate those conversations. We talk about common misconceptions people have about discussing salaries, how to navigate discussions about finances when there's a significant income disparity between partners and how working with a financial planner can help you plan for the future. In this episode of The Wallet, I inte...

Join Vestpod’s Money Matters Festival on Sunday, March 3rd, 2024, from 10:30 am to 7:00 pm, at KOKO in Camden. ⁠ 🎟️ Secure your spot now, early bird tickets are almost gone, at: https://www.vestpod.com/moneymattersfestival   ⁠ And as a thank you for being part of our podcast community use the code THEWALLET for £10 off.  Hosted on Acast. See acast.com/privacy for more information.

There are many challenges when it comes to managing finances as women. We’ll try to understand what the current economy is like, and what can be changed. From pension to wealth gaps, to the structural issues and what women are tirelessly doing to try to and change the game. This is the recording of Money Matters Festival held on Oct 9th, 2022 at The NED in London with Isabel Berwick (Host of the F...

💸 Looking to start the new year off on the right foot when it comes to your finances? In today’s Hotline episode - I’ll be helping you do exactly that, with practical tips to help you improve your finances in 2024. From cultivating a positive money mindset to practical strategies for saving and investing, we've got everything you need to make this your most financially successful year yet. SAVE T...

Anna Whitehouse, also known as Mother Pukka, joined us at our Money Matters Festival 2022. Anna is a leading advocate for flexible working through her 'Flex Appeal' campaign. Anna opens up about her journey, offering fantastic insights into how to become an activist in your own right. She also discusses what she would ask our Prime Minister, and what her new manifesto is all about.  Understan...

💸What are some of the things that we are most afraid of or most dread when it comes to money? What is lifestyle creep? How to plan for your finances in 2024?  In this episode of The Wallet, I interview Laura Newman, Head of NatWest’s Specialist Client Advice and Investment Services. We discuss the financial challenges and opportunities for 2024, such as inflation, interest rates, lifestyle c...

💸 Welcome to the last episode of Banking Bad, a podcast series that features six true-crime stories from the world of money.  🐺Are you familiar with the name Jordan Belfort? If not, you might recognise him as the infamous 'Wolf of Wall Street'. Belfort's journey in the financial world is nothing short of exhilarating — starting from his humble beginnings as a door-to-door salesman to becomi...

💸Welcome to Banking Bad - a podcast series featuring six true-crime stories from the world of money.  Keith Gill, aka RoaringKitty and DeepFuckingValue, is a financial analyst and online trader who challenged Wall Street with GameStop, a retailer on the verge of bankruptcy. He shared his trades on Reddit, attracting a crowd of followers who bought GameStop shares, driving up the price and hu...

💸Welcome to Banking Bad - a podcast series featuring six true-crime stories from the world of money.  In this episode, I speak to Martha Lane Fox, the co-founder of lastminute.com, Europe’s biggest travel and leisure website. She started the company in 1998 with Brent Hoberman, and sold it in 2005 for a whopping £577 million when she was only 31. We revisit this fascinating story and discuss...

💸Welcome to Banking Bad - a podcast series featuring six true-crime stories from the world of money. Today, Emilie is speaking with Patrick Foster. Patrick had a promising career as a professional cricketer, until gambling came into the picture. He shares his journey from being a sports star to a compulsive gambler who ended up in £250,000 of debt, revealing how he got hooked on betting, los...

💸 Welcome to Banking Bad - a podcast series featuring six true-crime stories from the world of money.  We’re used to hearing about stocks, credit or commodities being at the centre of bubbles, but never a flower. Today, we’ll be looking at tulip mania - a period in the 1630s when the prices of tulip bulbs in the Netherlands soared to unprecedented levels, driven by a speculative frenzy. I’ll...

💸 Welcome to Banking Bad - a podcast series featuring six true crime stories from the world of money. In this episode, I talk to Philip C. Marshall about personal financial crimes that happened in his family. The victim of the crimes? His elderly grandmother, Brooke Astor. Brooke Astor was a well-known figure in New York high society and one of 20th century's most well known philanthrop...

📈How do we connect with our older self? How much money would you actually need for retirement? It can be difficult to envision ourselves 20, 30, 40 years from now. This means that all too often, we don’t take the steps we need to take to benefit our future selves. Tunie is in for a pension chat with Becky O’Connor (Director (VP) Public Affairs at PensionBee), Emma Maslin (Money Coach and Founder...

📈In this episode, we delve into the world of investing. Join us as Helena Wardle, Founder of Money Means and Partner and Chartered Financial Planner at Smith and Wardle, shares insights and strategies to bolster your investing confidence and broaden your portfolio. Together, we'll explore the significance of diversification and learn how to strike the right balance between risk and return. In a h...

Are you wondering, "Should I work with a financial adviser? How do I find one that suits me? And how much does it actually cost?" Well, you're not alone. In a sometimes complex financial landscape, managing your finances effectively is crucial, and sometimes, getting help and support is essential. Today's episode is all about demystifying the world of financial advice. I recently had a fascinating...

In the coming three decades, an estimated £5.5 trillion is projected to transition between generations as the baby boomer population diminishes. This remarkable event has been recognized as the largest wealth transfer ever witnessed in the history of the United Kingdom. In this episode, with Chartered Financial Adviser Lisa Conway-Hughes, we talk about vital strategies for navigating this complex...

In our hectic culture of hustling and overworking, it can feel like striking a balance between earning enough, feeling happy with our wealth - AND feeling rested and physically fit - are things that are incompatible if not impossible.  In this episode, we speak to Helena Wardle - Founder of Money Means as well as Partner and Chartered Financial Planner at Smith and Wardle - about finding that...

In this week's episode, Lisa shares her expertise on tax-efficient saving and investing, pensions, and the art of gifting. Discover how to navigate the often anxiety-inducing task of filing tax returns while gaining a fresh perspective on financial strategies. SPONSOR Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated finan...