21. £10k What Should I do with it | Women and Money Cafe
Or another amount of money. The point is, we often get asked this. It's usually when find yourself with a lump sum you are not used to having.
Am I doing it right?
In times gone by, you could shop around banks to find a good interest rate. But right now, there are no "good" interest rates. So what do you do?
Julie, Catherine & Michelle are going to talk you through some of the steps to think about. Why Julie thinks Cash ISAs are rubbish. Why Michelle & Catherine think they have their place.
And if you enjoy this, check out episode 11 Demystifying Investments
4.20: Step 1, are you financially healthy
7.28: Where the question comes from
10.11: Step 2, mapping out your plans for the next 3 years
11.32: When not to keep your money in the bank
15.45: What if I don't want to invest because I don't know how to
17.41: If its not the bank, and it's not investing, what else is there?
19.16: First port of call for investing - Individual Savings Account!
27.49: Grab a pen & paper to write your mini financial plan
30.20: The market is falling! Does that mean it's the wrong time to invest?
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INTRODUCING YOUR HOSTS
Catherine Thomas-Humphreys is an Award Wining Financial Coach, Qualified Adviser and Family Will Writer. Catherine believes money is a force for good and when in the hands of good people can be used to do great things. She loves working with purpose-led parents who are ready to change their money habits & beliefs to achieve financial success for themselves and their family.
She founded #TheFinfluencer as a safe space to coach and empower parents to influence, make, save, spend and grow money, consciously, ethically and positively.
The Finfluencer | Instagram
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
She uses her years of experience and research to support women experiencing or planning significant change in their lives.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Financial coaching - Ebb & Flow Financial Coaching
Financial advice - Bree Wealth & Tax
Julie’s inexpert social media antics - Instagram
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EPISODE EXPERT
Michelle Lambell is a Chartered Financial Planner & Certified Financial Coach specialising in retirement planning advice, pensions & investments. Website | Instagram
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