Finance & Fury Podcast

Welcome to Finance and Fury Today we will be going through the workbook itself How to put the goals and risk profiles together How to work out the investment philosophy and strategy How to put together the investment plan and checklist Three downloads - Found on the website Goals and Risk Tolerance Philosophy and Strategy Investment Plan You can also get it by subscribing on the website, We want your feedback, it is not set in stone – we need your help to make this better for everyone. Goals and Risk tolerance: Fact find about yourself What frustrates you? What do you want to improve? What are goals? What are financial goals? How do we separate them into short term, medium term and long term goals? Give an example of what you want to achieve This helps clarify what’s important to you, and gives 4 options Home Family Wealth Lifestyle Ranking these in order of priority to you, to help focus on what is important now A matrix about you: what is currently frustrating for you? What is holding you back? Wha