91. Tax Strategies for Smart Investors

Women & Money Cafe

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Join Sara, Michelle and Julie in this episode of Women & Money Cafe as they tackle the burning question on everyone's mind: How much do you need to retire?
From dissecting pension plans to outlining alternative income sources, they dive deep into the world of retirement planning.
Get ready to have your mind blown as they reveal surprising insights and strategies for ensuring a comfortable and fulfilling retirement. So grab your favorite beverage, kick back, and tune in to the Women & Money Cafe for some money-savvy wisdom with a side of humor. You don't want to miss this episode!
Resources:
Retirement Living Standards
Fidelity How Much Do I need to Retire
Pension Work
Money Helper
YOUR HOST

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.

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.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
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129 episoder