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This is Money Podcast

How to sort your finances: From budgeting, to savings and pensions

This is Money Podcast

This is Money

Business News, Business, Investing, News

4.1650 Ratings

🗓️ 20 June 2025

⏱️ 67 minutes

🧾️ Download transcript

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0:00.0

Welcome to This Is Money podcast, sponsored by Charles Stanley Direct. I'm Georgie Frost and joining me

0:07.9

today is Simon Lambert. And coming up, we've been a bit news heavy of late and let's be honest,

0:13.9

the news has been heavy. So in this episode, Simon and I have decided to go back to basics, A mid-year financial review, if you like,

0:23.0

covering the key areas to help you sort out your money like a boss.

0:27.4

You can tell I've just joined TikTok.

0:29.2

We'll be taking a look at budgeting, saving, investing, pensions, tax, insurance and wills.

0:34.2

Don't forget you stop to date with all the latest breaking money news.

0:36.4

Just go to thisismoney.com.com.uk or download the app.

0:40.6

Take control of your finances with Charles Stanley Direct. Invest, save, coach or plan.

0:48.4

Using technology where it's helpful and people where it matters. Our website and app make

0:54.1

trading cost effective and flexible,

0:56.0

but we're more than just an online investment service.

0:59.0

We're here for you, regardless of your financial needs,

1:02.0

or if your life takes an unexpected term.

1:05.0

Your finances, your way.

1:08.0

Take control today with Charles Stanley Direct. Sign up now. Investment involves risk.

1:14.2

But first, a very warm welcome. Simon, just explain if you would briefly. What we're doing in this

1:20.6

episode? What's coming up? Why are we doing it? Well, hi Georgie. And hello everybody listening.

1:27.1

What I thought we should do is just talk about

1:30.9

a quick run through of some of the really important stuff in people's personal finances.

1:36.4

Because I talk to lots of people and as listeners can imagine, a hazard of the job is getting

1:41.8

asked questions about anything financial or anything to do with money.

...

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