MMP207: Enough, with Paul Armson
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 8 May 2017
⏱️ 67 minutes
🧾️ Download transcript
Summary
Today I’m chatting to one of the most influential people in UK financial planning, Paul Armson. Paul coaches advisers in the UK and beyond who want to adopt lifestyle financial planning. He’s written a new book, called Enough, and has created a really interesting new app which those of you wanting to make a start with your own financial planning are going to love.
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Sponsor Message
This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk
Enough
This episode is being released on Monday 8th May 2017 which is the start of Financial Planning Week here in the UK. This is a project designed to spread the word about professional financial planning and advisers up and down the country are putting on surgeries, delivering seminars, writing blogs, creating videos, and appearing on TV and radio to get the message out. This episode is my contribution to Financial Planning Week.
Now my conversation with Paul is pretty wide-ranging, taking in the difference between financial advice and financial planning, the way he explains lifetime cashflow (which is super-useful), and the three different kinds of people he has seen throughout his career, and what each group needs to do.
Resources
Book: Enough, How Much Money Do You Need For The Rest Of Your Life? Website: Envision Your Money
For Advisers: Free video course to help you take your professionalism to the next level
Website: Financial Planning Week
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Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number 207. It's another in-between, |
| 0:05.6 | you, sode. This is the podcast dedicated to helping you put your finances in order. My name is |
| 0:18.8 | Pete Matthew and I'm going to share with you everything |
| 0:20.8 | you need to know and everything you need to do to secure your financial future. I'm here to help |
| 0:26.2 | you make sense of money. Here we are again, folks. Great to have you with me. Once again, 207 episodes in to the |
| 0:42.0 | Meaningful Money podcast. And today I'm chatting to one of the most influential people in UK |
| 0:48.3 | financial planning, a Mr. Paul Armstrong. Now, Paul coaches advisors here in the UK and beyond, advisors who want to adopt |
| 0:57.3 | lifestyle financial planning, and if they're already adopted that as a model of working, |
| 1:03.4 | to improve in that process. Paul, like me, believes that that's really the only way financial |
| 1:08.7 | advice should be done, and he's a real zealot for the |
| 1:11.8 | cause and has probably done more than anybody to forward the cause of proper financial planning |
| 1:17.9 | in the UK. He would probably deny that because he's too humble a guy to admit that, but certainly |
| 1:23.9 | he's super influential. He has written a book which is called Enough and he's created a |
| 1:30.7 | really really interesting new web app, a new application that any of you wanting to make a start |
| 1:36.2 | with your own financial planning. I'm telling you, you're going to love it. It's really very, |
| 1:40.0 | very cool. So after I've chatted to Paul, as usual, I'll look at some reviews that have been |
| 1:44.9 | left and announce what we're going to be talking about next time. Before any of that, though, |
| 1:48.5 | remember this podcast continues to be brought to you with the help of my friends at Seven Investment |
| 1:53.4 | Management, who are a firm of investment managers based in London. They specialize in multi-asset |
| 1:58.6 | investing, which brings institutional level investing techniques |
| 2:01.8 | to ordinary people just like you and me. |
| 2:04.2 | 7IM continue to sponsor me here, put their name to the show, because they believe in what |
... |
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