Women & Money Cafe Podcast

I’ve got £10,000. What should I do with it?

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

See all episodes

Enjoy Other Ways to Listen | APPLE | SPOTIFY

Disclaimer: The information provided in the Women and Money Café Podcast and Website does not constitute financial advice and nor should it be taken as such. They are thoughts and discussions in around money and possible options available to you. Whilst all attempts are made to provide accurate information at the time of publishing you should seek your own clarification . Should you require advice for your specific set of circumstances contact a qualified, authorised financial adviser directly.

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