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The Meaningful Money Personal Finance Podcast

Jan 11, 2017

Last week we covered the basics of wealth building, the first steps along the way. This week we need to move that on, and look at the next steps you can take as you gain experience and portfolio value over time.

Building Wealth Next Steps


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Building Wealth: Next Steps

MeaningfulMoney has to cater to a very large audience, and as such it is often necessary to repeat the basics. But eventually, you'll need to expand your horizons. For those in the position of taking the next steps, this session is just for you.

In this session, you'll discover:

  • That there's nothing new under the sun
  • That you might need to consider options which are naturally outside your comfort zone
  • Why the long-term view is the best perspective
  • Some alternative tax wrappers you might find useful beyond pensions and ISAs
  • Some alternative asset classes to consider
  • A tax tip which can save you thousands on a larger portfolio
  • Why gearing is useful when used in moderation
  • Why your growing experience is the one of the most useful tools you can bring to bear

Resources mentioned in this show

Podcast: Advanced Investing

Podcast: Peer to peer lending

Podcast: Listener Questions Answered (including a question about private investing)

Podcast: Building Wealth in a Low-Return World


Join the conversation

I love to read and respond to your comments, so please do join in and share.

Question: Have you tried any of these wrappers or asset classes? How was your experience?

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