Afleveringen
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Today we're exploring a topic that's not only timely, given the impending financial year-end, but also incredibly valuable—accessing free money for investing and securing your financial future. Yes, you heard it right, free money! Learn how to utilize the U.K.'s tax system to your advantage and make your investing as efficient as possible.
I've got our investment coach, Peter Deane with me who has experience with these tax incentives and also advises our clients on how to leverage them in an efficient way.
As investors, our aim is to maximize our financial security through compounded growth. One effective way to achieve this is by tapping into the free money available via tax incentives.
This is a final opportunity to check for any gaps in your National Insurance record, and if so top up your contributions to prevent a shortfall of State Pension. Normally, you can buy back up to six years, but when the new State Pension was introduced, arrangements were put in place to go back as far as 2006. The deadline for checking back to 2006 is 5th April 2025.
You should check your position as soon as possible if you think this may apply to you. You can start by checking your National Insurance record which will show you whether you have full year’s contributions from 2006 and identify any years that are not full. To do this, follow this link [Check your National Insurance record - GOV.UK](https://www.gov.uk/check-national-insurance-record) .
Next, visit the State Pension forecast calculator [Check your State Pension forecast - GOV.UK](https://www.gov.uk/check-state-pension) which will tell you how much State Pension you stand to receive based on your current National Insurance record, and a forecast of how much State Pension you are likely to get if you work up to State Pension age. The full amount of State Pension is £221.20 per week and if this is not the amount showing, you may be able to boost your contributions to get to the full amount.
If you identify a shortfall, you can make additional contributions to cover the gap. However, you should talk this through as whilst topping up is beneficial in most cases, there will be individuals for whom this is not appropriate. Phone lines are set up for people who are not yet at state pension age [Contact the Future Pension Centre - GOV.UK](https://www.gov.uk/future-pension-centre)
Remember, a full State Pension can be a valuable part of planning for retirement and is worth approximately £300,000 in today’s terms.
Thank you for joining us today, and a special thanks to Peter Deane for his insights. Until next time, stay informed and make the most of what’s available to you.
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
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In this episode, we delve into the crucial role of mindset in becoming a successful investor.
I chat with Peter Dean, a seasoned investor and coach in my Investment Academy, about what sets top investors apart.
Have you ever wondered how to think like a successful investor? Are you curious to understand the psychological barriers that might be holding you back? Peter shares his insights on maintaining a rational mindset, avoiding emotional pitfalls, and the importance of long-term thinking.
Don't miss out on these invaluable tips to secure your financial future!
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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Zijn er afleveringen die ontbreken?
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Listen to my article in an interview format. It’s surprisingly good with Ai converting my article into an engaging conversation between two of my "friends".
Some investors may think investing in the S&P 500 is enough. But the increasing weighting of tech stocks within the US market could expose you to more risk than expected.
This episode explores exciting alternative investments that help you further diversify. Including REITs for income, dividend stocks for stability, gold and bonds for protection, and ETFs for global growth.
The best part?
Many of these are set-and-forget investments—no constant monitoring needed.
In this episode, hear about simple, set-and-forget strategies that can help you:
✅ Reduce risk with global diversification
✅ Earn steady income through REITs, dividends & options
✅ Protect your portfolio with gold and bonds
✅ Capture high-growth opportunities in emerging markets & thematic ETFs
No need to watch the markets 24/7—just smart, balanced investing that works for you.
Gold article and video mentioned in the episode: https://investlikeapro.co.uk/blog/gold
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The Traitors was a hit show for the BBC.
But did you know The Traitors teaches us important investment lessons? Like, how to outsmart the investment industry.
I wrote an article to highlight those lessons. In this podcast episode, two of my (Ai !) friends sat down to discuss my article. It's surprisingly engaging - and totally true to what i wrote!
Enjoy, and drop a follow and review. I'd love to know what you thought of the episode.
Links mentioned in the episode: https://investlikeapro.co.uk/academy
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In this episode, I detail the essentials of constructing a well-balanced portfolio for options investing and income.
Ever wondered how to identify great stocks and ETFs? I break down the four key attributes professionals use to spot high-quality companies: quality, value, growth, and momentum.
Have you experienced the struggle of finding stocks with these attributes?
Join me as I share a framework for stock selection, discuss screening tools, and explore strategies to ensure consistent income through dividends and options.
00:00 Introduction to Balanced Portfolios
00:15 Four Key Attributes of Good Stocks
01:26 Deep Dive into Quality
02:14 Understanding Value
03:07 Growth Characteristics
03:39 Momentum Explained
04:09 Screening for Quality Stocks
05:44 Dividend Yields and Payout Ratios
07:22 Qualitative Factors in Stock Selection
08:15 Building a Smart Portfolio
09:21 Conclusion and Final Thoughts
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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In this episode I share how I manage my own Options portfolio.
Images referred to in the episode are at: https://investlikeapro.co.uk/podcast/options-delta
Learn how to generate continuous income, use diversified options portfolios, and apply advanced strategies like the options wheel, credit spreads, and using margin to enhance returns while managing risk effectively.
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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In this episode, I sit down with Kevin Whelan, founder of Wealth Builders, to explore essential strategies for achieving financial independence.
Here is the link for the free resources mentioned: https://wealthbuilders.co.uk/investlikeapro
We discuss why it's crucial to take control of your financial future, the benefits of SAS pensions, and practical steps to safeguard your assets. Kevin delves into the often overlooked Gift out of Income rule for inheritance tax, and we discuss the importance of consolidating pensions.
Whether you're looking to build wealth, protect your family’s future, or gain financial freedom, this conversation is filled with actionable insights.
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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I stumbled upon a new Ai tool that converts text-to-voice (thanks to one of my Investment academy grads).
The resulting conversation blew my mind - have a listen !!
Have a play around with it yourself here: https://notebooklm.google.com/
Just enter any text (eg one of your emails, an article, or even just a brief story about your day). Then wait for it to do its magic!
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In this episode, I look at over 100 years of stock market data and tackle the common misconception that 'what goes up must come down'.
I'll show you why the evidence proves that what goes down must come up.
We'll dive into the simplicity of stock investments, the role of the global economy and inflation, and illustrate how shares track profits over time.
My aim is to provide you with clear, evidence-backed insights into why stock prices have always grown, and why they will continue to do so.
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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Join me in this episode as I sit down with Brad Lazarus to explore breathtaking investment strategies!
Learn why pullbacks are crucial for a sustainable market, discover the benefits of options investing, and understand the importance of a diversified core and satellite portfolio.
We discuss the transition from property to stocks, the power of compounding, and how even beginners can make significant returns.
If you're eager to elevate your investing game, this chat is packed with strategies you can't miss!
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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In this eye-opening episode I provide an insider's perspective on active funds.
Discover how these funds function and learn the real differences between active and passive management.
I reveal the clever marketing tactics used by active fund managers and break down all the hidden fees that might be eating into your investment returns.
Using real-life examples and shocking data, I illustrate why active funds often underperform passive funds, and why understanding these dynamics is crucial for your financial future.
Learn the truth and get the tools to make informed decisions about your retirement funds, IFAs, and more.
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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Welcome to a special episode where we dive deep into the debate of which asset class reigns supreme.
Join me and our fantastic guests, Natasha Collins and Adam Lawrence, as we explore stocks, commercial property, and residential property. We'll answer questions like:
Which asset class offers the best returns? How do you mitigate risks in each investment?
And what are the pros and cons of each approach?
If you're looking to refine your investment strategy or explore new opportunities, this episode is packed with insights just for you!
Thousands have learnt via our Investment Academy - learn more here:
https://investlikeapro.co.uk/academy
More on InvestLikeAPro:
https://investlikeapro.co.uk/
Follow me on Facebook for regular investment insights:
https://www.facebook.com/manish.kataria.7758
Connect with me on Linkedin:
https://www.linkedin.com/in/manishkcfa/
IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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Today we're diving into the shiny world of gold! You've probably seen the headlines recently—gold has been making waves by hitting new highs.
So in this episode, we're tackling some big questions: What's driving this surge, and what's its historical context, should you even consider investing in gold, and if so, how? 🧐
Get more weekly insights direct to your inbox - and a step-by-step investment guide at: https://roadmap.investlikeapro.co.uk
All charts / info / data mentioned in this episode can be viewed here: https://investlikeapro.co.uk/blog/gold
Alternatively, see the Youtube version of this episode here (including charts).
Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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🚨 Attention investors! 🚨 In this video, we're diving deep into the age-old debate: trading vs. investing. 📈 Trust me, there's a HUGE difference between the two, and understanding that difference is crucial to your financial success. 💰
Many people use these terms interchangeably, but that couldn't be further from the truth!
Get more weekly insights direct to your inbox - and a step-by-step investment guide at: https://roadmap.investlikeapro.co.uk
Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
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In this first episode of the Invest Like a Pro podcast, I share my approach to simplified, diversified investing in stocks, ETFs, and options.
I reveal how to construct a portfolio that outpaces inflation and provides recurring income, all without the need for complicated strategies or expensive advisors.
With over two decades of experience in investment management, I detail the process of creating a balanced, durable portfolio that suits individual risk tolerances and financial ambitions, strongly advocating for investing over trading.
My method stresses the importance of basic financial education, developing a diversified core portfolio, and reducing expenses, inflation, and tax impacts to ensure a future of financial stability and a lasting legacy.
Get more investment insights with our step-by-step investment guide from: https://roadmap.investlikeapro.co.uk
00:00 Welcome to Invest Like a Pro: Your Guide to Simple Investing
01:01 The Simple Path to Financial Security: Insights from a Pro
01:33 Demystifying Investment: Strategies for Sustainable Wealth
02:03 From Professional to Personal: A Journey in Investment
02:54 Building a Legacy: The Foundations of a Solid Investment Portfolio
04:52 Cutting Through the Noise: Real Strategies for Real Returns
06:06 Who This Podcast Is For: Building Wealth Passively
08:36 The Missteps of the Average Investor: Learning from Others
12:46 The Blueprint for Success: Structuring Your Investment Portfolio
18:21 Looking Ahead: The Future of Your Investing Journey
Be sure to check out my website for more investing resources: https://investlikeapro.co.uk/
Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.
