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Financial Planning: Are Your Investments Actually Working for You? | Lumin Wealth
Having investments and pensions is one thing but do you have a clear financial plan for what they’re actually going to achieve?
In this episode of Financial Illumination, Jack Dudley and James Corcoran from Lumin Wealth explore the importance of having a structured financial plan, rather than simply letting investments and pensions build up in the background.
The episode covers:
Why having a financial plan can give your money greater direction
The difference between simply having investments and having a financial plan
How cash flow modelling can help you plan for retirement
Common pension…
The skinny
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