Eclipse Wealth Podcast
Eclipse Wealth Podcast
Podcast Description
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you're just getting started or well on your way, there's something here for you.
Podcast Insights
Content Themes
The podcast focuses on essential wealth management topics, including investment philosophies, risk management, active versus passive investments, and the financial planning process through its series called The Client Journey. Episodes delve into key stages of financial planning, offering insights and real-life experiences from clients and professionals, such as investment decision-making and asset allocation strategies.
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you’re just getting started or well on your way, there’s something here for you.
In this first leg of the client journey, host Max Weatherby with Mohammed Uz-Zaman, and Harry Badman discuss the essential steps in financial planning for younger clients. They explore the challenges faced by younger generations, including the rising cost of living, housing market pressures, and the importance of financial literacy. The conversation highlights the Thrive by 35 initiative aimed at providing financial advice to those under 35, emphasising the need for financial education and support. The hosts also delve into the role of credit cards, the necessity of financial protection, and the importance of having emergency funds to navigate unexpected expenses.
Takeaways
- Financial literacy is crucial for a prosperous future.
- Understanding credit cards is essential for financial health.
- Emergency funds are vital for unexpected expenses.
- Insurance can prevent financial disaster for young families.
- The 50-30-20 rule is a practical budgeting method.
- Financial advice is accessible and beneficial for all ages.
- Investing in oneself is more valuable than material possessions.
Chapters
01:05 Introduction to Financial Planning
02:15 Challenges Faced by Young Clients
06:32 The Thrive by 35 Initiative
10:17 Understanding the Housing Ladder
12:25 The Role of Financial Literacy
15:21 Credit Cards: Friend or Foe?
18:30 Budgeting and Saving Strategies
20:32 Understanding Rental Payments and Credit Scores
21:10 The Importance of Financial Protection
22:26 Life Insurance and Income Protection for Young Families
24:26 Navigating Permanent Health Insurance
28:04 Critical Illness Cover and Whole of Life Insurance
31:29 Emergency Funds: Building a Safety Net
35:06 Key Takeaways for Financial Planning
Useful links:
Connect with Max Weatherby on LinkedIN
Connect with Mohammed Uz-Zaman on LinkedIN
Connect with Harry Badman on LinkedIN
Visit the Eclipse Wealth Podcast website
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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