Is an IFA really worth it? - Ep. 131
Автор: Rebecca Robertson - Wealth Strategist
Загружено: 2026-01-15
Просмотров: 12
Is an IFA really worth it? - Ep. 131.
In this episode of the Accelerating Your Wealth Podcast, host Rebecca Robertson sits down with Lesley Leggett to talk through the real-life financial journey that can follow divorce, property management and planning for retirement. Packed with practical advice and personal insights, this down-to-earth discussion explores the ups, downs and lessons learned along the way.
This episode you will learn:
Navigating financial decisions after divorce and the importance of safeguarding your interests
The realities of managing property portfolios and transitioning to a single-income household
How working with an Independent Financial Advisor (IFA) can create financial security and options
The emotional impact of divorce and tools for moving forward, including counselling and coaching
Steps to set up a stable financial future for yourself and your children, from pensions to investing early
Chapters
00:00 "IFA: Worth It or Not?"
07:26 "Life Changes and Challenges"
11:49 "Challenges of Divorce Logistics"
14:59 "Seeking Specialised Counseling Expertise"
20:29 "Accidental Landlord Journey"
21:16 "Landlord Journey and Shared Ownership"
26:01 "Regrets Over Property Decisions"
31:15 "Journey to Becoming a Coach"
32:48 "Retirement Coaching and New Chapters"
37:10 "Financial Independence Post-Divorce"
40:08 "Life Changes and Ownership"
44:14 "Invest Early for Future Security"
47:08 "Wisdom from Life's Journey"
49:58 "Procrastination and Retirement Advice"
#EarlyRetirement #PropertyInvestment #FinancialFreedom #WealthBuilding #PassiveIncome #RetireBefore50 #PropertyPortfolio #FinancialIndependence #CareerChange #ValueBasedFinance ------------------------------------------------------------------------------------------------------------
Connect with Rebecca Robertson and the Podcast:
Subscribe for weekly wealth-building strategies: / @rebeccarobertsonifa Instagram: / rebecca_robertsonifa & / acceleratingyourwealth
LinkedIn: / rebecca-financial-advisor
Facebook : / rebeccarobertsonwealth
www.evolutionfinancialplanning.co.uk
Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice.
Podcast produced by https://podforge.co.uk
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