Financial Planning - Jon Rose

Jon Rose from Suitable life https://suitablelife.co.uk is not your standard IFA. He became one out of necessity and has an incredibly insightful perspective on how individuals should plan their finances around the different stages of their life. This is such a vital episode for everyone to listen to regardless of your business, job or investments.

We discuss;

Jon's career in Business and property and the life events that brought him to becoming a Financial Advisor.

The mistake people make in focusing on financial products and wrappers and allowing them to be the tail that wags the dog. 

Where individuals should start in trying to plan finances for different stages of life, retirement and passing on. 

The various stages of retirement and what they mean for us as individuals and the finances that they require. 

Wealth creation vs Wealth use and is there any middle ground. 

Taking advice from those that are motivated by our decision to purchase financial products or invest into specific assets.

And lots more

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