{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5d72784e408342486f3e10c1/6309b5cf11fe6400138d84b3?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Property V.S. Pensions with Wealth Manager Charlotte Ransom","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5d72784e408342486f3e10c1/1612279775869-7a3e5a50b203909ef60b6a548b4fbc39.jpeg?height=200","description":"<p>Charlotte has a stellar track record in Banking having been a Partner at Goldman Sachs and then as a Wealth Manager having won various awards and being Co Founder of Netwealth https://www.netwealth.com</p><p>This Episode is Jam packed with info.</p><p><br></p><p>We discuss;</p><p><br></p><p>Charlottes background and why she co founded Netwealth.</p><p>Individuals relationships with managing money.</p><p>Property vs other investment options.</p><p>Benchmarking your portfolio.</p><p>Investment exposure and concentration.</p><p>The need for capability when focusing on direct investment in a specific asset class.</p><p>Volatility in the market.</p><p>The importance of liquidity.</p><p>Property vs Pensions invested in financial markets for funding retirement.&nbsp;</p><p>Wealth management Fees and what investors should understand about them.&nbsp;</p><p>The impact of reducing wealth management fees on your retirement.</p><p>In recent times its the markets that have performed and not necessarily the wealth managers.</p><p>Understanding the type of wealth advice you may need.</p><p>Importance of having no emotional attachment when investing.</p><p>How should people go about finding a wealth manager and questions to ask?</p><p>Common mistakes in family finances and Estate Planning.</p><p><br></p><p>If you would like to know more about Netwealth and the services they provide please visit https://www.netwealth.com</p><p><br></p><p><br></p>","author_name":"Rod Turner"}