Tom Wilson

speaker
387 appearances 1 recordings 1 series first heard Dec 2022 last heard Dec 2022

Tom Wilson’s voice in public audio — every appearance, attributed to the second.

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Yeah.
Yeah, so it's spread across six modules.
And the first one is investment planning.
So doing the plan.
Coming back to that thing that you were just saying.
And that sort of weaves through all the rest of it as well.
There's numerous points where I'll stop and say, let's refer to the plan that you've started and try and really push that in.
But investment planning, talking about setting up goals or multiple goals, multiple timeframes.
Understanding your attitude to risk.
Some people just hate the idea of losing one cent.
So instead of choosing something that suits their timeframe, they might want to dial it back a bit.
And that's okay.
It's fine.
Whatever works for you.
So investment planning part runs through that.
and then the second we started to get a bit more exciting in the second module talking about things that you can invest in or investment vehicles is the finance speak so talking about the etfs shares what's a managed portfolio what's a managed fund you know what does risk-free assets mean they still have their own form of risk as well so we run through that
Then we talk about investment strategies, which is much more exciting.
Then we talk about the investor psychology, putting it into practice at the end.
We try and take you through all the different stages that you can need to tick off so that at the end of it, you're ready to start investing.
Yeah, so we do a live webinar once a week and it's literally, I'll run it for like 30 minutes and people can come on.
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