Wendy Baillie

speaker

482 appearances 3 recordings 1 series first heard Jun 2026 last heard 11 Aug

Wendy Baillie’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

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Talking General Practice · GP Money Matters: GP career trends and financial planning · 30 Jun 2026 podcast

So that one of the massive benefits of financial advice and specialist financial advice, sound financial advice.

is that it can take away that uncertainty, it can take away that burden.

from your own head so that you think, right, this is when I want to retire.

I don't need to worry about that because I know my financial advisor will point out to me what I need to do, what I can do, when I can do it, and that will help me to make the difference.

A little bit of attention each year to your goals, your aspirations, your objectives, what's coming at you from the future.

goes a long, long, long way to making your life easier going forward and less stressful, financially, emotionally, everything.

Yes.

I think it's a minefield, isn't it?

And so for me and and the advisors that I look after, it's easy, it's everyday.

It's the same as a GP sitting down with a patient and taking their blood pressure, you know, looking at a straightforward diagnosis.

For us, it's everyday.

But for a GP, it's harder because A, they don't have the headspace, and B, and this is a wee bit of a generalization, but it's actually it would surprise you how many GPs.

GPs are not generally numbers focused because that's not their skill set.

If you're a GP, your skill set is your connection with people and your ability to empathize and understand and diagnose, etc.

It's not necessarily goes hand in hand with being good at the numbers side of things.

And if you're not so good at that, it means that you don't really want to go there and look at, well, I'm going to go on here and pick five.

five or six out of three thousand funds that I know are going to be the right funds for me.

I know they're going to invest in the things I want them to invest in.

I know that they're sitting at the right level of investment risk for me.

I know that I'm doing the right level of diversification, eggs in baskets.

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