SHOW NOTES
Understanding the Value of Financial Planning with Anthony Birch
In this episode of the Insightful Edge Podcast, host Geoff Dyckes, provides valuable insights into the true value of financial planning beyond mere valuations.
He delves into the components of a comprehensive financial strategy, including clarity, strategy, education, and accountability.
Geoff also shares a compelling case study of a couple, Lisa and Steve, who achieved early retirement through effective financial planning.
This week's guest, Anthony Birch of Anthony Birch Health and Safety, recounts his journey from leaving school with minimal qualifications to owning a successful health and safety consultancy.
They discuss the importance of robust retirement planning, balancing work and personal life, and the significance of seizing opportunities.
00:00 Welcome to Insightful Edge Podcast
01:00 Understanding Value in Financial Planning
02:18 The Importance of Cost and Charges Transparency
03:47 A Real-Life Financial Planning Case Study
06:56 Book Recommendation: Change Your Paradigm, Change Your Life
09:11 Interview with Anthony Birch: From Insurance to Health and Safety
13:19 Anthony Birch's Career Journey and Insights
20:17 Advice for the Younger Generation
23:27 Conclusion and Sponsor Message
Useful links mentioned in this episode:
www.dyckesfinancial.co.uk
Contact the host:
Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
Guest Info -
Anthony Birch
Website www.anthonybirchhealthandsafety.co.uk
Email info@abhss.co.uk
Altitude Coffee Bar
Geoff's Book Recommendation -
Change your Paradigm, Change your Life - Bob Proctor
