In November the Women Talking Money podcast is celebrating International Men's Day – with our episodes throughout the month featuring men.
In this episode of Women Talking Money, Lewis Byford, co-founder of Anthony George, shares his journey through the finance industry and how he launched his financial planning subscription-based recruitment company.
Lewis opens up about the value of building strong client relationships, offering services beyond recruitment, and how his family's financial experiences shaped his career path.
He also dives into budgeting, managing debt, and the challenges of self-assessment tax payments.
Lewis sees debt as a tool for growth - when managed well, it can open doors to great opportunities.
He talks about nearly losing his business, the lessons he learned, and his ultimate financial goals, like retiring by 40 and giving back to others.
In this conversation Lewis and Gretchen discuss how:
Providing additional services beyond recruitment can add value to clients and strengthen the business relationship.
Upbringing and family experiences with money can influence career choices and attitudes towards finance.
Having a budgeting system helps manage personal finances and savings.
Self-assessment tax payments can be challenging for self-employed individuals and require careful planning.
Debt can be a positive if managed correctly and used to grow a business
Financial goals can include retiring early and giving back to others
Follow Lewis:
On LinkedIn https://www.linkedin.com/in/lewis-byford-thefinancialplanningclub/
On Instagram https://www.instagram.com/thefpclub/
Follow Gretchen:
On Instagram @gretchenbetts_fp_biz
On LinkedIn https://www.linkedin.com/in/gretchen-betts/
Listen to the full episode here: - https://podcasts.apple.com/gb/podcast/women-talking-money/id1726916648
Watch the Episodes on YouTube – https://www.youtube.com/@Women-Talking-Money
