We are currently living in a time of unprecedented volatility, therefore now is the time to push your efforts towards financial planning and protecting yours and your loved ones’ futures.

In this week's episode, the team discuss 10 golden rules for financial planning. They will be exploring everything from getting rid of bad debt to the importance of cash buffers, maximising pension entitlement to portfolio diversification, as well as a focus on 401k rollover. This week's episode is packed full of helpful advice which, with a right tailored approach,  will help to make your money work for you.

Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/