Adam Walkom – Author of Plan for Happy: A step-by-step guide to growing your money.

The Plan for Happy Podcast

Today’s edition features a special guest, someone very familiar to the podcast… Adam Walkom! Our usual host is sat in the other seat this week, as his colleague, friend and fellow partner at Permanent Wealth, Adrian Johnson, takes the reins.

Adam is in the hot seat to discuss his new book, Plan for Happy: A step-by-step guide to growing your money. His aim with this book is to work directly with the reader and take them through the financial planning process – from understanding their financial history, to setting long-term goals and everything in between. Adam also provides specific actions the reader can take in terms of increasing saving, how to be tax-efficient in their investing and what investment strategy they can use.

In this episode, Adam and Adrian discuss some of the main topics, themes and ambitions of the book, including:

• The emotional context of money;
• The importance of active decision-making vs letting things drift;
• A more balanced approach to saving in financial planning, including the benefits of having multiple savings pots for different short-term and long-term life goals;
• Adam’s approach to investing and his ambition to help his readers and clients understand the foundational elements of equity, long-term growth and volatility, and work this understanding into a financial plan;
• The age-old question: Is debt is a good or a bad thing?

Make sure you stay tuned until the end to hear Adam give his 30-year-old former self 3 tips on what he should do with his money!

To purchase your copy of Plan for Happy, follow this link: https://amzn.eu/d/6EJVtAq.