My interview on the latest WealthTalk Podcast. Listen for more colour …
Written by a human (me), not Ai
You might have noticed all my articles are signed off with my catchphrase: NOBODY will care about your money like YOU will.
I’m a huge believer in that because investing properly is so important,it’s a duty to your future self.
If done properly, your investing will secure your financial future. And for your children, potentially. Which is why it’s a duty.
This applies whether it’s your personal money, inside a pension or in a Ltd company.
In fact, as a director of a Ltd company, we have a fiduciary duty to create the best possible value from the company’s surplus cash. Most company owners sit on a large balance of cash earning next to nothing, wasting huge potential.
More colour in the latest WealthTalk podcast ..
As a guest on the latest WealthTalk podcast with Kevin Whelan of Wealthbuilders, we went deeper into this. Including:
How portfolios are often built backwards
The correct way to build a passive, well-performing portfolio
Living off dividends Vs selling down assets in retirement
How Options let you rent out assets you already own for monthly income (1-3% per month)
Why passing on wisdom matters as much as passing on assets
Investing properly is our duty. But we are never really taught how. The good news is that it is very learnable.
For a quick chat on how we can help you build your passive portfolio the right way, book a call with me here
Attend our Live Workshop …
If you’d like to hear Kevin and I go deeper into these topics, we’re hosting a FREE special webinar on Tuesday, 14th July:
How to Generate Income from Options, Reduce Fees & Prepare for the April 2027 Pension Tax Changes
Tuesday, 14 July, 12:30pm
Click on the image to register
In this live session, we’ll explore how options strategies can be used to generate recurring income, practical ways to reduce unnecessary investment fees, and what the pension tax changes coming in April 2027 could mean for your long-term planning.
If you want practical insights to help make your investments work harder, this is a session well worth attending.
The Investment Accelerator has transformed how thousands of people now invest. Creating diversified passive portfolios for Growth and Recurring Income.
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Minimise those leakages: Fees, Inflation, and Taxes
Financial Markets are a great source of recurring income
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And …
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– Don’t take the above as advice as it may not apply to you personally
– Your Capital is at Risk
– You may not be covered by the FSCS
– Anything mentioned in a podcast or in a previous article was valid at that time and may not continue to be now
Stockmarket Investment Academy … Step-by-Step Training to Diversify your Wealth and Create Passive Compounding in the Markets (click image below for details …)
About Me
Manish Kataria is a Fund Manager. A CFA-qualified professional with 18 years’ experience in investment management and UK property. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Asset classes managed include Equities, ETFs, Bonds, Funds and Options. Within property, he invests in and owns a range of assets including developments, HMOs, BTLs and serviced accommodation. InvestLikeAPro was set up so anyone can invest like a pro.
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