• #52 - How to KEEP More of Your Money - Smart Financial Moves for Millennials with Lawrence Bearman

  • Mar 14 2025
  • Length: 59 mins
  • Podcast

#52 - How to KEEP More of Your Money - Smart Financial Moves for Millennials with Lawrence Bearman

  • Summary

  • Are you earning more but still feeling like you don't have any extra income in your bank account each month? We often assume that a bigger pay check guarantees financial security, but without the right strategy, lifestyle inflation, tax inefficiencies, and poor financial planning can quietly erode wealth.


    This week, I'm joined by Lawrence Bearman, a financial advisor specialising in helping high-income Millennials keep more of their hard earned cash. We discuss how to manage wealth, optimise tax efficiency, and avoid the common money pitfalls high earners face.


    Expect to learn:


    02:03 Lifestyle Inflation: The Hidden Trap

    03:15 Understanding Expenditure

    04:42 The DIY Investor Dilemma

    06:14 The Value of Financial Advice

    13:29 Common Financial Challenges for High Earners

    15:51 Tax Efficiency Strategies

    18:57 Property Investment vs. Renting

    23:05 The Emotional Side of Financial Planning

    30:16 Finding Financial Balance

    31:35 Avoiding Lifestyle Creep

    33:39 End of Tax Year Planning

    34:44 Understanding Pensions

    39:41 Lawrence's Best Investment

    45:26 Social Media for Financial Advice

    49:59 The Role of AI in Financial Planning

    55:04 Summary of Financial Tips


    Discover Lawrence


    LinkedIn - https://uk.linkedin.com/in/lawrence-bearman


    Get In Touch


    LinkedIn - www.linkedin.com/in/jay-lawrence-5a4b3357/


    Website - ambitiousmindspodcast.com


    Instagram - www.instagram.com/ambitiousmindspodcast



    NOTE: The information provided in this podcast is for educational and informational purposes only and should not be considered financial, investment, or tax advice. Any opinions expressed are those of the guest and host and do not constitute recommendations for specific financial decisions.


    You should always consult a qualified financial advisor before making any investment, tax, or financial planning decisions. Investments can rise and fall in value, and past performance is not indicative of future results.


    Hosted on Acast. See acast.com/privacy for more information.

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