Q&A With A Financial Advisor with Roderick Sam DWI-Ep16
Dentists Who Invest Podcast
Dentists Who Invest Podcast
Q&A With A Financial Advisor with Roderick Sam DWI-Ep16
Jan 10, 2021 Season 1 Episode 16
Dr. James Martin

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Here's your golden ticket to financial literacy! Join the enlightening discourse with Financial Advisor Roderick Sam, who graces our podcast with his expertise. From the intricate world of pensions to the dynamic landscape of investments, Roderick peels back layer after layer, unveiling the seemingly complex world of finance in a language that even those faint of heart in the face of numbers can comprehend.

Ever pondered how much of your earnings should go into your NHS or private pension? How about the tax implications of investing in Bitcoin? With Roderick's guidance, we navigate these mind-boggling mysteries together. We delve into the importance of emergency funds and why holding 20% of your portfolio in cash may be your safety net against a market downturn. We also traverse the terrain of property investment as a limited company and expose the common financial missteps dentists often make. 

This isn't just about numbers and investments, it's about your future. Roderick highlights the necessity of critical illness cover and income protection insurance, advising on the tax implications over the £100k threshold. With his insights on SIPs, TESSAs, PEPs, and ISAs, you'll be well-equipped to make sound financial decisions. So tune in and take control of your financial future with confidence. Let's journey together towards financial savvy and security.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

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