Pentelow Wealth Management’s Post

Financial #jargon can make talking about our finances intimidating. We hear this from our clients and prospects - and I hear this from my friends all the time. So...let's break down some of the terms that get thrown around! I'm kicking off this week with a video covering a few of these terms in my Cash Convos Series. Check it out here - https://lnkd.in/eQ3xKPqn What terms should we tackle next? #financialwellness #financialliteracymatters #cashconvos

I had a client ask me Monday "What's happening with my account? I'm down $400 since Thursday!" My response to them was.... "Do you get your house appraised every week? You know the value goes up and down but it only matters when you want to sell, right? Did you want to sell your #RRSP today?" Listen, I do this financial crap all day long, sometimes 7 days a week, and I only look at my portfolio once a quarter. You'll drive yourself nuts if you look at your balances too often. Create a plan, stick to the plan and trust that when you need money, I'll make sure it's there for you. #financialplanning #letitgo #nowyouresingingit

Midweek Money Check-In! ⏰ Let's take a quick inventory of our finances. Have we stayed on track with our goals? Are our expenses aligned with our dreams? Let's make this week a financial success story! 💪 #midweekmoney #financialgoals #budgetingtips #moneymanagement #financialfreedom #Savings #InvestingTips #personalfinance #MoneyHacks #FinancialWellness #financialplanning #moneymotivation #FinancialFuture

💰 "Mistakes" or "Lessons Learned"? Your relationship with money isn't always straightforward, and it's often influenced by factors beyond your control. In this clip, we dive into common challenges people face when it comes to financial well-being—and why they're not entirely your fault. From retail therapy to early influences, understanding these pitfalls is the first step toward a healthier relationship with your finances. 🎓 Ready to make a positive change? Start with our "How Prepared Are You For What Happens Next" quiz: https://buff.ly/40kb9RY ✍️ And if you're excited about what you've heard, join the waiting list for the "What Happens Next" book: https://buff.ly/40l7eo5 Watch the full video here: https://buff.ly/40hU2jX #FinancialWellbeing #MoneyMatters #WhatHappensNext #RetailTherapy #PersonalFinance #MoneyMindset

Skip the scorching sun and get all your savings account and FD questions answered from the comfort of your couch. Watch this video for a cool and refreshing dive into your financial future. . . #shivgoyal #savingsaccount #fixeddeposit #fdreturns #fixeddeposittips #FinancialFuture #SavingsAccountTips #FDFacts #financialconcepts #financialfreedom #SmartSavings

🎉 Refer a friend to The Financial Coffee Shop and earn £25 when they purchase their first service! ☕💼 It’s that easy. Share the wealth of financial knowledge and rewards. Start referring today! #FinancialCoffeeShop #ReferralRewards #FinanceTips

Guess who’s covering that gap? Yep, YOU! 💸 Analyze and identify accordingly, or you'll be costing yourself money... Sign up for a strategy session TODAY and let's get those numbers working for you!  #MoneyMatters #ProfitMargins #FinanceTips #BusinessStrategy #TaxPlanning #KnowYourNumbers #FinancialFreedom #WealthBuilding #SmartMoneyMoves #MoneyMindset

⏰ Just one week left until our not-to-miss webinar with Jennifer Bagley & Ruth King! Dive into '7 Stupid Cash Mistakes to Avoid this Summer' and ensure your cash flow stays strong. 🌞💸 https://zurl.co/Tftt Don’t miss out on essential tips to thrive this busy season. #SummerCashFlow #CashFlow #CashMistakes #BusinessStrategies

Life is full of exceptions. (That's why we see disclaimers everywhere and so much "fine print.") In our newest Christy Capital blog post/video, financial planner Mel Stubbs discusses eight exceptions to the popular idea that "Roth conversions are always smart." We're pretty sure you'll find his insights "exceptional." https://lnkd.in/gDSCAWfe

⏰ Just one week left until our not-to-miss webinar with Ruth King and me! https://zurl.co/M8C9 Dive into '7 Stupid Cash Mistakes to Avoid this Summer' and ensure your cash flow stays strong. 🌞💸 Don’t miss out on essential tips to thrive this busy season. #SummerCashFlow #CashFlow #CashMistakes #BusinessStrategies