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The Weekly Waffle

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🧇 The Weekly Waffle - This Week's Highlights at the Academy Town Hall - Friday Lunch Bunch, February 2nd, 2024 📅

Hello, Dear Wafflers, 🌟

🌞 Welcome to your crispy, syrupy dose of Friday news, served straight from the griddle of our Friday Lunch Bunch's Town Hall chinwag. Let's tuck in, shall we?

🌿 On Today's Menu: A Holistic Feast for Thought 🍽️

🧇Holistic Financial Planning vs. The Sales Pitch Parade 🌈:

Ever wondered why traditional financial planning feels like you're being sold dreams in a bottle? We're dishing out the real tea on how HFP is about sculpting your future, not just padding your wallet. Spoiler: It's more about living your best life than buying the best life insurance.

🗂️ Life Tidy's Curtain Call 📂:

Got your digital life in a twist? "Life Tidy" is bowing out, but fear not! Keylu's stepping into the spotlight as the UK's next big document darling. Make the switch before your files turn into digital dust!

🏡 Green Is The New Gold: Retrofit Grants 🌍:

Dreaming of a green castle? Discover how snagging a grant for a home retrofit can slash your bills and carbon footprint faster than you can say "net zero".

🎢 The Real Risk Roulette 🌀:

What's scarier – a lifetime in the corporate hamster wheel, or taking the self-employment leap into work that feels like play? Hint: It's not the option that comes with a gold watch.

💼 Conflicts of Interest: The Financial Industry's Open Secret 🤐:

Dive into our exposé on how hidden agendas in financial services are playing roulette with your future.

💑 Marriage, Money, and Habitudes 💰:

Ever wonder why your better half can't stick to a budget? Unpack the mystery of your Money Habitudes and find peace, love, and budget harmony.

🛡️ Fiduciary In All Things: Beyond the Buzzword 🚀:

Join us as we follow George Kinder's battle cry for unadulterated fiduciary responsibility – because your finances deserve a knight in shining armour, not a salesman in disguise.

🦋 Midlife Crises and Butterflies: An Unexpected Duo 🐛:

Discover how embracing change can turn your midlife crisis into your most transformative years yet. Spoiler: It involves less consuming and more pollinating.

📚 Finfluencers: Navigate the Legal Minefield 🚨:

Aspire to be a planner finfluencer, not a jailbird. Learn the legal line between empowering advice and outright selling.

🤝 The Secret Sauce to a Good Life 🌟:

Spoiler alert from TEDx – it's not your bank balance that counts, it's your squad.

🌎 Expats Unite: Financial Planning Without Borders ✈️:

Calling all globe-trotters and international investors – here's how our AI Financial Planner can make the world your financial oyster. Ask me a question!

🧠 Staying Sharp: Mental Agility As You Age 📚:

Get the lowdown from McKinsey on keeping your grey matter in tip-top shape.

🏆 Working Wonder Years 👵🏽:

Meet the legends redefining "retirement age" and snag tips on dodging the ageism bullet in today's workplace.

💳 2024's Subscription Shocker 💥:

In a wild twist, we've frozen our Academy Subscription prices! Dive into the deets and snag a sweet deal on your journey to enlightenment (or at least financial clarity).

That's all for this week's waffle stack, folks! For a trip down memory lane, check out our old waffles or snag an invite to our next lunch bunch (Feb 9, 2024 12:00 PM London) for some real-time natter.

Until next week, keep it crispy, keep it waffly, and above all, keep it real. Have a smashing one! 🚀

👋 Cheerio!

Steve Conley

Founder, Academy of Life Planning

email: steve.conley@aolp.co.uk

P.S. If you know anyone who would like to be added to our mailing list, please share this link.

Websites: Academy of Life Planning, Planning My Life, Financial Life Coach, Steve's Blog.

Copyright the Academy of Life Planning Limited 2023. Contact us by email at info@aolp.co. The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.

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