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Linda, 50

Linda sees her financial health as a constant battle. Between switching suppliers and deciphering jargon, it all just gets a bit much. But far from shying away, she’s grabbed the financial bull by the horns.

My relationship with money: "Hard work"

"When you get it you have to spend it in the right ways. You have to make sure you have the right utility bills and it’s like a constant battle. And every year you have to do it again. You can’t just sit there because it costs you money."


Pensions were harder back in the day


I’m naïve about investing, but I do enjoy it


Jargon tends to stop me in my tracks


My biggest money question...

"How can I manage my finances on a regular basis to check I’m getting the best deals and everything is correct?"

 

 

Answer by Julie Lord, Magenta FP

I suspect that like a lot of people you are suffering from the fear of missing out (FOMO) when it comes to financial matters. As you say, things change so quickly and you might not have the knowledge, experience or motivation to do the research. 

I suggest that you turn things around and think about what is most important for you to achieve in your life and then work out how much you will need and when.


Reveal the full answer...

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