HeyJaredThe Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 5, 2026
- Audience
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- Earliest in this view
- Jul 7, 2026
Latest episodes
The Sandwich Generation – PART 2 - Practical Strategies for Planning Family Finances (opens the original)
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Following on from Part 1, Warren Shute and Paul Cleworth move from understanding the challenges of the sandwich generation to exploring practical ways of managing them. From prioritising your own financial wellbeing to balancing the needs of children, ageing parents and retirement, they discuss how thoughtful planning can help reduce the financial, emotional and time pressures that so many families face. The conversation covers cash flow planning, budgeting, gifting strategies, estate planning,
S4:E12 - The Sandwich Generation - PART 1 - Funding your retirement whilst supporting your family (opens the original)
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Supporting children while caring for ageing parents has become a reality for many families. This is the first of a two-part series. In this episode of The Finance Geeks, Warren Shute and Paul Cleworth unpack the growing challenges faced by the sandwich generation, exploring how more people than ever are finding themselves squeezed between two generations of family responsibility. They examine the financial strain, emotional pressures and time commitments that come with supporting ageing parents
S4:E11 - The 2027 Pensions & IHT Shake-up - PART 2 - The knock-on effects you need to know (opens the original)
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In this episode of The Finance Geeks, Warren Shute and Paul Cleworth continue the conversation in part two of their deep dive into the 2027 pension and inheritance tax changes. If part one set the scene, this episode explores what happens when those changes start to interact — and where the real impact begins to show for financial planning. They take a closer look at how pensions, inheritance tax and wider estate strategies don’t operate in isolation, and why these changes can create knock-on ef
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