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About This Podcast
There are lots of universal things that people can do, which make up a large proportion of the recipe for financial success, that are much simpler than you think.
Rather than keep them to myself and share them only with my clients, I want to share them with you to help educate, encourage and give you the confidence to take action.
Welcome to James Talks Finance, the show where we aim to simplify the world of personal finance and financial planning to enable you to get control and take action to a more successful financial future. Presented by James Wallis, a Chartered Financial Planner and financial planning business owner with more than a decade of experience helping people with their finances.
The world of finance can be complicated, filled with jargon and acronyms and generally difficult to get your head around.
But it doesn’t have to be that way!
There are also lots of opinions and resources out there, often from people without any practical experience or knowledge beyond what they have picked up, and with no accountability for being incorrect.
With the commitment that I will try my absolute best to avoid any jargon, acronyms or complicated industry lingo you won’t understand!
Over the series, we will go through lots of the universal basics everyone should be working on with their finances, and delve deeper into certain areas.
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Recent Episodes
When You Need A Financial Adviser And What To Look For | S02 E06
At some point in life, most people would benefit from an independent assessment of their finances. But how do you know when that point has arrived, and how do you choose the right adviser? In this…
What To Do If You Come Into Sudden Money | S02 E05
Coming into a lump sum can feel exciting, stressful, or both. Whether it comes from an inheritance, a business sale, a bonus, a pension lump sum, or even a win, the temptation is the same. Take quick…
S2E4 How To Really Prepare For Financial Freedom | S02 E04
Financial freedom is not just a number. It is a transition. In this episode, James explains that preparing for financial independence has two sides that must work together. The financial side and the…
S2E3 Why You Should Consider Investing And How To Make Better Investment Decisions | S02 E03
Investing does not need to be complicated. In this episode, James keeps things at a high level and cuts through the jargon to focus on what really matters. He explains the three core reasons people…
S2E2 The Ultimate Guide to Financial Disaster Planning | S02 E02
We all like to think positively about our goals, dreams and future plans. But part of being financially organised means acknowledging that sometimes bad things happen to good people. In this episode,…
S2E1 The 4 P’s of Financial Organisation (And Why Most People Get It Backwards) | S02 E01
Most people jump straight to products when organising their finances. Pensions, ISAs, investments, tax wrappers. But that is like filling up the car before you have decided where you are going. In…
The Only Financial Numbers That Really Matter | S01 E07
Personal finance is full of numbers, but most of them don’t actually matter. In this episode, James cuts through the noise and explains the only four figures you really need to understand, track, and…
The 4-Pot Principle for Building Capital (Without Overthinking It) | S01 E06
Most people overcomplicate saving and investing, but building capital doesn’t need a spreadsheet, a formula, or a wall-sized chart. In this episode, James breaks down a simple four-pot system that…
How Often Should You Check Your Finances And How to Accelerate Your Growth | S01 E05
With apps constantly pinging us, it’s easy to feel like you should monitor your finances every day. But you don’t need to. In this episode, James breaks down a clear, simple routine for keeping your…
The Financial Rules of Thumb That Actually Make Life Easier | S01 E04
Rules of thumb aren’t perfect, but they can make your financial life a whole lot simpler. In this episode, James breaks down the most useful principles to guide your decisions, from building a solid…
Why Business Owners Have the Edge in Financial Planning | S01 E03
Running your own business isn’t just about freedom; it’s about opportunity. In this episode, James breaks down the unique financial advantages that come with being a business owner, from greater…
S1E2 The Universal Principles That Build Real Wealth | S01 E02
Forget complicated budgets and fancy formulas. In this episode, James strips wealth-building back to the basics. The timeless principles that actually work. He explains how to take control of your…
S1E1 Stop Waiting And Start Building Your Financial Future Today | S01 E01
James cuts through the noise and gets real about one of the biggest barriers to financial success: getting started. It’s easy to put money management off for “next month” or “when life’s less busy,”…
S1 Trailer - James Talks Finance
There are lots of universal things that people can do, which make up a large proportion of the recipe for financial success, that are much simpler than you think. Rather than keep them to myself and…
Frequently Asked Questions
James Talks Finance has published 14 episodes since November 2025, covering topics in Business, Investing.
James Talks Finance is currently declining with new episodes weekly. Average episode length is 4m.
Sign up on Grep.FM to access contact details for James Talks Finance, including email and social media links.
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