Insightful Edge

SHOW NOTES
 
In this episode, Geoff Dyckes shares his passion for helping clients achieve financial independence and live their desired lifestyle.
Geoff explains the difference between a financial advisor and a financial life coach, emphasising his role in helping clients find clarity and confidence in their financial decisions.
Geoff provides a detailed account of his coaching process, 'Aligns,' to guide clients from uncertainty to clarity. He also shares a podcast recommendation and upcoming plans for future episodes.
00:00 Welcome to the Insightful Edge Podcast
01:11 Recent Sporting Highlights and Personal Stories
02:33 Client Success Stories
05:20 Podcast Recommendation
10:17 Understanding Financial Life Coaching
14:17 The Aligns Process Explained
17:30 Final Thoughts and Upcoming Episodes
18:18 Sponsor Message and Closing Remarks
 
Useful links mentioned in this episode:
www.dyckesfinancial.co.ukContact the host:Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
Book an initial Free 15 mins Introduction Phone Call :-  https://calendly.com/geoffdyckes
 
Altitude Coffee Bar
www.altitudesurrey.co.uk
 
Geoff will be holding a Mind Money Cafe Sessions either at Altitude, or over zoom. Email for availability.
 
Geoff's Podcast Recommendation -
Diary of CEO - Simon Cowell - 2hrs 15 mins.

Show Notes
 
In this episode of Insightful Edge, host Geoff Dykes explores the concept of wealth in uncertain times, emphasising that true wealth aligns with one's purpose rather than reacting to market fluctuations or political changes.
 
He recommends Carl Richard's book, 'The Behaviour Gap,' for its insights into common financial mistakes driven by human behaviour and the importance of planning over prediction.
 
Geoff introduces three client types—Claire, Raj, and Charlotte—to illustrate how different financial mindsets and how their financial buckets look and the impact on one's life and the importance of having a balanced financial plan.
 
The episode concludes with practical advice on managing money effectively and an invitation to join Geoff's Mind Money Cafe sessions and subscribe to his newsletters.
 
00:00 Introduction to Insightful Edge
00:42 Defining Wealth in Uncertain Times
01:34 The True Meaning of Financial Planning
02:57 Book Recommendation: The Behaviour Gap
03:56 Understanding the Behaviour Gap
05:29 Key Takeaways from The Behaviour Gap
10:01 The Concept of the Money Bucket
12:33 Client Stories: Real-Life Financial Planning
19:19 Final Thoughts and Resources
 
Useful links mentioned in this episode:
www.dyckesfinancial.co.ukContact the host:Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
Book an initial Free 15 mins Introduction Phone Call :-  https://calendly.com/geoffdyckes
 
Altitude Coffee Bar
www.altitudesurrey.co.uk
 
Geoff will be holding a Mind Money Cafe Sessions either at Altitude, or over zoom. Email for availability.
 
Geoff's Book Recommendation -
The Behavior Gap - Carl Richards

SHOW NOTES
Understanding the Value of Financial Planning with Anthony Birch
 
In this episode of the Insightful Edge Podcast, host Geoff Dyckes, provides valuable insights into the true value of financial planning beyond mere valuations.
 
He delves into the components of a comprehensive financial strategy, including clarity, strategy, education, and accountability.
 
Geoff also shares a compelling case study of a couple, Lisa and Steve, who achieved early retirement through effective financial planning.
 
This week's guest, Anthony Birch of Anthony Birch Health and Safety, recounts his journey from leaving school with minimal qualifications to owning a successful health and safety consultancy.
 
They discuss the importance of robust retirement planning, balancing work and personal life, and the significance of seizing opportunities.
 
00:00 Welcome to Insightful Edge Podcast
01:00 Understanding Value in Financial Planning
02:18 The Importance of Cost and Charges Transparency
03:47 A Real-Life Financial Planning Case Study
06:56 Book Recommendation: Change Your Paradigm, Change Your Life
09:11 Interview with Anthony Birch: From Insurance to Health and Safety
13:19 Anthony Birch's Career Journey and Insights
20:17 Advice for the Younger Generation
23:27 Conclusion and Sponsor Message
 
Useful links mentioned in this episode:
www.dyckesfinancial.co.ukContact the host:Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
 
Guest Info - 
Anthony Birch
Website www.anthonybirchhealthandsafety.co.uk
Email info@abhss.co.uk
 
Altitude Coffee Bar
www.altitudesurrey.co.uk
 
Geoff's Book Recommendation -
Change your Paradigm, Change your Life - Bob Proctor
 
 

In this episode of the Insightful Edge Podcast, host Geoff Dyckes, discusses how to achieve financial independence and the importance of planning for the future.
 
Geoff shares a testimonial from a client who successfully navigated redundancy and achieved a balanced and fulfilling retirement. He also offers insights into pension deferral and the benefits of deferring state pension.
 
Geoff interviews Phil Boyle from BG Racing about his career path and the importance of pursuing one's passions.
 
00:00 Welcome to Insightful Edge Podcast
01:00 Client Testimonial: How One Call Changed Everything
05:01 Case Study: Planning for Early Retirement
08:32 Understanding State Pension Deferral
12:01 Podcast Recommendation: Grapes and Greens
13:54 Interview with Phil Boyle from BG Racing
30:23 Conclusion and Takeaways
 
Useful links mentioned in this episode:www.dyckesfinancial.co.ukContact the host:Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
 
Guest Info - 
Phil Boyle -
Website bgracingsyndicates.co.uk 
Email philmboyle@googlemail.com
 
Altitude Coffee Bar
www.altitudesurrey.co.uk
 
Geoff's Podcast Recommendation -
Grapes and Greens - Niall Flanagan and Ash Harris
 

In this episode of the Insightful Edge Podcast, host Geoff Dyckes, a lifestyle financial planner, introduces the concept of financial independence and announces a new initiative called 'Freedom and Fairways.'
This one-day event is aimed at individuals at a pivot point in their business or personal lives, offering a morning clarity session followed by an afternoon golf game.
Geoff also shares a personal case study about a client who found empowerment through understanding what 'enough' means financially.
This week's guest, Sally Sanderson, discusses her work in leadership development for lawyers, her experience writing a book during the lockdown, and her recent joint venture to expand her training services. Sally also shares her personal advice on being brave, investing in relationships, and focusing on personal fulfilment rather than comparisons with others.
The podcast is sponsored by Altitude Coffee Bar, a local café in Cranleigh,Surrey.
00:00 Welcome to the Insightful Edge Podcast01:01 Introducing Freedom and Fairways04:21 A Case Study on Financial Independence07:37 Book Recommendation: Sir Chris Hoy's 'All That Matters'09:52 Interview with Sally Sanderson20:47 Key Takeaways and Closing Remarks
 
Useful links mentioned in this episode:www.dyckesfinancial.co.ukContact the host:Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
Altitude Coffee Bar
www.altitudesurrey.co.uk
 
Guest Info - 
Sally Sanderson - https://www.linkedin.com/in/sally-sanderson-profexconsulting
Sally's book - Leading Lawyers: A practical toolkit to help you adjust your leadership style and deliver great results
 
Geoff's Book Recommendation -
Sir Chris Hoy -  'All That Matters'

In this episode of the Insightful Edge Podcast, host Geoff Dyckes, a lifestyle financial planner, continues his quest to help people achieve financial independence and live the lifestyle they desire.
 
Geoff discusses the parallels between football strategies and financial planning, emphasizing the importance of vision, discipline, and knowing one's 'why'.
 
He shares a personal insight on the importance of sticking to a financial plan with a client case study and provides listeners with a book recommendation.
 
The featured guest this episode is John Lamerton, who recounts his journey from a civil servant to a successful internet marketer, emphasizing the importance of compounding investments, living on 80% of one's income, and understanding that money is a tool for achieving a better lifestyle.
 
John also shares his advice for young people entering the workforce.
 
00:00 Introduction
01:01 Parallels Between Football and Lifestyle Planning
03:42 A Word From The Sponsor
04:32 This Week's Insight
05:58 Book Recommendation
09:21 Interview with John Lamerton
Useful links mentioned in this episode:www.dyckesfinancial.co.ukContact the host:Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
Altitude Coffee Bar
www.altitudesurrey.co.uk
 
Guest Info - 
John Lamerton - https://www.linkedin.com/in/johnlamerton/
One Percent - https://bigidea.co.uk/one-percent-club/
 
Book Recommendation -
Just One Thing - Dr Michael Mosley.

In this inaugural episode of the Insightful Edge Podcast, host Geoff Dyckes, a lifestyle financial planner, introduces the podcast's mission to provide listeners with tools and insights to achieve financial independence.
He reflects on the 80th anniversary of VE Day, emphasizing the importance of appreciating life's moments.
Geoff discusses the concept that real wealth is often invisible and shares lessons from the book 'The Top Five Regrets of the Dying.'
He also narrates personal stories highlighting the significance of living life with purpose and offers advice to his 14-year-old self.
00:00 An Introduction to Insightful Edge02:50 A Word From Our Sponsor03:55 This Week's Insight09:21 This Week's Interview23:04 Closing Remarks
Useful links mentioned in this episode:www.dyckesfinancial.co.ukContact the host:Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
Altitude Coffee Bar
www.altitudesurrey.co.uk
Book Recommendation
Top 5 Regrets of the Dying - Bronnie Ware
 

Join Geoff Dyckes in the brand new podcast, Insightful Edge, where heshares his passion for lifestyle financial planning.
Geoff aims to help listeners achieve their goals and financialindependence.
Season one includes six episodes featuring personal insights, case studies,book recommendations, and guest interviews and the first episode releasesnext Wednesday, May 14, 2025.
Subscribe now to ensure you don't miss any episodes.
For guest recommendations or to be featured, contact details are in the show notes.
Useful links mentioned in this episode:
www.dyckesfinancial.co.uk
 
Contact the host:
 
Geoff Dyckes: geoff@dyckesfinancial.co.uk