Bank of Dad

Episodes

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  Success Factors - BOD039 22.10.2026 37m

  What does it really mean to be financially successful? Spoiler alert: it's about much more than just having lots of money! In this episode, we explore the habits, decisions and mindset shifts that can make the biggest difference to your long-term financial future. From the power of starting early to avoiding common money mistakes, we look at what financially successful people do differently and how you can put those lessons into practice.
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  Wills and LPAs - BOD038 15.10.2026 41m

  Writing a will or setting up a Lasting Power of Attorney might not be at the top of your to-do list, but getting these things sorted could make a huge difference to your loved ones. In this episode, we explore why wills and LPAs are so important, what happens if you don't have them in place, and the common mistakes to avoid. From protecting unmarried partners to choosing the right people to make decisions on your behalf, we cover the key things you need to know to get your affairs in order and give yourself peace of mind.
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  Gifting and Receiving - BOD037 08.10.2026 48m

  In this episode of Bank of Dad, we're talking all things gifting money . From what to consider before giving someone a significant sum, to making smart decisions when you're on the receiving end. We explore whether you should spend, save, invest or pay off debt with a financial gift, and clear up some common misconceptions about tax. Plus, we explain how Gift Aid works and how you can make your charitable donations go even further!
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  Room 101 - BOD036 01.10.2026 43m

  What belongs in Finance Room 101? 👀 In this episode of Bank of Dad, Kate and Pete reveal the financial things they'd happily banish to Room 101 forever, from money habits and financial products to those little things about personal finance that drive them mad. But not everything deserves to disappear. They also discuss what they'd rescue from Finance Room 101 and why some much-maligned parts of the financial world might actually be worth keeping.
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  Choosing Funds, Part 2 - BOD035 24.09.2026 39m

  We decided to spread our discussion about funds over a second week, so this week we're diving into avoiding common mistakes when choosing a fund and the low-down on how to do it right!
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  Getting To Grips with Funds - BOD034 17.09.2026 44m

  This week, we're getting to grips with investment funds: what they are, how they work and what's actually going on when you put your money into one. We'll break down the basics, cut through some of the jargon and look at the mechanics you need to understand before you even think about choosing a fund.
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  The Biggest Investment Factor - BOD033 10.09.2026 34m

  This week, Kate and Pete dig into the biggest factor influencing how your investments behave. Behold, the wonder of ASSET ALLOCATION!
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  Travelling and Money - BOD032 03.09.2026 37m

  For many young adults, the travelling bug bites hard. Maybe you fancy a gap year or a six-week trip to Bali. What do you need to think about before you go and when you're away, financially spekaing? That's what Kate and Pete are all about this week…
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  Listener Questions and Answers - BOD031 27.08.2026 47m

  Something a little different this week - Kate and Pete answer audience questions about all sorts!
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  Habits: Make vs Break - BOD030 20.08.2026 38m

  Being good with money isn't just about willpower, it's about building habits and systems that make doing the right thing easier. In this episode, we're looking at the good money habits worth building, the bad ones that could be holding you back, and how to make positive financial habits actually stick. Warning - not for kids!
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  Demystifying Tax - BOD29 13.08.2026 46m

  In this episode of Bank of Dad, Pete and Kate demystify the main UK taxes most people encounter, including income tax, National Insurance, VAT and Capital Gains Tax. They explain how tax bands really work, why earning more does not mean all your income is taxed at a higher rate, and when you may need to take action yourself, such as reporting gains or completing a tax return. If you want a clear, practical introduction to the UK tax system without the jargon, this episode will help you understand what you pay, why it matters, and how tax wrappers like ISAs can make a difference.   Shownotes: https://bankofdad.show/episode29/ 
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  Finfluencers - BOD028 06.08.2026 44m

  This week, Kate and Pete discuss the rise of the Financial Influencer, or 'Finfluencer' (yuk), the pros and cons of online financial information and how to spot the good from the bad. Eventually, they realise that they are Finfluencers themselves!
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  The Biggest Risk Of Them All - BOD027 30.07.2026 44m

  When it comes to succeeding with money, the thing most likely to derail it is OURSELVES! this week, Kate and Pete talk a bit about human behaviour when it comes to money, and how we can help ourselves get out of the way…
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  Risk: The Hidden Ones - BOD026 23.07.2026 42m

  This week, Kate and Pete continue their discussion about risk, dealing with some of the less obvious risks when it comes to building wealth.
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  Risk Pt 1 - The Risks We Know - BOD025 15.07.2026 46m

  This week, Kate & Pete discuss risk, one of the most misunderstood concepts in finance, but one that you need to understand to build wealth for the future.
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  Managing money as a couple - BOD024 09.07.2026 41m

  This week, Kate and her dad, Pete, tackle a thorny subject: How can couples align themselves financially? What does it take for a couple to work well together towards their shared goals, and what are the practicalities of managing money as a couple day to day?
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  Student Loans Explained - BOD023 02.07.2026 35m

  This week, Kate and her dad Pete discuss the student finance system, its pros and cons and why a student loan isn't really a loan in the true sense at all…
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  What have we learned? - BOD022 25.06.2026 39m

  22 Episodes into the BoD project, we've covered a lot of ground. This week, Kate and Pete take stock of what we have covered and where we're going from here.
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  Listener Questions and Answers, Pt2 - BOD021 18.06.2026 48m

  Today we have another Q&A Episode where Kate and Pete answer the questions that YOU want answering. Keep them coming!
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  Listener Questions Pt 1 - BOD020 11.06.2026 43m

  Something a little different this week (and next) - Kate and Pete answer audience questions about all sorts!