• Big Ideas: PIPSIO - The Order Of Financial Priorities

  • Mar 27 2024
  • Length: 39 mins
  • Podcast
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Big Ideas: PIPSIO - The Order Of Financial Priorities

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  • Summary

  • Today we’re covering the ideal order of financial priorities, something Pete and Rog learned early on in their financial planning training. The order was summarised by the acronym PIPSIO

    Protection
    Income Protection
    Pensions
    Savings
    Investments
    Other

    PIPSIO is nothing more than a useful mnemonic, but it really does serve a purpose. I still remind the advisers at Jacksons of it now and again.

    Shownotes: https://meaningfulmoney.tv/BI9
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