show episodes
 
Artwork

1
Just Covered

Legal & General

Unsubscribe
Unsubscribe
Monthly
 
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
  continue reading
 
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
  continue reading
 
Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
  continue reading
 
Artwork
 
Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
  continue reading
 
Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
  continue reading
 
Artwork

1
Let's Talk IP

Income Protection Task Force

Unsubscribe
Unsubscribe
Monthly+
 
Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF). Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience. In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seaso ...
  continue reading
 
Artwork
 
IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
  continue reading
 
Despite the growing attention on industrial cybersecurity, there is still much work to be done to keep pace with the increasing risks. To mature and comprehensively protect against cyber threats to operational technology (OT), it will take collaboration among key players from various sectors and industries. The PrOTect OT Cybersecurity podcast brings together experts in the field of cybersecurity for critical infrastructure and industrial organizations. Join Aaron Crow, the Chief Technology ...
  continue reading
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
  continue reading
 
intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.
  continue reading
 
Welcome to Credibly Challenged, a podcast on risk management issues for financial institutions of all sizes. Each month, Mayer Brown regulatory partner, Matt Bisanz, will interview a risk leader to discuss their best practices for managing risk and trends in the industry. He also will explore how they built a career in this fast-growing area and what advice they have for those just starting out.
  continue reading
 
The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
  continue reading
 
Artwork

1
Let's Talk ETFs

Seeking Alpha

Unsubscribe
Unsubscribe
Monthly
 
Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
  continue reading
 
Artwork

1
Global Perspectives

Janus Henderson Investors

Unsubscribe
Unsubscribe
Monthly+
 
Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
  continue reading
 
Artwork

1
JAAOS Unplugged

American Academy of Orthopaedic Surgeons

Unsubscribe
Unsubscribe
Monthly
 
JAAOS (aka the Yellow Journal) is a trusted source of cutting edge primary research and in-depth review articles from world experts in the field of orthopaedics. Every month, join us as we summarize research articles and review a featured article from the latest issue of the Yellow Journal. This podcast is intended for any and all learners of orthopaedics - from the first year medical student to the emeritus professor!
  continue reading
 
As an athlete, entertainer or artist, your talent may be helping you to build a successful career and reputation. However, it is important to remember that your reputation and image has value and you need to protect it. Safeguarding your personal brand and identity is very important in the early stages of your career, and will help you protect your future position and commitments.In this podcast series, hosted by Michael Rueda, we talk to experienced advisers who share useful tips and consid ...
  continue reading
 
Brand & New is a podcast produced by the International Trademark Association (INTA) and focused on innovation. Published monthly, each episode consists of an open dialogue with experts, visionaries, and influential people from all over the world in order to learn more about the evolution of the legal and intellectual property ecosystem, its concepts, and all actual or potential consequences. Because we consider innovation as a pillar of INTA’s Strategic Plan, and because it is key to “walk t ...
  continue reading
 
Artwork

1
Security Nation Podcast

Electronic Security Association - ESA

Unsubscribe
Unsubscribe
Monthly
 
Security Nation Podcast is hosted by ESA, and it brings the voice of the electronic security and life safety industry to you! Host Hannah Boone brings on security pros to discuss best practices, real-life experiences, industry forecasts, and more on this monthly podcast. It's the ever-present voice in an ever-changing industry.
  continue reading
 
Artwork

1
Myron Scholes on Time

Janus Henderson Investors

Unsubscribe
Unsubscribe
Monthly
 
Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
  continue reading
 
Artwork

1
Money Marketing Podcast

Money Marketing Podcast

Unsubscribe
Unsubscribe
Monthly
 
Regular podcast hosted by Money Marketing journalists featuring leading financial services commentators. Covering pensions, politics, regulation, mortgages, investments. Money Marketing is a website and weekly magazine for the professional financial adviser industry.
  continue reading
 
Loading …
show series
 
Send us a Text Message. Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the be…
  continue reading
 
In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality. Their expert guest is Mark Wood, Chairman at Funeral Concierge Service, Everest.By IFA Magazine
  continue reading
 
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 9 August 2024. This show this weeks show looks at seven deadly taxes. We’re not talking about income tax, capital gains tax or gst, but the taxes of situations and behaviour that slow progress towards our goal. This episode aims to provide s…
  continue reading
 
In this episode, Tommy and Ed discuss the challenges and opportunities related to early retirement for NHS professionals. Joined by financial expert Andy Powell, they delve into the complexities of the NHS pension schemes (1995, 2008, and 2015) and strategies for planning early retirement. Topics covered include the benefits of staying in the NHS p…
  continue reading
 
Send us a Text Message. And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his mo…
  continue reading
 
In Episode 157, Fred Saide discusses the importance of estate planning and the mistakes to avoid. He emphasizes the need for a comprehensive estate plan to ensure that your assets are distributed according to your wishes. Fred highlights the importance of updating your estate plan regularly, especially after major life events. He also discusses the…
  continue reading
 
Send us a Text Message. Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and und…
  continue reading
 
As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice. Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as…
  continue reading
 
Send us a Text Message. Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament…
  continue reading
 
Cyra and Matthew from MSDTU take you through some things you may have forgotten/missed about ISAs. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via email by downloading our free ebook he…
  continue reading
 
Whether they discover new brands on social media or loyally purchase the same brands as their grandparents, consumers today encounter a variety of products and services designed to satisfy their diverse needs and preferences. The sum of these purchases is a core driver of economic growth. In today’s economy, intangible assets play a large role in s…
  continue reading
 
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 2 August 2024. This show this weeks show looks at superannuation. Every working Australian has a super fund helping them save for retirement, but how do you judge a good super fund from a bad super fund?. This episode aims to provide some ge…
  continue reading
 
In Episode 156, Fred Saide discusses the world of Roth IRAs and the benefits of Roth conversions. He emphasizes that it makes sense to consider Roth conversions at any time, especially when tax rates are lower. Saide also highlights the importance of tax diversification and the need to plan for future tax liabilities. He addresses the skepticism so…
  continue reading
 
We’re all guilty of telling ourselves lies from time to time. But are you telling yourself financial lies? In this episode, Donna and Jim dive into some common financial lies that could be holding you back. Here are the points we discuss in today’s show: 0:00 – Intro 0:50 – The YOLO mentality 3:51 – Catching up after falling behind 5:48 – Cutting b…
  continue reading
 
Send us a Text Message. Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving indus…
  continue reading
 
In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin?By IFA Magazine
  continue reading
 
Send us a Text Message. Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training…
  continue reading
 
Medics Money MBA Part 1 In this episode, Tommy is joined by special guest Sanay Goyal to explore the world of business through the lens of the Blue Light Card. They discuss the financial success of Blue Light Card, a 50 million pound a year business, and delve into its operations, profitability, and potential growth. The episode covers other busine…
  continue reading
 
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 26 July 2024. This show this weeks show looks at interest only loans on investment property. This episode aims to provide some general financial information about how you might think about paying that loan back, given the cost of living chal…
  continue reading
 
In Episode 155, Fred Saide discusses five essential steps for retirement planning: reliable income, budgeting, risk management, healthcare expenses, and estate planning. He emphasizes the importance of having multiple streams of income in retirement and the need to properly manage inflation. Fred also explores different strategies for generating in…
  continue reading
 
In this episode of the Just Covered podcast, Hazel and Wayne meet Senior Financial Consultant, James Hindley from Embrace Financial. During the conversation, James reflects on a lifetime selling protection and critical illness cover - including how he harnessed his skills, knowledge, and adept understanding of the industry. He also discusses his en…
  continue reading
 
Send us a Text Message. Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about ch…
  continue reading
 
On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.…
  continue reading
 
Send us a Text Message. Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, …
  continue reading
 
Robbie, one of our listeners, joins Tommy today to talk about everything he's learned from Medics' Money and his own financial plan. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via emai…
  continue reading
 
Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change. The key question for every professional is – what do we do? The perennial questions for many a…
  continue reading
 
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 19 July 2024. This week’s show looks at the PSS. As many PSS members are approaching retirement, Luke is finding that there are some definite knowledge gaps when he speaks with members about their own retirement plans. This episode aims to p…
  continue reading
 
In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs. Saide also …
  continue reading
 
Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later on. In this episode, we’ll cover the key aspects of college financial plann…
  continue reading
 
This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their …
  continue reading
 
Send us a Text Message. Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain em…
  continue reading
 
Tommy and Ed were lucky enough to be invited onto the Century Plan Podcast recently with Sarah Steele and Dennis Hall. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via email by downloadi…
  continue reading
 
Host Katherine Mallett, MD Guest interviewee Aleksander P. Mika, MD, discussing his research article “Evaluating ChatGPT's Ability to Answer Common Patient Questions Regarding Hip Fracture” from the July 15, 2024 issue (https://journals.lww.com/Jaaos/toc/2024/07150). Article summarized from the July 1, 2024 issue (https://journals.lww.com/Jaaos/toc…
  continue reading
 
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 12 July 2024. This week’s show looks at an important estate planning issue, and one that’s very important for those with people who have minors or those under 18 in their lives. This week Luke explores Testamentary Trusts, what they are, and…
  continue reading
 
In Episode 153 of Money Matters USA, Fred Saide discusses the importance of working with a financial professional and the benefits it can bring. He highlights studies that show the significant impact of working with an advisor, including higher returns and better long-term financial outcomes. Saide emphasizes the need for a written retirement plan …
  continue reading
 
Send us a Text Message. This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episo…
  continue reading
 
This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.…
  continue reading
 
Send us a Text Message. What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's i…
  continue reading
 
Sign up for our upcoming GP Partnership Course here: http://www.medicsmoney.co.uk/gpcourse Join us in this insightful episode where we chat with Dr. Hannah Robbins, a GP partner who shares how she revolutionized her practice by utilizing effective systems and processes. She discusses reducing her daily administrative workload, claiming £18,000 in e…
  continue reading
 
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 5 July 2024. As we enter a new financial year, some of us start thinking about our retirement plans. Many people start planning for retirement at around this time of year, with a view to wrapping up full-time work around Christmas. There are…
  continue reading
 
Send us a Text Message. What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure worl…
  continue reading
 
Medics' Money Triage aims to give you bite-sized popular topics from our main episodes, hosted by me, Matthew! Original Episode: https://www.youtube.com/watch?v=8JubSp4dn-Y Subscribe to our YouTube: https://www.youtube.com/@MedicsMoney Want to stay up to date with the latest financial information for doctors? Join 40,000 doctors receiving free fina…
  continue reading
 
Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, …
  continue reading
 
In Episode 152, Fred discusses whether retirees should continue to invest in the stock market and how they should allocate their assets. He emphasizes the importance of considering longevity and the need for a steady source of income in retirement. The conversation also touches on healthcare costs, legacy planning, risk tolerance, risk capacity, an…
  continue reading
 
Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. Listen in as Donna, Jim, and Marc discuss the value of having a safety net, especially in a blended family, where both partners bring in assets and responsibilities from previous relationships. If you haven't given much thought to your ins…
  continue reading
 
Loading …

Quick Reference Guide