Best Portfolio Adviser Podcasts (2024)

1
Ep 221: Active v passive investing, simple portfolio = better, the problem with restricted advisers and insure what you can’t afford to lose. 54:29

5h ago54:29

54:29

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…

1
Top NZ Mortgage Adviser Shares Property Investing Secrets 6:51

6h ago6:51

6:51

In this episode, Zhiyang, a top NZ adviser 2024 shares his journey on how he got to where he is now. Contact Zhiyang: https://mhq.co.nz/staffmember/zhiyang-cheng/By Mortgagehq

1
How regulation of private markets will 'help to equalise wealth outcomes' 22:30

1h ago22:30

22:30

The rise in the size of private markets, the opportunities and the potential for systemic issues to arise from that size has prompted closer attention In this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Leon Sinclair, an executive vice president at financial data company Preqin to talk about regulation and technol…

1
'If we always stick to middle-aged rich people it narrows down the conversation' 34:22

2h ago34:22

34:22

Research by consultancy McKinsey has found that, in the case of ethnic and cultural diversity, there is a strong business case for companies whose senior management was more culturally and ethnically diverse. It found that, in 2019, top-quartile companies outperformed those in the fourth one by 36 per cent in profitability, slightly up from 33 per …

1
Ep 224: ISAs have changed. Here’s what you need to know… 20:00

3h ago20:00

20:00

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…

1
7 Honest Financial Advice I Would Give My Younger Self 13:22

7h ago13:22

13:22

In this episode, I share 7 pieces of financial advice I would give my younger self. Reflecting on my journey since 2015, I dive into the importance of starting early, investing in mentorship, building a supportive network, developing a strategic framework, thinking long-term, maintaining financial resilience, and evaluating opportunity costs. Wheth…

1
Balancing Stocks, Bonds, Cash, and Your Financial Goals 30:13

1h ago30:13

30:13

How do financial advisors mix stocks, bonds, and cash to achieve the best returns to meet each person’s financial needs? In today’s episode, Scott Frank and Meg Bartelt discuss the unique risks and potential returns each one offers; focusing on these primary asset classes can lead to a more stable and profitable investment strategy. They dive into …

1
Making digital advice work in small firms 27:44

1h ago27:44

27:44

Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service. We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ning…

1
Ep 223: Medics Money MBA - the £1billion business in doctors' pockets 39:24

1h ago39:24

39:24

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…

1
Building an $88mil Commercial Property Portfolio from Humble Beginnings | Scott O'neill's Journey 26:04

4h ago26:04

26:04

In this episode, Scott shares his journey into real estate, focusing on commercial property, and reveals key lessons from his career and personal experiences. He also provides insights into the New Zealand property market, discusses his expansion plans, and offers advice for Kiwis looking to achieve financial freedom through smart investments. Cont…

1
Outlook for fixed income in the current climate 32:04

7d ago32:04

32:04

On the latest edition of the FT Adviser podcast, Iain Stealey, international chief investment officer for fixed income at JP Morgan Asset Management, David Coombs, head of multi-asset funds at Rathbones Investment Management and Tom Hibbert, multi-asset strategist at Canaccord Genuity Wealth Management discuss the outlook and opportunities in bond …

1
Ep 222: Anaesthetist with a £plan - investing, protection and the problem with BLEEP advisors. 44:08

18d ago44:08

44:08

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…

1
Business Secrets From 35+ Years of Proven Investment Success Lessons | Don Malcolm's Journey 47:01

2h ago47:01

47:01

In this episode of Leverage Addicts, we dive into Don's business secrets. We learn his business philosophies and learn from his best and worst business deals. Discover the SLED analogy, Don's insights on future interest rates in business, and his top tips for new business owners. Finally, hear Don's thoughtful approach to giving back.…

1
Where are we one year on from consumer duty? 41:55

1h ago41:55

41:55

Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business consultant and behavioural economist at Quilter Financial Planning, Dan Scholey, COO of Moneyhub and Victor Sacks, IFA at VS Associates. They look at how consumer duty was an opportunity for advisers …

1
How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns 20:46

21m ago20:46

20:46

People say it’s just business, it’s not emotional, but that’s really not the case. In this episode of Real Personal Finance, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, tackle the psychological minefield of investment decisions and uncover how recent trends, like the meteoric rise of big …

1
How We Became The Top Mortgage Brokerage In NZ | mortgagehq's Journey 31:08

24d ago31:08

31:08

In this episode, we discuss how we became the Top Mortgage Brokerage in NZ. Discover how mortgagehq was founded, the fears and doubts we faced, and the key mentors who guided us early on. Learn about our team scaling process, the challenges we encountered, and the moments we thought we would fail. We also share our most valuable lessons and what's …

1
What do mortgage lenders think of the new govt’s housing policies? 33:44

27d ago33:44

33:44

FT Adviser's Chloe Cheung speaks to Kate Davies, executive director of the Intermediary Mortgage Lenders Association, and Ross Dalzell, managing director of property at Aldermore about Labour's housing plans, what lenders think of these policies, and why IMLA has urged the government to review regulatory barriers to first-time home ownership. Hoste…

1
An often overlooked rule of share investing, gold, and some ASX company news. 12:26

29d ago12:26

12:26

Today we look at: an overlooked but important rule of investing that will help you to build wealth in the share market, central bank gold buying, and some ASX company news. You have arrived at the Chris Coe & Associates finance and investing podcast, with your host, Chris Coe, a Wanaka, New Zealand based investment adviser, and avid share market in…

1
Passing the business from father to son 26:54

3d ago26:54

26:54

In this episode of the FT Adviser Better Business podcast we look at succession planning. We speak to father and son adviser duo Jon and Ben Lancaster about their succession process, reflecting on what has gone well and what they would not rush to do again. Hosted on Acast. See acast.com/privacy for more information.…

1
Ep 220: How to run a happy, profitable, successful GP Partnership 20:57

9d ago20:57

20:57

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…

1
How Harsimran Left His 9-5 Job To Become a Business Owner & Property Investor 40:06

1M ago40:06

40:06

In this episode, we dive into how Harsimran left his 9-5 job to become a successful business owner and property investor. Discover Harsimran's core values, his path into property investing, and the invaluable advice he would give to his younger self. Learn how he would make $1 million in 12 months and how he would invest $1000 for maximum growth.…

1
What the election result means for pensions, tax and housing 29:53

8d ago29:53

29:53

Labour has won by a landslide in the 2024 General Election but what does this mean for tax policy, people’s pensions and housing? Amy Austin, news editor at FT Adviser speaks to Claire Trott of Technical Connection, Ray Boulger of John Charcol and Matthew Todd of RSM to delve into what Labour's pension review could look like, whether inheritance ta…

1
How to Build an Emergency Plan 24:52

1M ago24:52

24:52

How prepared are you for a financial crisis when job security feels more fragile than ever? In today's episode, Scott Frank and Meg Bartelt break down the essential steps to creating a strong emergency plan able to withstand the tech industry’s volatile job market. Learn how to navigate financial instability with actionable strategies. In order to …

1
TRIAGE: Resolutions for your Financial Plan 12:40

13d ago12:40

12:40

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…

1
Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following 38:20

10d ago38:20

38:20

In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien’s experience building a 40,00…

1
Ep 219:12 tax hacks including moving to Dubai tax free, directors loans and family tax efficiencies 46:02

1M ago46:02

46:02

Tommy is joined by TikTok legend Steve Nichols today, sadly without a Hawaiian shirt, to talk through 14 of your most asked questions. 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 em…

1
Inspired by ‘Rich Dad Poor Dad’: Alister Siew’s Path from Property to Betterco Partnership 32:43

1M ago32:43

32:43

In this episode, we chat with Alister from Better Co to explore his secrets to success from accountant to property investor. We dive into the initiatives of Better Co, Alister's rise to management at a young age, and his top three lessons learned along the way. Alister also shares insights into Better Co's podcast, his early start in property inves…

1
Why people feel less safe than in 1994 (and what to do about it) 30:50

1M ago30:50

30:50

The Doomsday clock, which was created in 1945 by Einstein and Oppenheimer, and is run by the Bulletin of the Atomic Scientists, said the world was at 90 seconds to midnight. This indicates how vulnerable we are globally to man-made threats. This year, as tensions rise, the world goes to the polls, new friendships are forged and old alliances are pu…

1
TRIAGE: Could you start your own business? 19:03

1M ago19:03

19:03

Medics' Money Triage aims to give you bite-sized popular topics from our main episodes, hosted by me, Matthew! Original Episode: https://open.spotify.com/episode/7qCWyVE9iyYvnGv7FxaBw8?si=a8507e1d96b3492e Subscribe to our YouTube: https://www.youtube.com/@MedicsMoney Want to stay up to date with the latest financial information for doctors? Join 40…

1
Ep 218: Unveiling GP Practice Structures: Partnerships, Limited Companies, and LLPs with Expert Kate Perry 37:45

1M ago37:45

37:45

Cyra welcomes back RBP to the podcast by talking with Kate Perry all about GP Practice Structures. 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…

1
Investing Educational - How to check your share portfolio less. 7:39

2M ago7:39

7:39

Often when investors first start out on their investing journey it can be tempting to constantly check their portfolio, especially if one share is going gangbusters. In this episode we look at some practical ways to ensure you are not over checking your share brokerage account. You have arrived at the Chris Coe & Associates finance and investing po…

1
Four interesting NZX/ASX transport & logistics companies 7:43

2M ago7:43

7:43

Four beaten down Transport & logistics companies on our watchlist: Mainfreight Ltd (NZX: MFT) CTI Logistics Limited (ASX: CLX) Lindsay Australia Ltd (ASX: LAU) Silk Logistics Holdings ltd (ASX: SLH) You have arrived at the Chris Coe & Associates finance and investing podcast, with your host, Chris Coe, a Wanaka, New Zealand based investment adviser…

1
Navigating DTI Challenges Coming For NZ Property Investors with Matt Gilligan 37:22

2M ago37:22

37:22

In this episode, we're navigating DTI challenges coming for NZ property investors with Matt Gilligan. We delve into what DTIs are, their potential impact on portfolio growth, and strategies to navigate these new regulations. Matt shares valuable insights on market trends, property types to focus on, and essential tax advice. Whether you're a season…

1
What the UK and Australia can learn from each other on retirement income advice 38:41

2M ago38:41

38:41

Anne Fuchs, executive general manager at the Australian Retirement Trust and Jonathan Hawkins, propositions lead at Bravura solutions discussed what the UK and Australia can learn from each other when it comes to retirement income advice. As well as what providers should be doing to help more savers seek advice. Hosted on Acast. See acast.com/priva…

1
How Can You Plan For An Uncertain Future? 22:01

2M ago22:01

22:01

How do you secure your retirement against an uncertain future? In this episode of “Real Personal Finance,” Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, explore strategies to predict future expenses and ensure financial readiness, even if retirement is decades away. They address a listener …

1
Meet the woman who wants to own a share in every UK listed company 33:03

2M ago33:03

33:03

The Engagement Appeal's founder, Sheryl Cuisa, has a plan to follow in the footsteps of Wilma Soss and the other so-called Corporate Gadflies, who were pioneers in corporate activism in the 1940s. These women used shareholder meetings as platforms to advocate for gender equality and transparency in corporate boards. Cuisia, who currently has about …

1
Ep 217: 2024 Election - What needs to change for NHS workers? 43:24

1M ago43:24

43:24

This week, Tommy, Ed, Matthew, Cyra and Andy sit down to discuss crucial financial changes needed in political manifestos to support healthcare workers. We cover FIVE main topics: student loan forgiveness, stealth taxation, marginal rates of tax, lifetime and annual allowances, and resolving pay and industrial action issues. We also debate the curr…

1
Why Foreign Investors Can't Resist New Zealand! 32:21

2M ago32:21

32:21

Why Foreign Investors Can't Resist New Zealand! In this episode, we dive into Frank's journey and why you should invest in properties in New Zealand. Discover what inspired Frank to get into property development, the trends he's observed, and how he compares investing in NZ versus overseas. Frank also shares his current focus, valuable advice for b…

1
What to expect from the general election 34:47

2M ago34:47

34:47

With the UK general election mere weeks away, FT Adviser's senior reporter Alina Khan speaks to Simon Harrington, head of public affairs at Pimfa, Ollie Saiman, co-founder of advice firm Six Degrees, and Tom Selby, head of public policy at AJ Bell, about the main parties' manifestos and what the implications of certain policies could be for adviser…

1
TRIAGE: Cornerstones of Financial Wellbeing You Might Have Missed 20:00

2M ago20:00

20:00

Medics' Money Triage aims to give you bite-sized popular topics from our main episodes, hosted by me, Matthew! Original Episode: https://medicsmoney.podbean.com/e/ep-163-look-after-your-own-financial-wellbeing/ Subscribe to our YouTube: https://www.youtube.com/@MedicsMoney Want to stay up to date with the latest financial information for doctors? J…

1
What you need to know about doing a podcast 34:39

2M ago34:39

34:39

Podcasts have become a great way to communicate with clients, peers and colleagues, but when it comes to delivering great content, you really need to have a plan in place. In this editor's podcast from FT Adviser editor Simoney Kyriakou, production specialist and seasoned broadcaster Tariq Aziz provides top tips for getting started and upping your …

1
Ep 216: Opt out of Child Benefits? & When is the BEST time to invest? (Q&A Episode) 19:57

2M ago19:57

19:57

In today's episode of the Medics' Money podcast, we tackle questions from listeners regarding the impact of the higher income child benefit charge on state pensions and whether it's a good time to invest. We provide insights about opting out of child benefits, the importance of maintaining a full National Insurance record, and the intricacies of ma…

1
Property Expert Sally Reveals Property Trading Secrets 2024 35:44

2M ago35:44

35:44

In this episode of Leverage Addicts, we chat with property expert Sally as she reveals her property trading secrets for 2024. Discover Sally's insights on the current property market, the suburbs she's focusing on, and her take on market trends over the past 12 months. Learn how Sally continues to trade successfully despite a tough market, details …

1
Diversifying equities in the current market 30:13

2M ago30:13

30:13

Equity market returns are starting to broaden out beyond the large US technology companies, but how can managers take full advantage? FT Adviser's investment editor David Thorpe speaks to Fahad Hassan, chief investment officer at Albemarle Street Partners, Matthew Yeates, deputy chief investment officer at 7IM, and Katerina Kosmopoulou, partner and…

1
Are investment adviser jobs under threat from AI? Is NZ's Rakon an unethical investment? Mainfreight results, and should you follow directors and buy this ASX retail company? 10:20

2M ago10:20

10:20

Today we look at: Whether investment adviser jobs are under threat from artificial intelligence? Is NZ company Rakon Ltd (NZX: RAK) an unethical investment? Mainfreight Ltd (NZX: MFT) results; and should you follow directors and buy this ASX retail company? You have arrived at the Chris Coe & Associates finance and investing podcast, with your host…

1
Is Giving to a Donor-Advised Fund Worth It? 28:26

2M ago28:26

28:26

Rethink your charitable giving and maximize your tax benefits with Donor-Advised Funds. Discover how this streamlined and tax-efficient alternative to traditional donation methods might just be a game-changer to your financial strategy. Scott and Meg contrast DAFs with conventional giving methods like checks and credit cards, to paint a clearer pic…

1
TRIAGE: Refresh the basics of tax 9:20

2M ago9:20

9:20

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=AipnVRsChSA 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…

1
Ep 215: How is NHS Leadership Changing? 39:24

2M ago39:24

39:24

Matthew is joined by Dr Clare Sieber today to talk all about conflict and leadership within the NHS. 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 …

1
Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape 28:43

1M ago28:43

28:43

In this episode of FI15, Joe is joined by Blackrock’s Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim’s unpopular investment opinion and people inside and outsi…

1
Which Cities Should You Invest In New Zealand 2024 with Nick Goodall 26:17

2M ago26:17

26:17

In this episode of Leverage Addicts, Blandon sits down with Nick Goodall to discuss which cities should you invest in in New Zealand? They delve into the Vulnerability Indicator, understand why Wellington is considered vulnerable, and identify other cities at risk. Nick shares insights on how natural disasters impact the Vulnerability Indicator and…

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Portfolio Adviser Podcasts

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