Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
…
continue reading
Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
…
continue reading
🚀 Financial Freedom Through Property Investment 🏡💰 Welcome to The Passive Property Investor, where I share real-world property investment strategies to help you achieve financial freedom! As a landlord with 25 years of experience and a portfolio of 18 properties, I’ve housed students, professionals, families, serviced accommodation guests, and social housing tenants — so I know what works. On this podcast, you’ll learn: ✅ How to start & scale your property portfolio ✅ The best strategies for ...
…
continue reading
1
Has London’s Property Market Falling? FULL Data Analysis
6:55
6:55
Play later
Play later
Lists
Like
Liked
6:55The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In this episode, I dive into the REAL numbers behind London’s property market from 2020 to 2025. You’ve probably seen headlines saying “London has crashed” — but is that actually true? Using official UK House Price Index data, Rightmove sold prices,…
…
continue reading
1
Focusing on Continuing Education and Certifications
14:09
14:09
Play later
Play later
Lists
Like
Liked
14:09
…
continue reading
1
Harnessing Data to Empower Financial Advisors
21:14
21:14
Play later
Play later
Lists
Like
Liked
21:14
…
continue reading
1
Will Rent Controls Kill Buy-to-Let in the UK?
5:51
5:51
Play later
Play later
Lists
Like
Liked
5:51The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor Rent controls are back in the headlines – but will they kill buy-to-let in the UK? In this episode I break down: ✅ What rent controls actually mean for landlords and tenants 📊 The real data on rents, yields, and demand in 2025 ⚠️ How rent caps have …
…
continue reading
1
Disrupting the Advisor Industry Through Tech Innovation
14:52
14:52
Play later
Play later
Lists
Like
Liked
14:52Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases. Orion Denali AI (Beta) is an early-access version available to selected users for testing and feedback. Final features and availability may differ at launch.
…
continue reading
1
Is Buy-to-Let Still Worth It in 2025? | UK Property Investing Explained
6:42
6:42
Play later
Play later
Lists
Like
Liked
6:42The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor Is buy-to-let still worth it in 2025? With rising interest rates, new regulations, and changing property prices, landlords and investors are asking if buy-to-let still makes sense this year. In this video, I break down: ✅ Why buy-to-let STILL works …
…
continue reading
1
Growing forward—insights on leadership and life
1:05:23
1:05:23
Play later
Play later
Lists
Like
Liked
1:05:23In this inspiring conversation, host Whitney Reagan talks with Mariner's Chief Operating Officer, Cheryl Bicknell, JD, LL.M, explore leadership, growth and the lessons learned along the way. Cheryl shares insights from her path to COO, her approach to leadership, continuous development and the pursuit of one's highest and greatest use, and the valu…
…
continue reading
1
No Fixed Formula – How We All Made Money Differently
8:02
8:02
Play later
Play later
Lists
Like
Liked
8:02The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor There’s no single way to make money in property — it depends on your personality, skills, and resources. In this episode, I break down my approach and compare it with others I know in the industry: Legal mastermind who doesn’t touch spreadsheets Amb…
…
continue reading
1
Why Good Interest Rates Don’t Guarantee a Good Deal
5:36
5:36
Play later
Play later
Lists
Like
Liked
5:36The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor Everyone’s obsessed with interest rates — but here’s the truth: even when they’re low, other factors can completely derail your property plans. In this video, I share real-life stories from my own portfolio: The times I had great interest rates but …
…
continue reading
1
Tenant Nightmares Pt. 2 – Why a Good Letting Agent is Worth Every Penny
8:38
8:38
Play later
Play later
Lists
Like
Liked
8:38The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor More true stories from my years as a buy-to-let landlord – from “cash-in-hand” dodgy deals to tenants drilling holes in ceilings, vanishing without paying rent, or leaving a house full of rubbish. I’ll share what went wrong, what it cost me, and how…
…
continue reading
1
Property Mentorships I’ve Tried – The Good, The Bad & What I Learned
12:14
12:14
Play later
Play later
Lists
Like
Liked
12:14The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor Over the years, I’ve invested in several property mentorship programmes — each with its own style, strengths, and weaknesses. In this video, I share: My personal experiences with different mentorships The benefits I gained from them The downsides an…
…
continue reading
1
Think Mariner Is Just for Individuals? Think Again.
46:37
46:37
Play later
Play later
Lists
Like
Liked
46:37Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA®, head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment objectives to supporting the financial well-being of their employees, Mike shares insights into how Mariner Institutional strategie…
…
continue reading
1
Should You Pay Broker Fees? My Real Experiences (The Good, The Bad & The Overpriced)
6:14
6:14
Play later
Play later
Lists
Like
Liked
6:14By The Passive Property Investor
…
continue reading
1
BRRR Gone Wrong? How I Helped a Couple Keep on Track in Property Investing
5:20
5:20
Play later
Play later
Lists
Like
Liked
5:20The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor At a recent social gathering, I met someone, both him and his wife had solid careers and a dream to build wealth through property. They’d tried their first BRRR (Buy, Refurbish, Rent, Refinance, Repeat) deal, but the revaluation didn’t come back as …
…
continue reading
1
The Real Pros and Cons of Independence With Terry Parham
37:28
37:28
Play later
Play later
Lists
Like
Liked
37:28
…
continue reading
The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor The ROI looked insane. High rent, low costs, easy setup... But the tenant profile was risky, and the whole thing felt off. When deals look too good to be true — they usually are. 👇 Would you have taken the risk or walked like I did? 📈 Grow Your Pass…
…
continue reading
1
Concentrated Stock: Strategies to Protect Your Wealth
25:22
25:22
Play later
Play later
Lists
Like
Liked
25:22When much of your wealth is tied to a single stock—especially your employer's—you face both opportunities and risks. In this episode, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals.…
…
continue reading
1
Property Events & Mentorships: Worth It or Waste? (Real Pros & Cons)
6:54
6:54
Play later
Play later
Lists
Like
Liked
6:54The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In this episode, I dive into the real pros and cons of property events and mentorships — what they can do for your growth, and what traps to avoid. On the downside, these spaces can sometimes give you too many options, leading to analysis paralysis.…
…
continue reading
…
continue reading
1
Why I’m Frugal — The Money Mindset That Built My Property Portfolio
8:30
8:30
Play later
Play later
Lists
Like
Liked
8:30The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In this episode, I reveal the frugal money mindset that helped me build a property portfolio and create financial freedom. I’ve never wasted money on status or impulse buys. Instead, I focus my spending on two things: 1️⃣ Opening up more options in …
…
continue reading
1
Landlords: Don’t Let Emotion Set Your Rent Price
6:34
6:34
Play later
Play later
Lists
Like
Liked
6:34The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor This property has been vacant for a few weeks, and the rent has barely increased in the past 20 years — despite it being a modern build in a central location with great transport links. So why isn’t it renting for more? Because the market has change…
…
continue reading
1
Self-Managing a Property? Here’s What I Missed
5:44
5:44
Play later
Play later
Lists
Like
Liked
5:44The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor For a long time, I was self-managing this property — collecting rent, handling repairs, and keeping everything running. I thought it was in great shape. But as part of a management deal, I handed it over to a letting agency for a full inspection… an…
…
continue reading
1
As My Portfolio Grew, So Did the Costs – The Real Landlord Numbers
7:11
7:11
Play later
Play later
Lists
Like
Liked
7:11The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor When your buy-to-let portfolio grows, so do your profits… but so do your expenses. In this video, I share what’s been happening in my own property business — and the big bills that come with expansion. 📊 Inside this video: Why I had to pay off my Bo…
…
continue reading
1
This One Address Mistake Cost Me Time & Stress as a Landlord
4:55
4:55
Play later
Play later
Lists
Like
Liked
4:55The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor When I bought this property, I had no idea that one small detail — a misregistered address — would cause so many problems down the line. From misposted letters and unpaid bills, to Land Registry complications and solicitor back-and-forth, this simpl…
…
continue reading
…
continue reading
1
My Tenants Were Perfect… Until They Tried to Hide This!
5:09
5:09
Play later
Play later
Lists
Like
Liked
5:09The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor I had what seemed like the perfect tenants — quiet, paid on time, respectful. But when they moved out, I discovered they'd tried to hide damage to the property instead of reporting it. Here’s what they did, how I found out, and what I learned as a l…
…
continue reading
1
How a Great Rental Turned Into a Nightmare (And How I Escaped)
7:23
7:23
Play later
Play later
Lists
Like
Liked
7:23The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor This flat was a solid rental for years… until everything changed. The mortgage shot up 4x after the fixed rate ended, the tenant fell into arrears due to mental health struggles, and even the neighbour got involved against me. I had to sell — but it…
…
continue reading
What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan, senior wealth advisor, and Teresa Carey, executive leadership coach and author of The Way to Wisdom: A Leader's Weekly Guide, talk about how to tap into your strengths, find your genius zone and lead with purpose.…
…
continue reading
1
I Tripled My Rent with SA – But It Wasn’t All Easy | Passive Property Income Story
6:01
6:01
Play later
Play later
Lists
Like
Liked
6:01The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In this episode, I explain how I converted one of my buy-to-let properties into Serviced Accommodation (SA) — and how it’s earning nearly 3x more than standard rent. Sounds great, right? Well… not everything went to plan. Here’s what I cover: 💰 How …
…
continue reading
…
continue reading
1
How I Grew My Portfolio 50% in 1 Year 🚀 | Power Team & Networking Secrets
5:20
5:20
Play later
Play later
Lists
Like
Liked
5:20The Passive Property Investor YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In 2022, my portfolio grew by 50% — and it wasn’t luck. In this video, I share how building a strong power team and networking with the right people transformed my investing journey. From finding off-market opportunities to getting expert advice whe…
…
continue reading
1
The Harsh Truth About HMOs | What They Don’t Tell Landlords
8:09
8:09
Play later
Play later
Lists
Like
Liked
8:09YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor Thinking about turning your property into an HMO (House in Multiple Occupation)? Watch this first. In this video, I share my personal experience as a landlord in Coventry trying to convert several buy-to-let houses into HMOs — during Article 4 restrictions and COVID lockdowns. Y…
…
continue reading
1
My Flat Was Wrecked by a Faulty Immersion Heater – And No One Noticed | Part 1
3:34
3:34
Play later
Play later
Lists
Like
Liked
3:34YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In this episode, I walk you through a real and frustrating experience as a landlord — when a failed immersion heater caused severe steam and moisture damage in my rental flat while it was empty. But that was only part of the problem. What followed was a complex investigation inv…
…
continue reading
1
This £1,000 Mistake Caught Me Off Guard as a Landlord | UK Property Compliance Warning
6:34
6:34
Play later
Play later
Lists
Like
Liked
6:34YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In this video, I share a real and costly lesson I learned as a UK landlord — all because of how an oven was installed. What looked like a small electrical issue ended up costing over £1,000 to fix due to compliance regulations. If you're a landlord — especially in the UK — you n…
…
continue reading
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
…
continue reading
1
Succession Planning Success with Debbie Taylor
31:31
31:31
Play later
Play later
Lists
Like
Liked
31:31
…
continue reading
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey, senior wealth advisor, and Whitney Reagan, senior wealth advisor, talk about how today's advisors do more than crunch numbers—they guide clients through life's financial decisions, with their goals always leading the way.…
…
continue reading
…
continue reading
1
It's Time to Talk Taxes With Sophia Duffy
20:38
20:38
Play later
Play later
Lists
Like
Liked
20:38
…
continue reading
1
Busting Retirement Income Myths With Michael Finke
24:44
24:44
Play later
Play later
Lists
Like
Liked
24:44
…
continue reading
1
Networking to Build Connections That Matter
21:27
21:27
Play later
Play later
Lists
Like
Liked
21:27Networking isn't just for job fairs and LinkedIn—it's a part of everyday life. Whitney Reagan, senior wealth advisor, and Gaylyn McGregor, senior wealth consultant, unpack how to build meaningful, lasting relationships. Whether you're looking to grow a network of colleagues, make new friends or simply feel more comfortable in social settings, this …
…
continue reading
1
The Entrepreneurial Mindset With Reed Colley
34:02
34:02
Play later
Play later
Lists
Like
Liked
34:02
…
continue reading
1
When Advice Matters the Most With Andrew Crowell
39:14
39:14
Play later
Play later
Lists
Like
Liked
39:14Financial planning professionals are called on to address a lot of challenges for their clients, from setting up a sustainable retirement income stream to helping people prepare for the high cost of their children's college education. Those services are all of significant importance, but in the experience of Andrew Crowell, vice chairman of wealth …
…
continue reading
1
My Flat Was Wrecked by a Faulty Immersion Heater – And No One Noticed | Part 2
7:54
7:54
Play later
Play later
Lists
Like
Liked
7:54YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor In this video, I walk you through a real and frustrating experience as a landlord — when a failed immersion heater caused severe steam and moisture damage in my rental flat while it was empty. But that was only part of the problem. What followed was a complex investigation invol…
…
continue reading
1
Getting Social Security Claiming Right With Joe Elsasser
32:15
32:15
Play later
Play later
Lists
Like
Liked
32:15The passage early this year of the Social Security Fairness Act was a major development in the lives of many current and former government workers, one that could have a big effect on their benefit claiming strategies. The law change is just one of many factors that add significant complexity to the Social Security claiming process, according to Jo…
…
continue reading
1
Trapped by Tax! | Property Investor Issues | Interest Rates | Incorporation
4:59
4:59
Play later
Play later
Lists
Like
Liked
4:59YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor I am an established, professional landlord with a significant property portfolio. In this video, I share the real-world challenges I'm currently facing while trying to remortgage two properties. Rising interest rates, stamp duty costs, and potential capital gains tax (CGT) impli…
…
continue reading
1
Financial Foresight: Why Learning Before You Decide Matters
18:33
18:33
Play later
Play later
Lists
Like
Liked
18:33In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of working with an advisor to learn financial principles that can help you navigate your financial situation as it evolves. They discuss how proactive learning leads to more informed, confident…
…
continue reading
1
THOUSANDS in Damages! Major leak in investment property!
3:34
3:34
Play later
Play later
Lists
Like
Liked
3:34YouTube Channel! - https://www.youtube.com/@ThePassivePropertyInvestor I am an established, professional landlord with a significant property portfolio. Recently, I experienced a major leak at one of my properties due to an immersion heater failure — a costly issue that could potentially run into thousands of pounds. This is a real reminder of both…
…
continue reading
1
Why Every Landlord Needs a Good Property Management Agency! (25 Years of Experience)
4:07
4:07
Play later
Play later
Lists
Like
Liked
4:07Being a landlord isn’t always easy—especially when you’re managing multiple properties on your own. With 25 years of experience and 18 properties, I’ve learned firsthand the challenges of self-management and the huge benefits of working with a professional property management agency. 🚧 In this video, I cover: ✅ Common hurdles landlords face without…
…
continue reading