Best Rob Hoxton Podcasts (2024)

1
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes 47:50

12h ago47:50

47:50

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 episode in the series I'm cal…

1
Are You Financially Healthy? Key Steps for a Secure Future 14:47

2d ago14:47

14:47

Welcome back to Last Paycheck Podcast! In this week's episode, hosts and certified financial planners Archie and Rob Hoxton take a deep dive into assessing financial health. Just as you'd get a medical checkup, they explore how to do a financial wellbeing check by examining critical elements such as emergency funds, debt management, and insurance c…

1
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes 50:48

3d ago50:48

50:48

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 influence and the rigorou…

1
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning. 1:03:54

8d ago1:03:54

1:03:54

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 world of teaching to a succe…

1
Understanding Tax Benefits of Donations: Expert Tips and Advice 16:05

9d ago16:05

16:05

In this week's episode of Last Paycheck Podcast, certified financial planners Archie and Rob Hoxton dive into the world of charitable giving strategies. As the hosts navigate through the complexities of tax benefits associated with donations, they shine a light on various methods to maximize contributions effectively. From the straightforward cash …

1
2025 Social Security Increase Announcement - Will You Get a Raise? 16:11

16d ago16:11

16:11

In this week's episode of Last Paycheck Podcast, hosts and certified financial planners Archie and Rob Hoxton talk about the highly-anticipated topic of Social Security cost of living increases for 2025. They explore how these adjustments are calculated, focusing on the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). Rob s…

1
Health Savings Accounts 101: Avoid These Common Mistakes 15:50

23d ago15:50

15:50

In this week's episode of the Last Paycheck Podcast, hosts Archie and Rob Hoxton dive deep into Health Savings Accounts (HSAs), highlighting their unparalleled tax benefits and how they can be a powerful tool for future healthcare costs. Revisiting the basics and rules of HSAs, they draw clear distinctions between HSAs and Flexible Spending Account…

1
Tax Torpedoes in Retirement: Avoid Unexpected Tax Surprises 16:03

1M ago16:03

16:03

Welcome back to the Last Paycheck Podcast! Hosts Archie and Rob Hoxton dive into the ominous world of "tax torpedoes" and how they can unexpectedly impact retirees. They break down the surprising complexity of Social Security taxation and the ripple effects it can have on your income. The duo discusses the underestimated pitfalls, like higher tax b…

1
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo 27:31

1M ago27:31

27:31

What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of en…

1
Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners. 1:03:07

1M ago1:03:07

1:03:07

Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employed roles. Both …

1
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit 53:23

1M ago53:23

53:23

We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already watched the firs…

1
Financial Advisors React: Good Tips and Bad Practices 17:26

1M ago17:26

17:26

On today's episode of the Last Paycheck Podcast, hosts Archie and Rob Hoxton react to financial advice that they agree with online. The episode kicks off with a spirited discussion about a video featuring Caleb Hammer and a 40-year-old living with her mother, who struggles with financial independence due to frivolous spending habits. Archie and Rob…

1
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning. 1:11:10

1M ago1:11:10

1:11:10

This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millio…

1
Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes 11:39

1M ago11:39

11:39

Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow financial planner life on YouTube for extra content about a career within …

1
Tackling Financial Regrets: Retirement Savings, Debt, and Emergency Funds 15:31

1M ago15:31

15:31

In this episode of the Last Paycheck Podcast, hosts Archie Hoxton and Rob Hoxton delve into the subject of financial regrets and how to avert them. They start by discussing common regrets, such as not saving enough for retirement and not starting early enough. The importance of compound interest over the long term is highlighted, along with eye-ope…

1
Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy 52:37

2M ago52:37

52:37

When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk ab…

1
Spaving: Can Spending More Actually Save You More? 14:01

2M ago14:01

14:01

In this week's episode of the Last Paycheck Podcast, certified financial planners Archie Hoxton and Rob Hoxton dive into the intriguing concept of "spaving"—the idea of spending more to save more that has roots in behavioral finance. Rob, inspired by an insomnia-induced CNBC article, discusses how spaving often leads consumers to spend more under t…

1
How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor 56:55

2M ago56:55

56:55

Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategie…

1
Cash or Credit: What's the Best Way to Buy a Car? 16:20

2M ago16:20

16:20

In this week's episode of the Last Paycheck Podcast, hosts and certified financial planners Archie Hoxton and Rob Hoxton dive into the common dilemma of whether to buy a car with cash or finance it. They explore the pros and cons of both options, emphasizing the long-term financial impacts of financing, such as interest rates and the total cost ove…

1
How Sustainable is Social Security: Should You Be Worried? 16:26

2M ago16:26

16:26

In this episode of the Last Paycheck Podcast, certified financial planners Archie Hoxton and Rob Hoxton tackle the pressing issue of Social Security's future sustainability. They begin by addressing common fears spurred by the Social Security board of trustees’ announcement regarding the projected depletion date of the Social Security Trust fund. T…

1
Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards 31:08

2M ago31:08

31:08

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sect…

1
Investing in Gold: Should You Do it in 2024? 16:15

2M ago16:15

16:15

In this week's episode of the Last Paycheck Podcast, hosts and certified financial planners Archie Hoxton and Rob Hoxton delve into the topic of investing in gold. They kick off the conversation with a mention of gold bars being available at Costco and segue into a more serious discussion about gold's role in an investment portfolio. They consider …

1
How to Protect Yourself from Fad Investments 15:28

3M ago15:28

15:28

In this week's episode of Last Paycheck Podcast, hosts and certified financial planners, Archie and Rob Hoxton, delve into the captivating world of fad investing, or as it's commonly termed, speculating. They commence by mulling over the puzzling allure of companies with soaring stock prices despite having no profitable earnings. Their discussion e…

1
Exposing Faulty Financial Advice on 401K Investments 14:14

3M ago14:14

14:14

Welcome back to the Last Paycheck Podcast. Today, certified financial planners Archie Hoxton and Rob Hoxton dive into exposing and debunking viral financial advice circulating on social media platforms. Remember - don't believe everything you see online! They kick off the episode by reacting to misinformed claims about 401(k) retirement plans, high…

1
How to Become the Millionaire Next Door? 17:10

3M ago17:10

17:10

In this week's episode of the Last Paycheck Podcast, financial planners Archie Hoxton and Rob Hoxton delve into the topic of achieving millionaire status. They highlight that the archetypal millionaire next door doesn't flaunt their wealth, often working in professions like engineering, teaching, or trades like plumbing and HVAC — diligently saving…

1
What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter 1:29:44

3M ago1:29:44

1:29:44

St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's …

1
8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman 57:18

3M ago57:18

57:18

Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, st…

1
New Market High Point… Should I Sell My Stock? 16:16

3M ago16:16

16:16

In this week's episode of Last Paycheck Podcast, hosts Archie Hoxton and Rob Hoxton dive into the timely topic of stock market highs and whether it's the right time to sell stocks. As the market hits all-time highs, you might be wondering if it's a signal to divest. Archie and Rob provide insightful guidance, emphasizing the importance of assessing…

1
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis 52:42

4M ago52:42

52:42

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout ou…

1
Are I-Bonds Still a Smart Investment in Today's Environment? 14:22

4M ago14:22

14:22

In today's episode of Last Paycheck Podcast, hosts Archie Hoxton and Rob Hoxton delve into the topic of I bonds and their current attractiveness as an investment option. They provide a comprehensive discussion on the features of I bonds, including fixed and variable interest rates and their inflation-protecting nature. Archie and Rob highlight the …

1
Are Americans Saving Enough for Retirement? 15:37

4M ago15:37

15:37

In this week's episode of Last Paycheck Podcast, hosts Archie Hoxton and Rob Hoxton delve into a crucial topic: the state of retirement savings in America. They provide insightful commentary on the average retirement savings by age group, emphasizing that these figures are not prescriptive but rather a gauge for individuals to assess their progress…

1
Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management 57:51

4M ago57:51

57:51

Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of…

1
Interest Rates Decoded: What to Expect in 2024 15:09

4M ago15:09

15:09

In this episode of Last Paycheck Podcast, hosts Archie Hoxton and Rob Hoxton delve into the hot topic of interest rates and their potential impact on everyday people. They discuss the context of rising and falling interest rates, shedding light on the implications for savers, investors, and those in the housing market. They explore the effects of i…

1
Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place 1:05:23

4M ago1:05:23

1:05:23

Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his transition out of c…

1
The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo 39:59

4M ago39:59

39:59

Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down…

1
Financial News: Should You Believe Everything You Read? 16:27

4M ago16:27

16:27

In this episode of Last Paycheck Podcast, hosts Archie Hoxton and Rob Hoxton tackle the complex landscape of financial media and offer insights on how to navigate it. With the proliferation of online information, they emphasize the importance of educating oneself about basic financial concepts before delving into media sources. They caution against…

1
Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special 1:04:20

4M ago1:04:20

1:04:20

Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but becoming an indi…

1
Unexpected Retirement Costs: How to Prepare 15:36

5M ago15:36

15:36

Archie and Rob take on the topic of retirement from a new angle. They discuss common misconceptions and how getting too comfortable can be one of the pitfalls in retirement planning. They also address some of the realities of increased costs, such as home improvements, transportation, and healthcare that can be surprising to some. Watch on YouTube:…

1
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning 1:08:03

5M ago1:08:03

1:08:03

Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional t…

1
Tax Changes for 2024: A Look at the Numbers 18:07

5M ago18:07

18:07

Confused about the 2024 tax changes? Today, Rob and Archie break down some of the important changes to look out for in 2024. Know the changes and be prepared for 2024! Here are some major changes: - Adjustment to tax brackets: 10%, 12%, 20% - tax brackets are moving higher - Increase in the standard deduction - single: $13,850 to $14,600 - married:…

1
Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning 56:35

5M ago56:35

56:35

When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a conversation that…

1
The FIRE Movement: How to Achieve Early Retirement and What to Look Out For 17:11

5M ago17:11

17:11

In today's episode, Rob and Archie discuss the "FIRE Movement" - Financial Independence, Retire Early. They walk through how it's possible to achieve this lifestyle for those looking to retire early and the financial discipline it takes. They talk about the different lifestyles of FIRE, including explaining "Barista FIRE," where you don't stop work…

1
What Happens When You Have No Heirs? Strategies For Your Assets 17:08

5M ago17:08

17:08

What happens to your belongings when you don't have heirs? In today's episode, Archie and Rob discuss ensuring your assets are handled according to your wishes after you pass. They stress the importance of proactive planning to ensure that one's assets are distributed according to their wishes rather than leaving it to the government or the court's…

1
Orann Coyle – financial planning client acquisition via Instagram! 58:14

5M ago58:14

58:14

Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to ga…

1
Taking a career leap: What’s holding you back? 50:01

5M ago50:01

50:01

This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path h…

1
Retired earlier than expected? Top To-Ds for post retirement 16:37

5M ago16:37

16:37

In today's episode, Archie and Rob discuss the critical priorities for those who have just retired, covering topics from health care to managing debt and investments. Make sure you're prepared for your future! Here are some things you should consider getting squared away: - Health care options for after retirement, including COBRA and marketplace o…

1
Achieving your career goals in financial planning 1:11:49

6M ago1:11:49

1:11:49

This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is so…

1
Choosing a Financial Advisor: How To Find the Right One For You? 17:25

6M ago17:25

17:25

One of your resolutions this year is to finally start working with a financial advisor? In this episode, Archie and Rob give their advice on exactly how to go about this. They start by addressing the complexity of the task, given the multitude of credentials and compensation models in the industry. It's really important that you understanding your …

1
How to set up your own financial planning business 1:17:01

6M ago1:17:01

1:17:01

Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode. We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IF…

1
Preparing Yourself or a Loved One for Losing Mental Capacity 16:09

6M ago16:09

16:09

Today, Archie and Rob Hoxton tackle the crucial yet often uncomfortable topic of preparing for the possibility of losing mental capacity. With their expertise as financial advisors, they emphasize the importance of having the right legal authority and support system in place. They discuss the significance of being vigilant for signs of mental decli…

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Rob Hoxton Podcasts

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