66 - From Panic To Poise: Guiding Clients Through Market Volatility TRAP: The Real Adviser podcast

#Entrepreneur #Business #Alan Smith; Andy Hart; Carl Widger; Nick Lincoln #Finance #Money #Pension #Trading #Marketing #Investing #Share #Behaviour #Alcoholism

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

TRAP: The Real Adviser Podcast »
66 - From Panic to Poise: Guiding Clients Through Market Volatility

4 days ago 1:32:43

MP3•Episode home

In this latest pile of TRAP, the Trap Pack discuss

Topical Titbits
Meat and Potatoes: Annual Declines, How To Prepare Clients and Get Them Through
Culture Corner
TRAPist question(s) from Beck Fiddy: https://www.linkedin.com/in/beck-fiddy-71bb23292

Show links: http://tiny.cc/traplinks

============================
TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest.
============================
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.
Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

Subscribe and Like our YouTube Channel
Leave a 6/5 star review on iTunes
Share TRAP with your peers and colleagues
'Enjoy' the Twitter chat at @AdviserPodcast.

68 episodes

66 - From Panic to Poise: Guiding Clients Through Market Volatility

TRAP: The Real Adviser Podcast

published 4 days ago

MP3•Episode home

In this latest pile of TRAP, the Trap Pack discuss

Topical Titbits
Meat and Potatoes: Annual Declines, How To Prepare Clients and Get Them Through
Culture Corner
TRAPist question(s) from Beck Fiddy: https://www.linkedin.com/in/beck-fiddy-71bb23292

Show links: http://tiny.cc/traplinks

Subscribe and Like our YouTube Channel
Leave a 6/5 star review on iTunes
Share TRAP with your peers and colleagues
'Enjoy' the Twitter chat at @AdviserPodcast.

68 episodes

#Entrepreneur #Business #Alan Smith; Andy Hart; Carl Widger; Nick Lincoln #Finance #Money #Pension #Trading #Marketing #Investing #Share #Behaviour #Alcoholism

All episodes

1
66 - From Panic to Poise: Guiding Clients Through Market Volatility 1:32:43

4 days ago1:32:43

1:32:43

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Annual Declines, How To Prepare Clients and Get Them Through Culture Corner TRAPist question(s) from Beck Fiddy: https://www.linkedin.com/in/beck-fiddy-71bb23292 Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
65 - The Metrics That Matter 1:35:57

18 days ago1:35:57

1:35:57

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Metrics That Matter Culture Corner TRAPist question(s) from Tom Brookes Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
64 - Escape Artist On FIRE 1:31:04

5 weeks ago1:31:04

1:31:04

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including LifeStrategy figures, NEST talking tripe, Vanguard says “No” to BitCoin, scrapping Cash ISAs, Abrdn selling advice branch, Dan Haylett podcast, Ben Carlson on how much is enough, Hargreaves Lansdown says Hargreaves Lansdown is great value, Robin Powell on how active fund managers invest their own money Meat and Potatoes: Barney Whiter AKA The Escape Artist https://theescapeartist.me Culture Corner TRAPist question(s) from Patrick S Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
63 - We Need To Talk About Trump 1:26:52

7 weeks ago1:26:52

1:26:52

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Deepseek, GIA CGT ruses, charging for initial meetings, millionaires fleeing UK, Carl’s 3rd Act, digital wills, DB pension surpluses, Tax Freedom Day, Tax List 2005, Voyant User Group 21st March tickets here: https://vug25.eventbrite.co.uk/ Meat and Potatoes: We Need To Talk About Trump TRAPist question(s) from Jamie Cook www.twitter.com/jamiecook1997 and Chris Bowmer https://www.linkedin.com/in/chrisbowmer/ Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
62 - Planning Your Best Year Yet 1:37:00

9 weeks ago1:37:00

1:37:00

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE . In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including the passing of TRAPist Stuart Knight, massive outflows from active in 2024, Terry Smith annual letter, BitCoin Newport landfill horrors, private equity risk, Verve cohorts, Irish pension “loopholes”, Saba Capital coming after UK investment trusts, Phil Billingham on annual meetings/fee refunds, UK savers are too risk averse Meat and Potatoes: Planning for 2025 - Plus Ça Change TRAPist question(s) from Michael Reed http://linkedin.com/in/michael-reed-wealth-management and Dee HB Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
61 - Best of 2024 1:00:57

11 weeks ago1:00:57

1:00:57

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE . It's Christmas. There's no way we're getting anything done, so here's a lazy rehash of some juicy bits from 2024. Have a good one, TRAPists - the TRAP Pack look forward to catching up with you in 2025. Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
60 - TRAP WRAP 2024 1:30:51

13 weeks ago1:30:51

1:30:51

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE . In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including details about TRAP LIVE25, tax-free cash back in the toothpaste tube snafus, the need in Ireland & UK for consistent long-term pension legislation, Microstrategy joining the NASDAQ100, Goldman Sachs 10 year market prediction, touchy FIRE peeps, Vanguard raising prices on smaller pots Meat and Potatoes: TRAP WRAP 2024 TRAPist question(s) from AN Other and Dean Brooks http://linkedin.com/in/dean-brooks-493730116 Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
59 - Analysing Adviser Alpha 1:32:05

15 weeks ago1:32:05

1:32:05

TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including TRAP Live25 date - 14th May, Tom Redmayne’s property piece, SJP Property, Blackbee débâcle, Warren Buffer Share Pledge letter, Lifestyling woes, Irish commission ban pending, cash management crashes, Declan King joins Métis Norway, UK crypto owners, the dangers of not understanding MPS rebalancing and CGT Meat and Potatoes: Analysing Adviser Alpha TRAPist question(s) from www.twitter.com/@jamie42874251 and www.twitter.com/@gavincasey1970 https://www.Linkedin.com/in/gavincasey Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
58 - CUC: Completely Unnecessary Complications 1:30:56

17 weeks ago1:30:56

1:30:56

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial planning, new Irish health insurer, Labour to back FOS over charging vexatious claims, Canada Life 100+ resources, Sam Altman interviewed by Nicolai Tangen, the world’s most transparent fund, Fundsmith AGM, cash on platforms (again) Meat and Potatoes: Completely Unnecessary Complications (CUC) TRAPist question(s) from www.twitter.com/arongunningham https://www.linkedin.com/in/arongunningham/ and “K Pennypacker” Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
57 - Adviser YouTube Mastery with James Shack 1:35:04

19 weeks ago1:35:04

1:35:04

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down like a bucket of cold vomit, a UK Ponzi scheme, the struggles of a young adviser, Métis Norway hiring yet again, a Bulletproof MBA course Meat and Potatoes: Adviser YouTube Mastery With James Shack(ell) TRAPist question(s) from www.twitter.com/conor_beaumont https://www.linkedin.com/in/conor-beaumont Culture Corner Show links: http://tiny.cc/traplinks . Chris Emmott's execellent guide to the Budget for international clients is here: https://www.dropbox.com/scl/fi/l04c9aedyexqt3f8blgpv/Budget-Summary-for-International-and-Overseas-Affected-Clients-EBG-International.pdf?rlkey=oihbam52ceydltqsafi9ly62i&dl=0 ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
56 - Full Fit Financial Planning 1:29:38

21 weeks ago1:29:38

1:29:38

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidators Meat and Potatoes: Full Fit Financial Planning Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
55 - Slow Motion Wealth Destruction 1:22:46

23 weeks ago1:22:46

1:22:46

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK and Irish budget forecasts/reactions, Keith Butten (Boosst) masterclass, new HL active savings site, four things clients value most from advisers Meat and Potatoes: Slow Motion Wealth Destruction Questions posted by our beloved TRAPist Adam Ellul www.linkedin.com/in/AdamEllul Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
54 - Breaking Bad (News) 1:26:44

25 weeks ago1:26:44

1:26:44

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Breaking Bad News Questions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96 Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
53 - Efficient Market Hype? 1:17:40

27 weeks ago1:17:40

1:17:40

Because of scheduling issues, we had to record this episode over a week before its release. An hour after recording, the scrapping of the idiotic "British ISA" was announced. That's why we don't mention it. We may do next episode. Don't bank on it #AbsoluteShambles In this latest pile of TRAP, the Trap Pack discuss Topical issues, including DFA movie premiere, TRAP saying “No” to Tough Mudder in 2024, private equity to retail investors, protection review, Standard Life retirement survey, Budget what-ifs, Norges Bank Meat and Potatoes: Efficient Market Hype Questions posted by our beloved TRAPist www.twitter.com/pdragoumis Culture Corner Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast .…

1
52 - KPIs: Key People of Influence 1:25:33

29 weeks ago1:25:33