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Money makes the world go round, and if this is true, do you struggle to understand the complex workings of finance, money and investments? Join us, Arthi Rabikrisson and Lucille Sikosana; both women in finance, as we delve into simplifying the complexities that come with managing your finances and investments. The theory of Black Swan Events is a metaphor that describes an event that comes as a surprise, has a major effect, and is often rationalized after the fact with the benefit of hindsig ...
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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-office staff all have their ...
 
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Episode 75 – The Financial Wellbeing Audit Join the guys as they explore the the five pillars of financial wellbeing so you can ask the important questions and review your finances via a financial wellbeing audit. Along with Bage’s Behavioural Biases and some classic #tightasstommo tips. Have a listen to find out if you are on the right path. Welco…
 
In this episode Lucille interviews Arthi as an accredited coach, about neuroscience and financial coaching. Arthi explains how the complicated highway system of nerves that connects our brain to the rest of our body work, and the how the neurons that release chemicals, lead to financial decision making. A range of topics are covered: Explanation of…
 
Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd. Nikki specialises in divorcees, helping women to plan their financial futures. She is able to offer that personal touch because she has lived through this experience herself. This is the key to building trust and rapport w…
 
We are all familiar with cash, bonds, property and equities being part of our portfolios to grow and protect our wealth.What about lending? This unique asset class has many benefits.You earn a prime plus interest rate. This means as SARB adjust interest rates, you can continue to benefit from these returns. You get capital protection, no fees, mini…
 
Episode 74 – Interview with Ash Phillips Whilst it is easier than ever to become and entrepreneur, there are still barriers to creating a successful business. The guys chat with special guest Ash Phillips, founder of Dffrnt, and explore how to find the right investors for your vision. With the brilliant Bage’s Biases and #TightAssTommo tips, after …
 
Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield. Sasha shares her professional journey with us, why Paraplanning is such a fulfilling career, how we can encourage more people to become Paraplanners and how to avoid the initial barriers if you’re new to the profession. Sasha also…
 
Recently we hosted a webinar, with Iva from Sygnia discussing ETF's, ETN's, Offshore and Local investing, as well as tax, fund selection, picking the winning active balanced fund manager and the Rich Ideas Investment Philosophy.Here is the audio from the Webinar. Please visit https://youtu.be/DJMrSHUvDVA to watch the full session.Reach out to us wi…
 
This week we are joined by Chris Ball, Managing Partner at Hoxton Capital Management, based in the UAE. Chris shares his career journey with us. He left school at 18 and despite success as a tax adviser, he dropped it all at age 24 to go and work in the UAE as a financial adviser. From humble beginnings (sleeping on a blow-up mattress!) Chris worke…
 
This week is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining her this week is James Wallis, owner of Aristotle Financial Planning. James starting his own business during a COVID-19 lockdown and today he shares his journey from an employed financial planner to busi…
 
This week we’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private banking in the UK to Dubai, where he is now a co-founder & executive director of AHR Private Wealth. Tyla decided against university and started his financial career from a young age. This may seem daunting f…
 
🚨Calling all Financial Planning business owners 🚨 Are you aware of just how much you can save on outsourced training costs when using the #financialplanning apprenticeship levy to train up new hires AND existing Staff? For this bonus episode, we are joined by Carolyn Blunt of Davies Learning Solutions, an outsourced apprenticeship provider to the f…
 
Terence shares some thoughts on these two stumbling emotions that wreck havoc. Every week he talks to folks who don't know what to do OR don't know where to do it OR keep looking for the next best thing.Procrastination kills more dreams then getting it wrong and Fear holds more people back then it should.What do you want to acheive, how will you ac…
 
On this episode, Lucille and Arthi are joined by guest James Vigne, founder of Villic Wealth, to discuss this crucial topic about how one can get closer to achieving financial freedom. To help gain clarity about achieving financial freedom, James helps answer: The definition of Financial Freedom How to go about becoming financially free Debt and ne…
 
This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner. His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down…
 
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professional rugby player. Although I don’t know much about rugby, I find his transition from professional sport into the financial industry really interesting. Davey tells us about his journey, shares with us how h…
 
This week, Gavin Lewin, shares his views, insights and concerns around incentives in financial planning.Do you feel more motivated or to change your behaviour for an incentive?Is investing an incentive? Is the journey the incentive? Are you incentivised to take care of your family? Who else incentivised by your planning? Could a misalignment occur?…
 
Episode 73 – Don’t Be A Creep As we earn more income, we spend more money. Is that inevitable? Maybe not . . the guys take a practical look at how we can all avoid lifestyle creep. Along with Bage’s Biases and #tightasstommo money saving tips, come and have a listen to find out how you can find financial wellbeing. Welcomes and Introductions Not ce…
 
Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients t…
 
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From ban…
 
Spending with confidence is not something we hear often. There is often guilt attached to spending money, and quite a negative mindset in fact. In this episode Lucille and Arthi talk about how it is very possible to have a great relationship with money and how you can nurture that over time too. Topics that are covered include: How to spend with co…
 
Episode 72 – Financial Psychology with Anne Abbenes Why does talking about money cause such anxiety? Special guest Anne Abbenes takes a look at the psychology behind what is happening in our brains when we are dealing with our finances. With a great Bage’s Behavioural Bias and some questionable #tightasstommo money saving tips, we have plenty of ta…
 
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning. Chanelle is not out to man bash, she is hugely appreciative…
 
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys. Jessica left school at 17 and like many school leavers did not have a clue what she wanted to do with her life, she worked in bars and restaurants for several years and at 19 became a Mum. Needing a job that offered security she landed a 6-week contract in …
 
You have a number of investment products available designed to help you invest for retirement. These include pension funds, provident funds, retirement annuities and preservations.Once you retire you can select a life annuity or living annuity to provide you a monthly income.From 1 March 2021, there have been some tax law changes to provident fund …
 
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!” Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of asse…
 
Savings and Investments are two terms that are often used interchangeably . In this episode Arthi and Lucille unpack the terminology, the conflicts, similarities and the differences between the two. They also provide practical and implementable ideas on how one can save and invest. A range of topics relating to saving and investing are covered: Tak…
 
🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry, but this did not deter him. he was given the opportunity of work experience in an IFA practice; it was …
 
What gets you out of bed in the mornings? Join the guys as they discuss how we can structure our finances to create and keep the balance between pleasure and purpose for long term wellbeing and fulfilment. With another Bage’s Behavioural Bias and #tightasstommo’s money saving tips we have a pleasurable podcast for you . . . Welcomes & Introductions…
 
🚨Inspiring leadership podcast alert 🚨 Todays guest is James Roberts from Partners Wealth Management in the City of London. James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM. James is 100% dedicated to the cli…
 
The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, and exciting conversation and I love being part of the process. It has never been a better time to start your own business within financial planning! The advice gap, advancements in technology, outsour…
 
I had the pleasure of chatting with David on MixFM about financial planning, retirement planning and what to do in 2021 for financial success.This episode is longer then usual, I am sure you will enjoy.Please send me your comments and questions to podcast@richideas.co.zaעל ידי Terence Tobin
 
A range of topics are covered including: Explaining what a money resolution is and how high up the list of normal resolutions should they need to be Having the right mindset if you want to achieve your money goals Why it is important to set realistic goals to align with your financial wellbeing The significance of including insurance, medical aid, …
 
“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones but for the community as well”. This week’s guest on the financial planner life podcast is David Macdonald, founder of The Path an ethical and positive impact-focused financial planning firm. …
 
Episode 70 – Finding Purpose in Later Life with Tony Watts OBE A special guest interview with Tony Watts OBE, director at EngAgeNet and author of The Midlife Review Book. Tony is an advocate for the elderly from producing many publications to directly informing the government on their issues. In this episode the guys chat about what retirement can …
 
As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to increase efforts to attract talent from other professions. I personally find this very interesting, what transferable skills, attributes, and personalities are suited to financial planning? So, when I got…
 
It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. there is a growing misconception that by achieving level 4 qualifications you can walk straigh…
 
This week I chat with my friend Jason. He shares his experiences with crypto, some of the tech and why Bitcoin is the best store of value.We share a few ideas and concepts on blockchain, wallets, exchanges and why it is best to use rand cost averaging.This will be the first of many such episodes. Please send your comments and questions to podcast@r…
 
Episode 69 – Finding Financial Planners with Kate Holmes How do you go about finding a financial advisor to help you with financial wellbeing? We have a great chat with Kate Holmes for you in this episode. Kate is a big advocate of financial planning and helps advisors in America to deliver financial planning rather than just financial advice. Lots…
 
This week's guest on the financial planner life podcast is that Fabulous ( with a capital Fuh) Luiza Todd of Bespoke training solutions! It’s fair to say Luiza knows a thing two about passing Cii qualifications, over the last 16 years she's helped tens of thousands of students Pass their R0 exams. I really enjoyed this podcast, Luiza is passionate,…
 
This week's guest on the financial planner life podcast is wealth adviser Benjamin Beck from Nigel Grice and associates. Born and raised in Norway, Benjamin moved to England aged 21, and spent 6 years in the Army before starting a career in financial planning. Let’s face it, getting into the financial planning profession without any experience can …
 
Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then step into the role of a financial planner, or should I jump straight into a trainee financial planner role? This week's guest on the financial planner life podcast is the recently level 4 qu…
 
It has been a privilege to record these podcasts in 2020, to work with so many great people and help all of you.May you and your family have a blessed festive season and marvelous 2021.You are always welcome to contact me (083 337 9576 and terence@richideas.co.za) with any financial planning, advisory and related queries. I am delighted to assist.R…
 
What are personal values and how do they effect our behaviour? When do these values conflict with each other? What does any of this have to do with financial wellbeing?! Come and have a listen to the guys as they take a deep dive into, previous podcast guest, Tim Kasser’s principle ” the idea that a person who holds financial success as one of thei…
 
Is there an art to delivering training within financial planning? Natalie Bell from the Art of finance definitely believes so. This weeks guest on the financial planner life podcast is Natalie Bell director of culture and engagement at the verve group and managing director of ‘The Art of Finance’ The Art Of Finance delivers a blend of practical and…
 
“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.” And that’s exactly what Jason did, spending several years in a client relationship manage…
 
This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services. However, his family have owned a financial advice practice for over 30 years and, when…
 
Was wondering at our age how much tax benefit there is if we only reach our R500k limit just before age 60 – will it do much appreciation to justify any tax benefits?This question was posed to me a few days ago.Using the TFSA is a great savings vehicle that I encourage every single South African to have. Your contributions are capped at R500 000, b…
 
Episode 67 – Exploring Paths to Happiness with Dr Elia Gourgouris What is your personal brand? If you are the “something” person, what is that “something?” How has this brand shaped your life and wellbeing? Chris, David and Producer Tommo have a chat with the happiness doctor Elia Gourgouris about the positives and negatives of personal brands and …
 
“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting” This week’s guest on the Financial Planner Life Podcast is Peter Komolafe from The Conversation of Money, a podcast and a YouTube channel dedicated to sharing the truth about investing and all things finance. One t…
 
This week, I am interviewed by my friend and client, Stephanie. Recently we drafted her will and as it is wills week in South Africa, I wanted to share some info with you. Some of the questions she asked me and I answered on the podcast:What do you mean by liquidity?You also mentioned the executor gets paid last - so why is it important to have cas…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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