הפודקאסטים הטובים ביותר ב-Financial Adviser (2021)

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Independent Financial Advice - Words of Wisdom and Guidance

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Pension Freedom 18:48

21h ago18:48

18:48

In this guide Orry Henderson looks at how the 2015 changes to pension rules in the UK affect your pension options. He also talks about what the rule changes are and the key points surrounding them.על ידי Alan Moran

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The Financial Planner Life Podcast

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Why you shouldn't think like a trainee financial planner, we talk mindset attitude and soft skills 1:07:20

19h ago1:07:20

1:07:20

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…

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Jake Of All Trades

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Biden’s Proposed Tax Hike 39:22

1d ago39:22

39:22

President Joe Biden has made his proposed tax hike. What is in his proposal? How much of it will likely pass? What could this mean for your wallet? Jake and Kirk will take a look at each proposal and discuss its implications for those directly and indirectly impacted by the tax change. *“Tax preparation, planning, IRS representation, and business v…

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Financial Detox® Show

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What is Debt? 25:18

3d ago25:18

25:18

Show Description: Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the US National Debt equal to 28.2 Trillion and the Federal Deficit at $4.5 Trillion and tack on all the recent stimulus money and Federal spending, what will be the effects on the market…

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Advisers Assemble - Lead Generation For Financial Services

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Making The Most Of Instagram - Lauren V Davis 39:03

5d ago39:03

39:03

Lauren V Davis dropped an excellent talk at our virtual conference back in March 2020 and she's back to share more about Instagram.Instagram is a great place to let people see the real you and help them buy into you as a person.Tune in to Lauren let us know the things that we can do to make the most of it and download her free guide with 100+ socia…

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New Model Adviser Podcast

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IR35: 'Firms imposing blanket bans will lose out' 13:23

8d ago13:23

13:23

In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effect on 5 April 2021. They discuss why the reforms went ahead, what contractors and businesses should do to prepare and what the future holds for the contractor market.…

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Independent Financial Advice - Words of Wisdom and Guidance

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Blended Retirement Solutions 17:08

8d ago17:08

17:08

In this guide Orry Henderson talks about the comparison between an annuity pension and a drawdown option. The guide also looks at the advantages and disadvantages of both and how a balance of both maybe the best option for your retirement.על ידי Alan Moran

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Jake Of All Trades

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How to Adult WIth Jake and Jake 33:30

9d ago33:30

33:30

Today Jake Rivas and Kirk Barbera are joined by guest Jake Cousineau to discuss his book “How to Adult.” Jake is the author of a book for young adults titled How to Adult: Personal Finance for the Real World. You might even recognize Jake from his $50k Wheel of Fortune payday! In this episode we delve into Jake Cousineau’s financial advice and his …

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The Financial Planner Life Podcast

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Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward 1:02:27

11d ago1:02:27

1:02:27

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…

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Independent Financial Advice - Words of Wisdom and Guidance

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The Future of Working 9:27

12d ago9:27

9:27

In this episode Emma Crossick talks to Alan Moran about how working from home through the pandemic has had some major advantages for his buisness. She also discusses how virtual meetings have cut down on the need to travel and made for a more productive workplace.על ידי Alan Moran

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Advisers Assemble - Lead Generation For Financial Services

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Reviews! Which Platform And When To Ask 34:32

12d ago34:32

34:32

Google, Facebook, Trustpilot, Feefo, Reviews.io, Vouched For ... the list goes on!It's no surprise we're often asked which is the best reviews platform. There's also some debate on when's the best time to ask for a review.As usual, the answer is "It depends..." So listen in as we deep dive on all things reviews.…

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Independent Financial Advice - Words of Wisdom and Guidance

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What should You Do When Asset Prices Fall? 9:03

15d ago9:03

9:03

In this episode Orry Henderson looks at the choices investors face when asset prices fall. Is it best to sell now to stop further losses or is it more prudent to hold on to see what will happen in the future?על ידי Alan Moran

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Financial Detox® Show

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Impacts of Inflation and How to Prepare 25:38

15d ago25:38

25:38

Show Description: Jason and Alex started the show by taking a step back and reminding listeners and themselves why IDA’s team does not pick individual stocks and try to time the market. There are always unpredictable events that will happen with individual companies, such as Cox communication’s internet going down for multiple days unexpectedly. On…

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Financial Detox® Show

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Alternative Investments, the Why and When 26:29

15d ago26:29

26:29

Show Description: Jason kicks off the show with giving an overview of when to look towards the topic to today’s discussion, alternatives. Alternative Investments become a viable option for investing when the public markets start to look too high, and questions arise as to how long this market run up can continue. Alex joins the discussion with stat…

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Advisers Assemble - Lead Generation For Financial Services

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Streamlining your Content Creation - Amanda Brown 41:43

19d ago41:43

41:43

Content is much easier to create when you follow some structure. We all know how important great content is, but it's so time-consuming at the best of times.And we don't want to spend a load of time creating something that isn't going to have any impact.So after randomly meeting on Clubhouse and an entertaining chat we found that Amanda Brown could…

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New Model Adviser Podcast

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Google & Facebook profiting from Gov't inaction on online scams 27:55

22d ago27:55

27:55

Online investment scams are on the rise, and there is an ongoing debate about who is responsible for taking them down.In this edition of the New Model Adviser podcast, reporter James Fitzgerald speaks with Tim Fassam, who is director of government relations at the Personal Investment Management & Financial Advice Association (Pimfa)Fassam tells Fit…

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Jake Of All Trades

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How Buy American Can Harm Your Wallet 35:38

23d ago35:38

35:38

We have all heard the phrase “buy American,” from both Republicans and Democrats. President Biden is again proposing measures to ensure a buy American program. Jake and Kirk discuss the economics of buy American, how it may affect your wallet, and why a global economy is a really good thing for everyone who participates. *“Tax preparation, planning…

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Independent Financial Advice - Words of Wisdom and Guidance

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You Can Lead A Horse To Water 8:43

26d ago8:43

8:43

In this episode Emma Crossick talks to Alan Moran about his passion for giving good financial advice. For Alan it's about helping people and not about making money. However he can’t force people to follow his good advice!על ידי Alan Moran & Emma Crossick

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Advisers Assemble - Lead Generation For Financial Services

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Complex Let Packaging - Market Harborough Building Society 19:06

26d ago19:06

19:06

In the final part of the complex let series Alex sits down with Tina Long and Anna Asbury from Market Harborough Building Society.In this episode you'll hear:What is meant by complex let in the market? And what does it mean to MHBS?What is the availability of mortgages like for complex let?What types of complex income types could this include?What’…

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New Model Adviser Podcast

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Why I launched a support group for women under 30 28:25

29d ago28:25

28:25

In this episode, reporter Laura Purkess talks to Chanelle Pattinson, a financial adviser at P&P Invest, about Chanelle's new support group for women under 30 within the NextGen Planners community and why she set it up. They also discuss what it's like attending industry events as a young woman and what event organisers can do to make attendees feel…

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Independent Financial Advice - Words of Wisdom and Guidance

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A guide to the Enterprise Investment Scheme - EIS 12:53

29d ago12:53

12:53

In this guide Orry Henderson talks about the Enterprise Investment Scheme ( EIS ) and the Seed Enterprise Investment Scheme ( SEIS ). He compares them both for investors wishing to find investments with favourable tax relief and businesses looking to raise funds.על ידי Alan Moran

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Financial Detox® Show

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Human Behavior and Patterns in Investing 25:12

1M ago25:12

25:12

Show Description: Jason and Alex started off the show by saying that we are not going to execute on any investment strategy or implement a philosophy unless they have a substantial amount of data to back this up. They discussed how too many investors implement an investment strategy that is driven and based off emotions, feelings, and news headline…

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The Financial Planner Life Podcast

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Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson 1:20:11

1M ago1:20:11

1:20:11

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…

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Jake Of All Trades

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Should Billionaires Exist? 56:14

1M ago56:14

56:14

DEBATE NIGHT! With Jake and Kirk. On this special edition of Jake of All Trades, Jake and Kirk debate the question of whether or not billionaire’s should exist. Jake takes the negative and Kirk takes the positive. Of course, they don’t mean whether we should jail or deport billionaires, but rather should billionaires be subject to extra taxes or li…

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Advisers Assemble - Lead Generation For Financial Services

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Complex Let Marketing Opportunity 38:27

1M ago38:27

38:27

In this week’s podcast episode we discuss the opportunities on Google when it comes to complex let cases.You’ll hear the number of Google searches for:Listed propertiesMulti-unit propertiesForeign currencyFirst-time landlordsHoliday letsOlder borrowersWe’ll also share as much advice, hints and tips as possible if you’re planning on attracting more …

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New Model Adviser Podcast

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Robo advice revolution to continue post-pandemic 27:17

1M ago27:17

27:17

In this edition of the NMA podcast, reporter James Fitzgerald speaks with Anthony Morrow, founder of Manchester-based digital advice firm Openmoney.Morrow tells Fitzgerald that the FCA is right that digital advice is the way forward, and has proven its value after every financial adviser in the country was forced to work remotely - and therefore pr…

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Independent Financial Advice - Words of Wisdom and Guidance

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A Guide on Venture Capital Trusts and Enterprise Investment Schemes 15:29

1M ago15:29

15:29

In this audio guide Orry Henderson talks about Venture Capital Trusts, Enterprise Investmnment Schemes and Business Relief investments. He will compare them with each other and look at the tax relief that can be gained from each.על ידי Alan Moran

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The Financial Planner Life Podcast

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Jessica McGuigan on financial education, and why financial planning is a great career for women. 1:04:38

1M ago1:04:38

1:04:38

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 …

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Financial Detox® Show

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Options Explained and What Happened with GameStop 25:08

1M ago25:08

25:08

In this show you will learn about: - GameStop Short Squeeze - Options Investing - Robinhood vs Discount Brokerages vs Wirehouses - The Nasdaq likened to a Porscheעל ידי Jason Labrum

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Jake Of All Trades

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Reflections on Snowpocolypse 2021! 32:55

1M ago32:55

32:55

A little bit of snow and the whole world (or Texas) loses its mind! Jake and Kirk discuss their experiences during the power and water outages in central texas. Many people of course were much more negatively affected than Jake and Kirk. There are, however, lessons we can all learn from this fiasco. *“Tax preparation, planning, IRS representation, …

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Independent Financial Advice - Words of Wisdom and Guidance

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A Passion for Learning and Education 6:38

1M ago6:38

6:38

In this episode Emma Crossick talks to Alan Moran about his passion for learning and education. She also talks about the incredible educational resources available for free on his website.על ידי Alan Moran

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Advisers Assemble - Lead Generation For Financial Services

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Are People Looking For Financial Advice On Their Mobile, Desktop, Tablet or Smart Speaker? 27:04

1M ago27:04

27:04

Tom & Alex delve through some stats when it comes to Google searches on mobile phones. Is the mobile search market still growing? Do people still search on desktops and tablets too?Are people using smart speakers like Alexa to search?Can consumers actually use their mobiles more than they do now and is the use of tablets declining?…

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New Model Adviser Podcast

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Investing for new weather fronts 28:38

1M ago28:38

28:38

Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the UK, businesses are having to adapt to the future. Alex Monk, co-manager of the Schroder Global Energy Transition fund, explains what this means for investment portfolios. We discuss t…

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Your Money Momentum

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What Can We Expect with the Bond Market? 28:42

1M ago28:42

28:42

With interest rates so low, how can you strategically use municipal bonds in your portfolio? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy and Alliance Bernstein Assistant Vice President Jason Mertz take a look at the bond market. Together, they examine how it works and the current environment and str…

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Independent Financial Advice - Words of Wisdom and Guidance

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How To Invest For Income In A Low Interest Rate Environment. 18:32

1M ago18:32

18:32

In this episode Orry Henderson looks at gaining an income from investments even in a low interest rate environment. The guide is to help investors who are primarily looking for an income as opposed to capital growth.על ידי Alan Moran

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The Financial Planner Life Podcast

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Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice. 49:40

1M ago49:40

49:40

“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…

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New Model Adviser Podcast

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Budget 2021 recap: ‘Freezing allowances is a stealth tax’ 35:46

1M ago35:46

35:46

In this episode, NMA reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about some of the biggest announcements in the 2021 Budget, including freezing the lifetime allowance and income tax thresholds, hiking corporation tax for bigger businesses to 25%, extending the stamp duty holiday and re-introducing 95% mortgages.…

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Advisers Assemble - Lead Generation For Financial Services

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Tik Tok & Clubhouse - Ash Borland 39:23

2M ago39:23

39:23

Friend of the show Ash Borland joins us this time to chat through his experiences with Tik Tok and Clubhouse.We'll of course share some top tips for both platforms and whether you should adopt them as part of your marketing plans.על ידי Alex Curtis, Ash Borland

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New Model Adviser Podcast

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Platforms' profits have led to PE takeover frenzy 33:31

2M ago33:31

33:31

In this latest episode of the New Model Adviser podcast, reporter James Fitzgerald speaks with Ben Hammond, platforms director at Altus Consulting. They speak about the inner workings of recent private equity deals for platforms, and what recent takeovers mean for platforms’ staff, advisers and clients. Hammond tells Fitzgerald that Platforms have …

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Independent Financial Advice - Words of Wisdom and Guidance

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Investing in an Investment Portfolio Vs Buy-to-Let Property 18:24

2M ago18:24

18:24

In this episode Orry Henderson looks at the comparison between investment portfolios and investing in a buy-to-let property. What are the pro's and con's of each and which would be best for you to invest in.על ידי Alan Moran

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Financial Detox® Show

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Tax Planning and Reducing your Maximum Exposure 25:39

2M ago25:39

25:39

Show Description: Today’s show starts off with Jason and Alex sharing stories about trucks and the potential benefits of depreciating company vehicles warming into the topic for discussion. Tax Planning. Jason begins the discussion by reminding listeners that now is the right time to start tax planning for 2021 tax year, while you are doing your ta…

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Jake Of All Trades

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President Biden Might Make Changes to Your 401k? 22:39

2M ago22:39

22:39

On this episode Jake and Kirk discuss Biden’s proposed changes to 401ks. We also discuss, once again, the difference between political rhetoric and political action. If these changes take place we will create another episode explaining them. For this episode, we discuss what those changes would look like if implemented as Biden proposes. We also di…

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The Financial Planner Life Podcast

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Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers 1:00:56

2M ago1:00:56

1:00:56

🚨 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 …

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Independent Financial Advice - Words of Wisdom and Guidance

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Getting Used to the New Normal 6:56

2M ago6:56

6:56

In this episode Emma Crossick has discussed the 'New Normal' with Alan Moran. How has the Covid pandemic changed the way meetings are held and will this continue into the future? She also look at the pros and cons of this new Zoom way of working.על ידי Alan Moran

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Advisers Assemble - Lead Generation For Financial Services

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Most Important Pages On Your Website 30:34

2M ago30:34

30:34

Is the homepage of a website a front door? A shop window? The cover of a book? Is it even that important?If the homepage is not the cover of a book then which pages are the most important?על ידי Alex Curtis, Tom Maplethorpe

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New Model Adviser Podcast

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Verona Kenny: 'There's never been more interest in buying advice firms' 31:15

2M ago31:15

31:15

In this episode, reporter Laura Purkess talks to 7IM’s Verona Kenny about the biggest changes she’s seen in the advice profession over the course of her career. They talk about pension freedoms and the rise of responsible investing, as well as the growth and consolidation of advice firms.על ידי Citywire

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Your Money Momentum

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Where Are Emerging Markets Headed? 31:14

2M ago31:14

31:14

Emerging markets generally hold some characteristics of a developed market such as in the U.S., but they do not fully meet the standards. That said, they still make up more than half of the global GDP and warrant a closer look. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy hosts Luis Lemus with Contin…

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Independent Financial Advice - Words of Wisdom and Guidance

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A Guide to Investing Ethically 13:24

2M ago13:24

13:24

In this episode Orry Hendeson discusses the ethical approach to investing. How do peoples views on social, environmental and ethical factors impact their investment strategy.על ידי Alan Moran

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Jake Of All Trades

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What’s in President Biden’s Stimulus Proposal? 34:20

2M ago34:20

34:20

As we have mentioned on previous shows, even with a democrat controlled House and Senate Biden cannot accomplish everything he wants. Though, it may feel like he will with this new, almost 2 Trillion dollar stimulus proposal. Jake and Kirk take a look at the major proposals and how they believe they will be impactful, or, maybe not as much. Also, t…

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Financial Detox® Show

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Rating Systems and Target Rate of Returns 25:16

2M ago25:16

25:16

Show Description: Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in providing his clients with regular Fiduciary advice pertaining to the company retirement and private wealth areas of the business. Jason discussed how the IDA investment committee s…

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