Podcasts de financial planning

Mistake #5 Caring (Too Much) About The Short Term

Mistake #5 Caring (Too Much) About The Short Term

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Mistake #4 Understanding Investology

Mistake #4 Understanding Investology

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Mistake #3 Blind-Eye Bias

Mistake #3 Blind-Eye Bias

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Mistake #2 The Push for Returns

Mistake #2 The Push for Returns

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Mistake #1 Investing Without Context

Mistake #1 Investing Without Context

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Discretionary vs Advisory Investment

There are lots of ways to invest your money, but how are these investments best managed and...

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Episode One- Politics

Drastic and often shocking moves from world leaders, coupled with ongoing changes to domestic...

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Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec

This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec...

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Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & com...

This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of...

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Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way for...

Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith...

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James Prince - the realities of making it as an International financial planner in Abu Dhabi

On Episode 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth...

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Cleona Lira: Moving from Mumbai, first year self empoyed as an IFA and the importance of branding - and how it will p...

This week I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan...

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Richard Mikdadi - UHNW Financial Planning, why team work makes the dream work, being a partner at Tilney & client...

“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.”...

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Chats At The Bar - The One About Controlling The Controllable

The one about controlling the controllable Tuesday quote In no competitive or life scenario...

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Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And ...

“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a...

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Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you...

This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast.  Sometimes the...

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Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning prof...

Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12...

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Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for ...

On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who...

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Robert Lewis - the realities of building a directly authorised IFA

On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who...

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Jessamy Walker - Building your own fiancial planning firm, AR over DA and the power of SEO

This week’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial...

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