Aug 13, 2018
The financial technology, or fintech, sector is booming.
Entrepreneurs, bankers, consultants, investors and asset managers are scrambling for more information: Who are the key players? What's driving the explosive growth? What are the risks?
My guest on the podcast today is Susanne Chishti, CEO of FINTECH Circle,...
Aug 10, 2018
Today on the show, I'm joined by my colleague Andy Bodman, paraplanner at Informed Choice and soon to be financial planner, to get a millennial's view of financial planning. Everything you wanted to know about younger people's attitudes towards money, investing and retirement, but were afraid to ask. You've come to the...
Aug 6, 2018
What good is excellent advice if you don't follow it?
As a financial planner, I know that when my advice goes unimplemented, the well-being of my clients is compromised, opportunities are lost, and the professional relationship grows strained.
My guest on the podcast today has written an excellent new book, taking aim...
Aug 3, 2018
Interest rates went up this week, for only the second time in nearly a decade. In this episode, we're looking at the factors behind the rate rise decision and what it means for your personal finances. There's also a roundup of the latest personal finance news, and some updates from the world of Informed Choice this week.
Jul 30, 2018
How does money figure into a happy life?
In his new book The Geometry of Wealth, behavioral finance expert Dr Brian Portnoy delivers an inspired answer to this important question. He builds on the critical distinction between being rich and being wealthy.
While being rich can be described as an unsatisfying...