May 20, 2022
Do you want to live your life well and enjoy financial security while leaving a legacy for family members?
My guest on today’s show is Marlene Outrim, author of Cascading Your Wealth, a comprehensive guide to putting your affairs in order and making the right choices now about how to pass on your wealth...
May 13, 2022
Energy bills are soaring and many of us are wondering what, if anything, we can do to ease the burden.
My guest today is James Sommerville, Head of Business Development at AgilityEco.
AgilityEco is on mission to play a major role in eliminating fuel poverty, to deliver better outcomes for low income and vulnerable...
Apr 29, 2022
The financial services profession is often accused of being male, pale and stale.
Things are changing (for the better!) with greater diversity and a younger cohort becoming Financial Planners, bringing with them a valuable perspective and experiences.
My guest on the podcast today is Makala Green, the first Black Female...
Apr 16, 2022
In this episode, we're talking about how to think critically about the news and information that you come across every day.
With today's guest, Helen Lee Bouygues, we're chatting about something really important: critical thinking skills.
It seems like more and more lately we're coming across fake news and information...
Apr 1, 2022
How do you manage an ‘all-weather’ global equity portfolio in 2022?
My guest on the podcast today is Matthew Tillett, Lead Portfolio Manager of The Brunner Investment Trust.
The Brunner Investment Trust has been around since 1927, and invests in companies all over the world.
The Trust favours large, well-financed...