Carl Turner Financial Success - Financial Planning for Expats

April 3rd - Market Round-up: PMI Data and interest rates

Welcome to the Carl Turner financial success market round-up, which is to help people to stay informed on what is going on in the economy and markets.  This week’s episode, we explain what the Purchasing Managers Index is and what the positive data for US, UK & China means for interest rates.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

March 23rd - Market Round-up: Central Bank Moves & Gold's Record High

Welcome to the Carl Turner financial success market round-up, which is to help people to stay informed on what is going on in the economy and markets.  This week’s episode, we discuss various central banks interest rate announcements and how the markets reacted and explain why gold is at all time highs. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

March 16th - Market Round-up: Contradictory Market Date & Increased Shipping Costs

Welcome to the Carl Turner financial success market round-up, which is to help people to stay informed on what is going on in the economy and markets.  This week’s episode, we discuss the contradictory data coming out of the US, why the markets fell slightly and why global shipping costs are on the rise.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

March 8th - Market Round-up: US FED comments and positive data

Welcome to the Carl Turner financial success market round-up, which is to help people to stay informed on what is going on in the economy and markets.  This week’s episode, we discuss the FED's positive comments, inflation and interest rates. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

March 1st - Market Round-up: Navigating Nvidia's Surge and Global Economic Signals

Welcome to the Carl Turner financial success market round-up, which is to help people to stay informed on what is going on in the economy and markets.  This week’s episode, focuses on Nvidia's earnings impact, global market trends in Japan and China, and the implications of current inflation and interest rate scenarios for investors. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

February 22nd - Market Round-up: Increased inflation and consequences

Welcome to the Carl Turner financial success market round-up, which is to help people to stay informed on what is going on in the economy and markets.  In this episode, I explore the impact of interest rates on investments and how global economic events shape portfolio strategy. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

January 15th - Market Round-up: 2024 Outlook & 2023 Recap

Welcome to the Carl Turner financial success market round-up, which is to help people to stay informed on what is going on in the economy and markets.  In this episode, I discuss 2023's market dynamics and give insight for 2024. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

August 11th - Market Round-up: US credit rating downgrade and sticky inflation

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I discuss the recent US credit downgrade, fixed deposit rates and US inflation data. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

28th July - Market Round-up: Falling inflation and 22 year high US Interest rates

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I discuss the recent US Federal Reserve interest rate hike, the highest in 22 years, and its potential implications. We also discuss the surprising trends in British inflation and the economic situation in China. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

17th July - Market Round-up: Unraveling the Interplay of Inflation, Interest Rates, and Growth

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I delve into the intriguing dynamics of global economies, where strength can lead to market drops and struggles can spur rises. We'll explore recent data, the impact of central banks' decisions, and the opportunities that present themselves within these complex economic landscapes. As always, if you have any questions, fee...

22nd June - Market Round-up: Central Bank Decisions and Bull Markets

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this podcast, I explain the recent activities of central banks across the globe and their impacts on global equities.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

18th May - Market Round-up: Market Insights and Debt Ceiling Concerns

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this podcast, I provide key insights into the current market conditions, including updates on inflation, interest rates, and geopolitical tensions. I also discuss the implications and potential outcomes of the impending US debt ceiling deadline, offering valuable information for listeners to navigate these market challenges. As always,...

4th May - Market Round-up: Banking Failures, Tech Disruptors, Interest rates & Live Webinar Information

4th May - Market Round-up: Banking Failures, Tech Disruptors, Interest rates & Live Webinar Information Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this podcast, I explain the latest banking Failure, Apples banking Tech disruption & Interest rates. Next Thursday 11th May, 11am UK time, I will be hosting a live webinar to help investors learn more about what is going on in the m...

26th April - Market Round-up: Company Earnings and USD Strength

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this podcast, I explain the latest market news and discuss whether investors should be worried about the USD's status as the global reserve currency.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp.

14th April - Market Round-up: Inflation data and corporate earnings

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this podcast, I explain the latest US inflation figures and why they are not quite as positive as the headlines suggest.  I also discuss what asset classes are beneficial in a higher inflation and interest rate environment.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

29th March - Market Round-up: Interest Rates, Banking Sector & Inflation

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this podcast, I explain why equity markets have risen, even with ongoing bad news in the banking sector. As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

19th March - Market Round-up: Banking crisis

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this podcast, I explore the banking crisis, focusing on Credit Suisse's challenges, and offer practical advice on investment diversification and deposit protection.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

12th March - Silicon Valley Bank Collapse explanation

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I discuss the why the Silicon Valley Bank collapsed and what investors should be doing to protect themselves.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

11th March - Market Round-up

Welcome to the Carl Turner financial success market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I discuss the latest market update, including  why equity markets dropped so much last week.   I also explain what happened to cause the Silicon Valley bank to collapse.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

21st February - Weekly Market Round-up

Welcome to the Carl Turner financial success weekly market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I discuss the latest market update, including  why at the moment the markets fall when positive economic data is released and vice versa.  I also explain the reasons for the UK FTSE's outperformance compared to other markets and whether  international investors should have some of their equity allocation in the FTSE...

10th February - Weekly Market Round-up

Welcome to the Carl Turner financial success weekly market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I discuss the latest market update, including the US unemployment figures and the Google AI blooper which cost them over $100bn in market cap.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

2nd February - Weekly Market Round-up

Welcome to the Carl Turner financial success weekly market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I discuss the latest central bank interest rate announcements, and give an overview of the markets last week.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

25th January - Weekly Market Round-up

Welcome to the Carl Turner financial success weekly market round-up, which is to help clients to stay informed on what is going on in the economy and markets.  In this episode, I explain what went on in the markets last week and why markets were more volatile and what mixed data released means.  As always, if you have any questions, feel ree to message me on Linkedin or by WhatsApp. If you would like to join our investment market webinar next Thursday 2nd February at 11am UK time, feel f...

17th January - Weekly Market Round-up

Welcome to the Carl Turner financial success weekly market round-up. This is the first week of the weekly updates for clients, so that they can stay informed on what is going on in the economy and markets.  In this episode, I explain what went on in the markets last week and why markets have picked up since the turn of the year.  As always, if you have any questions, feel free to message me on Linkedin or by WhatsApp. 

Monthly Market Update - August

In this episode I explain why markets have been so volatile over the past month, giving some key reasons and current issues, as well as some of the positives to take away from the current market conditions.  As always, feel free to reach out if you would like to discuss about your own situation, investments, pensions or funds.  [email protected] or add me on Linkedin  Thanks Carl Turner 

Monthly Market Update - August

In this episode I explain why markets have been so volatile over the past month, giving some key reasons and current issues, as well as some of the positives to take away from the current market conditions.  As always, feel free to reach out if you would like to discuss about your own situation, investments, pensions or funds.  [email protected] or add me on Linkedin  Thanks Carl Turner 

July Market Update

I explain why the markets have been so volatile and discuss the possibility of a recession and what that means.  I then discuss how long bear markets typically last and what investors should and shouldn’t do with both existing investments and cash holdings.  More information is on my Linkedin page  https://www.linkedin.com/in/carlturnerfinancialadvisor/ Get in touch at [email protected] 

July Market Update

I explain why the markets have been so volatile and discuss the possibility of a recession and what that means.  I then discuss how long bear markets typically last and what investors should and shouldn’t do with both existing investments and cash holdings.  More information is on my Linkedin page  https://www.linkedin.com/in/carlturnerfinancialadvisor/ Get in touch at [email protected] 

Weekly Market Update 16th May

What are the reasons behind the 6th consecutive fall in the S&P500 and are we at the peak of inflation?  

Weekly Market Update 16th May

What are the reasons behind the 6th consecutive fall in the S&P500 and are we at the peak of inflation?  

Weekly Market Update 19th April

This week I discuss the markets and also explain China's divergence on economic policy compared to the West. 

Weekly Market Update 19th April

This week I discuss the markets and also explain China's divergence on economic policy compared to the West. 

Weekly market update 12th April

Last week saw markets weaker overall, I explain the main reasons for this. 

Weekly market update 12th April

Last week saw markets weaker overall, I explain the main reasons for this. 

Weekly Market Update 5th April

What is an inverted yield curve, why was it in the news and what does it mean to investors?

Weekly Market Update 5th April

What is an inverted yield curve, why was it in the news and what does it mean to investors?

Weekly Market Update - 28th March

Why have equity market valuations increased over the past 2 weeks, even though the Ukraine war is still ongoing and inflation is still rising?  Listen to find out   

Episode 8 : Do you fall into this UK pension tax trap? How can you increase your UK pension lifetime allowance?

Many British expats are in the dark about UK inheritance tax (IHT) on death.  Expats who live overseas as non-tax residents, are still liable for IHT on death, even if they have lived abroad for many years unless they have taken a new Domicile of choice, which is very difficult to do.  In this episode, I discuss with Jordan Donald what IHT is, when it's due and how people with foreign spouses have potentially a higher IHT bill and how to reduce this death tax burden. 

Episode 7 - IHT Planning – What expats need to know

Many British expats are in the dark about UK inheritance tax (IHT) on death.  Expats who live overseas as a non-tax resident, are still liable for IHT on death, even if they have lived abroad for many years,  unless they have taken a new Domicile of choice, which is very difficult to do.  In this episode, I discuss with Jordan Donald what IHT is, when it's due and how people with foreign spouses have potentially a higher IHT bill and how to reduce this death tax burden. 

Episode 6 : Existing portfolio advice and is now a good time to invest?

Episode 5 : Investment market outlook and how to invest in uncertain and volatile markets

Episode 4 : New Year Resolutions & how to make them succeed

Episode 3 : Pensions

Episode 2 : Setting Goals

Episode 1 : Intro

Episode 1 : Intro