Fund Your Retirement Podcast
101 episodes - English - Latest episode: 9 days ago -The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.
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Episodes
ILT006 Memorable Meetings with Company Management & AGMs with Judith Mackenzie & Rosemary Banyard | Part 6
April 07, 2024 09:00 - 32 minutes - 29.9 MBIn part six of this investing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of meetings with company management, red flags to look out for and their views on annual general meetings, more commonly known as AGM’s. Key topics covered: How important are AGMs in your analysis of companies - do either of you attend AGMs? Voting, is it important? What do you tend to vote against? Have you any memorable experiences with management that stand out, good and ...
IRT005 Investors Round Table Discusses Next, Burberry, National World & Airea
March 31, 2024 10:30 - 48 minutes - 44.2 MBThis time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss the latest news from Ariea (AIEA) and the investment potential of Next (NXT), Burberry (BRBY) and National World (NWOR). A healthy three-way debate about the shares they own, their portfolios, and the markets. Timestamps: 1:00 Round table discussing the latest news announcement from Ariea (AIEA). 11:30 Round table discussing Burberry (BRBY) 22:45 Round table discussing Next (NXT) 32:45 Round tabl...
ILT005 Our Best and Worst Performers with Judith Mackenzie & Rosemary Banyard | Part 5
March 02, 2024 10:30 - 32 minutes - 30.1 MBIn part five of this ever-growing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of a fund manager's investments as they each break down the investments that performed better than expected and the investments that didn’t work out as they expected resulting in total loss of capital. Key topics covered: · Discussing the companies that didn’t work out, as well as they expected. · Discussing the companies that exceeded their expectations...
IRT004 | Investors Round Table Discusses Hargreaves Lansdown, Plus500, Jet2 & Close Brothers
February 25, 2024 10:00 - 54 minutes - 49.8 MBThis time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Hargreaves Lansdown (HL) and the investment potential of Plus500 (PLUS), Jet2 (JET2) and Close Brothers (CBG). A healthy three-way debate about the shares they own, their portfolios, and the markets. Timestamps: 1:10 Round table discussing Hargreaves Lansdown (HL). 11:00 Round table discussing Plus500 (PLUS) 22:55 Round table discussing Jet2 (...
TFA006 Paul Johnson on Pensions, Ageing Population & Government Spending
February 18, 2024 10:30 - 32 minutes - 30.1 MBIn today’s episode director of the Institute for Fiscal Studies Paul Johnson shares the true cost of running Britain. Paul explores taxes, pensions including auto-enrollment, the ageing population, and the future of the state pension. Paul is perhaps one the UK's known economists, a regular on BBC Radio 4, and writes a column for the Times Newspaper. He is also a published author with a Times bestseller Follow the Money, How Much Does Britain Cost. Key topics discussed: · Ar...
IRT003 | Investors Round Table Discusses Company Accounts, Supreme, H&T, Henry Boot, Airea & Much More
February 03, 2024 13:37 - 57 minutes - 52.3 MBThis time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Supreme (SUP) and the investment potential of H&T (HAT), Henry Boot (BOOT), Airea (AIEA) and much more. A healthy three-way debate about the shares they own, their portfolios, and the markets. Timestamps: 1:30 Round table discussing the latest news announcement regarding Supreme (SUP). 11:45 Round table discussing the pawnbroker H&T. 21:20 Rou...
ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4
January 13, 2024 11:04 - 39 minutes - 35.7 MBIn part four of this now seven-part series, Judith Mackenzie and Rosemary Banyard discuss the importance of investor psychology, and investing through recessions, including how you can cultivate the mindset of a long term investor. Key topics covered: · The personality characteristics of someone who thinks and invests for the long term. · Investing through the tech bubble. · Investing through the financial crisis of 08. · Launching a fund in the ...
TFA005 Your Pension Money, Jeremy Hunt’s Mansion House Speech, Stock Market News with Chris Boxall
January 06, 2024 11:19 - 23 minutes - 21.3 MBToday’s episode is the start of a new podcast series discussing where your pension money is going starting with the recent proposals by Jeremy Hunt at the Mansion House speech. Should pension savers and private investors be concerned about this proposal to direct billions of pension money towards UK small caps and unlisted companies? What will it mean for pension savers and private investors? Will these proposed billions lead to a bubble in small caps and unlisted companies with the inev...
FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next Multibagger
December 30, 2023 11:00 - 38 minutes - 35.2 MBEd Croft is the co-founder and CEO of Stockopedia whose goal is to help private investors beat the market. Ed began his career with Goldman Sachs as a wealth manager before leaving to manage his family funds leading launch of Stockopedia in 2012. Key topics: · What is a multibagger. · What creates a multibagger. · How you can find companies with these long-term qualities today. · Portfolio and risk management. · Why Ed is optimistic ab...
ILT003 How To Analyse Companies For Long Term Investing with Judith & Rosemary | Part Three
December 03, 2023 10:00 - 37 minutes - 34 MBIn part three of this six-part series, Judith Mackenzie and Rosemary Banyard share how they analyse companies for long term investing. How they go from a universe of thousands of companies to a few hundred and How they go from a few hundred companies to a small watch list. What they look for in a good company. How they analyze company accounts. Their views on management and rumination. Attending AGMs and discussing what a moat is. Red flags to avoid in companies. This was...
Investors Round Table Discussing Their Worst Investing Mistake & What They Learnt from It
November 18, 2023 11:00 - 13 minutes - 11.9 MBThis time on The Investors Round Table Maynard Paton, Roland Head, Mark Simpson, and Graham Neary discuss a question from a listener asking what their worst investing mistake was, and what did they learn from it. Thank you for listening, we hope you enjoyed the episode. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. // SOCIAL // Follow Maynard on Twitter: https://twitte...
ILT002 | Finding an Investing Strategy that Suits You, Value vs Growth, Quality Investing, UK vs Global & Investing at IPO, with Judith & Rosemary | Part Two
November 04, 2023 11:00 - 39 minutes - 36.6 MBIn part two of this six-part series, Judith Mackenzie and Rosemary Banyard share their investing style and their investment philosophies. They discuss the importance of finding an investing strategy that suits your personality and the resources to help you discover yours. For example, Rosemary shares how her everyday habits fit her investing style as a quality investor. They discuss value investing vs growth investing and share their thoughts on investing at IPO, how dividends fit into the...
ILT001 | Investing For The Long Term with Judith & Rosemary: Part One of an Investors Journey
October 01, 2023 09:30 - 36 minutes - 33.3 MBHave you ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Join Judith MacKenzie, Head of Downing Fund Managers and Rosemary Banyard, Fund Manager, as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. In this first part of a six-part series, Judith, and Rosemary share h...
TFA004 Are UK Shares Cheap Right Now or One of The Worst Places to Invest?
September 16, 2023 21:30 - 24 minutes - 22.7 MBToday’s episode is less about individual companies and more about the wider investing concerns around UK PLC and what could be done to help the UK become more attractive for individual investors and more attractive for companies to list here. Chris covers a wide range of concerns and solutions that could help improve conditions for investors, and the companies that list here. Other key topics discussed: · Are UK shares cheap right now or one of the worst places to invest? ·...
FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income
September 09, 2023 09:00 - 35 minutes - 32.9 MBGraham Neary is a full-time private investor, and an investment analyst for Stockopedia writing the Small Cap Value Report along with Paul Scott. Graham is also the founder of the Investors Institute where he helps private investors navigate the markets and upgrade their investing IQ. Graham began his career on the sell-side as a fixed-income analyst, before moving into the buy-side as an equity portfolio manager. Timestamps: 1:95 Graham Neary’s investing journey and how he got started...
FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier
July 23, 2023 12:00 - 29 minutes - 27.4 MBJohn Rosier is a former city fund manager turned esteemed financial writer who runs the model portfolio. The JIC Portfolio which John started in 2012 has returned 303% vs, the FTSE all share of 125% over the same period. During this episode, John shares: His investing philosophy and approach. the value of keeping a detailed investment diary. What he’s been adding to his portfolios in recent months. Back testing stop losses and when is a good time to sell? John discusses the impor...
TFA003 Success Stories, Clean Reporting, Patient Investing & Acquisitions |Chris Boxall
July 08, 2023 12:26 - 21 minutes - 19.9 MBChris Boxall discusses three recent success stories: Castings (CGS), with squeaky clean reporting and a nice dividend. Kooth (KOO), wins a big contract with the state of California and Kitwave (KITW) just keeps going from strength to strength. In a sea of constant negativity, there are some shining lights. In contrast at the other end of the scale, Chris discusses Marlowe (MRL) and Gooch & Housego (GHH) who have been on an acquisition bonanza of late. These acquisitions haven’t worked out ...
FYR072 Investing in Quality Businesses, Investor Red Flags and When to Cut | Rosemary Banyard
June 27, 2023 13:10 - 33 minutes - 31 MBRosemary Banyard is an award-winning fund manager specialising in UK medium and smaller companies with over 30 years of experience in understanding business models, industry structures, barriers to entry, and risks, on both the buy and sell side. Rosemary started her career in 1979 at James Capel as a senior investment analyst where she spent 12 years. Rosemary then moved into fund management starting at AIB Govett asset management before moving on to Schroders where she spent almost 20 ye...
FYR071 UK Macro View, Stock Analysis & Timing | Neil Shah Director of Research at Edison Group
June 15, 2023 17:06 - 29 minutes - 27.4 MBNeil was a fantastic guest sharing many valuable insights that would benefit the experienced investor and the new investor. During this conversation, Neil shares the macro view of the UK stock market, including insights from Neil’s extensive network of fund managers. Neil Shah is the director of research at Edison Group, an investment research and advisory company with over 80 investment analysts spanning the globe. Neil shares some of the best and some of the worst performers from Ediso...
TFA002 Chris Boxall: Three UK-micro Caps To Watch
June 03, 2023 12:14 - 19 minutes - 17.8 MBChris Boxall discusses three UK small-caps Anexo (ANX), Time Finance (TIME), and PCI-PAL (PCIP) to keep a close eye on. All three companies are growing but have areas of concern that are holding the share price back; if they were to resolve these areas of concern, these three companies would become much more attractive. Chris also shares some red flags to look for when analysing companies such as the Relevance/Significance of senior management remuneration for small caps. Company example C...
TFA001 Chris Boxall Discusses UK Small-Caps, Portfolio Management & Inheritance Tax Planning
May 02, 2023 09:30 - 19 minutes - 18.2 MBWelcome to the first episode of The Fundamental Asset Podcast where Chris Boxall will help you navigate and interpret the UK equity market with a particular focus on AIM. Whether it’s company-specific news, market-wide news, or timely market topics, Chris will share his wisdom and experience from his 30+ years as a fund manager and from the perspective of a private investor. Key topics for the first episode: UK small caps. RWS Holdings, Learning Technologies, Numis and iEnergizer. Po...
FYR070 Mark Bentley Shares His Best and Worst Investments From His 30+ Years as a Private Investor
April 13, 2023 15:00 - 52 minutes - 47.7 MBMark Bentley has been a full-time stock market investor since 2004, having pursued investing as a rewarding hobby for 20 years previously. Some of the stand-out talking points were: Mark shares in detail some of his best investments and how he came across them. Some of Mark’s worst investments and what he learnt from them. Two stocks Mark has high hopes for today and the reasons why. Why does 60% of Mark’s portfolio consist of investment companies? Mark’s 18-month foray into trad...
FYR069 UK Small-Cap Investing With Fund Manager Chris Boxall
March 26, 2023 11:00 - 40 minutes - 37.4 MBChris Boxall is the co-founder, and the director of Fundamental Asset Management with primary responsibility for equity research and management of client portfolios, including the high-performing AIM portfolio services. Chris specialises in UK small-cap investing with over 20 years of experience operating in this area as a fund manager and as a private investor. Prior to Fundamental Chris oversaw activities at the Washington Financial Group, where he was a Director and a key member of the ...
FYR068 Bruce Packard Top Five Holdings and Current High Convictions
February 21, 2023 16:50 - 30 minutes - 27.5 MBBruce Packard talks about the advantages amateur investors have over professionals and how he believes amateurs can outperform most Professional fund managers. Bruce talks about his top five holdings, his current high-conviction positions, his biggest investing mistakes, and much more. Bruce is an ex-city analyst turned private investor who has been investing since he was 18 years old. He writes regularly for Share Pad, money week and his blog site Bruce Packard.com. Timestamps: 0:00 I...
FYR067 Investing In Investment Trusts with Jonathan Davis
December 20, 2022 17:36 - 35 minutes - 32.9 MBJonathan Davis is the founder and host of Money Makers, a weekly podcast show dedicated exclusively to following the latest news and developments in the investment trust sector. Jonathan is a private investor and has been writing about the financial markets for some of the major national publications such as the times, the economist, the independent and the financial times for over four decades. Jonathan is also a published author, authoring the very popular and successful book The investmen...
FYR066 Deep Value Investing with Mark Simpson
November 15, 2022 12:08 - 31 minutes - 29 MBMark Simpson is a deep-value investor and has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology. He has achieved this out-performance by developing a strategy that plays to his unique strengths and overcomes his weaknesses, in particular finding practical ways to overcome behavioural biases. Mark Simpson is a full-time investor and published author of the book Excellent Investing, a practical ...
Investing for Dividend Growth with Roland Head
October 07, 2022 09:00 - 40 minutes - 36.9 MBRoland Head is a UK equity income analyst with a particular focus on investing for dividend growth. Roland is here to talk about his investment approach and some of the lessons he has learnt over the many years as a private investor and shares one of the strongest convictions in his portfolio. Roland has been investing since 2007 and is an experienced investment writer and analyst writing for Stockopedia since 2015, and regularly contributes to Investors Champion and the Motley Fool as wel...
FYR065 Investing for Dividend Growth with Roland Head
October 07, 2022 09:00 - 40 minutes - 36.9 MBRoland Head is a UK equity income analyst with a particular focus on investing for dividend growth. Roland is here to talk about his investment approach and some of the lessons he has learnt over the many years as a private investor and shares one of the strongest convictions in his portfolio. Roland has been investing since 2007 and is an experienced investment writer and analyst writing for Stockopedia since 2015, and regularly contributes to Investors Champion and the Motley Fool as wel...
FYR064 Lord Lee of Trafford: How To Make a Million Slowly
September 07, 2022 05:35 - 36 minutes - 33 MBLord Lee of Trafford holds the accolade of becoming the first ISA millionaire in 2003. Lord Lee is a well-known and respected private investor who has been investing in the UK small-caps very successfully for many decades. During this interview; Lord John Lee reflects on his many years of investing and discusses the types of businesses he invests in, why he likes AGMs, how he assesses management, his top five holdings and the recent 30% drop in one of his largest holdings, Treatt Lord Le...
FYR063 Joe Kuhn Retired at 54; how’s it going now?
July 20, 2022 19:16 - 53 minutes - 48.7 MBJoe Kuhn had a successful career as an operations manager and chose to retire at the age of 54. During this conversation, Joe shares what surprised him the most about leaving the work environment and living off his investments, and hows it going now? Joe also shares what he did to build his portfolio of investments that enabled him to retire at 54. How Joe manages himself and his portfolio during stock market swings and the constant media narrative of the crash is coming. Joe also shares...
FYR062 How to Engineer Your Early Retirement: Paul Belanger
June 28, 2022 15:30 - 40 minutes - 37.4 MBPaul Belanger is back with us to talk about his new book Evidenced-based wealth – How to Engineer Your Retirement. For those who don’t know, Paul is PHD chemical engineer who became finically independent at 50, hence the title how to engineer your early retirement. The book is essentially a manual on how to achieve financial independence. It’s a fantastic read and one that we highly recommend. Podcast Timestamps: 0:00 to 1:10 Introduction. 1:10 to 10:01 The importance of a high sav...
FYR061 Mark Atkinson: How do I know if I am cut out to be a Private investor?
June 14, 2022 15:30 - 23 minutes - 37.9 MBPrivate investor Mark Atkinson has been investing since the mid-80s. Mark is a self-directed private investor who achieved financial independence at the young age of 53, living full time off his stock portfolio of 36 stocks. In this episode of The Fund Your Retirement Podcast, Mark answer’s the common questions we received after our first podcast chat such as: how do I know if I am cut out to be a private investor? why he invests in stocks and not funds Are 36 stocks too many? Can ...
FYR060 Andrew Craig | Financial Literacy Part Two - Inflation and Government Pensions
May 31, 2022 16:07 - 37 minutes - 59.5 MBFinancial Literacy with Andrew Craig. In part two, Andrew delves deep into what is the real cause of inflation and the cost of living crisis. Andrew also shares a brief history of the pension system and what has gone wrong with the government pension system to date, and why should not rely on it for your future financial security. The conversation starts by looking at the flaws in the system before moving on to a brighter future than many realise, from the growth of the stock market, the l...
FYR059 Andrew Craig | How Financial Literacy Can Make You Wealthy
May 24, 2022 16:00 - 29 minutes - 47.2 MBFinancial Literacy with Andrew Craig, Part 1. Andrew is an ex-investment banker, founder of plain English finance, and author of Amazon best-sellers, How to own the world and live on less, invest the rest. Andrew believes the reason so many people struggle financially is, very simply, because they have never learned enough about money or financial markets. After working for many years in the finance industry Andrew realised there was a significant disconnect between the wealth of an ind...
FYR058 Maynard Paton | Full Time Investor
May 17, 2022 16:00 - 42 minutes - 96.6 MBMaynard Paton is a Former share tipster and investment writer for the Motley Fool and has been investing in shares for 25+ years, becoming mortgage-free at 40 and leaving 9-5 working at age 43. Maynard is a well-known investor in the UK small-cap arena and shares some great insights about his own strategy he calls RAMP which stands for respectability at a modest price. Maynard is here to talk about his investing approach and philosophy, inflation, and how beginner investors can get sta...
FYR057 Entrepreneurship & Buying 1m-£5m Engineering Businesses | Bethan Jepson
May 11, 2022 18:30 - 57 minutes - 131 MBBethan Jepson is an award-winning entrepreneur who has grown multiple six-figure companies, from legal to recruitment and is now a partner with Allied global engineering where Bethan and her team acquire engineering businesses from retiring founders, having already acquired two businesses in the past 12 months that turn over £4.7 million. Bethan is here to talk about entrepreneurship and acquiring established businesses from retiring founders as a means of generating outsized returns. Beth...
FYR056 Pensions Explained UK | Basics Everyone Needs to Know
May 03, 2022 16:00 - 42 minutes - 97.1 MBOliver MacDonald is a pension expert who helps many businesses & their employees understand workplace pensions. Many pay into a pension and have no idea where that money goes or how their future retirement might look. Oliver helps those businesses communicate the importance of their workplace pension and how this contributes to their overall retirement planning and well-being. Oliver explains the basics everyone needs to know. Oliver is an independent financial adviser, director & owner ...
FYR055 Dominic McLoughney: Retire with Clarity and Confidence
April 26, 2022 16:30 - 31 minutes - 71.1 MBDominic shares his passion, knowledge, and insights from helping people achieve the goal of funding their retirement with clarity and confidence over his 15-year career. Dominic believes in combining the financial plan with the most suitable wealth engine that suits your circumstances so you can retire with clarity and confidence. Dominic McLoughney is a Charted financial planner and Director at Becketts wealth management services. Dominic is very passionate about his job and the role he...
FYR054 How to Get Started Dividend Investing with Chip Stites
April 19, 2022 16:30 - 33 minutes - 77.5 MBChip Stites is back with us to share his knowledge on how to get started with dividend investing. Chip, a retired financial adviser shares his six-step process of how he selects dividend-paying stocks for his retirement portfolio. Chip shares how his investments have changed over his 40-year investing career to where he is today retired living in Italy and managing his portfolio of dividend-paying stocks. Chip is a retired financial adviser so there is no one better placed, to share the ...
FYR053 Simplifying Financial Advice with Neil Young
April 12, 2022 16:00 - 26 minutes - 42.5 MBNeil believes in simplifying financial advice, transparency, and putting the client first. During this podcast conversation, Neil shares how the role of an IFA has changed over the years leading Neil to decide to become a regulated advisor having seen the industry change for the better which he shares in this conversation. Neil has a wide range of clients from as young as their early 20s to late 80s and believes that obtaining regulated advice should be available for all. Neil Young is an ...
FYR052 Lifestyle Financial Planning with Matt Angell
April 05, 2022 15:30 - 34 minutes - 78 MBToday I am joined by Matt Angell, director and financial planner of Creative Lifestyle Planning. Matt is a financial planner, qualified financial coach, and mentor with a focus on lifestyle financial planning. Matt is part of a new wave of financial planners who helps their clients not just fund their retirement, but also find happiness and peace of mind before, and after they retire. Timestamps: 0:00 to 1:55 Introduction 1:56 to 8:54 Matt Angell’s story and journey. 8:55 to 15:14 ...
FYR051 Mark Atkinson on Becoming a Self-Directed Private Investor
March 30, 2022 09:28 - 36 minutes - 84.2 MBMark Atkinson is a self-directed private investor who achieved financial independence at the young age of 53, Mark isn’t an ex-corporate CEO, he didn’t exit a multi-million-pound business, nor did he inherit millions or win the lottery. Mark quite simply saved and invested those savings into the stock market over his 30-year working career. Mark shares what sparked his earliest interest in the stock market. How he screens for stocks, how long he holds them through the good and the bad ti...
FYR050 How to Retire Early and Sail Around the World with Rob Dubin
March 22, 2022 16:30 - 41 minutes - 95.9 MBRob Dubin achieved a huge goal of financial independence at the young age of 42 and spent the next 17 years sailing around the world with his wife living the dream. Rob shares the four principles he used to retire early and sail around the world. Principle one, how to think about money Principle two, spend less and save more Principle three, Increase your earnings And principle four is wise investing. Timestamps: 0:00 to 1:48 Introduction. 1:49 to 3:45 Rob Dubin on reframing re...
FYR049 What are NFTs with Sam Kamani
March 15, 2022 17:30 - 36 minutes - 57.6 MBSam Kamani is back with us to talk about NFTs, such as, what are NFTs, how do they work, how you can get involved, and how to value what an NFT is worth. Sam Kamani Quote “there is a reason why NFTs have generated billions of dollars of value in the last few months” close quotes. NFTs had been the best-performing digital asset class in 2021. Sam shares why he believes the market for NFTs will exponentially grow over the next few years. Sam Kamani is a tech entrepreneur who has built an...
FYR048 How to Buy an Established Business and Plan for a Successful Exit with Craig West
March 08, 2022 17:00 - 25 minutes - 57.8 MBCraig West breaks down how to buy an established business, how to value a business, and how to plan for a successful business exit. Craig West is the CEO and founder of Succession Plus which provides focused and strategic advice for SME business owners in business succession and exit planning. Craig is a successful entrepreneur who has helped over 600 business owners maximise the value of their business and achieve a successful exit. We live in a world that requires income and capital gr...
FYR047 What is Defi with Ben Knaus and Ted Theodore
March 01, 2022 17:30 - 1 hour - 146 MBWhat is Defi, what is yield farming, what are Dapps, what are Daos, and what are stable coins are just some of the questions that today’s expert guests answer, Ben Knaus and Ted Theodore. This episode promises to open this new digital asset space that has the potential to completely change so many areas of our lives. Ben Knaus is the Chief Growth Officer for Sch0lar.io Ben’s origins in digital assets started with investing early in projects like: BTC, ETH, AVAX, DOT, ADA etc. Since Ben ...
FYR046 What is The Upside and Downside of Web 3.0 and The Metaverse with Sam Kamani
February 22, 2022 17:30 - 48 minutes - 111 MBSam Kamani is here to talk about investing in digital assets, what is web 3.0, and what is the metaverse. Sam Kamani will share what is the upside and the downside of web 3.0 and the metaverse. Sam talks about investing in digital assets, and how you can protect yourself in this new digital world. Sam Kamani is a tech entrepreneur who has built and exited multiple tech companies between 2007 and the present day. Sam is a published author of the 30-day start-up, how to create a successful...
FYR045 How the Role of a Financial Planner has Evolved with Anthony Villis
February 15, 2022 17:30 - 30 minutes - 69 MBAntony Villis is a charted financial planner, certified wealth manager, and qualified financial coach and mentor. Anthony shares how the role of a financial planner has evolved over the last decade. Some of the topics we will be discussing are evidence-based investing, the Monte Carlo simulation, and how the role of a financial planner has evolved to meet the modern demands of planning for retirement. Anthony is the managing director of First Wealth, a financial planning firm based in Lo...
FYR044 How to Retire and Enjoy Yourself with Chip Stites
February 08, 2022 17:00 - 32 minutes - 73.8 MBChip helps people reframe what retirement means so they can enjoy a happy and fulfilled retirement. You may be surprised that many do struggle to make that transition both mentally and financially as you will hear from Chip. Chip Stites has decades of experience in the financial planning world, he is a Retired Investment Advisor and a Retired Certified Financial Planner from the US. Chip left that world behind him when he retired himself and founded the laughing retirement which helps pe...
FYR043 How to Pick Winners in the Junior Mining Space | Simon Popple
February 02, 2022 17:00 - 24 minutes - 55 MBIn this episode, we will take a deep dive into the system and strategy that Simon Popple uses in the commodity mining space for unearthing gems like Chalace, and Arizona Lithium. Simon will share how he picks the winners in the junior mining space so you can diversify your portfolio and fund your long-term retirement. Part one was an introduction on why Simon specialises in the commodities space and why Simon believes every investor should have a percentage of their portfolio invested in...