The Money Marketing Podcast

Weekend Essay: Being single is so expensive

In her Weekend Essay, Lois Vallely reflects on the financial implications of being single. From the soaring costs of living independently to the retirement savings struggle, she uncovers the harsh realities faced by single individuals. With insights into the challenges of finding affordable housing and saving for retirement on a single income, Lois sheds light on the hidden costs of flying solo. Listen now:

In Conversation With…Nathan Waldron and Ryan Nobbs, Evergreen Financial Planning

It is not easy starting your own financial advice firm, and it is not easy bringing two businesses together. Nathan Waldron and Ryan Nobbs have done both in the space of three years.
Waldron launched Waldron and Co in 2021, to offer advice which covers a range of financial areas including retirement planning, protection, investments and estate planning.
Nobbs launched RN Financial Planning, also in 2021.
In October last year, the pair combined their two businesses to create Evergreen Financial Planning.
“We spoke every day anyway,” says Nobbs. “We’d always bounce ideas off each other and talk through cases to make sure we weren’t going crazy when something seemed a bit odd.
“Someone said to us: ‘Well why haven’t you [brought your businesses together yet?’ And we though: ‘Good question, why haven’t we done it?’”
“It was one of those things that somebody says to you, and at the time you go: ‘Oh yeah’,” says Waldron. “But later that evening I started thinking: ‘Actually, that's a really good idea.’”
The pair puts their success down to the fact they have different interests and skills.
Waldron has a knack for simplifying even the most convoluted financial concepts, making them accessible and relatable to everyone.
On the flip side, Nobbs is a strategic mastermind, who excels at mapping out financial pathways tailored to individual needs.
“It’s not just about bringing two great businesses together,” says Waldron.
“You have to have that synergy, but also be able to fill each other's voids.
“Ryan's really focused on spreadsheets, figures and things like that. I do like numbers as well. Do you see what I mean? But that’s Ryan’s focus.
“My strength is looking at how we can create more business, reach more clients and interact in different ways, marketing etc.
“We have the same work ethic, but we’re doing different things. So when you put that together, it fills everything. That’s the real big secret to this.”
The pair want Evergreen Financial Planning to “revolutionise” how clients experience finance and financial advice.
The business takes a “holistic, client-centric approach” to uplift financial wellbeing across retirement, investment, insurance, and estate planning.
They also want the business to be a place where new advisers can learn the profession.
“We’ve already taken on two advisers, and they are new to advice.,” says Waldron.
“What we want to do for them is create an atmosphere where they can ask, they can learn, they’ve got support from us all of the time, they’ve got support from M&G as well when needed.
“We want to make that journey really easy for them.”

Weekend Essay: My wake-up call

Join Darius McQuaid as he reflects on his journey as a reporter at Money Marketing and the surprising realization that prompted him to take a closer look at his own financial standing. From the pressing need for a financial roadmap to insights into financial planning statistics, Darius shares his personal wake-up call and the shift in perspective towards securing his financial future. Listen now

In Conversation With… Kunal Desai, Emerging Markets Portfolio Manager, GIB Asset Management

Join Kimberley Dondo in an enlightening conversation with Kunal Desai, Emerging Markets Portfolio Manager at GIB Asset Management. Discover how sustainability influences investment decisions, the challenges of transitioning from Mobius Capital Partners, insights into emerging market trends, the significance of active engagement, navigating global economic shifts, and advice for financial advisers. Listen now:

Podcast: Month in Review – January 2024

Join us in this month's Money Marketing podcast as we unravel the highs and lows of January and offer a sneak peek into what's brewing for our February issue. Don't miss out on this special episode! Tune in now:

Weekend Essay: How can we demystify the world of pensions?

Unlocking the mysteries of pensions in this Weekend Essay by Caitlin Southall! Join the conversation as she delves into the complexities of retirement planning, demystifying jargon, and the crucial role of financial education. Listen now:

In Conversation With… Alastair Black, Head of Savings Policy at abrdn

In this episode of "In Conversation with," Kimberley Dondo sits down with Alastair Black, Head of Savings Policy at abrdn, to delve into the post-Consumer Duty landscape for financial advisers. Gain insights into emerging trends, anecdotes, and strategies, and discover how advisers can navigate evolving client dynamics successfully. Listen now: 

Weekend essay: Blitzing the myths about financial planning

In this Weekend Essay, Amanda Newman Smith reflects on her daughter's poignant artwork, prompting thoughts on the myths surrounding the creative process, whether it be through art or music. Drawing parallels with financial planning myths, Amanda explores how misconceptions can shape societal views and the importance of debunking them. She emphasises the need for clear, inclusive language in the financial industry to break down barriers and make financial planning accessible to a wider audience. Listen Now:

In Conversation With... Andrew Tully, Technical Services Director at Nucleus

Tune in to 'In Conversation With' as Kimberley Dondo talks with Andrew Tully, Technical Services Director at Nucleus. They cover the Advice Guidance Boundary Review, retirement concerns, and Nucleus' support for advisers in navigating regulations. Listen now:

In Conversation With... Navigating Markets with Jordan Sriharan

In the latest episode of "In Conversation With," host Kim Dondo delves into 2023 predictions, midcap opportunities, and managing risks with Jordan Sriharan, Fund Manager at Canada Life Asset Management. Explore insights on long-term investments, economic influences, and strategies for navigating uncertainty in 2024. Tune in now: