Episodes
Wednesday Apr 05, 2023
In Conversation With...Simonne Gnessen, Founder, Wise Monkey Financial Coaching
Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
Join us on the latest episode of In Conversation With, as host Lois Vallely sits down with Simonne Gnessen, Founder of Wise Monkey Financial Coaching, to delve into the thought-provoking topic of whether financial advice is a privilege or a right. Discover the valuable insights and practical tips that can help transform your financial journey, as we explore the critical role of money coaches in achieving financial wellness.
Monday Apr 03, 2023
Podcast: Month in Review – March 2023
Monday Apr 03, 2023
Monday Apr 03, 2023
The Money Marketing editorial team's latest podcast recaps all the major stories they covered in March, offering insightful analysis on topics like market trends and regulation. They also give a preview of what to expect in the upcoming April print edition. Listen now:
Friday Mar 31, 2023
Do the paths of crypto and advisers intersect?
Friday Mar 31, 2023
Friday Mar 31, 2023
Darius McQuaid, the latest addition to the Money Marketing editorial team, discusses Rubicon Crypto, a platform that aims to bridge the gap between traditional and digital investment worlds, as well as the challenges financial advisers face in adopting cryptocurrency in his first Weekend Essay.
Wednesday Mar 29, 2023
Protection Series: Building Confidence in Protection Claims
Wednesday Mar 29, 2023
Wednesday Mar 29, 2023
Join host Lois Vallely in an informative conversation with Tanya Rawlings, Claims Philosophy Manager at Royal London, as they discuss busting myths and building trust in protection claims processes.
If you’re looking for tools and resources to help support your protection conversations, visit adviser.royallondon.com/safehands
Monday Mar 27, 2023
In Conversation With...Dan Boardman-Weston, CEO & CIO, BRI Wealth Management
Monday Mar 27, 2023
Monday Mar 27, 2023
Join us on the latest episode of In Conversation With, as host Kimberley Dondo sits down with Dan Boardman-Weston, the CEO at BRI Wealth Management. In this insightful conversation, Dan shares his expertise on long-term market assumptions, providing valuable insights into the future of investments and the wealth management industry. Dan also discusses his unique career journey, from not going to university for an undergrad to obtaining an MBA, and how he navigated his way through the industry to reach his current role at BRI Wealth Management. Listen in to discover the firm's plans for growth and gain a deeper understanding of the wealth management industry from one of its leading professionals.
Friday Mar 24, 2023
I have a confession…
Friday Mar 24, 2023
Friday Mar 24, 2023
In her latest Weekend Essay, chief reporter, Lois Vallely gets personal and shares her experience with debt. Discover how Lois plans to take control of her finances and get financially better in her Weekend Essay.
Monday Mar 20, 2023
In Conversation With…Nick Clay, Portfolio Manager at Redwheel
Monday Mar 20, 2023
Monday Mar 20, 2023
Join Kimberley Dondo as she interviews guest Nick Clay from Redwheel on a winning strategy for volatile times. Discover why GEI is attractive in this environment and which sectors are best for dividend payouts. Learn from Nick's insights on why luxury stocks are resilient in recessions, his central view on inflation, and whether a recession can be beneficial in the long term. Plus, explore why European stocks are outperforming the US and whether the continent will even go through a recession.
Friday Mar 17, 2023
The riddle of early retirement
Friday Mar 17, 2023
Friday Mar 17, 2023
In his latest Weekend Essay, Michael Klimes reports on the rise of early retirement among UK workers aged 50 to 64, defying economic assumptions and worrying the government. Ill health and wealth are key factors, while the pandemic and pension freedoms have also played a role. Will government policies be enough to encourage these workers back into the labour force? Listen now
Friday Mar 17, 2023
Spring Budget 2023 Podcast
Friday Mar 17, 2023
Friday Mar 17, 2023
Breaking down the numbers and analyzing the impact of the Spring Budget - the Money Marketing editorial team comes together for an insightful discussion in our latest podcast episode.
Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
Lois Vallely, chief reporter, sits down with Emma Astley, Founder of Cover my Bubble, and Callum Rutherford, from Royal London to discuss the advantages of value-added services in protection policies. Beyond traditional insurance coverage, these services offer peace of mind to clients who are seeking value-for-money options. The podcast delves into the importance of accessing wellbeing and support services, especially in times where timely support from the NHS can be challenging. Tune in to discover how protection policies can provide additional benefits for your health and wellbeing.
And if you want tools and resources to help support your protection conversations, visit adviser.royallondon.com/safehands