TRAP: The Real Adviser Podcast

Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
  • 0.0 (0)
  • 創業
  • 每兩星期更新
TRAP: The Real Adviser Podcast

Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.

  1. 6日前

    58 - CUC: Completely Unnecessary Complications

    Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial planning, new Irish health insurer, Labour to back FOS over charging vexatious claims, Canada Life 100+ resources, Sam Altman interviewed by Nicolai Tangen, the world’s most transparent fund, Fundsmith AGM, cash on platforms (again) Me...

    1 小時 31 分鐘

  2. 11月7日

    57 - Adviser YouTube Mastery with James Shack

    Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down like a bucket of cold vomit, a UK Ponzi scheme, the struggles of a young adviser, Métis Norway hiring yet again, a Bulletproof MBA courseMeat and Potatoes: Adviser YouTube Mastery With James Shack(ell)TRAPist question(s) from www.twitter.c...

    1 小時 35 分鐘

  3. 10月24日

    56 - Full Fit Financial Planning

    Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidatorsMeat and Potatoes: Full Fit Financial PlanningCulture CornerShow links: http://tiny.cc/traplinks============================Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap...

    1 小時 30 分鐘

  4. 10月10日

    55 - Slow Motion Wealth Destruction

    Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK and Irish budget forecasts/reactions, Keith Butten (Boosst) masterclass, new HL active savings site, four things clients value most from advisersMeat and Potatoes: Slow Motion Wealth DestructionQuestions posted by our beloved TRAPist Adam...

    1 小時 23 分鐘

  5. 9月26日

    54 - Breaking Bad (News)

    Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical TitbitsMeat and Potatoes: Breaking Bad NewsQuestions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96Culture CornerShow links: http://tiny.cc/traplinks============================Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! ...

    1 小時 27 分鐘

  6. 9月12日

    53 - Efficient Market Hype?

    Click HERE to send the TRAP Pack a messageBecause of scheduling issues, we had to record this episode over a week before its release. An hour after recording, the scrapping of the idiotic "British ISA" was announced. That's why we don't mention it. We may do next episode. Don't bank on it #AbsoluteShamblesIn this latest pile of TRAP, the Trap Pack discussTopical issues, including DFA movie premiere, TRAP saying “No” to Tough Mudder in 2024, private equity to retail investors, protection revie...

    1 小時 18 分鐘

  7. 8月29日

    52 - KPIs: Key People of Influence

    Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, another AI startupMeat and Potatoes: KPIs - Key People of InfluenceQuestions posted by our beloved TRAPists Russ M and Ollie L (neither had socials)Cult...

    1 小時 26 分鐘

  8. 8月15日

    51 - Much Ado About Nothing

    Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical issues, including FPSB Ireland making great strides, Truflation, the primacy of equities, CISI Chartered Status, Verve Incubator, Hargreaves Lansdown delisting, HUM London nearly sold outMeat and Potatoes: Much Ado About NothingQuestions posted by our beloved TRAPist https://twitter.com/JoinedUpJillCulture CornerLinks referred to in the show:Shrinking advice market https://www.moneymarketing.co...

    1 小時 29 分鐘
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預告

關於

Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.

資料

  • 創作者
    Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
  • 活躍年份
    2022年 - 2024年
  • 單集
    60
  • 分級
    兒童適宜
  • 版權
    © 2024 TRAP: The Real Adviser Podcast
  • 節目網站
    TRAP: The Real Adviser Podcast

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