Wealth Wise abrdn
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- Business
Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.
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Planning your finances over your lifetime
In this month's podcast, Fraser Kerr is joined by two members from our Advice Team, Gavin Park and Keith Dunsmuir. They discuss the behavioural psychology behind having a financial plan in place, the importance of saving early, and how you can inspire younger family members to save regularly.
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An insight into investment management
At abrdn, our financial planning advisers work closely with experts across the group to deliver clients with a comprehensive and holistic service. In our latest episode Fraser Kerr is joined by MyFolio Investment Managers Justin Jones and Daniel Reynolds, as they discuss essential topics such as, passion and purpose, the MyFolio fund range, sustainable investing and market expectations.
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The Savings Ladder approach
In our latest episode Fraser is joined by Keith Dunsmuir, Senior Financial Planer, to discuss a recent manifesto from abrdn’s CEO, Stephen Bird, who challenges common perceptions and sheds light on the power of long-term focus. Discover how having a proactive engagement with savings, and getting into a good savings mentality, could transform the financial journey you, your family or friends have in the future.
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Looking ahead for 2024
Lizzy Galbraith and Shona Lowe join Fraser to discuss the year head and what to expect from 2024, looking at potential pitfalls, opportunities, and why your focus should really be on what you can control and influence with regards to your financial plan .
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The gift of providing for loved ones
Fraser Kerr is joined by Managing Directors, David Murray and Martin Young. We discuss family life, why the leaders of our business love what they do, and delve into the world of gifting to look at the impact financial gifts can have on loved ones.
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Politics and personal finances
In this episode, we cover the political landscape just now and delve into party conferences, uncertainty, unknowns, and ultimately how this could all have an impact on you and your finances.