52 episodes

Do you want to do more with your money? Enjoy fascinating insights into the investment and personal finance world with our range of experts and guests at True Potential.

Do More With Your Money Podcast True Potential

    • Investing

Do you want to do more with your money? Enjoy fascinating insights into the investment and personal finance world with our range of experts and guests at True Potential.

    #52 What Will US President Joe Biden Mean for Global Markets?

    #52 What Will US President Joe Biden Mean for Global Markets?

    The Do More With Your Money panel reflect on US President Joe Biden and what his Presidency may mean for you the investor. Following a unique inauguration, and the exit of Donald Trump, what will come next for the USA and global markets?  1:00 Chris Leyland, Director of Investment Strategy, on the growth we've seen in US markets this past week. Plus, the phenomenal growth in China  4:24 There's plenty of reasons for investors to be positive, and the True Potential Portfolios have enjoyed a strong start to 2021  5:30 Trump's departure and Biden's arrival - reflecting on a unique inauguration day  8:16 Trump wasn't the first to call out rigged elections, the Clintons have played that game too - does America need to reform their voting process?  12:44 Biased media and the dangerous precedent of Twitter deciding what can and can't be said  18:05 Biden's economic plans are giving a boost to markets and investors  21:15 Biden's executive orders - are his actions matching his words when he talks about unity?  24:30 Will Biden be a one term President? Is this the return of establishment politics?  27:30 Trump is finished, has he spoiled the opportunity for a new way of politics?  27:59 Trump as a positive force for markets, alongside the danger of his volatile temperament   30:17 Trump's massive following, the challenge for Biden with half the country opposed to him  33:10 The Brexit deal - the panel look back on their December predictions and there's a clear bet winner  33:56 Has David had his vaccine yet?   Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.

    • 51 min
    #51 5 Ways To Do More With Your Money in 2021

    #51 5 Ways To Do More With Your Money in 2021

    How can you do more with your money in 2021? Our expert panel explain the simple steps you can take to elevate your savings and investments.  0:49 Jeff Casson, Chief Investment Officer, looks back on investment performance over the past week, analysing how economies are coping through lockdowns  8:15 President Trump is off Twitter and why this is good for markets  9:16 Why you should set investment goals for 2021  13:37 The importance of investing early and staying invested - don't be distracted by commercial driven 24/7 news flow  17:06 The transformative benefits of habit setting - why a regular direct debit to your investment could help you reach your goals  18:02 Jeff on goals and long term thinking. Diversification in your Investment Portfolio is key   20:40 What investment account is best suited to you? How to do more with your money through an ISA, Pension or GIA  23:30 Using your tax allowances in 2021 to make your money go further  31:43 Using lockdown savings to increase investment contributions  Enjoy another informative and entertaining episode of the Do More With Your Money podcast! Subscribe to the True Potential YouTube Channel today for more from our Investment Management team

    • 38 min
    #50 A Look Ahead At 2021 - Investment Management Special

    #50 A Look Ahead At 2021 - Investment Management Special

    What will 2021 mean for markets and investors? The True Potential Investment Management team present a special edition of the Do More With Your Money podcast, providing analysis on what happened in 2020 and how this sets up 2021. There's plenty to talk about, including Brexit, vaccines, lockdowns, and US politics.  0:00 What did the panel get up to over Christmas and New Year? Chris shares his Christmas dinner feast  4:50 How did the True Potential Portfolios perform in 2020? Analysis on a unique year for investments, with positive returns for True Potential clients  6:24 The panel address the political unrest in Washington DC, how did markets react to the recent news flow?  12:35 Market response to more fiscal stimulus coming through in the US  18:20 Brexit is done. How does this affect the positioning of the True Potential Portfolios?  30:30 Inflation and energy prices, what's going on with oil production?  33:40 What's the role of bond markets in the True Potential Portfolios?  50:00 What's coming up in the next few weeks for markets and investors?  54:13 The importance of vaccinations and the impact on market sentiment  58:55 Weekend lockdown plans and wishing you a happy new year - here's to a positive 2021!  Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.

    • 1 hr 2 min
    #49 2020 End of Year Review

    #49 2020 End of Year Review

    We saved the best until last, an extra special edition of the Do More With Your Money podcast, looking back on markets, the world, and True Potential as a business through 2020. It is our biggest ever panel, and our longest ever episode, so sit back and enjoy a fascinating discussion to end this unique year!  0:00 All of the True Potential Senior Partners come together to discuss 2020  2:00 Jeff Casson, Chief Investment Officer, shares the Investment Management Team perspective on 2020 and how the the True Potential Portfolios performed. Diversification and long term strategy have been key.  11:30 The behind the scenes story of Do More With Your Money and Morning Markets  17:00 David Harrison, True Potential Chairman, talks about 2020, and making returns for investors  23:26 The panel look back on their January trip to China, what they learned from their visit and China's role as an economic superpower  29:00 Gregg Lang joins the panel to discuss how True Potential successfully adapted its business during the first lockdown  38:40 True Potential as an antifragile business, and the support we offered to the community through the C19 Business Pledge and Social Mobility Pledge  50:45 How True Potential looked after clients and advisers   56:35 Steve Hutton joins the panel to discuss the role of digital technology in looking after clients, and celebrate True Potential being recognised as an award winning leader in digital technology  01:07 The importance of using your tax allowances  01:13 Jamie Sexton joins the panel to discuss Pensions and how we helped clients and advisers to do more  01:27 Daniel Harrison, True Potential Chief Executive, wraps up another excellent year for True Potential  Subscribe to the True Potential YouTube Channel, we look forward to seeing you in 2021 #DoMore

    • 1 hr 31 min
    #48 Brexit: Will the UK and EU Agree a Trade Deal?

    #48 Brexit: Will the UK and EU Agree a Trade Deal?

    The Do More With Your Money panel discuss the latest Brexit delay and ask will the UK and EU manage to agree a trade deal before the end of the year?  1:07 Jeff Casson, Chief Investment Officer, provides an update on markets over the past week and how Brexit has played into news flow and currency markets. In the US, markets have neared all time highs over the past week.  6:45 David Harrison, True Potential Chairman, offers his opinion on where we are at with Brexit. Will we get a trade deal?  9:33 How did Daniel Harrison, True Potential Chief Executive, vote in the Brexit referendum and would he change his mind now?  11:20 Where are Brexit negotiations headed and how did we get here? The panel give their verdict on whether we will get a trade deal.  19:55 How has the COVID-19 Pandemic impacted Brexit?

    • 35 min
    #47 Investors and Global Markets: Your Questions Answered

    #47 Investors and Global Markets: Your Questions Answered

    Our expert panel answer your questions on markets and investments. It has been another eventful week for investors and global markets, how can you do more with your money at this time?  7:26 George Bell, Investment Analyst, provides the weekly markets update. How is Brexit and politics affecting market sentiment?  17:45 Viewer Questions: Is now a good time to invest? How do dividends work within an investment?  22:15 As a low risk investor, how do I find an investment that's suitable? There's a Portfolio for everybody.  29:45 When taking an income, is there a good time, and how do you know how much to withdraw? How do you handle taking money from your investment?  33:30 If I'm made redundant, what happens to my Pension?  35:40 What should I be looking at on the True Potential app?  41:00 How will the True Potential Investment Management team adapt their investment approach now there's a vaccine?   46:20 How do I access my Workplace Pension when I retire?  47:20 Taking a lump sum at 55?   How many cameos can you spot in Gregg's background? It is another entertaining and fascinating episode of the Do More With Your Money podcast.  Thanks for watching. If you enjoyed this video, please leave a like and don’t forget to subscribe to the True Potential YouTube channel.

    • 54 min

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