80 episodes

The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

Fund Your Retirement Podcast Lee Cleasby from Fund Your Retirement

    • Business
    • 5.0 • 8 Ratings

The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

    ILT006 Memorable Meetings with Company Management & AGMs with Judith Mackenzie & Rosemary Banyard | Part 6

    ILT006 Memorable Meetings with Company Management & AGMs with Judith Mackenzie & Rosemary Banyard | Part 6

    In part six of this investing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of meetings with company management, red flags to look out for and their views on annual general meetings, more commonly known as AGM’s.
    Key topics covered:
    How important are AGMs in your analysis of companies - do either of you attend AGMs? Voting, is it important? What do you tend to vote against? Have you any memorable experiences with management that stand out, good and bad? What red flags put you off management? Each episode of this now eight-part series builds on the next as they walk you through an investor's journey.
    If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
    Timestamps:
     1:40 Judith and Rosemary explain what an AGM is.
    3:30 Re-election of directors for listed companies.
    5:30 Voting at AGMs and what do Judith and Rosemary vote against.
    9:15 Judith and Rosemary's thoughts on AGMs.
    12:50 Memorable meetings with company management.
    17:30 What characteristics make a good CEO, MD or founder?
    24:45 Thoughts on family-led companies.
    28:00 Final thoughts and two worthwhile books to read.
    Hope you enjoy this episode and have a wonderful day.
    The FYR Team
    If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
    Links & Resources: 
    Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
    Follow Dowing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
    Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
    Next annual reports: https://www.nextplc.co.uk/investors/reports-and-presentations/archive
    Visit Fund Your Retirement: https://www.fundyourretirement.com/
    Follow FYR on Twitter: https://twitter.com/FRetirement
    Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    • 32 min
    IRT005 Investors Round Table Discusses Next, Burberry, National World & Airea

    IRT005 Investors Round Table Discusses Next, Burberry, National World & Airea

    This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss the latest news from Ariea (AIEA) and the investment potential of Next (NXT), Burberry (BRBY) and National World (NWOR).
    A healthy three-way debate about the shares they own, their portfolios, and the markets.
    Timestamps:
    1:00 Round table discussing the latest news announcement from Ariea (AIEA).
    11:30 Round table discussing Burberry (BRBY)
    22:45 Round table discussing Next (NXT)
    32:45 Round table discussing National World (NWOR)
    Thank you for listening, we hope you enjoyed the episode.
    If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
    Roland Mark & Graham Resources:  
    Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
    Follow Roland on Twitter: https://twitter.com/rolandhead
    Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
    Follow Mark on Twitter: https://twitter.com/DangerCapital
    Buy Marks Book here: http://excellentinvesting.org/
    Follow Graham on Twitter: https://twitter.com/GrahamNeary
    Join Graham’s Substack newsletter here: https://theinvestorinstitute.substack.com/
    Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    • 48 min
    ILT005 Our Best and Worst Performers with Judith Mackenzie & Rosemary Banyard | Part 5

    ILT005 Our Best and Worst Performers with Judith Mackenzie & Rosemary Banyard | Part 5

    In part five of this ever-growing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of a fund manager's investments as they each break down the investments that performed better than expected and the investments that didn’t work out as they expected resulting in total loss of capital.
    Key topics covered:
    ·         Discussing the companies that didn’t work out, as well as they expected.
    ·         Discussing the companies that exceeded their expectations?
    ·         This was another great insight into how two seasoned fund managers think and how they view investing for the long term.
    Each episode of this now eight-part series builds on the next as they walk you through an investor's journey.
    If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
    In the previous episode, Judith and Rosemary shared how to cultivate the mindset of a long-term investor including their experiences of investing through recessions.
    Timestamps:
    2:00 Judith shares an investment that resulted in a total loss of capital and the reasons why.
    9:45 Rosemary shares an investment that went out of business and the reasons why.
    15:45 Judith shares a company that has performed exceptionally and the reasons why.
    22:30 Rosemary shares a company that is performing well for her now and the reasons why.
    Hope you enjoy this episode and have a wonderful day.
    The FYR Team
    If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
    Links & Resources: 
    Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
    Follow Dowing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
    Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
    Colossus podcast network: https://www.joincolossus.com/
    The Map That Changed The World: https://www.amazon.co.uk/Map-That-Changed-World-Redemption/dp/0140280391/
    Visit Fund Your Retirement: https://www.fundyourretirement.com/
    Follow FYR on Twitter: https://twitter.com/FRetirement
    Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
     

    • 32 min
    IRT004 | Investors Round Table Discusses Hargreaves Lansdown, Plus500, Jet2 & Close Brothers

    IRT004 | Investors Round Table Discusses Hargreaves Lansdown, Plus500, Jet2 & Close Brothers

    This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Hargreaves Lansdown (HL) and the investment potential of Plus500 (PLUS), Jet2 (JET2) and Close Brothers (CBG).
    A healthy three-way debate about the shares they own, their portfolios, and the markets.
    Timestamps:
    1:10 Round table discussing Hargreaves Lansdown (HL).
    11:00 Round table discussing Plus500 (PLUS)
    22:55 Round table discussing Jet2 (JET2)
    38:00 Round table discussing Close Brothers (CBG)
    Thank you for listening, we hope you enjoyed the episode.
    If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
    Roland Mark & Graham Resources:  
    Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
    Follow Roland on Twitter: https://twitter.com/rolandhead
    Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
    Follow Mark on Twitter: https://twitter.com/DangerCapital
    Buy Marks Book here: http://excellentinvesting.org/
    Follow Graham on Twitter: https://twitter.com/GrahamNeary
    Join Graham’s Substack newsletter here: https://theinvestorinstitute.substack.com/
     
    Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    • 54 min
    TFA006 Paul Johnson on Pensions, Ageing Population & Government Spending

    TFA006 Paul Johnson on Pensions, Ageing Population & Government Spending

    In today’s episode director of the Institute for Fiscal Studies Paul Johnson shares the true cost of running Britain.
    Paul explores taxes, pensions including auto-enrollment, the ageing population, and the future of the state pension.
    Paul is perhaps one the UK's known economists, a regular on BBC Radio 4, and writes a column for the Times Newspaper. He is also a published author with a Times bestseller Follow the Money, How Much Does Britain Cost.
    Key topics discussed:
    ·         Are we receiving good value for our taxes?
    ·         Will our taxes keep on rising?
    ·         Should we just tax the rich?
    ·         Is growth the answer, or raising taxes?
    ·         How much does the state pension cost?
    ·         Does auto-enrollment solve the problem of funding one's retirement?
    ·         Does the risk measurement process need an overhaul?
    Timestamps:
    1:30 Paul Johnson’s journey and career so far.
    3:15 Holding the government to account.
    4:00 How much the government spends?
    6:15 Where does the government get its money from?
    7:45 What are the big three expenses for the government finances?
    11:05 Are we getting good value for money?
    15:00 Will taxes keep on rising?
    16:15 Can we tax the rich more?
    19:10 Is growth a better option than raising taxes?
    22:00 Should defined benefit pensions invest more in equities?
    23:14 Overhauling defined benefit default funds.
    25:30 Does the pension system need an overhaul?
    26:40 Is the state pension sustainable?
    28:00 Has auto-enrollment been a success?
    32:00 Closing thoughts and wrap up.
    If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
    Links & Guest Resources:
    Buy Paul’s book, Follow The Money Here: https://www.amazon.co.uk/Follow-Money-much-does-Britain/dp/1408714019/ref=asc_df_1408714019/
    Institute for Fiscal Studies website: https://ifs.org.uk/
    Pauls blog page on the IFS website: https://ifs.org.uk/people/paul-johnson
    Fundamental Asset Management website: https://fundamentalasset.com/
    Follow Fundamental Asset on Twitter: https://twitter.com/fundasset
    Connect with Chris on LinkedIn: https://www.linkedin.com/in/chris-boxall-835a4222/
    Visit FYR For More Investor Related Podcasts: https://www.fundyourretirement.com/
    Follow FYR on Twitter: https://twitter.com/FRetirement
     
    Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    • 32 min
    IRT003 | Investors Round Table Discusses Company Accounts, Supreme, H&T, Henry Boot, Airea & Much More

    IRT003 | Investors Round Table Discusses Company Accounts, Supreme, H&T, Henry Boot, Airea & Much More

    This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Supreme (SUP) and the investment potential of H&T (HAT), Henry Boot (BOOT), Airea (AIEA) and much more.
    A healthy three-way debate about the shares they own, their portfolios, and the markets.
    Timestamps:
    1:30 Round table discussing the latest news announcement regarding Supreme (SUP).
    11:45 Round table discussing the pawnbroker H&T.
    21:20 Round table discussing flooring specialist Airea.
    33:45 Round table discussing property developer Henry Boot.
    45:30 Round table discussing how they analyse company accounts.
    Thank you for listening, we hope you enjoyed the episode.
    If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
    Roland Mark & Graham Resources:  
    Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
    Follow Roland on Twitter: https://twitter.com/rolandhead
    Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
    Follow Mark on Twitter: https://twitter.com/DangerCapital
    Buy Marks Book here: http://excellentinvesting.org/
    Follow Graham on Twitter: https://twitter.com/GrahamNeary
    Join Graham’s Substack newsletter here: https://theinvestorinstitute.substack.com/
     
    Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    • 57 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

ErmaTheLurker ,

A MUST LISTEN

This podcast thoughtfully demystifies the world of retirement. Thoughtful and insightful conversations - a great listen!

IowaDavid ,

So helpful

I am not good at finances. I want to retire. This show is for people like me.

WileyThePodcaster ,

very informative

the host is very knowledgeable!

Top Podcasts In Business

Money Stuff: The Podcast
Bloomberg
In Good Company with Nicolai Tangen
Norges Bank Investment Management
REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
The Ramsey Show
Ramsey Network
Habits and Hustle
Jen Cohen and Habit Nest

You Might Also Like

Small Caps Podcast with Paul Scott
Paul Scott
Investors' Chronicle
Investors' Chronicle
On The Money
interactive investor
AJ Bell Money & Markets
AJ Bell
Merryn Talks Money
Bloomberg
The MoneyWeek Podcast
Future Publishing