MMP125: The Rise of the Robo-Adviser, with Al Rush

There’s a hot topic in adviser circles right now, and it’s the rise of the robo-adviser. But what on earth is a robo-adviser and what does it mean for the man or woman on the street, looking to use online tools for their personal finances. Today I’m joined by fellow human adviser Al Rush, who is just the man to help us understand this new world…

Rise of the robo-adviser with Al Rush

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MMP124: Greece and China, what’s it all about?

Greece and China have been taking up a lot of column inches in recent weeks and months, but what is really going on? As ever, I turn to the nation’s favourite markets commentator, and good friend of the show, Mr Justin Urquhart Stewart of Seven Investment Management.

Session 124 Header: China & Greece: What's it all about?

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MMP123: How much money do I need to retire? With Todd Tresidder

Planning a retirement can seem like trying to pin a tail on a moving donkey. Blindfolded. Without a donkey. It’s a weird moving target that may seem a long way off in the future. Plus, how much money do I need to retire? This week I talk to Todd Tresidder, founder of FinancialMentor.com and author of several personal finance books who himself retired at age 35 – seriously – and has clear ideas about how anyone can make their retirement dreams possible.

How Much Money Do I Need To Retire with Todd Tresidder

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If you haven’t voted for me in the UK Podcast Awards yet, then please consider doing so now by clicking this link – thank you!

Special Request – Vote for MeaningfulMoney!

Hi everyone. I did a short announcement about my nomination for UK Podcast Of The Year a few days ago, but I thought I’d put out an audio version too; hope you don’t mind!

This is a huge deal for me as it is you guys who have nominated me; I haven’t put myself forward for the award at all. My work here has been recognised by influential people in the podcasting world, and I’m excited to be nominated and would be stoked to win!

If you get a spare 30 seconds, please vote for MeaningfulMoney by clicking the enormous green vote button below:

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MMP122: Making Money Less Boring with Holly Mackay

People fail to engage with their money for lots of reasons: fear, worry, ignorance, boredom, even! It’s up to the financial services world (of which I am a part) to help people to break through these blocks and make money less boring! Today I’m chatting to Holly Mackay, founder of a new website called Boring Money, about her reasons for setting up the site, and what can be done to help more people engage.

Session 122 Header - Making money less boring featuring Holly Mackay

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MMP121: How To Choose Investment Funds

With tens of thousands of individual funds available for UK investors, how on earth do you know where to start? We’ve recently been doing our annual due diligence round at Jacksons and this year we enlisted the help of a firm called The Paraplanners. This process has been headed up by today’s guest, Glyn Chetwynd, who runs an investment consultancy called Capital and Risk. Fair to say, Glyn knows his onions about how to choose investment funds, so I’m looking forward to picking his brains on your behalf. Stay tuned…

Header for Session 121, Choosing investment funds

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