IFA sales tactics, charitable donations ...

Fifty-eight-year-old Margo has amassed a very healthy retirement fund, in part by buying shares in Berkshire Hathaway, the investment company run by Warren Buffett. When even the ‘Sage of Omaha’ is reducing his exposure to certain US stocks, Margo wonders if it’s time for her to ... Show More

Matt started investing at just 22 with the help of his financial adviser father. Now, at 29, and with a wedding on the cards, he’s got an extra reason to be diligent about his money. Some of Matt’s stock picks (such as Glencore) haven’t been performing as he might like. Is it tim ... Show More

Forty-nine-year-old Jane has always been careful to squirrel money away, and a recent inheritance has boosted her nest egg to £125,000. But there’s one problem: it’s all in cash. Now, with half an eye on retirement, Jane wants to start investing but is unsure about how to do this ... Show More

What should we be doing with our hard-earned cash! How, exactly, do we make sure we’re getting the most from our savings? From deciding HOW MUCH to save, all the way to WHERE to save it - and much more. Today's guest is Emirates NBD's Senior Vice President and Head of Liabilities ... Show More

A job change is a big change, and it's one of those changes happening to people with greater frequency for a variety of reasons. For many of these job seekers and switchers, past and future employers offer some kind of retirement savings plan, meaning these job transitions come w ... Show More

Moby LinkThis week, Sim and Maia discuss the importance of maximising your employer retirement fund, explaining how leveraging employer matches can provide significant financial benefits. They highlight the advantages of tax-deferred growth in retirement accounts and stress the n ... Show More

We discover that Vanguard charges fees to buy and sell some of their mutual funds. What's the difference between a transaction fee and a commission? Plus, are friends and family the best resource for fiduciary financial advice? What's the best way to find a great financial adviso ... Show More

With solid tax planning, receiving an inheritance could provide an enormous boost on your journey to financial freedom. One misstep, on the other hand, and you could be lining Uncle Sam’s pockets. Fortunately, we’ve brought on a tax professional to help you keep as much of your n ... Show More

People are hardwired to value earning money more than saving it. A recent report shows that 26% of all workers have saved less than $1,000 for retirement and 64% have saved less than $100,000. In this episode, Mark Riepe talks with Carrie Schwab-Pomerantz about ways to overcome s ... Show More

Before establishing your business, assess your financial capabilities. Learn more about business funds on this episode with Chink Positive! Hosted on Acast. See acast.com/privacy for more information. 

We're all over the fiscal place today. After an ad during our radio show we look at the horrible and yet perfectly legal predatory predatory short-term loan business. Then, we try to understand why experts are still advising investors to try to find the right time to buy stocks a ... Show More

Have you found yourself even just a little nervous about the economy? Are you prepared to pay the price for investors who can’t? Biden has increased the budget for the IRS and has plans that may push investors and businesses out of the U.S. entirely. Learn more about your ad choi ... Show More