Adviser 3.0: The Podcast

https://anchor.fm/s/41f55cbc/podcast/rss

11 Followers

93 Episodes

11
Followers

93
Episodes

Category: Investing
Last Update: 2024-09-18
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The Adviser 3.0 Podcast (formally Retirementals) is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

81	Ep 13 – Rowena Crawford discusses her work at the Institute for Fiscal Studies, her recent whitepaper on retirement saving, and her most significant research revelation… 2021-06-30	Play	Download
82	Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m… 2021-06-16	Play	Download
83	BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline. 2021-06-02	Play	Download
84	Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model 2021-05-19	Play	Download
85	Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future. 2021-05-05	Play	Download
86	Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong! 2021-04-21	Play	Download
87	Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here… 2021-04-07	Play	Download
88	Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today… 2021-03-24	Play	Download
89	Ep 5– Sarah Newcomb on a behavioural economics and the research from her book Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Sarah discusses her research and key 2021-03-10	Play	Download
90	Ep 4 – Tim Horrocks on his role at Rock Wealth, his work with Betafolio and how it helps with portfolio management, and how he invests his money… 2021-02-24	Play	Download

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