Investments

090 - Lessons from Jack Bogle

090 - Lessons from Jack Bogle

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by repeat guest, Abraham Okusanya. Together they discuss their mutual hero, Jack Bogle, and lessons to be learned from him.

Quick Preview of the Podcast:

  • Purpose and impact vs wealth

  • Overview of Bogle's 8 basic rules

  • Arguing for simplicity and common sense

  • Key teachings from the legendary Jack Bogle

088 - 5 For Life - Actionable Finance

088 - 5 For Life - Actionable Finance

In this episode of the Maven Money Personal Finance Podcast… Andy discusses five key financial teachings that you can start actioning immediately.

Quick Preview of the Podcast:

  • Understanding the four uses of money

  • Being honest with yourself about your good and bad debts

  • Why and how to protect against the unknown

  • Accessible and inaccessible investments - rules of thumb

087 - Jason Butler Returns

087 - Jason Butler Returns

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by repeat guest, Jason Butler. Tune in for a wide ranging conversation on personal finance and financial wellbeing. 

Quick Preview of the Podcast:

  • Free money and choice paralysis

  • Harnessing the grey areas of personal finance

  • Knowing your financial fitness

  • Key financial insights from "The Angel Investor"

085 - 29 Life & Financial Lessons From the Day of My Birth

085 - 29 Life & Financial Lessons From the Day of My Birth

In this episode of the Maven Money Personal Finance Podcast… Andy travels back in time to the day he was born and discusses how finances, attitudes, and opinions have shifted since then. 

Quick Preview of the Podcast:

  • Pessimism as an illness

  • The great Chateau Mouton Rothschild heist...

  • Putting progress into perspective

  • A journey to the past via the Sunday Times

083 - Investor Mistakes During a Downturn

083 - Investor Mistakes During a Downturn

In this episode of the Maven Money Personal Finance Podcast… Andy discusses what you should be doing & not doing during a downturn. We're heading for a negative year - be prepared.

Quick Preview of the Podcast:

  • How financial advisers come into their own during a downturn

  • The fear / greed cycle

  • Making statements vs asking questions

  • Most common mistakes that you should be avoiding

082 - How To Become A Financial Adviser

082 - How To Become A Financial Adviser

In this episode of the Maven Money Personal Finance Podcast… Andy addresses the frequently asked question - what is involved in entering his industry as a financial adviser.

Quick Preview of the Podcast:

  • What do great financial advisers do?

  • Harnessing a contrarian mindset

  • Comparing different routes into the industry

  • Featuring special guest, Stephen McCallum

081 - Daniel Crosby - The Behavioral Investor

081 - Daniel Crosby - The Behavioral Investor

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by repeat guest, Daniel Crosby. Together they discuss some of the key topics behind Daniel's new book, and much more.

Quick Preview of the Podcast:

  • Knowledge vs meta-knowledge

  • Re-emphasising the importance of doing nothing

  • The "German town" story...

  • Econs, egos, overconfidence, and more

080 - Humans Under Management - The Story

080 - Humans Under Management - The Story

In this episode of the Maven Money Personal Finance Podcast… Andy gives you a sneak peak behind the scenes of his latest Humans Under Management Conference.

Quick Preview of the Podcast:

  • Why behaviour should be the focus of a financial adviser

  • Learning to spot "lying from the stage"

  • A few notes on authenticity

  • Key lessons and take aways from hosting a conference

079 - Dan Egan

079 - Dan Egan

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by Dan Egan, Director of Behavioural Finance and Investing at Betterment. If ever there was the perfect guest...  

Quick Preview of the Podcast:

  • What it means to be a Director of Behavioural Finance

  • Compounding and why nobody ever expects a zombie invasion...

  • The dangers of only sharing successes

  • Preventing vs undoing lifestyle creep

078 - Live At The Next Gen Financial Planners Conference

078 - Live At The Next Gen Financial Planners Conference

In this episode of the Maven Money Personal Finance Podcast… Andy dives into another live pod, recording direct from the Next Gen Financial Planners Conference.

Quick Preview of the Podcast:

  • Background behind the conference

  • Excerpts from the conference and chats with the speakers

  • Money mistakes from fellow financial advisers

  • Being the change that you want to see in your industry 

077 - Maximilian Rofagha - Finimize

077 - Maximilian Rofagha - Finimize

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by Maximilian Rofagha, CEO & Founder of Finimize. Tune in for a fascinating and wide ranging discussion.

Quick Preview of the Podcast: 

  • The origins and aspirations of Finimize.

  • Why can't smart people make informed financial decisions?

  • Cutting through financial jargon.

  • "Synthesising substance with simplicity"

076 - Transitions, Goals & Surprises

076 - Transitions, Goals & Surprises

In this episode of the Maven Money Personal Finance Podcast… Andy discusses how you should be preparing for the inevitable transitions we all encounter. Change is the only constant.

Quick Preview of the Podcast: 

  • The disruption of the 3 stages of life.

  • Understanding goals vs transitions.

  • Introduction to "the wheel of life".

  • Being aware of mirages.

074 - Nothing Starts Until Debt Ends

074 - Nothing Starts Until Debt Ends

In this episode of the Maven Money Personal Finance Podcast… Andy dives into the complex world of debt. Are you living beyond your means? Or want to avoid getting in that situation in the first place? This is the episode for you. 

Quick Preview of the Podcast:

  • Understanding and managing credit.

  • Manageable vs unmanageable debt.

  • Encouraging good money behaviour in children.

  • Good debt, bad debt, and good(ish) debt. 

073 - Alfie Mullan - Eelah

073 - Alfie Mullan - Eelah

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by Alfie Mullan Eelah of Eelah (http://eelah.co.uk). Tune in for a great conversation with two industry experts.

Quick Preview of the Podcast:

  • The four "D" headlines.

  • Knowing when to do nothing.

  • Types of "sudden wealth" and how they can impact you.

  • Celebrating small wins.

072 - Top 10 Business Influencers

072 - Top 10 Business Influencers

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by long term co-host and friend of the show, John Ndege. Together they discuss their favourite leaders, icons, thinkers, and influencers.

Quick Preview of the Podcast:

  • What makes someone an influencer?

  • The role of risk in disrupting markets.

  • Not fearing being unpopular.

  • Discussion around the key critical thinkers in business. 

071 - Holidays and Finances

071 - Holidays and Finances

In this episode of the Maven Money Personal Finance Podcast… Having just returned from one himself, Andy discusses holidays and the finances surrounding them.

Quick Preview of the Podcast:

  • How the costs of holidays have changed over the years.

  • A brief tangent on airport sandwiches.

  • The many, many decisions we make every time we go on holiday.

  • Andy's top holiday finance tips!