The Purposeful Wealth Podcast
Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.
Episodes
61 episodes
Cash Rates and Portfolio Returns
As systematic investors, we seek to continually challenge the process in order to maintain a solution which we feel gives us the best ability to meet our lifestyle and financial goals. We understand that trying to predict the time and dir...
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8:15
Please don't chase Dividends
Readers of the Sunday papers’ financial pages will be familiar with the dividend chasing stories that pundits and some fund managers love to peddle.These generally focus on high dividend paying shares or ‘income’ funds that focus on these s...
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Season 2
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Episode 30
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6:56
What is the Scourge of Investors
For many investors a propensity to place too much weight on recent events in terms of what the future may look like is quite common. This is known a ‘recency bias’ and it is this, we regards as the scourge of investors.Charles Schwab, a...
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Season 2
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Episode 29
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10:07
Modern Society Loves a Star Rating
Isn't it true that modern society loves a ‘star rating’?Most of us know what to expect if we book a 5-star hotel stay for a business trip when compared to a 3-star bed-and-breakfast for a weekend away.The investment field is no ...
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Season 2
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Episode 28
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6:32
Are Balanced Portfolios Dead?
Are Balanced Portfolios dead?Legend has it that in 1895 whilst in London, Mark Twain, who had been feeling a little poorly, on discovering that a journalist had written his obituary, quipped the following:‘The reports of my de...
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Season 2
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Episode 27
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8:42
A Formula for Success
In today's episode, we're going to consider the subject being a formula for success. But before we look at, that, thank you again to all of our listeners who tune into the Purposeful Wealth podcast. I've made apologies before that the recording...
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Season 2
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Episode 26
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12:07
Don't just take our word for it
Welcome to The Purposeful Wealth Podcast and this episode on how a systematic approach to investing provides the best chance of experiencing a successful investing journey - 'Don’t just take our word for it!'Sticking to some key guiding...
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Season 2
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Episode 25
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9:54
Home Bias and Global Diversification
So, today's topic on looking at home bias and global diversification. I think it's fair to say that every day we enjoy the benefits of an interconnected world. We may well start our day with, a cup of coffee that originated in South America. We...
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Season 2
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Episode 24
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6:09
Fake News - Active outperforms Passive
Unfortunately we now live in a world of fake news and ‘alternative facts’ where parties shamelessly push their own agenda and narrative at the cost of salient facts.In order to be heard in the noise of social media, research headlines n...
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Season 2
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Episode 23
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4:59
The Paradox of Uncertainty
The saying, “The market hates uncertainty” has been a common enough in recent years, but how logical is it?There are certainly many different aspects to uncertainty, some that can be measured and some that cannot.Uncertainty is quite si...
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Season 2
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Episode 22
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5:51
Pensions as an Inheritance Tax Break
A new report from the Institute for Fiscal Studies (IFS) has claimed pensions are treated more generously by the tax system as a vehicle for inheritance than for retirement income. The IFS said that keeping savings in a pension tax wrapper can ...
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Season 2
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Episode 21
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5:59
Costs Do Matter
Hopefully, this headline will not come as a surprise to you. It is remarkable, though, just how relaxed some investors are about letting others dip their hands in their pockets to extract high fees. The problem has two root causes. The fi...
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Season 2
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Episode 20
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6:30
The Number One Investment Decision
If all you had to go by was the information presented in the financial media, you’d be forgiven for believing that to be a successful investor you needed to know which companies were best to own, and that you had to be able to forecast market c...
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Season 2
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Episode 19
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6:17
Life is Taxing part 2
Partial TranscriptIn part-1 we considered the difference between tax evasion and tax avoidance and in particular the simple and effective ways to reduce tax via the annual pension and ISA allowances... Philanthropy makes it possible to ...
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Season 2
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Episode 18
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14:11
Life is Taxing part 1
Welcome to the Purposeful Wealth PodcastPartial Transcript:Benjamin Franklin once said, "But in this world nothing can be said to be certain except death and taxes." I'm sure you would agree...albeit there are other certainties ...
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Season 2
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Episode 17
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13:07