32 - The FINAL Exit Strategy

32 - The FINAL Exit Strategy

Author: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln November 9, 2023 Duration: 1:32:46
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the rise and fall of Open Money, Vanguard leaving China, Irish Ideas Exchange, are we talking about events in the Middle East with affected clients, new Brett Davidson White Paper, Andy rants about the FCA and crypto, SJP adviser saddled with a business loan, Wealthfront débâcle, HUM London happening on the day of this episode’s releaseMeat and Potatoes: The FINAL Exit Strategy: getting all the stuff documented, for ...

Join Alan Smith, Andy Hart, Carl Widger, and Nick Lincoln around a virtual table for TRAP: The Real Adviser Podcast. This isn't a polished, scripted finance lecture. Instead, it's a weekly conversation between four seasoned business owners and entrepreneurs who've navigated the trenches of personal finance, investing, and marketing themselves. They bring that grounded, often irreverent perspective to dissecting the peculiarities of managing money in the UK and Ireland. You'll hear them debate strategies, unpack complex topics with straightforward language, and share the occasional hard-won lesson from their own ventures. The tone is candid and conversational, more like overhearing a chat in a pub than attending a formal seminar. For anyone running a business or simply trying to make smarter decisions with their own finances, this podcast offers a refreshingly authentic take, free from jargon and sales pitches. It’s the real talk you’d want from a trusted mate who also happens to know their stuff.
Author: Language: en-gb Episodes: 100

TRAP: The Real Adviser Podcast
Podcast Episodes
58 - CUC: Completely Unnecessary Complications [not-audio_url] [/not-audio_url]

Duration: 1:32:27
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial plan…
57 - Adviser YouTube Mastery with James Shack [not-audio_url] [/not-audio_url]

Duration: 1:36:35
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down lik…
56 - Full Fit Financial Planning [not-audio_url] [/not-audio_url]

Duration: 1:31:09
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services…
55 - Slow Motion Wealth Destruction [not-audio_url] [/not-audio_url]

Duration: 1:24:17
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK an…
54 - Breaking Bad (News) [not-audio_url] [/not-audio_url]

Duration: 1:28:15
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Breaking Bad NewsQuestions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96Culture CornerShow…
53 - Efficient Market Hype? [not-audio_url] [/not-audio_url]

Duration: 1:19:12
Because of scheduling issues, we had to record this episode over a week before its release. An hour after recording, the scrapping of the idiotic "British ISA" was announced. That's why we don't mention it. We may do nex…
52 - KPIs: Key People of Influence [not-audio_url] [/not-audio_url]

Duration: 1:27:05
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Va…
51 - Much Ado About Nothing [not-audio_url] [/not-audio_url]

Duration: 1:30:12
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FPSB Ireland making great strides, Truflation, the primacy of equities, CISI Chartered Status, Verve Incubator, Hargreaves Lansdown delisting,…
50 - What's Risk Got To Do With It? [not-audio_url] [/not-audio_url]

Duration: 1:42:42
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer Duty one year on, stupid market predictions from Morgan Sta…
49 - Universal Marketing Truths [not-audio_url] [/not-audio_url]

Duration: 1:27:27
Della Voce was bobbing along lost somewhere in the Atlantic; Storyteller was in an internet-lousy Turkey. So we had a guest host in Samantha Russell, a “Chief Evangelist” or something. Check out her profile here: https:/…