Best Investmentmanagement Podcasts (2023)

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Creating Wealth

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How Well Do You Know Your Money? 28:54

2h ago28:54

28:54

To create wealth, you must have a fundamental understanding of your financial situation. Bill and Anastasia discuss many important questions to get you thinking about your money. Do you know how much money is coming in vs. going out? If your water heater died, how panicked are you? How much money would you get if you sold your house today? What's t…

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Tea and Crumpets

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Head for the Hills? 37:59

8h ago37:59

37:59

We discuss the continuing game of chicken being played over the debt ceiling, and why any ultimate resolution to increase the government’s borrowing ability is a negative for bond yields and equities. Also, you cannot have a podcast in 2023 without talking about AI, and we explore its impact on equity market returns so far this year (positive) as w…

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Retirement Answer Man

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The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset 39:36

1h ago39:36

39:36

Rocking retirement requires focusing on both the financial and non-financial aspects of retirement. In the previous two episodes we explored the four financial areas that help build a rocking retirement, and today, we begin to examine the non-financial areas starting with energy and mindset. After listening you’ll understand why rocking the non-fin…

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The Art of Investment

1
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon 30:17

2h ago30:17

30:17

The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…

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Retirement Answer Man

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The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization 50:25

22m ago50:25

50:25

Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work through the 8 pillars of rocking retirement this month, we’ll explore both the financial and non-financial elements of retirement. This week, we’re reviewing the resilience and optimization stages of the financial side of retirement. If you didn’t listen …

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Creating Wealth

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How to Increase Your Income 34:57

2h ago34:57

34:57

Here's your Motivation Friday! Bill and Anastasia discuss what it takes to increase your income, including tips on how to negotiate salary, networking, how to determine what skills and education are needed, navigating career transitions, and how to stay motivated to work towards your income and career goals. Anastasia describes how financial planne…

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Tea and Crumpets

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Kneeknockers 36:15

5d ago36:15

36:15

We discuss recent comments by the Fed and bank industry luminaries as it relates to whether the current bank crisis is closer to the beginning or the end. We also delve into the continuing divergence between earnings expectations and interest rate expectations, and why this is the most important problem markets must solve. Finally, we cover the sim…

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Retirement Answer Man

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The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility 45:23

29m ago45:23

45:23

If you don't know where you are going any path will get you there. This is why it is so important to have a vision of where you want to go–you don’t want to end up anywhere! This series is dedicated to teaching you the 8 pillars to rock retirement. In this episode, we focus on creating a vision so that you can create a feasible pathway to get you t…

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The Art of Investment

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Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey 32:47

5d ago32:47

32:47

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comBy Ver

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Retirement Answer Man

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The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock 1:07:10

7d ago1:07:10

1:07:10

This month we’re heading back to basics. All month long we’ll be building your foundational understanding of how to create a rocking retirement. If you’re new to the show, this is a fantastic starting point. If you are a long-time listener you’ll appreciate this review. In this episode, you’ll learn how to solve the essential problems of retirement…

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Tea and Crumpets

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Musical Electric Chairs 43:02

10d ago43:02

43:02

Technology investors keep dancing as the NASDAQ enters a bull market. We compare the performance of the largest names in the index versus the rest and evaluate the reasons why the performance of the average stock has been so lackluster. We also delve into the seemingly irreconcilable difference between the outlook for earnings and interest rates, a…

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Creating Wealth

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Are You Prepared for the AI Revolution? 28:35

12d ago28:35

28:35

The Artificial Intelligence revolution is here. Bill and Anastasia discuss the AI change, how fast this change is happening, and how to future-proof your career. They describe their interactions with ChatGPT and whether AI capabilities are something to fear, or something to figure out. They cover the open letter by the Future of Life Institute to h…

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Retirement Answer Man

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How Should Spouses Claim Their Social Security Benefits? 38:35

18d ago38:35

38:35

How will Social Security benefits fit into your retirement equation? If you have a spouse, there is an added level of complexity when considering your Social Security claiming strategy. We explore this topic and more through listener questions on today’s episode of Retirement Answer Man. Learn what to consider and how to approach the Social Securit…

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Retirement Answer Man

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What Retirement Planning Software Should I Use? 49:33

21d ago49:33

49:33

If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement! One listener asks my opinion on the best retirement software to use. If you …

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Creating Wealth

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Should You Be Concerned About the Banking Crisis? 33:24

26d ago33:24

33:24

Bill breaks down the timeline of events of the banking crisis that began in March 2023 and explains what happened. How big of a deal were the bank failures? Why did this happen? How much does this matter for you and the average investor? Bill gives his thoughts on whether we are heading for a recession while Anastasia manages to break down the very…

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Retirement Answer Man

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How Do I Report a QCD on My Income Tax Return? 33:01

28d ago33:01

33:01

We continue our focus on you this month as we dive deeper into listener questions. Today we have a range of questions from various aspects of the retirement process. If you have a question you want to be answered, head on over to RogerWhitney.com/AskRoger. You can type in a question or leave an audio recording–those are my favorites! Listen in to l…

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Tea and Crumpets

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Strong Conviction Wile E. Coyote 40:08

30d ago40:08

40:08

We delve deeply into pun-ditry, as well as a continued post-mortem of Silicon Valley Bank. Will casts doubts over Adam’s ability to be a bond guy (or girl), and they also discuss the Fed’s strong conviction, Wile E. Coyote-style stretching of the economic rubber band and the potential implications of its snap back in the event the Fed is forced to …

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Retirement Answer Man

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I’m in My Fifties and Got Laid Off. What Should I Do? 49:35

1M ago49:35

49:35

All month long, I’ll be answering fantastic questions from listeners like you. Today, we’ll explore the steps you should take if you’re in your 50s and get laid off. Have you ever thought about what you would do in this situation? Listen in to find out. In the Bring It On segment, Dr. Bobby Dubois helps us understand the effects of stress and what …

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Creating Wealth

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Bear Markets 7:56

1M ago7:56

7:56

Bill and Anastasia discuss the different species of bear markets. For questions and comments, you can email Bill and Anastasia at askcreatingwealth@taberasset.com.By Bill Taber and Anastasia Taber

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The Art of Investment

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The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management 37:43

1M ago37:43

37:43

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…

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Retirement Answer Man

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Widowed in Retirement: Wisdom from Those on the Journey 44:05

1M ago44:05

44:05

Reimagining life after widowhood can be challenging. In the beginning, it may seem like something that is impossible to imagine. Even if life seems insurmountable at the beginning, it is crucial to remember that someday you will be able to enjoy life again. Just not yet. Yet is an important word. Yet helps you understand that things will not always…

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Tea and Crumpets

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Banking, From Assyria to Silicon Valley (via Dothan) 38:45

2M ago38:45

38:45

Will and Adam provide an update on the continued fallout in the banking sector, including what it means for consumers and markets. The surprising rebound in technology stocks despite a nascent banking crisis is also analyzed and compared to what we experienced during the financial crisis. We also debate what the opposite of inverted is and why it i…

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Retirement Answer Man

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Widowed in Retirement: Creating a New You 52:24

2M ago52:24

52:24

Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could be easier if you could prepare yourself in advance. In this Widowed in Retirement series, we aim to do just that. Today you’ll learn how you can start life again on your own. Mark Trautman joins me agai…

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Creating Wealth

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Are You Prepared For Financial Hardship? 26:50

2M ago26:50

26:50

Bill and Anastasia discuss how you can prepare financially for traumatic events, such as a job loss, injury, or the death of a spouse. Do single people need life insurance? Is disability insurance necessary? How do you decide who to choose for legal guardianship of your children? What are estate planning tools you need to consider? For questions an…

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The Art of Investment

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Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners 36:11

2M ago36:11

36:11

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…

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Retirement Answer Man

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Widowed in Retirement: Navigating Financial Changes 1:01:33

2M ago1:01:33

1:01:33

If you are married, chances are you or your spouse will have to suffer through widowhood. The Widowed in Retirement series aims to help you navigate this difficult transition as best you can. Today, Mark Trautman joins me again to discuss how to work through the huge financial changes that result from losing a spouse. There are myriad financial con…

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Tea and Crumpets

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Too Hot for Forbes 36:58

2M ago36:58

36:58

We discuss the topic on everyone’s mind, Silicon Valley Bank, and delve into the reasons for its failure and potential consequences. Who’s to blame, who’s not, and what comes next? Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.By Will Brown and Adam Eagleston

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Retirement Answer Man

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Widowed in Retirement: Navigating Life Changes 1:17:20

2M ago1:17:20

1:17:20

Even though it is difficult to think about it, at some point, those of us who are married will have to think about one of you transitioning from two to one. This week we’re exploring the nonfinancial impacts of this transition with someone who has walked this journey. Rock Retirement Club member, Mark Trautman shares his personal journey through hi…

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Creating Wealth

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The 4 Money Beliefs That May Rule Your Life 29:44

3M ago29:44

29:44

Bill and Anastasia continue discussing emotion-based money topics by covering the four money beliefs that may form during childhood and how they can affect your approach towards money in adulthood, and ultimately your ability to build wealth. They discuss each money script using examples from Netflix shows and Bill's career. They then provide insig…

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The Art of Investment

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Investing in the Pet Sector with Richard Fairman, CEO of CVS Group 31:16

2M ago31:16

31:16

We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…

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Retirement Answer Man

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How to Rock Retirement on Your Own 43:08

3M ago43:08

43:08

If you have been listening to this show for a while, chances are you already know how to rock your retirement. However, this can all change with the loss of a spouse. All of your best-laid plans change in an instant. That’s why this month we are focusing on going from two to one. Learn how to navigate your mindset–transition from this sucks, to how…

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Retirement Answer Man

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Should I Rebalance My Portfolio Now? 34:18

3M ago34:18

34:18

Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment to this show, it’s gotten a bit messy. It’s been a bumpy road and not everything has gone according to plan. Listen in to hear how this applies to retirement planning. While you’re at it you’ll hear how…

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Creating Wealth

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How to Build Wealth With Your Partner 26:27

3M ago26:27

26:27

Bill and Anastasia revisit a topic covered in one of Creating Wealth's first episodes "Discussing Finances with a Life Partner" to discuss the advantages that couples have in building wealth and how to end up on the same financial page with your partner. Why do spenders end up with savers and vice versa? How have macroeconomic trends affected mille…

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The Art of Investment

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Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco 25:40

3M ago25:40

25:40

Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…

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Retirement Answer Man

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What are Brokered CDs and How Do They Work? 35:43

3M ago35:43

35:43

Do you ever feel like a curmudgeon when you hear about new technology? Listen in to find out what has me putting on my sourpuss hat this week. We have a variety of interesting listener questions this week. Listen in to learn about purchasing brokerage CDs and CDs on the secondary market, how to decide whether to take the pension or the lump sum, an…

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Tea and Crumpets

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The New Nas-quack 36:35

3M ago36:35

36:35

We look at the self-proclaimed new Nasdaq, a.k.a., Ark, as emblematic of the ferocious return of speculation in 2023. We also look at the behavior of meme stock speculators and debate the role the Fed may or may not in fomenting speculation as it (and we) debate how restrictive policy is versus how restrictive it needs to be. Learn more about Formi…

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Retirement Answer Man

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How Is Deferred Compensation Taxed When I Receive It? 50:15

3M ago50:15

50:15

Recently, we had the finale of the Retirement Plan Live series, so I want to share my observations on what we can all learn from Rosie’s experience. There was a lot to unpack from Rosie’s plan. Before we get to the Listener Questions segment, I’ll share my thoughts with you. Make sure to stick around after the listener questions to hear the Bring I…

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Creating Wealth

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How Rising U.S. Debt Affects You 24:59

4M ago24:59

24:59

Since Creating Wealth's National Debt episode in 2020, the total U.S. national debt has increased from $24 trillion to $31.5 trillion. Bill describes what caused the increase and how this will affect the U.S.'s standing in the world, using examples from Britain and China to compare and contrast. Bill explains what may happen to entitlements and wha…

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The Art of Investment

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2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners 30:06

3M ago30:06

30:06

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…

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Retirement Answer Man

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How Do I Calculate the Decreased Social Security Benefit If I Retire Early? 39:38

3M ago39:38

39:38

I’m excited about our newest segment, Bring It On with Kevin Lyles. The Bring It On segment will discuss mindset and other non-financial aspects of retirement. In addition to our newest segment, today you’ll hear about the books I read in January and listener questions. Learn how to calculate a decreased benefit when retiring early, which accounts …

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Tea and Crumpets

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Molotov Policy 39:37

4M ago39:37

39:37

Will and Adam discuss the challenges faced by the Fed as it sees financial conditions easing despite its efforts to restrict monetary policy. We also analyze the health of the consumer in the world of high interest rates, low savings rates, and increasing levels of debt. The unprecedented collapse in money supply growth, and the recent spike in vel…

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Retirement Answer Man

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Retirement Plan Live: The Impact of the Bear Market 53:35

4M ago53:35

53:35

Retirement can be tricky. There are so many unknowns, so preparing yourself mentally can be a challenge. Mental toughness is the ability to remain positive and proactive in the most adverse situations. Our Retirement Plan Live volunteer, Rosie, is having to rely on mental toughness to stay on target through an extra challenging early retirement. Jo…

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Creating Wealth

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How to Prioritize Your Spending 29:45

4M ago29:45

29:45

Bill and Anastasia continue their January topic on budgeting (a key component of creating wealth) to discuss how their respective family budgeting and goal setting processes went this year. Anastasia mentions the spending category that took her by surprise and compares the practice to getting back into workouts. She shares responses from others on …

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The Art of Investment

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Manufacturing in a post covid world with Jon Boaden, CFO of Volex 30:14

4M ago30:14

30:14

In the first episode of our third season, we welcome Jon Boaden, CFO of Volex to the podcast. Volex is a British manufacturing success story that has been making products that transmit power and data for over a hundred years. In this show, Jon talks us through the history of the group, the opportunity for Volex in the EV charging market, how the ma…

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Retirement Answer Man

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Retirement Plan Live: Their Financial Resources 29:04

4M ago29:04

29:04

Take a breath, check yourself, and then observe where things are at. That’s what Rosie and I are doing on this episode of Retirement Plan Live. After the last episode in which Rosie planned out all her hopes and dreams for retirement, today we’re taking a look at her financial picture. We’ll walk through the sources of her social, human, and financ…

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Retirement Answer Man

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Retirement Plan Live 2023: Their Goals for Rocking Retirement 42:44

4M ago42:44

42:44

Setting big goals is great, but they have to be the right goals or else they could become a trap. Rosie joins us again today to set her retirement goals. In this episode, you’ll hear her financial goals for her needs, wants, and wishes. We’ll discuss her financial expectations for each of these categories and how her goals fit into her values. Don’…

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Creating Wealth

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Planning a Vacation 27:30

5M ago27:30

27:30

When it comes to vacations, do you pay first, budget later? Bill and Anastasia discuss their favorite vacations (which happen to be their most expensive vacations) and their least favorite unexpected vacation expenses before diving into Bill's process in budgeting for a vacation. What are some ways to save money while traveling? How do you factor i…

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Retirement Answer Man

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Retirement Plan Live: Meet Rosie and Dwayne 56:13

5M ago56:13

56:13

Rosie and Dwayne retired in a bear market and now they wonder if they will have enough money to rock retirement. We will explore that question all month long in this Retirement Plan Live. Over the course of the next few weeks, you’ll learn about Rosie and Dwayne and their journey, their goals, their resources, and their investment strategy. Then we…

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Tea and Crumpets

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2022: The Beyond Meat Grinder 38:39

5M ago38:39

38:39

We review a challenging 2022, capped off by a December to forget for those looking for a Santa rally. The causes (Fed policy, rampant retail speculation) and effects (multiple compression, sizable capital losses) are analyzed, along with some perspective on how we are preparing for 2023. Learn more about Formidable Asset Management, Will Brown, and…

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Retirement Answer Man

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Should I Take My Pension Lump Sum Now or Wait? 45:05

5M ago45:05

45:05

This is our last episode of 2022, so naturally, there will be a bit of reflection alongside the practical planning and your listener questions. Kevin Lyles also joins me in the Coach’s Corner to discuss living your best life in retirement. Let’s noodle on what it means to live authentically and discover the answers to some fantastic questions that …

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