Episode 23: Wade Pfau
In episdoe 23, Wade Pfau discusses his newly released 'Retirement Planning Guidebook' with Abraham Okusanya. Wade dives into retirement income styles, the effectiveness of different approaches and much more. Don’t miss this episode!
Episode 22: Matthew Pitcher
In episode 22, Matthew Pitcher delves into the details of flat-fee structure, investment proposition and the adviser tech stack with Abraham Okusanya. Listen to the episode now!
Episode 21: Michael Kitces
In episode 21, Michael Kitces discusses the outcomes of his latest survey on financial planning, trending adviser technology in America and direct indexing. Don’t miss this episode!
Episode 20: David Jones
In episode 20, Abraham speaks to David Jones from Dimensional, who discusses being a Master Trainer in mind mapping, the psychology behind retirement and the barrier towards advice. Don’t miss it!
Episode 19: Robin Powell
In episode 19, Robin Powell discusses his new book Invest Your Way To Financial Freedom, which provides top tips for those in their 20s and 30s. Listen in to be in with a chance of winning a copy of Robin’s book…
Episode 18: Philippa Hann
In episode 18, Abraham interviews Philippa Hann, who discusses her role as a financial litigation solicitor and the significance of the British Steel situation. It’s an insightful episode you won’t want to miss…
Episode 17: Owen Walker
In episode 17, Abraham speaks to Owen Walker, who delves into the details of his book Built on a Lie that unpacks the Woodford scandal to a whole new level. Think you know about Woodford? Think again… It’s an episode you won’t want to miss…
Episode 16: Ola Abdul
In episode 16, Abraham speaks to Ola Abdul about the creation of Fundment, unpacking the £10m fundraising process, and the role of technology in the sector…
Episode 15: Bella Caridade-Ferreira
In episode 15, Abraham speaks to Bella Caridade-Ferreira, founder of Fundscape, about why she built the firm, her joint venture with Altus, and much more…
Episode 14: Sean Hagerty
In this episode, Abraham speaks to Sean Hagerty, Managing Director of Vanguard Europe, about the 10th anniversary of Life Strategy Funds, business in Europe and what’s in the pipeline for Vanguard…
Episode 13: Rowena Crawford
Abraham speaks to Rowena Crawford, Associate Director at the Institute for Fiscal Studies, about her recent whitepaper on retirement saving, her key concern about retirement and her most significant research revelation…
Episode 12: David Harvey
In this episode, Abraham speaks to David Harvey founder of Seccl about why he built the firm and the impact of selling Seccl to Octopus for £10m…
Episode 11: BIG NEWS - Special episode
BIG NEWS: In episode 11, Abraham switches positions and is interviewed by Justin King. They discuss the issues with fintech and the powerful new combination of Timeline’s planning tools and Betafolio’s MPS as a single, combined proposition that delights advisers and their clients.
Episode 10: Rebecca Aldridge
In this episode, Abraham speaks to Rebecca Aldridge MD and founder of Balance: Wealth Planning, about how she’s grown the firm from scratch to over £100m in just 6 years with a unique flat fee model…
Episode 09: David Ferguson
In episode 9, Abraham speaks to David Ferguson, founder, and chief executive of Nucleus. He gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future. Don’t miss this episode!
Episode 08: Kevin Doran
In episode 8, Abraham speaks to Kevin Doran, Managing Director at A J Bell. He gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong - don’t miss this episode!
Episode 07: Rory Percival
In episode 7, Abraham speaks to the renowned Rory Percival - A highly influential ex regulator, speaker, and consultant to financial advice firms. It’s an episode full of insights with a deep dive into capacity for loss. Don’t miss it!
Episode 06: Bill Bengen
In episode 6, Abraham speaks to the legendary Bill Bengen, the (now retired) financial adviser who first articulated the 4% rule, eponymously known as the "Bengen’s rule". It is an insightful, charming and intellectual episode which you won’t want to miss!
Episode 05: Sarah Newcomb
In episode 5, Abraham speaks to Sarah Newcomb who is a behavioural economist for Morningstar and author of ‘Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind’. Sarah discusses her role, the findings from her book and much more…
Episode 04: Tim Horrocks
In episode 4, Abraham and Tim Horrocks, Founder at RockWealth, explore topics such as revenue, AUM, EBAL and his exit strategy. It’s a lively and insightful episode you won’t want to miss!