TRAP: The Real Adviser Podcast

By: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
  • Summary

  • Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
    © 2024 TRAP: The Real Adviser Podcast
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Episodes
  • 58 - CUC: Completely Unnecessary Complications
    Nov 21 2024

    Click HERE to send the TRAP Pack a message

    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 planning, new Irish health insurer, Labour to back FOS over charging vexatious claims, Canada Life 100+ resources, Sam Altman interviewed by Nicolai Tangen, the world’s most transparent fund, Fundsmith AGM, cash on platforms (again)
    • Meat and Potatoes: Completely Unnecessary Complications (CUC)
    • TRAPist question(s) from www.twitter.com/arongunningham https://www.linkedin.com/in/arongunningham/ and “K Pennypacker”
    • Culture Corner

    Show links: http://tiny.cc/traplinks

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    Show more Show less
    1 hr and 31 mins
  • 57 - Adviser YouTube Mastery with James Shack
    Nov 7 2024

    Click HERE to send the TRAP Pack a message

    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 like a bucket of cold vomit, a UK Ponzi scheme, the struggles of a young adviser, Métis Norway hiring yet again, a Bulletproof MBA course
    • Meat and Potatoes: Adviser YouTube Mastery With James Shack(ell)
    • TRAPist question(s) from www.twitter.com/conor_beaumont https://www.linkedin.com/in/conor-beaumont
    • Culture Corner

    Show links: http://tiny.cc/traplinks. Chris Emmott's execellent guide to the Budget for international clients is here: https://www.dropbox.com/scl/fi/l04c9aedyexqt3f8blgpv/Budget-Summary-for-International-and-Overseas-Affected-Clients-EBG-International.pdf?rlkey=oihbam52ceydltqsafi9ly62i&dl=0

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    Show more Show less
    1 hr and 35 mins
  • 56 - Full Fit Financial Planning
    Oct 24 2024

    Click HERE to send the TRAP Pack a message

    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 and consolidators
    • Meat and Potatoes: Full Fit Financial Planning
    • Culture Corner

    Show links: http://tiny.cc/traplinks

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    Show more Show less
    1 hr and 30 mins

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