If there’s a personal finance topic I’m happy to come back to again and again, it’s budgeting. Budgeting is the foundation, the very cornerstone of a great financial plan. Like many things in the world of finances, it’s simple, but rarely easy. My guest today is Michele Cagan, a Certified Public Accountant on a mission […]

Regular listeners to this podcast will know I’m particularly interested in the field of behavioural finance. So I’m pleased to welcome back to the show today Dr Daniel Crosby. Daniel has written a new book, it’s called The Behavioural Investor, and it’s an applied look at how psychology ought to inform the art and science […]

What’s the value of a financial plan? In this episode, chartered financial planner Nick Bamford from Informed Choice talks to Martin about financial planning, how it differs from financial advice, and the light bulb moments he sees with clients when presenting their financial plans. Nick is a very experienced Chartered Financial Planner and was the […]

My guest today, Tony Bradshaw, realised he was in a financial mess when he tax return as an engineer just out of college. $39,000 gross. $16,000 of debt. Where had all the money gone? That moment was the catalyst that helped him make the millionaire choice, his choice to become a millionaire by age 40. […]

My guest on the podcast today is a psychiatrist who has discovered most of his patients have one thing in common; anxiety about money. This manifests itself as fears and doubts about their financial future and day-to-day financial needs. Mark Tobak, MD, is a general adult psychiatrist in private practice. He is the former chief […]

What makes the super rich tick? Is there a specific mindset that sets ultra-high net worth individuals apart from the rest of us? Are they meticulous planners – or is their wealth an unintended by-product of their entrepreneurial activities? Is it nature or nurture that sets them on the path to great financial success? In […]

In this episode I’m joined by Brian Dennehy, a veteran of the financial services profession and regular media commentator for more than 20 years. Brian’s written his first book. It’s called Clueless: New research uncovers the story of two extraordinary financial mysteries, massive investor losses, and a brilliantly straightforward blueprint to achieve huge profits from […]

On September 15, 2008, the subprime mortgage industry collapsed, Lehman Brothers filed for bankruptcy, and a 24-year-old Ryan Serhant began his first day in the real estate business. The real estate sector has slowly recovered since then, and Serhant has become one of the most successful brokers in the world. He now manages agents in […]

In this episode I’m joined by energetic Fintech professional Jake Wombwell-Povey. Jake recently joined Goji Investments, an investment platform focused on Direct Lending. Within this episode Jake explains all about direct lending as an investment asset class. Here’s my conversation with Jake Wombwell-Povey, CEO of Goji Investments, in episode 363 of Informed Choice Radio. Subscribe […]

Retirement is a once-in-a-lifetime opportunity to be yourself and do what you want to do. It offers new possibilities for personal growth through learning, retraining, travelling and friendship. But it’s also one of the biggest transitions we face, and brings huge psychological and emotional challenges. It’s not surprising that many people struggle with the adjustment […]