Best Carlos Wizard Podcasts (2025)

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M&PI Podcast #22: Later life lending and the Autumn Budget, with Tony Wickenden of Technical Connection and Will Hale, CEO of Key and Air 28:51

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3d ago28:51

28:51

Now live: The latest Mortgage & Property Investment special edition of IFA Talk, and the final episode of the year turns its attention to later life lending, a topic that has taken on increased importance following the October and November Budget announcements. In this episode, Sue and Meg are joined by two brilliant guests. Tony Wickenden, Founder…

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Podcast #152: Targeted Support and bridging the advice gap in a changing landscape, with Wealth Wizards' CEO Ben Hampton 18:54

8d ago18:54

18:54

On this week’s episode of IFA Talk, Sue and Matt focus on one of the most talked-about topics in the advice sector right now, the Advice Guidance Boundary Review, and more specifically, the arrival of Targeted Support. Ben Hampton, CEO of Wealth Wizards joins us to share his expert insights. Wealth Wizards has been at the forefront of digital advic…

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TEI Podcast #9: Budget 2025 boosts EIS & VCT prospects, and what advisers need to know, with Shoosmith’s Tom Wilde 14:24

10d ago14:24

14:24

In this, our last special Tax-Efficient Investment edition of IFA Talk for 2025, we’re reflecting on the recent Budget and the ramifications for EIS and VCTs. Matt and Sue are joined by Tom Wilde, from the Tax Department of UK law firm Shoosmiths, where he heads up the firm’s EIS and VCT practice. With the reduction of VCT tax relief from 30% to 20…

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Podcast #151: Making sense of markets, mindsets and 2026, with James Giblin, Fund Manager at L&G 18:05

15d ago18:05

18:05

This week on IFA Talk, Deputy Editor Jenny Hunter and Editor Sue Whitbread are joined once again by James Giblin, Fund Manager at L&G, and someone who’s had a front-row seat to one of the most unpredictable market years we’ve seen in a while. With 2025 almost behind us, the timing couldn’t be better. James shares his take on what’s really been driv…

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NI&P Podcast #19: How protection is evolving in 2025, with CIExpert’s Paul Roberts 18:44

17d ago18:44

18:44

The latest New Insurance & Protection special edition of IFA Talk explores how insurers are reshaping protection in 2025, and what this means for advisers and their clients. In this episode, hosts Meg Bratley and Sue Whitbread are joined by Paul Roberts, Propositions and Distribution Director at CIExpert. Paul shares his expert insights into how th…

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Podcast #150: Budget special - Key Budget measures advisers need to know, with AJ Bell’s Rachel Vahey 28:18

24d ago28:18

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This week’s IFA Talk Budget Special is packed with practical insight, clear explanations, and a few “wait, did the Chancellor really do that?” moments. In this episode, host Sue Whitbread, Editor at IFA Magazine, is joined by Rachel Vahey, Head of Public Policy at AJ Bell, who helps advisers cut through the noise and get straight to what really mat…

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M&PI Podcast #21: Innovating mortgage support for first-time buyers, with Nationwide’s Carlo Pileggi 19:34

1M ago19:34

19:34

Now live: The latest Mortgage & Property Investment special edition of IFA Talk lifts the lid on one of the most pressing issues facing today’s housing market, how to help more first-time buyers take that crucial first step onto the property ladder. In this episode, hosts Sue Whitbread and Meg Bratley are joined by Carlo Pileggi, Head of Mortgage P…

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Podcast #149: Smarter retirement strategies for your clients, with Andrew Lewis, Senior Investment Director at Brooks Macdonald 17:07

1M ago17:07

17:07

In this week’s episode of IFA Talk, Matt Williams and Jenny Hunter dive into one of the most important and complex areas of financial planning, helping clients manage risk and income throughout retirement. Joining them is Andrew Lewis, Senior Investment Director at Brooks Macdonald, who shares his thoughts on how advisers can design smarter, more r…

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NI&P Podcast #18: helping clients make confident protection decisions, with MetLife UK’s Phil Jeynes 15:14

1M ago15:14

15:14

The latest New Insurance & Protection special edition of IFA Talk turns the spotlight onto a topic at the heart of financial wellbeing, protection. In this episode, hosts Meg Bratley and Jenny Hunter are joined by Phil Jeynes, who leads the strategic direction of MetLife UK’s individual protection business. Phil shares his expert view on how advise…

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Podcast #148: The future of advice - Sparrows Capital’s Arnie Millington on value, trust and technology 18:58

1M ago18:58

18:58

How can advisers prove their value, close the advice gap, and embrace technology without losing the personal touch? On this week’s episode of IFA Talk, Meg and Sue are taking a closer look at the client proposition, in particular at how advisers and planners can continue to deliver strong outcomes for clients while building a resilient business. Jo…

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TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments 18:23

2M ago18:23

18:23

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Sue take a look back at some of the key changes to IHT and pension in last year’s Autumn Budget. With many of the new rules set to take effect from April 2026 and April 2027, advisers and clients are increasingly seeking support to navigate the changes ahea…

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Podcast #147: Rethinking the MPS or bespoke solutions puzzle with Marlborough’s Eddie Kennedy 16:13

2M ago16:13

16:13

As the lines between model portfolio services (MPS) and bespoke investment solutions continue to blur, advisers are increasingly asking if these two approaches are really in competition, or can they actually complement each other? In this week’s episode of IFA Talk, hosts Sue Whitbread and Matt Williams are joined by Eddie Kennedy, Head of Marlboro…

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Podcast #146: Should Paraplanners be more formally recognised by the FCA? Research by Derek Bradley, founder and CEO of Panacea Adviser 14:35

2M ago14:35

14:35

In this week’s episode of IFA Talk, hosts Matt Williams and Jenny Hunter delve into one of the most hotly debated topics, the evolving role of the paraplanner and whether it’s time for formal FCA recognition. They’re joined by Derek Bradley, founder and CEO of Panacea Adviser, to discuss the findings of Panacea’s latest industry survey: “Should Par…

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M&PI Podcast #20: Evolving opportunities in specialist lending, with Inspired Lending’s Gavin Diamond 19:36

2M ago19:36

19:36

The latest Mortgage & Property Investment special edition of IFA Talk explores how specialist lending is helping advisers support clients with increasingly complex financial needs. In this episode, Meg and Sue are joined by Gavin Diamond, Founder and Chief Executive Officer of Inspired Lending. With over 15 years’ experience in senior leadership ro…

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Podcast #145: Delivering value through multi-asset investing; a look inside the Scottish Widows Managed Growth Funds with Mithesh Varsani, Head of Investment Solutions 15:56

2M ago15:56

15:56

Multi-asset investing continues to sit at the heart of effective portfolio construction, helping advisers deliver diversification, risk alignment and consistent outcomes for their clients. But how can advisers be confident that the multi-asset solutions they choose really deliver long-term value? In this latest episode of IFA Talk, Matt Williams an…

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TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott 13:37

2M ago13:37

13:37

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which is front of mind for many advisers right now, and that is changes to Inheritance Tax, pension and business relief, and what they might mean for long-term planning. To do this, Jon Prescott, Partner at Praetura Investments, join…

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Podcast #144: Emotional Intelligence and adviser success: Practical tips from a former adviser, with James Woodfall 17:35

2M ago17:35

17:35

In this week’s episode of IFA Talk, Matt and Sue are exploring a skill that every great financial adviser needs, but that doesn’t often get talked about enough: emotional intelligence. Often labelled a ‘soft skill’, emotional intelligence (EI) is anything but soft when it comes to its impact on adviser success. It can be the difference between bein…

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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning 20:44

3M ago20:44

20:44

This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial Planning, to dig into one of the most pressing issues facing advisers and their clients today: people simply aren’t saving enough for retirement. Bowmore’s latest analysis reveals that many clients, even those in their 40s and 50s…

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NI&P Podcast #17: Are advisers missing the trick when it comes to Insurance & Protection? With The Exeter’s Jamie Page 19:34

3M ago19:34

19:34

The latest New Insurance & Protection special edition of IFA Talk shines a light on an issue that impacts millions of households across the UK – protection. In this episode, hosts Sue Whitbread and Meg Bratley are joined by The Exeter’s Head of Protection Distribution, Jamie Page. Jamie explains why certain groups continue to be left behind when it…

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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo 17:57

3M ago17:57

17:57

This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been a bit of a nightmare. Slow processes, endless paperwork, frustrated clients… we’ve all heard the stories. But are those days finally behind us, or is there still work to be done? Sue Whitbread, Editor here at IFA Magazine, an…

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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen 21:49

3M ago21:49

21:49

Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth:  Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and parap…

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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon 15:01

3M ago15:01

15:01

Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving circumstances. In this episode, Jenny Hunter and Meg Bratley are joined by Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley & Rugby for Intermediaries. With over 20 years’ experience…

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Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems' Nicholas Ryan and David Mills 18:41

3M ago18:41

18:41

If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone. Multiple systems that don’t talk to each other, endless rekeying, and the same tasks repeated in five different places, it’s a frustration most advisers know all too well. In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread…

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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua 19:23

4M ago19:23

19:23

In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an MPS provider and an advice business. It’s a subject that remains front of mind for many advisers and wealth managers, especially as the MPS market evolves and client expectations continue to grow. To lear…

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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point 15:07

4M ago15:07

15:07

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning during a time of rising taxes. With taxes on the rise, new rules bringing pensions into the inheritance tax net, and clients increasingly looking to advisers for clarity, the landscape has never been more …

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Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice 17:53

4M ago17:53

17:53

Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm. In this episode of  IFA Talk, we’re taking a fresh look at it with someone who knows the advice profession inside out. Our guest is Lee Robertson, now Non-Executive Director and Head of Strategic Partnerships at B…

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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins 20:04

4M ago20:04

20:04

In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns all of us in the industry. Joining us to discuss this are LifeSearch’s CEO Debbie Kennedy, and Homeowners Alliance’s CEO and Founder Paula Higgins. The two have worked together recently on some fascinating research…

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Podcast #137: The Real AI Opportunity? Better workplace culture! With Jenny Segal and Annabel Gillard 21:35

4M ago21:35

21:35

This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather than talking about how it can help you churn through work faster, we’re asking something a bit deeper: what if the real power of AI is actually about creating better workplaces? Joining us for this thought-provoking episode are two b…

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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming's Peter Ball 19:52

4M ago19:52

19:52

In this week's episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and potential further tightening of the IHT rules mean that some families could face a shockingly high combined tax burden on a business owner’s estate. When you factor in Corporation Tax, Dividend Tax and IHT, in some cases the overa…

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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist 17:14

4M ago17:14

17:14

In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of the advice process: the first client meeting. Joining Jenny and Sue for the chat is the fantastic Melissa Kidd, Director, Speaker and Soft Skills expert, who’s on a mission to help advisers make the most of that all-important fir…

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6 | Dr. Kaushal Nanavati | “K-Daddy” on Identity, Belonging & Becoming 1:13:54

5M ago1:13:54

1:13:54

What if the moments that nearly break us are the ones that reveal us? In this episode of The Dr. Melissa Show, Dr. Kaushal “K-Daddy” Nanavati shares the hidden layers of his journey—from an immigrant childhood and academic collapse to becoming a physician, author, and Assistant Dean of Wellness. Through laughter, love, and honesty, he reveals how s…

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7 | Carlos Tearney | Community Leadership and Fighting for More than Survival 59:08

5M ago59:08

59:08

When Carlos Tearney walks into a room, he brings more than world championship titles and a fifth-degree black belt. For those of us lucky enough to know him, we know he brings his mega-watt smile, but he also brings depth. Carlos' story was shaped by the streets of Syracuse, forged through loss, transformation, and an unshakable commitment to helpi…

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9 | Eric Devendorf | From Basketball Passion to Purpose by Building Community & Identity After the Game 1:14:49

5M ago1:14:49

1:14:49

Eric Devendorf isn’t just a former basketball standout—he’s a living testament to how one’s love for the game can evolve into a mission. From scoring 1,680 points at Syracuse University and playing professionally to coaching, broadcasting, and launching a foundation in Central New York, Eric blends passion, resilience, and relentless commitment int…

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8 | Dianne Vitkus | Rebuilding Life After Trauma Through Reflection, Resilience and Reinvention 1:09:24

5M ago1:09:24

1:09:24

When everything changes in an instant, what do you hold onto? For Dianne Vitkus, the answer is resilience, determination, and a new way forward as she works to transform trauma into purpose. In this episode, Dr. Melissa sits down with Dianne Vitkus—former Division I athlete, surgical PA, and current disability advocate—to explore what it really mea…

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Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill 18:36

5M ago18:36

18:36

In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better to talk us through it than Stuart Coombe, Partner and Rural Specialist at Old Mill. Stuart joined the firm back in 2008 as a paraplanner, fresh from a dairy farming upbringing in East Devon. Since then, he’s not only become a Cha…

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NI&P Podcast #15: Heroes in the middle - How advisers are powering better protection advice, with L&G’s Mike Pritchard 16:15

5M ago16:15

16:15

In this week’s special New Insurance and Protection edition of the IFA Talk podcast, we’re shining a spotlight on the vital role financial advisers play in delivering better protection outcomes for clients, and how providers like Legal & General are working to support them every step of the way. Hosted by Sue Whitbread and Meg Bratley, this episode…

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Podcast #133: Tariffs, interest rates and gold - what's next for markets? With Capital.com’s Daniela Sabin Hathorn 20:27

5M ago20:27

20:27

In this week’s episode of IFA Talk, we’re tackling some of the big themes dominating market conversations in 2025, notably tariffs, interest rates, and the soaring price of gold. With geopolitical tensions running high and Trump’s tariffs creating waves across global markets, we ask what it all means for advisers and their clients. To help make sen…

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M&PI Podcast #18: How mortgage tech is transforming the lending journey, with Finova’s Rowan Clayton 18:24

5M ago18:24

18:24

July’s special Mortgage and Property Investment edition of the IFA Talk podcast is now live. And it's one not to miss if you're a financial adviser or mortgage broker. This month, Sue and Matt are diving into the world of mortgage technology, exploring how innovation is reshaping the way brokers, lenders and clients interact throughout the borrowin…

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Podcast #132: What's next for VCTs after the sunset clause extension, with Chris Lewis, Chair of the Venture Capital Trust Association 16:46

5M ago16:46

16:46

In this episode of IFA Talk, Matt and Jenny discuss all things VCTs, following the extension of the sunset clause. Joining them to share his expert insights is Chris Lewis, Chair of the Venture Capital Trust Association. Chris reveals his thoughts on what’s likely to shape the VCT agenda, as well as providing some real-world examples of companies t…

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Podcast #131: Is ESG investment evolving - or just being rebranded? With Parmenion’s Mollie Thornton 15:01

5M ago15:01

15:01

In this episode of IFA Talk, Sue and Matt are joined by Mollie Thornton, Senior Investment Manager at Parmenion, to explore how ESG investing is changing and what that means for advisers. We look beyond the usual headlines to ask: why are companies like Amazon now appearing in ESG and MPS portfolios? Mollie explains what’s behind this shift and whe…

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Podcast #130: Education Champions are building better money habits for the next generations, with Vilma Marques at the CII and PFS 14:31

6M ago14:31

14:31

In this week’s episode of IFA Talk, we’re diving into the vital topic of financial education for young people. Joining IFA Magazine’s Meg Bratley and Jenny Hunter is Vilma Marques, Outreach Programmes Manager at the Chartered Insurance Institute and Personal Finance Society. Vilma shares insight into the Education Champions initiative – a programme…

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#405-The 4 Q's to Be a Profitable Reseller On Amazon - Plus Bonus Supplier Analyzer 36:31

6M ago36:31

36:31

Oleg Kuzmenkov is the founder of Seller Assistant, a tool trusted by Amazon wholesale and arbitrage sellers to analyze price lists, check restrictions, and make faster sourcing decisions. His goal is to help sellers avoid bad buys and scale with confidence. In This Episode: [00:20] Introducing Oleg Kuzmenkov of Seller Assistant. [00:30] The topic &…

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NI&P Podcast #14: A broker’s perspective on the underwriting challenges for high-value life cover with JLHO’s Ken Maxwell 21:28

6M ago21:28

21:28

In the latest episode of our New Insurance and Protection Podcast, we dive into one of the most complex areas in the protection space – arranging high-value life cover for clients with significant sums assured and in some cases intricate medical histories too. Our hosts, Sue and Meg, are joined by Ken Maxwell, Chartered Wealth Manager and Director …

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Podcast #129: Dealing with investor anxiety with Novia Global’s Linda Johnstone 20:10

6M ago20:10

20:10

How can advisers help clients stay calm in stormy markets? In the latest episode of IFA Talk, Sue and Matt tackle a topic that’s becoming more and more relevant for advisers and their clients: investor anxiety. With markets showing plenty of volatility right now, it’s no surprise that some clients are feeling uncertain – even panicked – about their…

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#404 - Stability In Times of Uncertainty - 5 Ways To fail Shipping From China 40:55

6M ago40:55

40:55

In this episode, I'm honoured to have as guest Lior Ohayon of Unicargo and he shares five tips of basic things sellers should know before shipping from China. Lior provides valuable tips and essential info to help sellers stabilize their shipping process and ensure successful deliveries. Tune in to learn how to improve your shipping strategy and av…

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TEI Podcast #5: The fundamentals of investing in small to mid-cap companies with Unicorn Asset Management’s Fraser Mackersie 14:59

6M ago14:59

14:59

In this latest TEI special episode of IFA Talk, Matt and Jenny dive into the UK’s small and mid-cap companies. While this area of the market has faced some challenges in recent years, there are signs that things could be turning a corner as investors increasingly look for opportunities that offer both growth and income potential. Joining us to unpa…

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Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios, with Schroder Investment Solutions’ Ryan Paterson 11:11

6M ago11:11

11:11

With market volatility and economic uncertainty top of mind for advisers, today’s clients are looking for resilient, diversified portfolios that can help them to weather the storm. In this week’s IFA Talk podcast, we’re tackling a crucial question for modern portfolio construction, and that’s what role can liquid alternatives play in helping to mak…

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5 | Christen Belcher | The Wizard Behind Scaling a Business | Systems, Strategy, & Growth 1:12:23

6M ago1:12:23

1:12:23

As a business founder, nothing is more exciting than scaling . . . but are you scaling and growing in a way that is sustainable? In this episode, Dr. Melissa sits down with Christen Belcher, founder of Tre Cani Consulting and the woman behind some extremely successful operational turnarounds. With over two decades of experience building systems tha…

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M&PI Podcast #17: How brokers can bridge the gap and stay ahead in 2025, with Roz Cawood, Managing Director of Property Finance at Streambank 13:04

6M ago13:04

13:04

In this special 'Mortgage & Property Investment Magazine' edition of IFA Talk, Matt and Jenny delve into the ever-evolving property market. As the middle of the year rapidly approaches, the property market is shifting, and investors are increasingly turning their attention to commercial property. Joining us is Roz Cawood, Managing Director of Prope…

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Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales 21:49

6M ago21:49

21:49

In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey, which looks into the real-world challenges and key trends that advisers are currently experiencing. From increased regulation and market volatility to shifting client expectations, the landscape isn’t exactly getting any s…