Best MoneyTalks Podcasts (2026)

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Getting Wealthy vs Staying Wealthy 41:53

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9h ago41:53

41:53

The road to becoming wealthy is often associated with risk taking but preserving that wealth typically requires a very different approach. Donna and Nathan discuss the difficulty many investors experience when the time comes to shift from a high risk to a conservative investment strategy. Also, on MoneyTalk, planning with a five-year time horizon, …

1
Here’s what will move stock markets in 2026 24:44

1h ago24:44

24:44

What will 2026 hold for investors? Will AI continue to drive returns for another year - or will the bubble burst? What do the fundamentals tell us and where might opportunities lie elsewhere? That’s our focus today. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights …

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Finding the Funding 42:10

4d ago42:10

42:10

Financing a home project used to be a no brainier for those with access to home equity, but since the interest rate spike, many homeowners have had to seek other, less attractive options. Donna and Nathan discuss how to weigh alternative funding options for big ticket home expenses. Also, on our MoneyTalk Moment in Financial History, Nathan and Ste…

1
Mortgage, ISA or pension? What most people get wrong 15:20

6d ago15:20

15:20

If you’ve got a bit of extra cash each month, what’s the smartest thing to do with it? Should you overpay your mortgage, invest in an ISA or pay more into your pension? It sounds simple, but making the wrong choice could leave you tens of thousands of pounds worse off over the long term. We’ve crunched the numbers and uncovered which option could l…

1
Fairness is Relative 42:09

7d ago42:09

42:09

When it comes to money, notions of “fairness” can vary from person to person — and sometimes within ourselves. Nathan and Donna discuss some scenarios that highlight contradictions in what we consider to be fair when it comes to our money. Also, on MoneyTalk, ways that technology has complicated our financial lives, and Stock Trivia: Battle of the …

1
The K-Shaped Economy 41:39

7d ago41:39

41:39

While 401k balances and the retirement account participation rate have been steadily increasing, nearly 40% of Americans are still at risk of being unable to sustain their present standard of living in retirement. Donna discusses the sharp economic divergence of the past generation between the asset accumulators and the income dependent. Also, on M…

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The Work/Life Balancing Act 41:55

17d ago41:55

41:55

Burnout is all too common in corporate America today, and for those trying to decide if it's time to jump ship to a new career it can be a scary and uncertain time. Nathan talks with Dave Lubelczyk, founder of The Dream Catapult, to discuss his journey of leaving the corporate world behind to help individuals rewrite their story and pursue a lifest…

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Jonathan Guthrie: this is the truth about investing 20:35

9d ago20:35

20:35

This week - as one of the UK leading financial journalists, including as the head of the Financial Times’ Lex column, Jonathan Guthrie has seen the world of investment - the good the bad and the ugly - up close for years. Now he’s passing on what he’s learned to investors, and we’re delighted to welcome him to the podcast this week. You can purchas…

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A Stubborn Housing Market 41:55

10d ago41:55

41:55

Since the recovery from the Great Financial Crisis, housing prices have been on a moon shot trajectory, and while the market has shown some signs of cooling, the odds of a meaningful downward price shift remain low. Donna and Nathan discuss the factors that contributed to the inflated housing market, and what it would take to bring the prices back …

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New Job, New Plan 42:18

10d ago42:18

42:18

When changing jobs, one of the first things you need to address is your retirement plan, and understanding your options is pivotal. Nathan discusses how to approach the decision making process when moving your money to a new employer sponsored plan. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of how John Pie…

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Market news today - interest rates in focus 7:42

10d ago7:42

7:42

This week in the markets: The final interest rate decisions of 2025 will hog the headlines; as jobs data in the US and UK paint a picture of a modestly slowing economy; and investors assess a third year of rising stock markets. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.…

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Special Episode: How To Become Competent, Confident, and Dangerous With Matt Smith 24:23

11d ago24:23

24:23

This week we have a special guest, Matt Smith. Matt is a serial entrepreneur, executive, and co-author of Doug Casey's Crisis Investing newsletter. This week we're talking with him about a book he co-authored with Doug Casey and his son Maxim Smith. The book is titled: The Preparation: How To Become Competent, Confident, and Dangerous. This book is…

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Bypassing Roth Income Limits 41:30

16d ago41:30

41:30

We love talking about the benefits of the Roth IRA, and if you are one of the investors who can’t make direct contributions to a Roth due to the income limits, there are a few workarounds that you may not know about. Donna discusses some of the strategies that high earners use to take advantage of the benefit of saving on a Roth basis. Also, on Mon…

1
Launching Your Estate Plan 41:22

16d ago41:22

41:22

There is a common misconception that estate planning is exclusively for the wealthy, but many of the legal tools that estate attorneys prepare for their clients are useful for people from all walks of life. Nathan speaks with estate attorney and longtime MoneyTalk contributor, Andy Nault, to discuss some estate planning documents that you should co…

1
Dividend Paying ETFs 42:41

16d ago42:41

42:41

With fewer companies paying dividends today than in the past, dividend paying ETFs and mutual funds have become less diversified. Donna and Nathan discuss some of the trade-offs investors make with dividend paying securities. Also on Money Talk, what to do with your home in retirement, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard…

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The Home Investment Dilemma 41:38

16d ago41:38

41:38

Your home is both a financial and an emotional investment, which is one of the reasons why real estate can be such a uniquely risky asset class. Nathan discusses the financial tug of war that often occurs around home investment decision making, and some of the risks that homeowners fail to prepare for. Also, on our MoneyTalk Moment in Financial His…

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Cash ISA overhaul: what can savers do now? 18:37

15d ago18:37

18:37

Today on the show - cash ISAs are changing following a much-anticipated reform announced in the Budget. What does it mean for savers, and where else might they have to turn to get the steady cash-like returns they’re seeking? Host Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with ex…

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Market news today - Fed weighs up another rate cut 4:11

18d ago4:11

4:11

This week in the markets: the Fed weighs up a third rate cut, the chancellor fields questions about her Budget, and predictions flood in for the year ahead. Fidelity’s Jemma Slingo reviews the stories moving markets. See omnystudio.com/listener for privacy information.By Fidelity International

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A Deep Dive Into the Financial Markets With Graham Summers, MBA 12:28

18d ago12:28

12:28

Stocks are back near all-time highs, gold and silver are catching a bid, but Bitcoin continues to struggle. What is going on? This week, Chief Market Strategist, Graham Summers, MBA breaks down the current macro environment, explaining why these different moves are happening and what's to come as the markets move into the final weeks of the year. G…

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Lessons from the Oracle 42:20

22d ago42:20

42:20

Warren Buffett remains one of the most seasoned and prolific investors, and with over 7 decades of experience, we can learn much from his wisdom on the markets. Donna and Nathan discuss lessons shared by the Oracle of Omaha himself. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of how an oil crisis, post war i…

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The Eras of Financial Life 42:20

24d ago42:20

42:20

As you age, your financial priorities will change with you, so it is often useful to segment your financial plan into decades, allowing your plan to evolve to meet the needs of the moment. Donna and Nathan discuss the typical areas of focus that come with each decade as you journey toward retirement. Also on MoneyTalk, Stock Trivia: Battle of the S…

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Paying Taxes in Retirement 41:52

24d ago41:52

41:52

Navigating taxes doesn’t end when your 9-to-5 does, and in retirement the rules can feel even more confusing. Donna discusses some of the tax topics that tend to complicate the filing process for retirees, including social security, RMDs, quarterly estimates and more. Also, on MoneyTalk, considerations for relocating in retirement, and how to know …

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Playing Offense in the Insurance Game 42:32

1M ago42:32

42:32

When dealing with insurance companies it can often feel the chips are stacked against you, and it’s the insurance adjuster’s job to even the scales. Nathan welcomes Andy Gurczak, Founder and CEO of Allcity Adjusting, back to the show to discuss state property insurance laws, mistakes people make during the claims process, and strategies used by pub…

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Market news today - November breaks market winning streak 8:06

24d ago8:06

8:06

This week in the markets: November breaks a seven-month winning streak for shares; we assess the odds of another Santa Rally; and the case for quality and diversification. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.By Fidelity International

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Budget tax rises - here’s where they hit the hardest 34:26

1M ago34:26

34:26

We’re giving our verdict as the dust settles on a much anticipated Budget delivered by Chancellor Rachel Reeves this week. How will the raft of tax changes announced affect you, and how have markets taken it all? Host Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insight…

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How much cash should you hold in retirement? 18:37

29d ago18:37

18:37

This week - how much cash should you have in retirement? I don’t mean for holidays or to fix the boiler, but as an aid to your overall financial mix. What’s enough and too much - cash to hold? Host Ed Monk is joined by Jemma Slingo to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow …

1
The 3 Phases of Retirement 42:43

1M ago42:43

42:43

Retirement has the potential to make up 1/3 of your life, so naturally your experience will change as you pass through its various phases. Nathan discusses how we evolve through the three phases of retirement, and what we can do to prepare ourselves for the journey. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story…

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Year-End Checklist 41:53

1M ago41:53

41:53

Year-end is a time to remind ourselves what’s important…like where our money is going, and whether we’re on track for our financial goals. Donna and Nathan go over some of the items on your year-end planning checklist, including auditing unused subscriptions, maxing out tax advantaged accounts, doing a Roth conversion assessment, and much more. Als…

1
Market news today - late cycle volatility 9:12

1M ago9:12

9:12

This week in the markets: sentiment settles after last week’s volatility; Black Friday shines a spotlight on the US consumer economy; while here in the UK, all eyes are on the Labour government’s tricky second Budget. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.…

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Does Warren Buffett still matter to investors? 19:36

1M ago19:36

19:36

How relevant is Warren Buffett to investors today? The Sage of Omaha has given his latest written update to shareholders - surely one of his last. Could his meteoric success be repeated today? See omnystudio.com/listener for privacy information.By Fidelity International

1
Aging Alone 41:52

1M ago41:52

41:52

Many people end up depending on their adult children for support as they age, but for seniors who don't have children nearby for help, it's crucial to create a plan to ensure that you have the support you need when that time comes. Donna discusses legal protections, human resources, and best practices for those preparing to age alone. Also on Money…

1
Getting a Handle on Bonds 42:27

1M ago42:27

42:27

We typically only hear about bonds when we experience spikes in interest rates or inflation, but understanding how bonds work helps us to better understand how the economy functions. Nathan takes us through 10 things you should know about bonds. Also on MoneyTalk, how different business entities function, and choosing your investment vehicles. Host…

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Is the UK State Pension less generous than other countries’? 17:56

1M ago17:56

17:56

Today on the show - arguments over the generosity, or otherwise, of the UK State Pension never seem to end - but how does the UK State Pension actually compare to those of other countries? Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow you…

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The Battle for Social Security 42:39

1M ago42:39

42:39

Social safety nets have existed in one form or another since the Middle Ages, but no government entitlement program has touched more people or enjoyed more longevity than Social Security. On this edition of our MoneyTalk Moment in Financial History, Nathan takes us through the events that led to the unlikely passing of the Social Security program, …

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Market news today - harvesting gains 8:43

1M ago8:43

8:43

This week in the markets: Investors harvest gains after a six-month rally; the UK struggles to price in Budget speculation; and Asian markets are hit by China/Japan tensions. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.By Fidelity International

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Is the Bull Market Over... Or Are We Still Early in the AI Story? 14:37

1M ago14:37

14:37

Stocks are taking it on the chin. Is this the end of the bull market or is this just a garden variety stock market correction? This week our Chief Market Strategist, Graham Summers, MBA delves into the macro economic framework he is using to show clients the best path forward, namely that the economy is still growing, the Fed is about to ease monet…

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Trials of a 1st Year Retiree 41:27

1M ago41:27

41:27

The first year of retirement is one of life’s great paradigm shifts, and approaching it with a level of mindfulness is essential. Donna discusses the psychological hurdles that many face following their transition to retirement, and how to avoid getting tripped up. Also on MoneyTalk, how to reinforce financial goal-setting with young adults, and IR…

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Peak salary: why 47 may be the most important age of your financial life 15:33

2M ago15:33

15:33

At what age can you expect your earnings to peak, and then decline. It’s a vital question for anyone planning their financial life - and it might come sooner than you think. Host Ed Monk is joined by Andrew Oxlade to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, mana…

1
Business Entity Breakdown 42:07

1M ago42:07

42:07

How you choose to structure your business will have great bearing over how you are taxed, and how much liability you take on. Nathan discusses how each of the various types of business entities operate, how they differ, and why it is important to seek professional guidance when deciding which formation is right for you. Also on MoneyTalk, the diver…

1
Benchmarking Your Retirement Readiness 42:23

1M ago42:23

42:23

One of the most common things new clients want to know is how their retirement assets measure up against their peers, and one of the first jobs of the advisor is to steer them away from this kind of thinking. Donna and Nathan discuss the process of assessing your financial health, and how to appropriately measure your progress. Also on MoneyTalk, i…

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Turning point for UK economy? Interest rate cuts edge closer 18:50

2M ago18:50

18:50

This week – what does a knife-edge interest rate decision at the Bank of England tell us about the state of the UK economy right now? When – and how far – will interest rates fall? Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capita…

1
Market news today - strong earnings offset valuation fears 8:11

2M ago8:11

8:11

This week in the markets: strong earnings offset valuation concerns; the US government re-opens for business; while here in the UK, jobs and GDP data set the scene for the Bank’s next rate-setting meeting. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.…

1
Can Money Buy Happiness? 42:15

2M ago42:15

42:15

The great Notorious B.I.G. once said, “Mo money, mo problems”, and while some of us may scoff at this as something only rich people say, it is true that many of the worlds wealthiest people do not consider themselves happy. Donna and Nathan discuss this and other lessons offered by writer, Ben Carlson, in his blog post, “17 Thoughts About Money”. A…

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Gold price surge - is it too late to gain? 17:49

2M ago17:49

17:49

Gold has enjoyed an incredible run, but can that continue? The precious metal has dipped from its peak this year - what happens next? Host Ed Monk is joined by Jemma Slingo to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the…

1
The Adjustable Rate Trap 41:08

2M ago41:08

41:08

With many homeowners now saddled with unsustainably high mortgage payments, some are looking to adjustable rate mortgages as an alternative, gambling on the prospect of lower rates coming down the pipe. Donna and Nathan discuss the flawed assumptions and risks behind this strategy. Also on MoneyTalk, the shift back to active bond funds, and Stock T…

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The basics of building a retirement salary from investments 27:06

2M ago27:06

27:06

Today on the show - how do you turn those savings you’ve been making over the years into a secure and repeatable income in retirement? Fidelity’s Richard Evans - author of Your Retirement Salary - joins us to talk it over. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light o…

1
Is it Time For a CPA? 42:05

2M ago42:05

42:05

If you receive all of your income by W-2, most tax filing software will likely give you results similar to what you would get if you had filed through a CPA, but for 1099 employees or those with mixed income sources, having the guidance of a professional can make a world of difference. Nathan speaks with CPA, John Briggs, Founder of Incite Tax, abo…

1
Social Security Mistakes to Avoid 41:46

2M ago41:46

41:46

You pay into the social security system your whole life, and when it’s finally time to claim your benefits, what should feel like a moment to celebrate often becomes a moment of confusion where the wrong decision can carry life long consequences. Donna and Nathan discuss mistakes people make with their social security benefits, and how to avoid the…

1
Financial Prompting 42:17

2M ago42:17

42:17

AI chat bots have streamlined the information gathering process, but as with any model, their output is only as good as their input, so when it comes to personal finance questions, the wrong prompts can lead to costly mistakes. Donna walks us through the process of prompt engineering AI chat bots to assist with financial decision making, and what t…

1
Crafting a Roth Conversion Strategy 41:57

2M ago41:57

41:57

A Roth conversion can be a great strategic tool for reducing overall tax burden, minimizing RMDs, and achieving certain estate planning goals, but only under very specific circumstances. Donna and Nathan run through the variables in the Roth conversion decision process, who benefits most, and the consequences of getting it wrong. Also on MoneyTalk,…