Best MoneyTalks Podcasts (2025)

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Aging Alone 41:52

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7h 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…

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Getting a Handle on Bonds 42:27

39m 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

1h 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

1d 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

13m 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

40m 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

1h 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

7d 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…

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Business Entity Breakdown 42:07

6h 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…

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Benchmarking Your Retirement Readiness 42:23

6h 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

8d 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…

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

18m 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.…

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Can Money Buy Happiness? 42:15

13d 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

4d 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…

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The Adjustable Rate Trap 41:08

26m 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

13d 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…

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Is it Time For a CPA? 42:05

2d 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…

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Social Security Mistakes to Avoid 41:46

2d 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…

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Financial Prompting 42:17

3d 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…

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Crafting a Roth Conversion Strategy 41:57

10d 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,…

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Proceed at Your Own Risk 41:43

17d ago41:43

41:43

Great reward typically comes with an equal measure of risk, and investing is no different. Nathan discusses the various forms of investment risk, including: loss of principal, purchasing power, liquidity, geopolitical, currency risk, and more. Also on our MoneyTalk Moment in Financial History, we cover the story of May Day, when regulators removed …

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Market news today - shares continue their winning streak 9:00

3d ago9:00

9:00

This week in the markets: shares close out October on a winning streak; and will the Bank of England follow the Fed lower? Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.By Fidelity International

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Estate Planning Failures 41:56

21d ago41:56

41:56

If you are one of the millions pof Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate …

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What They Don’t Tell You About Retirement 41:50

21d ago41:50

41:50

Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the concept of retirement is still a relatively new idea. Donna and Nathan discuss retirement revelations outlined in Ben Carlson’s book, “Everything’s You Need to Know About Retirement”, including: how family history helps forge your money ha…

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Value investing - finding the cheapest stock markets 16:17

7d ago16:17

16:17

This week, what are cheapest stock markets in the world right now? It is possible to put a figure on the relative valuations of one stock market versus another - and that’s what we’ve been doing this week. We’ll reveal the cheapest - and most expensive stock markets - and run through the merits of investing in them. We also cover how best to use va…

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Why this is the most extreme ‘fiscal drag’ in UK income tax 17:32

23d ago17:32

17:32

This week, we're talking income tax - and why, whatever happens in the Budget next month - it is already on the rise for many people. What is fiscal drag? And what is the worst example of it in the tax system? Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights…

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Market news today - Fed and tech stocks test buoyant market 7:54

10d ago7:54

7:54

This week in the markets: central bank meetings and tech stock results provide plenty of tests for a buoyant stock market. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.By Fidelity International

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Governing Investor Behavior 41:50

28d ago41:50

41:50

We try to take a calculated approach to decision making with our money, but more often than not, those decisions are driven by emotions. Donna and Nathan use the framework of behavioral finance to explain the role the investment advisor can play in helping to offset some of our counterproductive tendencies. Also on MoneyTalk, Stock Trivia: Two Trut…

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Retirement Meeting Prep 41:35

18d ago41:35

41:35

What are your goals for retirement? What will your retirement expenses look like? Is your retirement income structured to keep up with inflation? These are just a few of the questions you will need to be ready to answer when first meeting with a financial advisor, and for many people, that may be the first time they’ve even thought about them. Donn…

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Taking pension tax-free cash? Don’t make these mistakes 17:21

15d ago17:21

17:21

This week - should you take your pension tax-free cash now? Many of those near, or in retirement are asking themselves that question as rumours swirl of potential reforms to the system for retirement savings. What are the good - and bad - reasons to take tax-free cash? Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the…

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How to Retire Happy 41:48

1M ago41:48

41:48

When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement”, to discuss perspectives fr…

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Direct Indexing: Scaling Up Your Portfolio 41:31

1M ago41:31

41:31

While index funds have their benefits, customization has never been one of them, that is - until now. Donna and Nathan discuss how the technology behind direct indexing is allowing investors to design their own specialized portfolio to benchmark an index, while using sophisticated tax efficiency strategies unavailable with traditional index funds. …

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Market news today - markets do the jitterbug 4:32

29d ago4:32

4:32

This week in the markets: Investors are jittery as the US bull run enters its fourth year. Fidelity’s Jemma Slingo reviews the stories moving markets. See omnystudio.com/listener for privacy information.By Fidelity International

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What's Driving Market Expectations: Companies Staying Private Longer 16:01

1M ago16:01

16:01

In the last of our two-part series diving into investment banking, market leaders Larry Wieseneck, Head of Global Investment Banking, TD Securities and Vice Chair, TD Cowen and Grant Miller, Executive Managing Director, Head of Global Capital Markets, TD Securities, together with adjunct professor at Columbia Business School David Erickson, explore…

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In Gold We Trusted 42:21

1M ago42:21

42:21

For over a century, gold wasn’t just a symbol of wealth—it was the backbone of the U.S. dollar. From the discovery of gold in California to the creation of the Federal Reserve and the dramatic shift under President Nixon, the gold standard shaped not only how America did business, but how it saw itself on the global stage. On this edition of our Mo…

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Weighing Your Interests 41:13

21d ago41:13

41:13

Being mortgage free is the dream for most homeowners, but even if you have the available cash to pay off your house, it may be a tough decision in a high savings rate environment. Donna and Nathan answer a MoneyTalk hotline question from a listener who is grappling with this very decision. Also on MoneyTalk, deciding whether to rent or buy, and Sto…

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Estate Planning: Laying the Foundation 40:47

21d ago40:47

40:47

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building o…

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Everything You Need to Know About Purchasing Jamaican Real Estate | Ep. 393 22:32

21d ago22:32

22:32

Welcome back to another info-packed episode of Money Talk With Tiff! This week, Tiffany Grant sits down with Nicole White, a powerhouse real estate agent specializing in Jamaican property. If you’ve ever thought about buying your dream home or investment property abroad, especially in Jamaica, this is an episode you don’t want to miss. Check out th…

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Retirement Fails 41:52

23d ago41:52

41:52

Growth in life is largely about learning from your mistakes, but at a certain point in our journey we will no longer have the benefit of time to recover from those mistakes, so having a plan is essential. Nathan discusses some common mistakes to be mindful of as we prepare for retirement, including: outliving your assets, favoring accumulation over…

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An Array of Tax Treatments 41:40

1M ago41:40

41:40

If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but a growing number of Americans today receive income from multiple sources, each of which may be taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: so…

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The HSA: A Tax Unicorn 41:30

1M ago41:30

41:30

The Health Savings Account is a uniquely designed product combining some of the key tax benefits of both tax deductible and tax deferred accounts, so if your employer offers an HSA as part of your benefits package, you should strongly consider taking advantage if you qualify. Donna and Nathan discuss how to use the HSA to its full benefit. Also, on…

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Market news today - 'Nervous Nineties' 8:06

1M ago8:06

8:06

This week in the markets: stock markets enter the ‘nervous nineties’; earnings season kicks off; and gold pushes above $4,000. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.By Fidelity International

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What's Driving Market Expectations: Politics, Rates and Risk 19:06

1M ago19:06

19:06

In the first of this two-part episode, Larry Wieseneck Head of Global Investment Banking, TD Securities; Vice Chair, TD Cowen and Grant Miller, Executive Managing Director, Head of Global Capital Markets, TD Securities, join David Erickson, Adjunct Professor at Columbia Business School, to discuss how today's macro and political backdrop is influen…

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Exploring the Business Side of Filmmaking with Mikey T | Ep. 392 19:54

28d ago19:54

19:54

This week, Tiff dives into the business of filmmaking with special guest Mikey T—a passionate filmmaker whose work centers around Jamaican culture, legacy, and economic empowerment. Together, they explore the intersection of creativity, culture, and business, and how aspiring creatives can navigate the industry with both financial sense and social …

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Our Economy in Perspective 40:57

1M ago40:57

40:57

We can all agree that we are in the midst of a challenging housing market, but it may surprise you to learn that the cost of a median priced home in ounces of gold today is the same as it was back in 2008. Donna and Nathan discuss how looking at the big economic picture can reframe our understanding of the real condition of a particular financial m…

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Sharing the Wealth 40:57

29d ago40:57

40:57

For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex level of estate planning. Donna discusses estate planning considerations for those looking to begin the wealth transfer…

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AI bubble? Tax rises? Six answers investors need now 33:07

29d ago33:07

33:07

Today on the show - we’re answering your questions as we head - believe it or not - into the final months of 2025. Will markets crash? Are pensioners in the crosshairs as the Budget approaches? What next for AI and for gold? We’ll attempt to answer all of it. If you enjoy the show please rate us, share us or leave a comment wherever you get your po…