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Just Covered

Legal & General

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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Hosted by Meghna Chakrabarti, On Point is a unique, curiosity-driven combination of original reporting, newsmaker interviews, first-person stories, and in-depth analysis, making the world more intelligible and humane. When the world is more complicated than ever, we aim to make sense of it together. On Point is produced by WBUR.
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Developing your knowledge to help you build a successful Mortgage Broker business. Craig Skelton shares his thoughts and experiences on all aspects of mortgage advice covering everything from operating in the banking world, estate agency based advisers all the way up to working as a self employed broker. He will be joined by experts from within the industry and other business sectors which all play a key part in becoming a successful mortgage broker in the modern world.
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Happiness in Retirement

Del-Sette Capital Management LLC

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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Let's Talk Income Protection

Income Protection Task Force

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Let's Talk Income Protection is the official podcast of the Income Protection Task Force (IPTF), designed to educate, engage, and inspire financial professionals in the field of Income Protection. We tackle industry challenges, explore evolving trends, and provide practical insights to help advisers better serve their clients. Let's Talk IP is co-hosted by Matthew Chapman, The Protection Coach and Stevie Arnoldi, Content Associate for the IPTF. Join us as we look beyond financial advice, foc ...
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Global Perspectives

Janus Henderson Investors

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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.
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IFA Talk

IFA Magazine

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IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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Let's Talk ETFs

Seeking Alpha

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Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
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The Cornerstone Finance Group Podcast addresses key challenges and opportunities in the mortgage and protection market, highlighting how top-performing mortgage advisors can turn customers into clients and build a successful and scalable business. The series features insights from Cornerstone’s senior team, funders and finance providers as well as advisors who share best practice on client conversations and relationships. Guests tackle topics including being ready for the record numbers of f ...
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As an athlete, entertainer or artist, your talent may be helping you to build a successful career and reputation. However, it is important to remember that your reputation and image has value and you need to protect it. Safeguarding your personal brand and identity is very important in the early stages of your career, and will help you protect your future position and commitments.In this podcast series, hosted by Michael Rueda, we talk to experienced advisers who share useful tips and consid ...
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The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money. Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared. “The litmus test f ...
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Myron Scholes on Time

Janus Henderson Investors

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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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IMPORTANT LEGAL DISCLAIMERS AND DISCLOSURES (Applies to All Content): -------------------- Summary Notice: We are not investment advisers. We do not offer personalized advice. Our portfolios and commentary are impersonal, educational, and created under the publisher exemption. Past performance is not a guarantee of future results. Read our full legal disclaimers below. -------------------- Not Investment Advice: The content provided by Dale’s Solo Investors Podcast LLC ( ”the Company”, ”the ...
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Money Marketing Podcast

Money Marketing Podcast

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Regular podcast hosted by Money Marketing journalists featuring leading financial services commentators. Covering pensions, politics, regulation, mortgages, investments. Money Marketing is a website and weekly magazine for the professional financial adviser industry.
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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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Send us a text Feeling isolated as a mortgage broker? You're not alone. In this candid conversation, Craig Skelton welcomes back Jonathan Needham to explore the evolution of the Broker Foundry and address the unspoken challenges facing today's mortgage professionals. The pair reflect on their recent "Foundations to Freedom" webinar and the overwhel…
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✅ Get Your Personalized Holistic Financial Plan Click below to start your journey toward investing well and living freely. 👉 https://idawealth.com/holisticfinancialplanning/ Jason and Alex dive deep into the intersection of AI, politics, media influence, and your financial freedom. Are you making financial decisions based on truth—or sensationalism…
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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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Episode Synopsis: Understanding the Four Core Financial Risks in Retirement Welcome back to the Happiness in Retirement podcast! I’m your host, Bill Del-Sette, founder of Del-Sette Capital Management. After a refreshing summer hiatus, we’re excited to dive back into the essential topics that can help you secure a fulfilling retirement. In this epis…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with John Lanza, Chief Mammal of The Art of Allowance Project, about raising financially capable kids and how allowance can be a practical tool for building lifelong money skills. 💡 Key Takeaways: Keep it simple—financial literacy for kids doesn’t have to be complicated. An allo…
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When markets get rocky, how can financial advisers help their clients stay the course? Join Kimberley Dondo and Ilana Miller, Investment Development Director at Royal London, as they discuss the art of guiding clients through market volatility. In this episode, they explore the importance of addressing the emotional side of investing, proactive str…
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In Episode 210, Fred Saide discusses the evolving landscape of annuities, particularly in the context of rising interest rates. He explains the benefits of modern annuities, including guaranteed income and long-term care features, while also addressing the importance of evaluating older annuity products. The conversation emphasizes the need for a c…
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Send us a text In this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised Funds (DAFs) can be a great vehicle for charitable giving. 💡 Conversation Highlights:What is a Donor Advised Fund? The benefits and key considerations of using a DAF. How DAFs can encourage mult…
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Having the right insurance cover in place can protect a business itself and can also provide security for an owner’s family. Host Gemma Casey is joined by Paul Morgan of Cornerstone Finance and Jude Reynolds of UK Life to discuss the role of a mortgage advisor in ensuring that business owners understand their options and are properly protected from…
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Matt Brown | Recognising opportunity: Supporting the next generation of intermediaries In this episode of Just Covered, we meet Matt Brown – HL Partnership’s new Propositions Director. Already a respected figure in the mortgage sector, Matt has 20 years’ experience working at firms like PRIMIS Mortgage Network, eConveyancer and NatWest. We were del…
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Whether you live in California or elsewhere, understanding how a trust works can protect your assets, prevent costly probate, and ensure your wishes are honored. From successor trustees to buy-sell agreements for business owners, Jason and Alex share real-life stories — some tragic, some uplifting — that illustrate why planning ahead is critical. 💼…
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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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Send us a text Securing your clients' futures doesn't stop at arranging their mortgage and protection. Estate planning remains one of the most overlooked yet crucial components of financial wellbeing, with over 80% of people under 50 lacking a will. This missing piece creates vulnerability not only for clients but for your broker-client relationshi…
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Send us a text In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future. We discuss how legacy isn’t just about what you leave behind, but how you live—and how storytelling and recorded conversations can bu…
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In Episode 209, Fred Saide discusses innovative strategies for protecting retirement income against inflation, the importance of diversification, and the critical role of Social Security and healthcare costs in retirement planning. He emphasizes the need for personalized financial strategies and the impact of government policies on inflation and re…
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Consumer Duty regulations are reshaping protection advice by shifting the industry from box-ticking compliance to a genuine focus on client outcomes. This shift enables advisers to deliver more meaningful, goal-oriented conversations about financial security. Keith Richards from the Consumer Duty Alliance joins us to discuss how things are shaping …
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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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Rick Gosling, Director at Five Wealth, joins MM Talks to discuss the rise of unregulated advice on social media, how advisers can stay relevant to Gen Z, and the potential and pitfalls of AI in financial planning. He also shares thoughts on intergenerational advice and building financial literacy across families. Listen now:…
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Send us a text A seismic shift is coming to the mortgage advice profession in the UK. The Certificate in Mortgage Advice and Practice (CeMAP) – the qualification that opens the door to a career as a mortgage advisor – is about to undergo its most significant transformation in years. Whether you're studying now, managing a team of advisors, or consi…
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Send us a text In this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy. We explore the evolving intersection of wealth, values, and giving—and how financial professionals can guide meaningful conversations. Key takeaways The changing face of philanthropy: How generational shifts are creating new o…
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Jason Labrum and Alex Klingensmith share how to align parenting strategies with financial education across the four major phases: Caretaker, Cop, Coach, and Consultant. From 529 plans to allowance systems and Roth IRAs, learn how to prepare your kids for a lifetime of smart financial decisions. Whether you have toddlers or teens, this episode gives…
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In Episode 208, Fred Saide covers innovative strategies for protecting retirement income against inflation, the importance of diversification, and the critical role of Social Security and healthcare costs in retirement planning. He emphasizes the need for personalized financial strategies and the impact of government policies on inflation and retir…
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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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Personal protection insurance is a crucial part of any financial plan - not just a tick-box alongside a mortgage. Host Gemma Casey is joined by Rob Jackson of Trust Mortgage, Steve Evans of Scottish Widows Protection and Phil Emanuel of Cornerstone Finance to discuss how life cover, critical illness, and income protection can provide long-term secu…
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Send us a text Ever notice how marketing is the first thing to go when client work piles up? That feast-or-famine cycle is killing your long-term growth, and it's completely unnecessary in today's AI-powered world. After nine weeks of exploring artificial intelligence for mortgage brokers, we're tackling perhaps the most practical application: usin…
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