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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Protection Advisers Podcasts
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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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
Join Steven Briggs for prudent financial advice on personal finance, investing, 401(k)s, retirement planning, and navigating today's complex economic landscape. Money is Personal helps you build and protect your wealth.
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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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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 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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Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.
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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 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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View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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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 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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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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Brass Tacks. John Lappin interviews leading figures in the Financial Services sector
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'Get lost in yourself and you'll find everything is a soul-searching podcast in which you would learn the necessary stuff, which is everything, you already got, and unlearn the unnecessary stuff, you might be looking forward, to complete you, anyhow. Back your mental health with soul-searching.
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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
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16:15In 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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Building a Modern Broker Community: Conversations with Jonathan Needham
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34:56Send 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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AI, Politics & Your Money: Are You Truly Free?
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29:31✅ 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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AI is everywhere, and increasingly, people are turning to it for therapy. What’s at stake when we lose that human to human-therapist connection?By WBUR
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming's Peter Ball
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19:52In 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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Retirement at Risk: The Four Threats You Can't Ignore
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22:43Episode 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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Florida citrus production has dropped more than 90% in the past two decades -- a blow for the state's economy and cultural identity. What's driving the decline of Florida's orange groves, and what can be done about it?By WBUR
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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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How 'Blessings and Disasters' shape Alabama
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43:11Alexis Okeowo says Alabama, where she grew up, shows the best and worst of the American experiment. In her new book, "Blessings and Disasters," she wrestles with the state’s complicated past.By WBUR
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Protection and Pensions Series: Building Investor Resilience with Royal London
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28:43When 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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The world’s largest music streaming service now lets users to monetize music in which they don’t play or sing a single note. How is AI shaping how we make and profit from music?By WBUR
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Transform your charitable giving with Donor Advised Funds
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49:52Send 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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The Jackpod: What’s wrong with the White House press corps?
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40:03On Point news analyst Jack Beatty on how the Trump administration has transformed which reporters get to be in the White House briefing room and travel with the president.By WBUR
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A dozen states are banning people from buying sodas and some sugary snacks using federal food assistance. The effort is part of the “Make America Healthy Again” campaign led by Secretary Robert F. Kennedy Jr. Will the restrictions convince people on SNAP to eat less junk food?By WBUR
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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
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32:12Matt 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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Trusts in California: Avoid Probate & Protect Assets
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20:47Whether 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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The U.S. Congress cut federal funding for public media, shuttering the Corporation for Public Broadcasting. What does that mean for the future of local news across the country?By WBUR
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
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17:14In 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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Securing Your Legacy: How Will Writing Transforms Client Protection
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51:58Send 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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How should American colleges measure merit?
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43:09The Trump Administration ordered universities to turn over data to prove they're not considering race in admissions. But education expert Richard Kahlenberg argues that for college admissions to look at merit fairly, they need to look at class.By WBUR
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Telling Your Story: Legacy, Money, and the Power of Conversation
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20:41Send 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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By Steven Briggs
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A recent study shows that people using AI to write for them experience some negative cognitive effects. Why? Because there's something special about what writing does in your brain.By WBUR
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Innovative Strategies for Retirement Income
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31:51In 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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Is there a better way to manage grizzly bears?
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43:57The U.S. House will consider whether grizzly bears in and around Yellowstone National Park should be taken off the endangered species list. How delisting would impact grizzly bears and the people living near them.By WBUR
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The Jackpod: A bold idea to help Gen Z. And maybe save the Dems
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39:03On Point news analyst Jack Beatty on a wild idea from the '90s that could offer young Americans greater financial security, and how it would benefit Democrats to publicly embrace bold ideas like it.By WBUR
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What the U.S.-EU trade deal means for you
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45:48After months of wrangling, the U.S. and the EU have reached a trade agreement. The EU made big compromises, like a 15% tariff on most EU exports. How will the deal affect Americans?By WBUR
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Consumer Duty is Changing How We Protect Clients Forever
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49:07Consumer 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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What are 'cool roofs,' and how do they work?
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44:57Summers are getting hotter every year. When it comes to adapting to a hotter planet, in the United States, it's cities that are taking the lead. In Atlanta, they've passed a nation-leading "cool roof ordinance."By WBUR
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Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill
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18:36In 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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MM Talks: Rick Gosling on Finfluencers, Gen Z & the Future of Advice
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29:07Rick 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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Investing in the accelerating trend of generative AI
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19:32In this episode, Portfolio Manager Denny Fish discusses how the continued evolution and implementation of artificial intelligence (AI) is impacting companies, tech investors, and the global economy.By Janus Henderson Investors
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CeMAP Overhaul 2025: What Brokers Need to Know
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8:50Send 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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The state of America's judiciary with Judge J. Michael Luttig
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46:35The retired conservative federal judge says a war against the judiciary in America has been waged by "a tyrannical wannabe king."By WBUR
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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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How to Raise Money-Smart Kids (at Any Age!)
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31:59Jason 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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Food security levels in the Gaza Strip have reached their most dire levels since the conflict between Hamas and Israel began. Humanitarian experts say immediate action is needed to save hundreds of thousands of people from starvation.By WBUR
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Understanding Inflation's Impact on Retirement
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32:34In 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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Could sunlight help treat disease? A growing number of studies find potential benefits of UV light therapy for conditions like multiple sclerosis, Type 1 diabetes and Crohn’s disease.By WBUR
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On Point news analyst Jack Beatty on how Donald Trump projects strength through his lack of inhibition and self-constraint.By WBUR
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A majority of registered voters think the Democrats are out of touch with Americans' everyday concerns according to recent polling. Social inequality scholar Joan Williams discusses her book "Outclassed: How the Left Lost the Working Class – And How to Win Them Back."By WBUR
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Financial Times reporter Patrick McGee argues in his new book 'Apple in China' that China wouldn’t be the China it is today without Apple.By WBUR
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Podcast #133: Tariffs, interest rates and gold - what's next for markets? With Capital.com’s Daniela Sabin Hathorn
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20:27In 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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MM Unpacked: FCA Targeted Support, Young Talent & Digital Future
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34:03In this episode of MM Unpacked, Kimberley Dondo, Dan Cooper, and Tom Browne unpack the FCA's targeted support, discuss the importance of work experience in attracting young talent to financial advice, and reveal Money Marketing's digital evolution.By moneymarketing
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From Overwhelmed to Automated: Using AI to Keep Your Mortgage Brand Visible
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8:53Send 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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A former CDC vaccine adviser has words for RFK Jr.
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46:38Last month, HHS Secretary Robert F. Kennedy Jr. fired an influential committee of vaccine advisers to the CDC. What that decision could mean for vaccines and America’s public health.By WBUR
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