Best Charles Stanley Wealth Managers Podcasts (2025)

1
How to deal with tariff turbulence 24:15

Play Pause

6M ago24:15

24:15

Markets are moving fast in response to US tariffs that standto reconfigure global trade. In our latest podcast, Erica Whyte speaks to Charles Stanley Direct’s Chief Investment Analyst Rob Morgan about their impact, the market fallout, and how investors should think about their portfolios. Recorded 9th April 2025.…

1
Christmas Spending 2024 11:52

9M ago11:52

11:52

Erica Whyte chats to Lisa Caplan and Rob Morgan about how best to manage your budgets over the holiday period.

1
Autumn Budget Forecast 17:26

12M ago17:26

17:26

In this episode, Erica Whyte is joined by Rob Morgan, Spokesperson & Chief Analyst and Lisa Caplan, Director OneStep Financial Planning to discuss the upcoming Budget by Chancellor Rachel Reeves on October 30th 2024. They delve into the various rumours circulating as to what changes there might be to tax and personal finances. Listen to find out mo…

1
Rachel Reeves’ spending review and UK interest rates 19:29

1y ago19:29

19:29

Director of One Step Financial Planning Lisa Caplan andCharles Stanley Direct’s Chief Analyst Rob Morgan digest the recent Spending Review speech from Chancellor Rachel Reeves and considers what it might signal for personal taxes. Meanwhile, the Bank of England has just cut base rate from 5.25% to 5% in reaction to inflation falling. Can we expect …

1
What might the new Labour government mean for personal finances? 14:55

1y ago14:55

14:55

The dust has settled on the UK general election and given the wide margin of victory the new Labour government has a broad mandate for change. While the stance on many key economic and business issues is not necessarily worlds apart from the outgoing Conservatives there are some differences in priorities, which could set the stage for some alterati…

1
Our 2023 Autumn Statement Review 15:01

2y ago15:01

15:01

Charles Stanley's Chief Investment Commentator, Garry White and Chief Analyst and Personal Finance Expert, Rob Morgan review the key points following the Autumn Statement. The pair sit down to discuss what was included and was interestingly left out by the Chancellor. Investment involves risk

1
Investing In Your 40s 14:30

2y ago14:30

14:30

Your 40s are typically when you start to move into your peak earning years. But although you may be receiving a higher monthly salary, you’re now often responsible for mortgages payments, childcare and education fees, and maybe parental care. On top of these, ensuring your retirement plans are on track start to become more important. So, what are t…

1
Investing In Your 30s 18:26

2y ago18:26

18:26

As we move from our 20s into our 30’s our lifestyles, priorities, and obligations shift. It certainly doesn’t happen at the same pace for everyone, but its true nonetheless, things do change. But regardless of whether you’re a homeowner or renter, married with 2.5 children or single and partying in Ibiza, your 30s is the time to begin building last…

1
Investing In Your 20s 16:10

2y ago16:10

16:10

For many, our 20s are an exciting decade. This period is often full of new experiences and life lessons, such as graduating university, travel, starting a career, moving to a new city, and making new relationships. Amongst the chaos and confusion that is early adulthood, it’s important to remember that your 20s is a key decade when it comes to your…

1
A world of three blocs 10:05

2y ago10:05

10:05

The world is effectively divided into three blocs. The US bloc of Western democracies, the Chinese-led bloc of authoritarian states – and the emerging world countries that are aligned to neither. Investment involves risk

1
The role of advice for the next generation 1:00:15

2+ y ago1:00:15

1:00:15

Catch up with our panel of experts as they looked at the attitudes to wealth planning; helping you understand your own circumstances and challenges or, those of the next generation that you are looking to pass your wealth down to. Find out more here: The role of advice for the next generation | Charles Stanley (charles-stanley.co.uk)Investment invo…

1
Protecting your wealth in turbulent times 1:04:08

2+ y ago1:04:08

1:04:08

Inflation may be falling, but 2023 looks set to be another difficult year for the British economy. How can you take back control of your finances? And what is the best way to protect your wealth and preserve it for the next generation? Listen to this engaging discussion to help you be more informed.Investment involves risk…

1
What will the Fed do next? 10:03

2+ y ago10:03

10:03

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, look at the gloomy economic forecasts released by the International Monetary Fund and look at what the US Federal Reserve can do next amid worries over financial stability following the collapse of weak US regional banks such as Si…

1
Spring budget 2023 review 12:14

2+ y ago12:14

12:14

In Chancellor Jeremy Hunt’s Spring Budget, he painted a brighter picture of the UK economy than recent forecasts have showed. The economic outlook, energy subsidies and childcare support all received attention. It also contained some radical changes to pensions which could mean a reassessment of financial planning for many. Join Garry White, our Ch…

1
Ukraine – one year on 8:58

2+ y ago8:58

8:58

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss how the focus on Ukraine sharpens around the one-year anniversary of Russia’s invasion of its neighbour and look at the complex geopolitical situation around this human tragedy. To discover more financial insig…

1
The nuance in the active/passive debate 8:47

2+ y ago8:47

8:47

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss What returns should investors expect in the new investment landscape and a look at the nuances in the active/passive debate. To discover more financial insights from Charles Stanley visit: https://www.charles-s…

1
Looking at prospects for 2023 15:08

2+ y ago15:08

15:08

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss prospects for 2023. To discover more financial insights from Charles Stanley visit: https://www.charles-stanley.co.uk/insights Investment involves risk

1
2022: A year in review 17:40

2+ y ago17:40

17:40

Covid in China, war in Ukraine, the UK's political drama, bond market trouble, escalating energy prices, the cost of living crisis, and skyrocketing inflation - 2022 certainly had its challenges. With the year coming to a close, Erica Whyte and Rob Morgan sat down with Investment Director, Graham Austin to reflect on 2022 and the impact that the ma…

1
The Autumn Statement: The impacts on pensions and tax 11:45

3y ago11:45

11:45

With the dust now settled on Chancellor Jeremey Hunt's Autumn Statement. Erica sits down with Senior Analyst, Rob Morgan and OneStep Financial Planning Director, Lisa Caplan to get their impressions on the announcement as well as what the impact will be on pensions and personal tax. To learn more about which tax changes affect you, read Rob's lates…

1
Chinese protests and central bank losses 10:31

3y ago10:31

10:31

A significant challenge for China's President Xi Jinping after protests against Beijing's anti-Covid policy mounted. Also, central banks are about to report a wave of losses and if so, who pays? Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss this and more in our latest podcast on Charles Stanley Radio. T…

1
Cryptocurrencies and central banks 9:51

3y ago9:51

9:51

Cryptocurrencies such as Bitcoin have seen their pricing come under pressure after FTX, a major digital coin exchange, filed for Chapter 11 protection from bankruptcy. We explain why cryptocurrencies are not money - and remain a gamble, not an investment. To discover more financial insights from Charles Stanley visit: https://www.charles-stanley.co…

1
Ep. 16: Your pension questions answered 18:07

3y ago18:07

18:07

Am I contributing enough to my pension? What do I need to know about my pension statement? Should I reduce my pension contributions to save cash? Is now a good time to consolidate my pensions? Will the state pension exist when I retire? Last week was Pensions Awareness week, therefore to answer these question and to highlight the importance of pens…

1
Central Banks and COP27 7:53

3y ago7:53

7:53

In our latest podcast on Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss the markets' reaction to the Federal Reserve's hike in interest rates, as well as the prospects of COP27. The Federal Reserve has indicated that it may ease off on the pace of interest-rate rises but rates will…

1
President Xi asserts his authority 9:49

3y ago9:49

9:49

In our latest podcast on Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss the impact of China's President Xi Jinping securing a historic third term in power. The pair cover the concerns for Taiwan and Hong Kong, what it means for supply and demand for the semiconductor industry, Joe …

1
Political instability, market turmoil, and what it means for you 20:09

3y ago20:09

20:09

It's fair to say there's quite a bit going on in the news at the moment. The combination of current UK political instability, coupled with the market's reaction and the weakening of the pound, double-digit inflation, the cost of living and energy crisis, and the ongoing war in Ukraine. It's all enough to make your head spin. To help make sense of t…

1
A gloomy outlook from the IMF 8:05

3y ago8:05

8:05

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss the recent IMF growth projections. “They (IMF) are catching up with the reality, as they were a bit behind developments in the world economy.” The pair touch on the IMF’s predicted slowdown in economic growth, …

1
How to give your finances a health check 55:49

3y ago55:49

55:49

We all have different backgrounds, goals, attitudes and ambitions – but the foundations needed to build a secure financial future are essentially the same for all of us. Some planning – particularly early on – can go a long way to help you achieve your life goals in terms of finances and experiences and give you the confidence to be ready for the f…

1
Panic in the bond markets 11:15

3y ago11:15

11:15

In our latest podcast on Charles Stanley Radio, we cover the recent moves in the global bond markets. "Markets are always right, but they change their mind every day" Listen to our latest episode of Charles Stanley Radio as Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss the Central Banks' approach to tac…

1
Mini-budget, major implications 10:14

3y ago10:14

10:14

In our latest podcast on Charles Stanley Radio, we explore the reaction of markets to Friday's not-so-mini-budget. ''The reaction from investors kind of leads us to believe that they don't agree with this, they don't see the policies announced as boosting growth by as much as the government thinks it is.'' Chief Investment Commentator, Garry White …

1
A potentially dire winter for Europe 13:34

3y ago13:34

13:34

“Gas is now unaffordable for normal business life and becoming unaffordable for households.“ Listen to our latest episode of Charles Stanley radio as Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss the withdrawal of Russian gas supplies and how the European Union are grappling with this difficult situatio…

1
The implications of high energy prices over winter and Putin's gas weapon 12:17

3y ago12:17

12:17

In our latest episode of Charles Stanley Radio, we explore the significant challenges facing Europe as we head into winter. “It's a desperately serious problem, specifically on the continent.” Listen in as Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss Putin's gas games and the resulting economic impact …

1
Is this a real recession? 19:16

3y ago19:16

19:16

In our latest episode of Charles Stanley Radio, we look at the current challenges faced around the world and why we’re looking like a global economic slowdown is a certainty. “The medicine’s not very nice, but the medicine is required.” Listen in as Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood dissect raging i…

1
The cost of living, inflation and financial priorities 18:11

3y ago18:11

18:11

We need to talk about the cost of living and financial priorities. After two decades in a low inflation and low-interest rate environment, an abrupt change in the economic climate has prompted many UK households to review their personal finances in order to weather the cost of living crisis. In this episode, Erica and Rob are joined by Lisa Caplan,…

1
How to save for your retirement? 58:04

3y ago58:04

58:04

We need to talk about saving for your retirement. Do you know how much you’ll need to retire? Do you understand the full picture of your retirement savings? Listen to our panel of financial experts to learn the benefits and advantages of using a pension to save for retirement. In this engaging and interactive 45-minute episode, we cover: How tax re…

1
Is there light at the end of the inflation tunnel? 15:58

3y ago15:58

15:58

In our latest episode of Charles Stanley Radio, Garry and John discuss what has been a difficult few months for investors. "We've got inflation now at 8-10% on both sides of the Atlantic. We’ve got inflation over 10% in several Euroland countries, which is an alarming level." How serious is inflation from here? And is there light at the end of the …

1
How high will inflation go? 14:57

3+ y ago14:57

14:57

In our latest episode, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood sit down to discuss what everyone is talking about: inflation and growth. The pair cover the squeeze on consumer disposable income and what this means for corporate earnings going forward, stagflation and growth forecasts, whether we'll see a …

1
How can you make the most of your retirement? 49:16

3+ y ago49:16

49:16

We need to talk about retirement planning. Once you have retired, you’ll want to enjoy your hard-earned savings, whilst ensuring you have enough money for later in life. In this episode, Erica is joined by our panel of financial experts to help you plan your retirement journey. In this engaging and interactive 45-minute session, we provide an overv…

1
Unpicking the frenetic market action of recent weeks 29:04

3+ y ago29:04

29:04

In our latest episode, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood sit down to discuss the recent market gyrations, including the frenetic action which we’ve seen over the last couple of weeks. The pair do a whistle-stop global tour, touching on the Federal Reserve’s role in the high inflation we're currently…

1
Ep. 10: The Rising Cost Of Everything 23:29

3+ y ago23:29

23:29

The rising cost of living, interest rates and inflation have rarely been out of the news recently. But what’s causing these price hikes? And when will it slow down? To get a deeper understanding of the topic that’s been impacting everybody’s wallets over the last few months, Erica speaks to Charles Stanley Spokesperson & Chief Analyst, Rob Morgan. …

1
Ep. 9: Your Tax Year End Checklist 49:01

3+ y ago49:01

49:01

We need to talk about tax year end. Tax year end is fast approaching, so to make sure you're best prepared, for this episode, we're featuring our most recent tax year end webinar, where Erica and Rob are joined by some special guests, to walk you through a comprehensive checklist for your tax year end planning. In this engaging and interactive 45-m…

1
Ep. 8: Dealing With Market Volatility 22:58

3+ y ago22:58

22:58

We Need to talk about market volatility. There is a saying that markets rise by walking up the stairs and fall by jumping out the window and after good market performance throughout 2020 and 2021, we've seen this partially unravel in the early months of this year. To ease Erica's mind and the constant refreshing of her portfolio performance page, s…

1
Ep. 7: Financial New Year's Resolutions 23:06

3+ y ago23:06

23:06

We Need to talk about your financial New Year's resolutions. Along with going to the gym more, eating healthier, and losing weight, saving money is one of the top resolutions Brits have for 2022*. With this in mind, Erica and Rob sat down to discuss financial New Year's resolutions and the what the best approaches are for whipping your finances int…

1
Ep. 6: The Rise of Finfluencers 22:21

4y ago22:21

22:21

Whether you've been on Reddit, YouTube, TikTok or Instagram, you may have noticed that financial and investing influencers are on the rise. But are they all they claim to be? And how much attention should you really be paying to them? In this episode, Erica and Rob talk about 'finfluencers', discussing how to distinguish between a credible resource…

1
Ep. 5: The Supply Chain Crisis 22:17

4y ago22:17

22:17

Whether you've been caught in the long queues for petrol, have found it difficult to buy a new or pre-loved car, or have been waiting 9 months for a new couch or bike, you may have noticed that we're currently in a supply chain crisis. In this episode Erica and Rob talk about what exactly is going on with the supply chain crisis right now, discussi…

1
Ep. 4: What are ETFs? 23:47

4y ago23:47

23:47

Exchange Traded Funds (ETFs) provide broad market exposure, they are a great avenue for diversification, they are comparatively cheap, they've historically preformed well, and they're easy to purchase. So, they are ideal for passive buy-and-hold investors, for people who have small pots to work with, or for people who don't want to do a huge amount…

1
Ep. 3: The Gender Investment Gap 22:19

4y ago22:19

22:19

Whether it be the financial industry's perceived male focused messaging, the off-putting and confusing jargon, or simply the lack of financial education in schools, it's a fact that women are less likely to invest in men. And it's this gender investment gap which can be putting women at financial risk in the long term. In the latest episode of We N…

1
Our Blended Portfolio Turns 3 19:30

4y ago19:30

19:30

In this episode, Head of Asset Management, Daniel James and Director of Asset Management, Chris Ainscough discuss Charles Stanley's Blended MPS Solution as we approach our 3 year anniversary.

1
Ep. 2: What is Inflation? 19:34

4y ago19:34

19:34

In episode 2 of We Need To Talk About Investing (investing basics you wished you'd learned in school), Erica and Rob discuss all things inflation, including explaining what inflation is and how it can impact cost of living, interest rates and the financial markets. Always wanted to invest but didn't know where to start? Follow Erica's Investment Jo…

1
The reality of ESG 22:36

4y ago22:36

22:36

In this episode, Chief Investment Commentator, Garry White and Jane Bransgrove, Director of Asset Management, discuss all things ESG. The basics of ESG have been widely covered in the past two years. However, as interest and pressure on the parameters of ESG investing increase we are exposed to greenwashing, little regulation and an education gap o…

1
Ep. 1: Investing For Beginners 27:40

4y ago27:40

27:40

Calling all beginner investors! In the first episode of our brand new series, 'We Need To Talk About Investing', beginner investor Erica Whyte speaks with investment guru Rob Morgan, to break down the usual myths of investing. Together they discuss the pros and cons of cash, the natural up and down cycle of the market and how being a small investor…