TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Meta declaring its first dividend, update on TRAP Live, another FIRE story, Lombard Loans, Nikkei back to 1989, the “death” of the value premium Meat and Potatoes: You’re Fired - Sacking Yourself Off Questions posted by our beloved TRAPists Alastair P www.twitter.com/ap592d Culture Corner Links referred to in the show: Financial Life...
Feb 29, 2024•1 hr 21 min•Ep. 40
TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including TRAP Live announcement, scams, the Irish FPSB, accountants and pensions and misconceptions, Irish consolidation, retirement living standards, the destruction AND creation of wealth, HUM Premium price changes, MS Copilot - Meat and Potatoes: The Wealth Transfer: Hype or Real? - Questions posted by our beloved TRAPists Will Bennett h...
Feb 15, 2024•1 hr 10 min•Ep. 39
TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdown pension complainant, Capital is recruiting, HUM London speaker suggestions please, TRAP Live update Meat and Potatoes: Investment Fundamentals 101 ...
Feb 01, 2024•1 hr 22 min•Ep. 38
TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Irish salary sacrifice, Ray Trapani interview with Storyteller and BitCoin ETFs, NextGen and Verve adviser resources, cash flow as an “optional extra”, Timeline Classic 50 MPS laudits Meat and Potatoes: ABL - Always Be Learning Questions posted by our beloved TRAPists www.twitter.com/abb04645603 Culture Corner Links referr...
Jan 18, 2024•1 hr 26 min
TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a clash over FIRE, Morgan Stanley’s woeful 2023 prediction, the follies of mis-asset allocation, BitCoin Meat and Potatoes: Three Wins, Two Learns, One Goal Questions posted by our beloved TRAPists Guy Skinner ( http://linkedin.com/in/guy-skinner-citygate-financial-planning ) and Benjamin Mitchell ( www.twitter.com/themone...
Jan 04, 2024•1 hr 27 min•Ep. 36
TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Royal London/Lang Cat report on value, the strong market close to 2024, some boring Bitcoin updates, the wickedness of pension complications, and client Xmas pressies - yes or no? Meat and Potatoes: Crushing Content Creation Questions posted by our beloved TRAPists www.twitter.com/@paulcleworth https://www.linkedin.com/i...
Dec 21, 2023•1 hr 26 min•Ep. 35
TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the passing of Bill Vasilieff and Charlie Munger, Sunday Times on Value Assessments, Paul Lewis and sitting in cash, JP Morgan Retirement Report, lunch with a legend Meat and Potatoes: Centres of Influence - Marketing Series 2/3 Questions posted by our beloved TRAPists www.twitter.com/@MApowling and www.twitter.com/themone...
Dec 07, 2023•1 hr 31 min•Ep. 34
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a recap of HUM, hitting 500 YT subscribers, final call for the Irish Ideas Exchange, Consumer Duty updates, planning for 2024 Meat and Potatoes: Revolutionise Your Referrals - Marketing Series 1/3 Questions posted by our beloved TRAPists Master J Culture Corner Links referred to in the show: AS FCA letter/ media and platforms requesting fee justification https://www.fca.org.uk/publication/correspondence/dear-ceo-letter-...
Nov 23, 2023•1 hr 32 min•Ep. 33
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the rise and fall of Open Money, Vanguard leaving China, Irish Ideas Exchange, are we talking about events in the Middle East with affected clients, new Brett Davidson White Paper, Andy rants about the FCA and crypto, SJP adviser saddled with a business loan, Wealthfront débâcle, HUM London happening on the day of this episode’s release Meat and Potatoes: The FINAL Exit Strategy: getting all the stuff documented, for th...
Nov 09, 2023•1 hr 33 min•Ep. 32
In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fund, Irish budget investor woes, adviser mastermind top tips - Meat and Potatoes: Taking THAT Fork In The Road - Questions posted by our beloved TRAPists Stuart Mullen - Culture Corner Links referred to in the show: AS: https://www.nextwealth.co.uk/research/financial-advice-business-benchmarks-report-2023/ NL: https://www.mandg.com/news...
Oct 26, 2023•1 hr 26 min•Ep. 31
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including TRAP Live on 9th May 2024, the TRAP Pack officially open the World Cup in Paris, the annual CISI shindig, Storyteller’s Limerick trip Meat and Potatoes: the chaps discuss the FIRE movement Questions posted by our beloved TRAPists Jono Randell-Nash www.linkedin.com/in/jono-randell-nash and www.twitter.com/@juniper_jon Culture Corner Links referred to in the show: NL - Doomslayer - a weekly dose of good news from Human Pr...
Oct 12, 2023•1 hr 16 min•Ep. 30
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Rugby World Cup updates, Messrs Smith & Hart recap HUM Cape Town, AIM investing woes, Progressive Planners Conference, Future You (again), Nucleus buying Curtis Bank Meat and Potatoes: What Norway Can Teach HNWs (and their advisers) Questions posted by our beloved TRAPists www.twitter.com/@jlaws4 https://twitter.com/principlespf Culture Corner Links referred to in the show: Norway Sovereign Wealth fund: https://www....
Sep 28, 2023•1 hr 25 min•Ep. 29
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including being present and putting our your work, DB transfer factory fines, the complete lack of understanding some peeps have about what it is we do (REAL financial advice) Meat and Potatoes: We Need To Talk About Fees Questions posted by our beloved TRAPists Jez Heal and Philip Dragoumis Culture Corner Links referred to in the show: CW: The Man in the Arena https://youtu.be/A311CnTjfos?si=IQ9JrKPngQkpjp9T AS - apparent lack o...
Sep 14, 2023•1 hr 30 min•Ep. 28
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FCA fees coming down (yay), Scottish Widows loses 180 funds (eek), DB scheme admins asking for money back (double eek), Zoom asking employees to return to the office (!), TRAP hitting 65k downloads, employing pros and leaving them to it, Buffett’s birthday Meat and Potatoes: Succinct Seminar Success Questions posted by our beloved TRAPists @jeu1985 @Financial118 Culture Corner Links referred to in the show: NL: Scottish...
Aug 31, 2023•1 hr 20 min•Ep. 27
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including two Morningstar reports, the Buy-to-Let meltdown, gilt pension “protector” funds, sideways markets, and portfolio lending Meat and Potatoes: Oh, The Mistakes We’ve Made! Questions posted by our beloved TRAPists @wheato1976 and Ian G Culture Corner Links referred to in the show: Morningstar Report -Why Do Investors Hire Advisers? https://assets.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt166858b2f17f32db/649c535e1ea...
Aug 17, 2023•1 hr 29 min•Ep. 26
F-BOMB ALERT AT 26m22s!!!!!!!!!!!!!!!!!! In this latest pile of TRAP, the Trap Pack discuss Topical issues, including this month’s Chancellor and his bellend plans for pension funds and unlisted equities, Consumer Duty is born, Limerick Hurlers, update on TRAP Live 2024, active fund management bullshit-speak, the complete demise of the formerly ubiquitous GARS fund Meat and Potatoes: How To Survive and Thrive The Summer Questions posted by our beloved TRAPists @stevesmithlive & @kieranfowley...
Aug 03, 2023•1 hr 19 min•Ep. 25
DISCLAIMER: "STORYTELLER" SMITH WAS IN A TURKISH HOTEL ROOM WITH A FAULTY FIRE ALARM. THIS BEEPS THROUGHOUT. ALAN APOLOGISES PROFUSELY. HE KNOWS HE'S LET THE TRAP PACK DOWN, THE DEAR TRAPPISTS DOWN, HIS FAMILY DOWN, AND - WORSE OF ALL - HE'S LET HIMSELF DOWN. In this latest pile of TRAP, the Trap Pack discuss A possible TRAP live event in 2024. Please let us know if you would be interested in going by leaving your details in the link below Topical issues, including Google Reviews, CPS study into...
Jul 20, 2023•1 hr 25 min•Ep. 24
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including the “Future You 2023” event, the DFA Matrix book, a completely wrong personality test, Schroders Adviser Pulse 2023 report, the awful RegData trauma Meat and Potatoes: From Sin Bin to Sending Off: Handling Problematic Clients Questions posted by our beloved TRAPist - @Darren_Bilkey @Bill_n_e_wann @LlewelynBowen @kieranfowley Culture Corner Links ...
Jul 06, 2023•1 hr 24 min•Ep. 23
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including Bucket Lists, NextGen Conference wrap, the “M&S Incident”, platform cash skimming, 85 year study into happiness and retirement, AI event discounts for TRAPists, Meat and Potatoes: Dispensing The Vitamin C - The Ongoing Client Comms Strategy Questions posted by our beloved TRAPist - Adam Liddelow Culture Corner Links referred to in the show: N...
Jun 22, 2023•1 hr 27 min
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including a DB Transfer Value tracker site; eye-watering Quilter charges; Alan having a live Bulletproof Entrepreneur podcast event Meat and Potatoes: Newbie Deep Dive with guest host Emmelia Powell Questions posted by our beloved Trappists - this episode, there are none! Too little time. Next episode, things will resume. Probably. If we haven’t killed eac...
Jun 08, 2023•1 hr 25 min•Ep. 21
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including a review of the Adviser 3.0 conference and The Stig’s car crash of financial mistakes Meat and Potatoes: How To Run The Initial Strategy/Blueprint Meeting Questions posted by our beloved Trappists @burtong1 and @TobiasEvans1 Culture Corner Links referred to in the show: Rational Reminder EP252 at 1h14m in. Burton Malkiel on why it’ll be a long ti...
May 25, 2023•1 hr 20 min•Ep. 20
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including Carl attending The Real Deal; TRAP being shortlisted for a podcast award; getting encouraged by podcast-meister Steven Bartlett; Berkshire Hathaway 2023 AGM; HUM London and South Africa on the horizon; Lisbon as a decent city break Meat and Potatoes: Getting To Know You Questions posted by our beloved Trappists Tom R and @burtong1 Culture Corner ...
May 11, 2023•1 hr 29 min•Ep. 19
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including the possible return of annuities; Colin Lawson’s fresh approach to realising business capital; resolution of the Neil Woodford fiasco; Irish Life causing ripples Meat and Potatoes: Critical Non-Essentials: refining the client experience Questions posted by our beloved Anon (!) and David Milne Culture Corner Links referred to in the show: Colin La...
Apr 28, 2023•1 hr 24 min•Ep. 18
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including Mr Hart’s Maven Money podcast breaking through 1M downloads (really); the decline in size of the UK stock market; Chat GPT - a threat?; more nonsense around risk scales Meat and Potatoes: Man Plans and God Laughs. Whilst planning for the future is important, so is giving clients permission to live their best lives now . Questions posted by our be...
Apr 14, 2023•1 hr 29 min•Ep. 17
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including Ireland scraping home against a severely depleted England; massive pension changes in the UK; an MBO with Métis Ireland. Meat and Potatoes: Keep It Simple Stupid (KISS). Why do so many overcomplicate? Questions posted by our beloved Trappists @matt_aitchison , Colin Bates Culture Corner Links referred to in the show: NL: Inside Vanguard: Leadersh...
Mar 31, 2023•1 hr 13 min•Ep. 16
In this St Patrick’s Day Special latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including one IFA saving a client from a £450,000 fraud; the road to hell that is pension Lifestyling; the unbelievably rapid demise of the Vanguard advice experiment Meat and Potatoes: St James’s Place - a commercial behemoth. But at what cost? Questions posted by our beloved Trappists @RossTaylorFP @cianmetiscfp Culture Corner Li...
Mar 17, 2023•1 hr 28 min•Ep. 15
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including positive feedback on the previous episode 13; the ridiculousness of fund risk ratings Meat and Potatoes: Why ambiguity is such an inherent part of real financial planning. And the Trap Pack’s top tips for newbies to this mighty profession. Questions posted by our beloved Trappists @joshgerstler @dirkgroeneveld @ComradesNic Culture Corner Links re...
Mar 03, 2023•1 hr 21 min•Ep. 14
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the PFS’s escalating legal bills; an as-yet-unnamed IFA with his/her/their fingers in the till; VCTs - good enough for Nick but not for clients; Value for Money Statements; our Trappist Six Nations meet and greet at The Royal Oak, Marylebone Three glowing reviews of the podcast, read by Andy in his inimitable style Meat and Potatoes: helping clients transition to the next stage whilst also looking after our own mental w...
Feb 17, 2023•1 hr 9 min•Ep. 13
****SLIGHT TECHNICAL ISSUES AT 50m AND 65m - STICK WITH IT!**** In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatness Three glowing reviews of the podcast, read by Andy in his inimitable style Meat and Potatoes: The Client Acquisition Process in great depth. Also: Client Surveys - good and bad experiences Questions posted by our beloved Trappi...
Feb 03, 2023•1 hr 13 min•Ep. 12
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatness A glowing review of the podcast, incredibly mangled by Andy Meat and Potatoes: The Client Acquisition Process in great depth Questions posted by our beloved Trappists Dar, @JcolcloughFP, @MAPSinclair Culture Corner Links referred to in the show: “Midnight In Sicily” by Peter Robb: https://w...
Jan 20, 2023•1 hr 15 min•Ep. 11
