Best Expat Wealth Management Podcasts (2025)

1
OUT & ABOUT: Unschooling: Learning Off the Beaten Path (Expat Money 291) 1:00:42

13h ago1:00:42

1:00:42

Completing the interview I gave to Mikkel Thorup last year. Original episode: https://expatmoneyshow.com/episodes/291-joshua-sheats-pt-3/

1
1102-It's Always Cheaper to Feed the Meter Than to Pay The Ticket 41:34

8d ago41:34

41:34

1
Family Partnerships as a Flexible Tool for Lifetime Wealth Planning with Andrea McNamara 25:16

8d ago25:16

25:16

How can you support your children financially, on your terms, while optimising for tax and retaining control? In this episode, Marc Westlake is joined by Andrea McNamara, Director of Private Client Law at EY Law Ireland, to unpack the often-overlooked but highly effective structure of family partnerships in Ireland. There are some differences betwe…

1
9-figure entrepreneur speaks out about selling out to Jeff Bezos 28:55

14d ago28:55

28:55

Christian Jagodzinski is an entrepreneur and investor based in Miami. One of his businesses was Telebook, the first and largest online bookstore in Europe with searchable database, sold to Amazon (Jeff Bezos) in the late 90s. 00:00 Highlights 00:28 Intro 00:52 His entrepreneurial journey to selling out to Amazon 04:08 Meeting Jeff Bezos and Amazon …

1
Why Term Insurance Should Be Your First Financial Step 13:20

16d ago13:20

13:20

We don’t often think about what happens if illness or tragedy strikes—until it does. And understanding what people are actually claiming for when it comes to life and critical illness insurance? That’s where awareness turns into action. In the latest episode of The Policy Project Podcast, which features Atul Kathuria, Business Head, Life Insurance …

1
OUT AND ABOUT: Worldschooling: Beyond the Three Rs (Expat Money 290) 1:07:16

16d ago1:07:16

1:07:16

Continuing the interview I gave for Mikkel Thorup last year. Original episode: https://expatmoneyshow.com/episodes/joshua-sheats-pt-2/

1
Tax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2) 36:13

22d ago36:13

36:13

In this follow-up to their in-depth conversation, Marc Westlake is joined once again by Irish tax expert and host of Taxbytes for Expats, Stephanie Wickham for Part 2 of their conversation. Together, they chat about more of the complex and often misunderstood realities facing expats and returning Irish citizens navigating the Irish tax system. In P…

1
Tax planning for American expats living overseas 36:15

24d ago36:15

36:15

Jimmy is the founder and CEO of Esquire Group, a tax and wealth advisory firm for international clients. With his international background and entrepreneurial mindset, he has successfully helped his clients solve and prevent problems in their tax and business matters. 00:00 Highlights 00:34 Intro 00:44 Jimmy’s journey across the US, Europe and Midd…

1
1101-Friday Q&A: Balancing Life & Work, Investing into People, Managing Large Libraries, Learning Spanish, etc. 1:27:50

27d ago1:27:50

1:27:50

1
Making your summer escapes cooler with the right travel insurance 22:16

29d ago22:16

22:16

As UAE temperatures hit a sizzling 50°C, the urge to escape to cooler shores is real—and thousands of residents are doing just that. But while you’re booking flights and finalizing itineraries, one crucial item often gets overlooked: travel insurance.In this summer-special episode of The Policy Project, our host Sid is joined by Toshita Chauhan, Bu…

1
OUT & ABOUT: One Size Doesn't Fit All: Lessons From Homeschooling Five Children (Expat Money 289) 1:03:52

29d ago1:03:52

1:03:52

Today I share with you the audio from an interview I gave to Mikkel Thorup last year for Expat Money. Original episode: https://expatmoneyshow.com/episodes/289-joshua-sheats-pt1/

1
1100-Investing Into People, Not Money: Patronage Roundtable with Greg Treat 1:40:24

1M ago1:40:24

1:40:24

In today's podcast I share the audio from a recent roundtable discusion with attendees of RPF Family Camp. We have a two-week discussion going related to patronage networks and we decided it would be good to host a verbal Q&A discusion instead of just keeping everything in text...now you get to listen in!…

1
Selling your business in Dubai, the UK and beyond! 52:56

1M ago52:56

52:56

Ahmad is an entrepreneur and investor with 20 years of experience in international development in the Oil & Gas industry. Currently he is the CEO of Transworld GCC, which is specialised in helping the clients sell or buy businesses. 00:00 Highlight 00:22 Introduction 00:43 Early life and career in the UAE 03:31 Living abroad (Qatar, Saudi Arabia, J…

1
Tax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1) 41:16

1M ago41:16

41:16

Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overwhelming. In this two-part conversation, Marc Westlake sits down with chartered accountant and Expat Taxes founder, Stephanie Wickham, to unpack the critical issues facing internationally mobile families…

1
1099-Things Are OK...But I Have No Idea What To Invest In! 46:07

1M ago46:07

46:07

1
1098-"A Model of Christian Charity" by Governor John Winthrop, 1630 On Board the Arbella 40:59

1M ago40:59

40:59

This episode contains the audio recording of a famous sermon by Governor John Winthrop, delivered on board the ship Arbella, while sailing to America in 1630. The sermon contains key theological insights as to the duties that come with wealth; it will be of interest to Christians and history-lovers alike. The basic ideas and precepts of this sermon…

1
1097-Friday Q&A: Build or Buy, Signaling Theory, Switching Jobs, Moving From Canada to USA 1:51:24

1M ago1:51:24

1:51:24

On today's Friday Q&A we cover: 1:30 Should I build a new house or buy an existing one? 14:19 My YouTube channel is struggling. What now? 30:13 Should I move with my girlfriend to the USA for a work assignment? 57:10 How can I apply Signaling Theory to modern dating? 1:13:41 Should I switch jobs to one that seems better but has less potential? 1:23…

1
1096-Reconsecration To a Wartime, Not a Peacetime, Lifestyle 13:48

2M ago13:48

13:48

1
Avoid Greenwashing and Use Your Money for Real Impact As a Sustainable Investor with Gavin Francis 48:58

2M ago48:58

48:58

In this episode, John McNicholas sits down with Gavin Francis, founder of Worthstone and a leading advocate for sustainable and impact investing in the UK. Together, they discuss what it really means to invest sustainably, the aspects of funds that are doing the right things for the planet, and how to avoid the buzzwords and glossy brochures. They …

1
1095-The Secret to Perfect Freedom 5:30

2M ago5:30

5:30

1
1094-Report from Radical Family Camp 2025 and Future Content Focus 28:22

2M ago28:22

28:22

I hope you can come to Family Camp 2026! Make sure you're on the email list for early notice.

1
How can parents and children prepare for the age of AI? 36:51

2M ago36:51

36:51

Simon has been expats since the early 90s when he left the UK to Thailand. He has been in management positions of multiple businesses in different countries over the last decades. 00:00 Intro 00:08 Simon’s expat journey starting in 1991 01:30 Thailand in the 90s and development since then 06:05 Moving to Hong Kong and then Singapore in 2001 08:03 M…

1
Modern Health Insurance Inclusions in the UAE 25:01

2M ago25:01

25:01

In this episode of The Policy Project, Sid is joined by Toshita Chauhan, Business Head - Health Insurance at Policybazaar.ae, to explore how UAE health insurance is evolving. From mental wellness and telemedicine to wellness perks and alternative care, they unpack the latest policy inclusions that match today’s lifestyles. Tune in for expert insigh…

1
Heal Your Energy and Get Better 34:51

2M ago34:51

34:51

Maureen, originally from Argentina and currently based in KL, Malaysia, is a Reiki master teacher, hypnotherapist, and Johrei practitioner, helping her clients on their journey of self-discovery and transformation. 00:00 Intro 00:15 Maureen’s expat journey from Buenos Aires, Argentina to Kuala Lumpur, Malaysia 04:27 From airline hostess to business…

1
Out and About: Success Strategies for Teens (MoneyWise With Joshua Sheats) 44:02

2M ago44:02

44:02

Today, I share with you a recent interview I gave for Krish on his podcast MoneyWise. Krish is a teenage financial podcaster and we discussed success strategies for teens. Originally published here: https://open.spotify.com/episode/5xKPog3DjtQRQ4tJr1aoMy

1
Choosing the Right Trust For Your Family’s Future with Andrea McNamara 27:07

2M ago27:07

27:07

In this episode, Marc Westlake is joined once again by Andrea McNamara, Director of Private Client Law at EY Law Ireland, for a deep dive into the world of trusts in Ireland. They explore when and why trusts are used, the differences between discretionary, bare, fixed, and life interest trusts, and the common misconceptions that can lead families a…

1
1093-Why You Should Move to South Dakota, Even If You Have No Plans to Live There! 56:28

2M ago56:28

56:28

South Dakota Residency: The Definitive Guide: https://escapethetechnocracy.com/?coupon-code=rpf&sc-page=south-dakota-residency-definitive-guide Privacy Post: https://privacypost.io

1
British/Malaysian Grandson of ex-Finance Minister speaks out! 41:38

2M ago41:38

41:38

Nickolas is a digital content specialist, and a co-founder of Lensoe, a next-generation social media platform designed for photographers, videographers, models, stylists, makeup artists (MUAs), designers, and creative professionals. With Adam, he shared his story with the unique background of being a grandson of the Malaysian ex-finance minister an…

1
1092-Money in Mating: Women SHOULD Care About How Much Money a Man Earns 56:41

2M ago56:41

56:41

If you'd like to increase your earning ability, join my Academy to learn how to increase it 10x in 10 years! https://RPFAcademy.com

1
1091-It's Not Too Late For You To Build Financial Security 19:28

3M ago19:28

19:28

Join me September 17-20 in Kuala Lumpur for the world's #1 internationalization event: www.NomadCapitalist.com/live

1
Investment Literacy: What you Need to Know to Grow your Portfolio 48:26

3M ago48:26

48:26

When it comes to investing, what should you really understand? And how much detail is enough? In this episode, Marc Westlake and John McNicholas unpack the importance of “Investor Literacy” - not in terms of mastering jargon or market timing, but in having the clarity and confidence to ask the right questions, understand the basics, and tune out th…

1
Drive Green, Insure Smart: The EV Edition 14:36

3M ago14:36

14:36

Going electric is more than just a trend—it’s a statement. But with new tech comes new challenges, especially when it comes to insurance. In this episode of The Policy Project, Sid and Neeraj Gupta, CEO, Policybazaar.ae, break down what makes insuring electric vehicles different from conventional cars. From battery coverage to rising premiums and r…

1
1090-Live From Radical Family Camp 2025! (Q&A) 1:13:01

3M ago1:13:01

1:13:01

Come join me at Nomad Capitalist Live September 17-20 in Kuala Lumpur: www.NomadCapitalist.com/live

1
Why Successful Men Struggle with Mental Health 55:20

3M ago55:20

55:20

Professor Maurizio Rosini is a founder of MyMasterMan, a coaching platform for men’s mental well-being. Mauri has been living in Italy, UK, Japan, USA, Colombia and now in Malaysia, serving his clients all around the world. 00:00 highlight 00:23 Intro 00:53 Maurizio’s story 05:34 What is “My Master Man”? 7:15 Why successful men struggle and How Mau…

1
1089-Markets Are CRASHING!!!!! 40:00

3M ago40:00

40:00

1
Understanding Term vs Whole Life Insurance 16:57

3M ago16:57

16:57

Life insurance is one of the most important financial decisions you'll ever make, but choosing the right plan can be confusing. Term Insurance or Whole Life Insurance—what’s the difference, and which one is right for you? In this episode of The Policy Project, Sid sits down with Atul Kathuria, Business Head of Life Insurance & Investments at Policy…

1
Strategies to Teach your Kids about Money Management with Phil Wellington 22:09

3M ago22:09

22:09

In this episode, John McNicholas is joined by Phil Wellington of PortfolioMetrix to explore the often-overlooked subject of teaching children about money. From pocket money ledgers to the challenges of a tap-to-pay world, they share personal stories, practical strategies and lessons passed down from their own parents to help teach kids about money …

1
Structured Products for Capital Protection, Income and Growth 22:48

3M ago22:48

22:48

Debbie is a Global Account Manager at IDAD UK, a structured product powerhouse providing various structured deposits and plans for financial advisors and their clients. Timestamp: 00:00 Highlight 00:23 Intro 00:33 Expat Childhood in Bermuda 1:50 Back to the UK 2:15 Leaving the UK for good 3:42 Bahrain vs Dubai 5:20 What made you choose Dubai? What’…

1
1088-Friday Q&A: Financial Inflation, Lifestyle Inflation, Family Business, Saving for a New Grandchild 1:12:27

3M ago1:12:27

1:12:27

1:00 How do I protect myself from inflation risks, both financial and lifestyle? 25:00 How do I get my life under control with children? 50:00 How can I move from a career in sales to a multi-generational family business? 59:00 How can Grandparents save for a new grandchild?

1
Practical Strategies for Managing Financial Risk in 2025 20:06

4M ago20:06

20:06

In this episode, Marc Westlake and John McNicholas discuss the practical considerations of managing financial risk, a continuation of their previous discussion on understanding financial risk in Ireland. They emphasise the importance of understanding personal risk factors and the bespoke nature of risk management in wealth management and investment…

1
1087-Let's Not Normalize Government Crypto Scams 25:15

4M ago25:15

25:15

1
Understanding Car Insurance for Luxury Cars 21:42

4M ago21:42

21:42

There is no better way to say that you have arrived, than to make a stylish entry in a classy luxury car. But like with more power comes more responsibility, with more luxury comes a greater need for its sustenance. In this episode of The Policy Project, Sid and Neeraj Gupta, CEO, Policybazaar.ae discuss what makes car insurance for luxury cars uni…

1
4 TIMES higher PROFIT margin in a year with EOS 41:14

4M ago41:14

41:14

John has started his business in advertising in Russia and had great success working with clients such as Google, Renault and Lego. At one point, he and his business partners felt stuck but managed to multiply the profit margin 4 times with the help of Entrepreneurial Operating System (EOS) implementers. Since then, John became a fan of EOS and now…

1
1086-Building a Family That Works Together and Stays Together and Builds Wealth Together: Interview with Gregory Treat 1:32:58

4M ago1:32:58

1:32:58

Interview with Gregory Treat. Greg's website: www.avaloncircle.com

1
I’m NOT Dead—But Here’s My Encouragement For You From My Sick Bed Today 13:48

4M ago13:48

13:48

1
Women Leading the Way in the UAE 27:25

4M ago27:25

27:25

Women in business are unstoppable—breaking barriers, leading industries, and redefining success! In the latest episode of The Policy Project by Policybazaar.ae, Toshita Chauhan, Business Head – Health & Motor Insurance, sits down with two inspiring entrepreneurs, Malavika Varadan and Rashi Chowdhary, to talk about leadership, financial independence…

1
The Power of Estate Planning: An Introduction with Andrea McNamara of EY Law 16:35

4M ago16:35

16:35

Estate planning isn’t just about writing a will—it’s about securing your financial future, protecting your loved ones, and making informed decisions that minimise tax liabilities. In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role estate planning plays for ind…

1
1084-The Common Factors of High Wage Jobs 59:46

4M ago59:46

59:46

For more, join us at www.RPFAcademy.com

1
1083-Why Boomer Advice Still Works in a Zoomer World 35:06

4M ago35:06

35:06

3 cabins left for Radical Family Camp! www.RadicalFamilyCamp.com

1
Investing in wine with the help of algorithms with Amphora Portfolio Management 43:09

4M ago43:09

43:09

David is a director of the bespoke wine investment business Amphora Portfolio Management (APM) based in London. He is an enthusiastic wine expert as you can see and hear from this episode! Adam spoke with David to get insight into wine/champagne in general, and fine wine investment for private investors. 00:00 highlight 00:29 Intro 00:34 Starting o…

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