Best Expat Wealth Management Podcasts (2025)

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

7d 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

13d 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

15d 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
Tax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2) 36:13

21d 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

23d 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
Making your summer escapes cooler with the right travel insurance 22:16

28d 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
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
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
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
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
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
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
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
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
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
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
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
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…

1
Insurance & Investment – Creating a Life Goal Based investment option 32:14

4M ago32:14

32:14

"Two are better than one if two act as one." - So goes a famous quote by Mike Krzyzewski. And while it may not have been written in particular for ULIPs, it certainly applies to them! If you are searching for a dynamic combination of insurance and investment then look no further - ULIPs are your best friends! In the latest episode of The Policy Pro…

1
Getting Perspective on your Financial Risk 30:13

5M ago30:13

30:13

Understanding risk in your finances is hard enough, but to know if you're making the right move while taking a risk is difficult without the right advice. In this episode of the Everlake podcast, hosts John McNicholas and Marc Westlake discuss the complexities of understanding and managing risk in financial planning. They cover various types of ris…

1
Investing in litigation finance and why it is a multibillion-dollar industry! 32:50

5M ago32:50

32:50

Louisa Klouda, CEO of Fenchurch Legal, set up the business in 2020 after identifying a gap in the market for additional small ticket litigation funders. Adam spoke to Louisa about litigation finance, and why many expats and high-net-worth individuals globally are investing in that space. Find out what litigation finance is and whether it is worth u…

1
Why You Need the Experts for your Investments with Phil Wellington & PortfolioMetrix 54:35

5M ago54:35

54:35

There's a reason why investment portfolios are sometimes delegated to the experts: you need someone with experience of both Asset Allocation and fund selection decisions. In this episode, John McNicholas is joined by Phil Wellington, a Chartered Financial Analyst, Director and Investment Analyst at PortfolioMetrix. Phil has maybe an unconventional …

1
How Avoiding Costly Mistakes Can Help You Achieve Financial Success 46:21

5M ago46:21

46:21

On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it come…

1
Customer experience in insurance: How technology is redefining User Journeys 25:07

5M ago25:07

25:07

From booking cabs to reserving restaurant tables and even choosing dining companions by swiping through profiles on our phones, we're using technology everywhere!So why should our insurance experience be left behind?In the latest episode of The Policy Project, which features Brijesh Kumar, Head of Technology and Product at Policybazaar.ae - We disc…

1
Financial Clarity for a Smarter 2025 46:40

5M ago46:40

46:40

This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, di…

1
Tax Blunders to Avoid in 2025 46:05

6M ago46:05

46:05

The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and cel…

1
Our Review of 2024 & Your Wealth Management Advice for 2025 44:26

6M ago44:26

44:26

Marc Westlake and John McNicholas review key financial events and legislative changes in Ireland from 2024 to help guide informed financial decisions for 2025. They emphasize the unpredictability of markets, the importance of understanding financial news, and strategies for diversified, low-risk investments. The episode is also your exclusive consu…

1
Insuring Boomers, Millennials, GenZ, GenX and more generations to come 28:13

6M ago28:13

28:13

It is often said that a friend to all is a friend to none. But with Insurance things are the opposite.From tech-savvy trends to new-age risks, insurers must stay one step ahead with creative solutions catering to all generations. Be it Boomers, Millennials, Gen Z, Gen X or even the generations yet to come. It’s all about keeping up with the times w…

1
Investing Resolutions to Kick Off 2025 45:24

6M ago45:24

45:24

As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right.By Kenny Gatliff, John Hagensen, Creative Planning, Jonathan Clements, Charlie Bilello, Peter Mallouk

1
Building insane wealth through debt and credit cards 25:26

6M ago25:26

25:26

Leveraging debt and credit cards is like jumping on a trampoline with a jet pack strapped on. With the right strategy, you can soar to new heights of wealth creation! In the latest episode of The Policy Project, which features Business Head, Banking, Sachin Desai - We discuss all about the role of leveraging debt and credit cards in significant wea…

1
Estate Planning for Blended Families and Other Unique Situations 48:53

6M ago48:53

48:53

As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on ta…

1
Financial Advice for American Expats and Cross-Border Families 45:58

7M ago45:58

45:58

Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring a…

1
Hoarding Money Isn't An Investment: Money On Deposit and the Effect on your Wealth 51:06

7M ago51:06

51:06

Most people consider having money in the bank as the most effective way to create wealth. Little do they know that the banks give very little return to its customers for a high amount of investment they can make at their expense. In this episode of Everlake, hosts John McNicholas and Marc Westlake explore the limited control individuals have over t…

1
Should You Consider Family Office Services? 46:32

7M ago46:32

46:32

On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create p…

1
You First, Your Health First - Universal Health Coverage Day Special 21:41

7M ago21:41

21:41

Universal Health Coverage is like a big hug for everyone—ensuring that we all feel supported and cared for, no matter what! It serves as a critical framework for ensuring that all individuals can access the health care they need without financial hardship.On the occasion of Universal Health Coverage day, in the latest episode of The Policy Project,…

1
A Highlight Reel of Our Favorite Financial Insights 46:30

7M ago46:30

46:30

We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement a…

1
How the Irish Finance Bill 2024 Impacts your Wealth Management 14:07

7M ago14:07

14:07

The Irish Finance Bill for this year (2024) has included a number of recommendations in the lead up to the election. In this episode, Marc Westlake delves into the key changes and implications of the Bill. He explores how the recent budget adjustments affect financial planning specifically in Ireland, highlighting significant updates such as the in…

1
The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk 47:14

7M ago47:14

47:14

With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his persona…

1
Debunking Credit Card Myths 27:35

8M ago27:35

27:35

Credit cards: financial traps or powerful tools for managing your money? In this episode of The Policy Project, Sid sits down with Sachin Desai, Business Head - Banking for Policybazaar.ae, to tackle the most common misconceptions surrounding credit cards. From the myth that credit cards lead to inevitable debt traps to questions about their impact…

1
Year-End Estate Planning Essentials 45:24

8M ago45:24

45:24

Now that the polls are closed and the 47th president has been elected, we're reviewing some valuable insights shared by Peter Mallouk and Charlie Bilello on their recent episode of Signal or Noise. We’re also welcoming back to the show Creative Planning Partner and Estate Planning Attorney Chrissy Knopke to discuss year-end estate planning essentia…

1
Trust and Transparency (Introducing Everlake Episode 5) 13:47

8M ago13:47

13:47

Trust is a big issue in the financial sector. The fact is, if you don't trust your advisor, you won't act on the advice. Even worse, Ireland is perhaps the most difficult jurisdiction on the planet to invest your life savings! Listen in as John McNicolas and Marc Westlake discuss the issue of trust. --- Thanks so much for listening to this episode …

1
Planning Essentials (Introducing Everlake Episode 4) 14:14

8M ago14:14

14:14

The most common question we get from clients is: should I leave my pension invested at retirement? Or should I consider an annuity? On this episode, Marc Westlake and John McNicolas address that question and discuss other financial planning essentials. --- Thanks so much for listening to this episode of the Everlake podcast! If you'd like to work w…

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Expat Wealth Management Podcasts

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