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26 - Oh, The Mistakes We've Made!
Manage episode 374472513 series 3401507
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/649c535e1ea829135bf57d83/Why_do_investors_hire_their_advisor_2023.pdf
- Lombard lending https://www.bondsmith.com
- CW: Dr Paddy Barrett Podcast https://podcasts.apple.com/ie/podcast/how-to-spend-your-life/id1495060929?i=1000622820982
- AH - Modern Wisdom - Sam Harris - Gurwinder Bhogal. https://www.youtube.com/watch?v=carZ3_02-Xg
- AH - Octopus Energy https://octopus.energy/
- AS Dave Zoeller Streamline My Practice Financial Advisor Weekly Newsletter https://www.streamlinemypractice.com/newsletter
- MorningStar Mind the Gap: Bad Timing Cost Investors One Fifth of Their Funds’ Returns | Morningstar https://www.morningstar.com/funds/bad-timing-cost-investors-one-fifth-their-funds-returns
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Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.
Help us to help you! The more followers we have, the more we can do stuff going forward. So please:
- Subscribe and Like our YouTube Channel
- Leave a 6/5 star review on iTunes
- Share TRAP with your peers and colleagues
- 'Enjoy' the Twitter chat at @AdviserPodcast.
72 episodes
Manage episode 374472513 series 3401507
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/649c535e1ea829135bf57d83/Why_do_investors_hire_their_advisor_2023.pdf
- Lombard lending https://www.bondsmith.com
- CW: Dr Paddy Barrett Podcast https://podcasts.apple.com/ie/podcast/how-to-spend-your-life/id1495060929?i=1000622820982
- AH - Modern Wisdom - Sam Harris - Gurwinder Bhogal. https://www.youtube.com/watch?v=carZ3_02-Xg
- AH - Octopus Energy https://octopus.energy/
- AS Dave Zoeller Streamline My Practice Financial Advisor Weekly Newsletter https://www.streamlinemypractice.com/newsletter
- MorningStar Mind the Gap: Bad Timing Cost Investors One Fifth of Their Funds’ Returns | Morningstar https://www.morningstar.com/funds/bad-timing-cost-investors-one-fifth-their-funds-returns
=========================== ===
============================
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.
Help us to help you! The more followers we have, the more we can do stuff going forward. So please:
- Subscribe and Like our YouTube Channel
- Leave a 6/5 star review on iTunes
- Share TRAP with your peers and colleagues
- 'Enjoy' the Twitter chat at @AdviserPodcast.
72 episodes
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