The Personal Investor
Kanal-Details
The Personal Investor
With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics. With his 360˚ view of the world of investment, Ed provides a well-balanced tak...
Neueste Episoden
231 Episoden
Market news today - US hogs headlines in last week of summer break
This week in the markets: the US hogs the headlines in the last week of the holidays, with tariffs, the Iran war, inflation and rising bond yields in...
A million in ISAs: what we can learn from our ISA millionaires
Today on the show - Jemma Slingo is here to reveal the secrets of our ISA millionaire investors? How do they invest their money - and what is the secr...
Pensions & IHT: where to take your retirement money from first
Today on the show - Jemma Slingo is here to explain upcoming changes to pensions and Inheritance Tax and why they change the equation on where to take...
Market news today - Stock markets face inflation test
This week in the markets: investors are riding high as earnings season draws to a close, but there are challenges up ahead.
Fidelity’s Jemma Sli...
Die with zero: why retirees across the world are turning to this radical plan
Today on the show - Marianna Hunt is here to explain why your aim in retirement should be to ‘Die with zero’ - at least if you follow an extreme appro...
Autumn Budget 2026: what to expect from Andy Burnham’s first Budget
Today on the show - Jemma Slingo is here to walk us through the changes we can expect when the government delivers its Autumn Budget 2026 - now set fo...
Market news today - stocks hit all-time highs
This week in the markets: Stocks hit record highs after a strong earnings season.
Fidelity’s Jemma Slingo reviews the stories moving markets.
FTSE 100 hits a new record: this is why investors are turning to the UK
Today on the show - Tom Stevenson is here to talk about a new record level for the FTSE 100. Why is Britain’s stock market enjoying a golden summer wh...
Can this ‘carry forward’ tax trick supercharge your pension
Today on the show - Jemma Slingo is here to tell us why the final few years before you retire can be amongst the most important for achieving your goa...
Market news today - no summer break for nervous investors
This week in the markets: there’s no let up for investors this summer with volatility in tech stocks, oil and currencies, set against a two way pull o...
How rich are UK retirees? British pensioner wealth compared
Today on the show - Marianna Hunt is here to answer the question - how rich are Britain’s pensioners? We've run the numbers on how the UK compares to...
Pension opt-out: the worst retirement mistake you can make?
Today on the show - Marianna Hunt is here to talk about the temptation to opt-out of pension savings. Can it ever make sense - and who is at most risk...
Market news today - Oil reflects the ebb and flow of Gulf tensions
This week in the markets: Oil fluctuates as tensions ebb and flow in the Gulf; markets hold firm despite the Mag 7’s underperformance; all eyes are on...
Are index funds the next bubble? The hidden risk of passive investing
Today on the show Tom Stevenson is here to talk about the remarkable power of passive index funds and why some famous investors are beginning to warn...
How can you retire before your State Pension starts?
Today on the show - Jemma Slingo is here to tell us what it takes to bridge the gap between retirement and State Pension. How can you reproduce the in...
Market news today - Markets look beyond the AI wobble
This week in the markets: the broad market remains resilient despite cracks showing in the AI boom; inflation and interest rates are the main data foc...
Still waiting for the crash? This is what’s holding markets up
Today on the show -Tom Stevenson is here to tell us why he has turned (even more) optimistic on stock markets - despite the bearish predictions abound...
How much of your salary will you need to recreate in retirement?
Today on the show - Jemma Slingo is here to tell us about ‘replacement rates’ in retirement - the proportion of your working salary you’ll need to rec...
Market news today - earnings season to test market sentiment
This week in the markets: earnings season begins as investors find more reasons to be cautious; Andy Burnham prepares for his coronation as Britain’s...
Inheritance Tax: can this hack help you gift money tax-free?
Today on the show - Marianna Hunt is here to walk us through the rules on gifting to beat Inheritance Tax - and specifically the ‘normal expenditure o...
Tax on your ISA savings? What you need to know before 2027
Today on the show - Jemma Slingo is here to explain some important changes to ISAs due to arrive next year. We answer investors questions - including...
Bubble signals? New tax on savings? What you’re asking us right now
Today on the show - we’re answering your questions with topics ranging from new ISA tax changes to signs that the AI bubble is about to burst. Tom Ste...
Market news today - Investors pause for breath after a dramatic six months
This week in the markets: Investors pause for breath after a dramatic six months.
Fidelity’s Jemma Slingo reviews the stories moving markets.
Market news today - the return of volatility
This week in the markets: Volatility increases as cracks show in the AI boom; Andy Burnham sets out his long-term vision for rising living standards i...
Game changer: Have we been doing retirement investing wrong?
Today on the show - Jemma Slingo is here to walk us through analysis which turns existing thinking about retirement investing on its head. Is this the...
Market news today - shares tread water amid heightened uncertainty
This week in the markets: shares tread water amid multiple uncertainties, as UK Prime Minister Keir Starmer resigns, the US and Iran circle each other...
£45,400 - the secret to a comfy retirement?
Today on the show - Jemma Slingo is here to tell us how much money you need for a ‘comfortable’ retirement. What kind of lifestyle can you expect - an...
Can you time the market? Here’s what happened when we tried
Today on the show - Marianna Hunt is here to discuss whether it’s possible to time your investments to super-charge your returns. Does it ever pay to...
Mood shift: this is why stock markets have turned negative again
Today on the show - Tom Stevenson is here to hold our hand after an alarming wobble in stock markets of the past week. Why are investors suddenly beco...
Market news today - jobs data trigger an AI air pocket
This week in the markets: Jobs data trigger AI air pocket.
Fidelity’s Tom Stevenson reviews the stories moving markets.
See omnystu...
Who needs Power of Attorney - and when?
Fidelity’s Jo Lewis is here to talk about Power of Attorney. This vital legal protection is simple to set up and can save you money and precious time...
Markets climb a wall of worry
This week in the markets: share prices continue to climb the wall of worry; despite no clear progress in the Gulf and with little in the way of econom...
Is this really the future of the State Pension?
In this episode of the podcast we welcome James Browne from the Tony Blair Institute. James has co-authored a radical new plan for the State Pension t...
These red flags are signs that you are over-saving
Today on the show - Marianna Hunt is here to tell us about the signs in your financial life that you are saving too much - and not investing enough.
Market news today - can shares withstand rising bond yields?
This week in the markets: inflation dominates in a quiet week for results and economic data; meanwhile attention shifts from strong earnings growth to...
What to do when the 60/40 portfolio no longer works
Today on the show - we welcome fund manager Jasmine Yeo to the pod to discuss the 60/40 portfolio - once investors’ best friend but a lot less reliabl...
Market news today - All eyes on Number 10
This week in markets: investors react to UK political drama and the world’s biggest AI company prepares to publish some blockbuster results.
Fid...
The investment lessons I’m telling my grandchildren
Today on the show - Tom Stevenson is here to pass on the investment lessons he plans on giving to his new grandson. What has he learned over a lifetim...
Is this the secret to balancing cash and investments in retirement?
Today on the show - can you use cash to offset the risk of investment falls in retirement? Tom Stevenson has been looking at history for a plan to bal...
Market news today - two way pull continues
This week in the markets: Investors remain torn between the AI boom and the shadow of the Gulf conflict; UK government bond yields edge higher as pres...