Adviser 3.0: The Podcast

https://anchor.fm/s/41f55cbc/podcast/rss

10 Followers

87 Episodes

10
Followers

87
Episodes

Category: Investing
Last Update: 2024-07-04
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The Adviser 3.0 Podcast (formally Retirementals) is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

61	Ep 27 - Brian Hill has an enlightening conversation with Abraham on exit strategies and acquisitions…plus inside knowledge on The City & Capital Group! 2022-02-09	Play	Download
62	Ep 26 - Tina Weeks has an eye-opening discussion with Abraham, filling him in on what sparked her passion for life planning, maximising outcomes and performance and much more! 2022-01-26	Play	Download
63	Ep 25 - Robin Wigglesworth launches into a lively and enthusiastic debate with Abraham, discussing his book 'Trillions', how big passive investing is today and much more... 2022-01-12	Play	Download
64	Ep 24 – Catherine Williams discusses the latest DFA’s Global Adviser Survey, including what top firms look like and key trends occurring. Listen to find out more! 2021-12-15	Play	Download
65	Ep 23 - Wade Pfau discusses his newly released 'Retirement Planning Guidebook' with Abraham Okusanya. Wade dives into retirement income styles, the effectiveness of different approaches and much more. 2021-12-01	Play	Download
66	Ep 22 – Matthew Pitcher delves into the details of flat-fee structure, investment proposition and the adviser tech stack with Abraham Okusanya. Listen to the episode now! 2021-11-17	Play	Download
67	Ep 21 – Michael Kitces discusses the outcomes of his latest survey on financial planning, trending adviser technology in America and direct indexing. Don’t miss this episode! 2021-11-03	Play	Download
68	Ep 20 – Abraham speaks to David Jones from Dimensional, who discusses being a Master Trainer in mind mapping, the psychology behind retirement and the barrier towards advice. Don’t miss this episo 2021-10-20	Play	Download
69	Ep 19 – Robin Powell discusses his new book 'Invest Your Way To Financial Freedom', which provides top tips for those in their 20s and 30s. He looks at the role of passive investing... 2021-10-06	Play	Download
70	Ep 18 – Philippa Hann dives into nitty gritty of the British Steel situation and the complexity of PI cover, including her own insight as a litigator for the Ombudsman... 2021-09-22	Play	Download

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