Podbean logo
  • Discover
  • Podcast Features

    Your all-in-one podcasting solution.
    Blog to Podcast

    Turn your blog into an engaging podcast.
  • Livestream

    High-performing audio live, without limits.
    Podcast Studio

    Easy-to-use audio recorder app.
  • Podbean AI

    AI-Enhanced Audio Quality and Content Generation.
    Podcast App

    The best podcast player & podcast app.
  • Ads Marketplace

    Join Ads Marketplace to earn money
    through sponsorship on your podcast.
    PodAds

    Manage your ads with dynamic ad insertion capability.
  • Apple Podcasts Subscriptions Integration

    Effortlessly publish and manage exclusive episodes for your
    Apple Podcasts subscribers directly from Podbean.

  • Live Streaming

    Receive livestream rewards from your audience and earn
    recurring income from your Fan Club membership.

  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
    • Livestream
    • Podbean AI
    • Blog to Podcast
    • Podcast Studio
    • Podcast App
  • Monetization
    • Ads Marketplace
    • Apple Podcasts Subscriptions Integration
    • Live Streaming
    • PodAds
  • Advertisers
  • Enterprise
  • Pricing
  • Discover
    • Log in
    Sign up free
IFA Talk

IFA Talk

Business:Investing

Podcast #28: helping Millennials and Gen Z to Thrive by getting to grips with financial planning - with Rob Caplan

Podcast #28: helping Millennials and Gen Z to Thrive by getting to grips with financial planning - with Rob Caplan

2023-01-25
Download

Talking to Sue on the podcast is Robert Caplan. Rob is Financial Planning director at the Chartered Financial Planning firm, First Wealth, but today he’s talking to Sue in his capacity as the co-founder of Thrive Money.

view more

More Episodes

Podcast #57:  Mind the Gender Pensions Gap - with Caitlin Southall, Curtis Banks
2023-09-20 110
Podcast #56: Tales of the Unexpected - Global market analysis with a difference, with Bill Blain
2023-09-13 177
Podcast #55: Health and mental health in the workplace – why it matters and what you can do about it. With Amy McKeown
2023-09-06 122
Podcast #54: Theory Vs Reality – why markets don’t follow the textbooks with Jordan Sriharan
2023-08-30 175
Podcast #53: How and why modern Equity Release plans deserve to be taken seriously - with Key’s Will Hale
2023-08-23 155
Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
2023-08-09 222
Podcast #51: Powering your advice business through using the latest technology – With Fintel’s Co-CEO, Matt Timmins
2023-08-02 122
Podcast #50 - Getting under the bonnet with added value benefits of protection policies and why they’re too important to ignore: with HSBC Life’s Mike Furniss
2023-07-26 133
Episode #49 - Foresight VCT’s Hugi Clarke discusses benefit VCT investment can have on a client’s retirement
2023-07-19 164
Podcast #48: An alternative to consolidators - Angus MacNee highlights the impact Validpath is having on the advice sector
2023-07-12 227
Podcast #47: Delivering smarter professional financial advice: with Defaqto’s CEO, John Milliken
2023-07-04 116
Podcast #46: Is technology leaving your advice business too exposed to risk? With ITRS CEO, Guy Warren
2023-06-27 103
Podcast #45: Consumer Duty and Vulnerable Clients - Are you ready? With Comentis’ Jonathan Barrett
2023-06-20 139
Podcast #44: ‘Is increasing M&A in wealth management driven by shareholders’ or can it deliver for clients??’ With Shard Capital’s Richard Bacon
2023-06-14 115
Podcast #43: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert
2023-06-06 174
Podcast #42: The state of the UK and Global economy -with Brooks Macdonald’s Dr. Niall O’Connor
2023-05-31 114
Podcast #41: Is the green agenda in mortgages set to take off? – with IMLA’s Kate Davies
2023-05-22 100
Podcast #40: Growing an advice and fund management business – with One Four Nine’s Matthew Bugden
2023-05-10 136
Podcast #39: Working together to boost the take-up of professional advice: With FSCS’ Lila Pleban
2023-05-03 74
Podcast #38 - Why retirement income advice needs a serious rethink – With 7IM’s Verona Kenny
2023-04-18 129
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • →
012345678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
    • Podbean AI
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks

  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • YouTube to Podcast
    • Blog to Podcast
    • Submit Your Podcast
    • Podbean Plugins
    • Developers

  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a Podcast
    • How to Promote Your Podcast
    • Mobile Podcast Recording Guide
    • How to Use Group Recording
    • Podcast Advertising 101

  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podcasting Smarter
    • Badges
    • Resources

  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2024 Podbean.com