TRAP: The Real Adviser Podcast

37 - ABL - Always Be Learning


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TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

  • Topical issues, including Irish salary sacrifice, Ray Trapani interview with Storyteller and BitCoin ETFs, NextGen and Verve adviser resources, cash flow as an “optional extra”, Timeline Classic 50 MPS laudits
  • Meat and Potatoes: ABL - Always Be Learning
  • Questions posted by our beloved TRAPists www.twitter.com/abb04645603
  • Culture Corner

Links referred to in the show:

  • CS - salary sacrifice https://www.revenue.ie/en/tax-professionals/tdm/income-tax-capital-gains-tax-corporation-tax/part-05/05-01-01k.pdf
  • AH - a year in returns: https://novelinvestor.com/2023-a-year-in-returns/?mc_cid=dd7293af86&mc_eid=60c55a4dd8
  • AS - NextGen and Verve resources: https://www.nextgenplanners.co.uk/academy https://thevervefoundation.co.uk/incubator/
  • NL - BitCoin ETF: https://news.bitcoin.com/vanguard-deepens-anti-crypto-stance-after-disallowing-spot-bitcoin-etf-trading-ark-ceo-says-its-a-terrible-mistake/
  • AH - Timeline Classic: https://portfolio-adviser.com/defaqto-names-timeline-classic-50-as-most-recommended-mps-by-advisers/
  • Google Keep: https://keep.google.com
  • Evernote: https://evernote.com/
  • Readwise: https://readwise.io/
  • CW: Michael Kitces podcast on the “big swap” for Finacial Advisers - health and wealth https://podcasts.apple.com/ie/podcast/financial-advisor-success/id1190341231?i=1000640311861
  • NL: Dead In The Water:Murder and Fraud in the World's Most Secretive Industry
    https://www.amazon.co.uk/Dead-Water-Murder-Secretive-Industry-ebook/dp/B09LXD9LSP/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=
  • AS - Ali Abdaal Feel Good Productivity https://www.amazon.co.uk/Feel-Good-Productivity-Achieve-More-Matters/dp/184794373X
  • AH - The Family Board Meeting: You Have 18 Summers to Create Lasting Connect

============================
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TRAP: The Real Adviser PodcastBy Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

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