A Different Perspective

A Different Perspective with Frank J Buchholz, author of The Investor's Golden Playbook: 12 Rules for Achieving Real Wealth


Listen Later

In this weeks episode Nick talks to Frank Buchholz

Retired financial advisor Frank J. Buchholz shares insights from his 40-year career in investment advising, particularly his time at Merrill Lynch. He discusses his motivation for writing The Investor’s Golden Playbook, a book designed to help novice investors navigate the financial world using clear principles, including assessing time horizon, risk tolerance, and tax implications. Frank emphasizes the importance of long-term investing, the power of compounding, and the need for a “money buffer” for emergencies. He advocates for managed accounts over stock-picking and warns against speculative investments like commodities and cryptocurrencies.

Nick and Frank discuss Frank's memorable lessons from influential clients and mentors, highlighting real-life examples of disciplined investing and generosity. He advises young people to start saving early—citing the compounding effect of even modest daily contributions—and stresses the value of seeking guidance from trustworthy advisors. Frank also reflects on his own financial philosophy, his philanthropic approach to book proceeds, and his continued passion for helping others build secure financial futures.


Frank's book choice was:
The Art of the Deal by Donald Trump
https://www.worldofbooks.com/en-gb/products/trump-the-art-of-the-deal-book-donald-trump-9781847943033?

Frank's music choices where:
Led Zeppelin - Stairway to Heaven
https://open.spotify.com/track/0DANcJuMamcL9NyYkEWWTq

Whitney Huston - The Greatest Love of All
https://open.spotify.com/track/6yJxCltgtmGxIgKOS6ndnu

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

...more
View all episodesView all episodes
Download on the App Store

A Different PerspectiveBy zeus

  • 3
  • 3
  • 3
  • 3
  • 3

3

2 ratings


More shows like A Different Perspective

View all
The Bottom Line by BBC Radio 4

The Bottom Line

35 Listeners

Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

13 Listeners

This is Money Podcast by This is Money

This is Money Podcast

42 Listeners

Political Fix by Financial Times

Political Fix

152 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

12 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

38 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

3,095 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

182 Listeners

The News Agents by Global

The News Agents

1,022 Listeners

The Rest Is Politics: Leading by Goalhanger

The Rest Is Politics: Leading

829 Listeners

The Rest Is Money by Goalhanger

The Rest Is Money

194 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

49 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

162 Listeners

The Rest Is Politics: US by Goalhanger

The Rest Is Politics: US

2,203 Listeners