In this investment special, Emma Wall and Sarah Coles take stock of what the events of 2025 mean for investors: from the market records set to the performance of stocks like Nvidia, and why it’s worth considering the balance of investments in their portfolio right now.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Pension and tax rules can change, and benefits depend on personal circumstances. Investments can fall as well as rise in value, so you could get back less than you invest. Past performance isn’t a guide to future returns.

Hosted on Acast. See acast.com/privacy for more information.

Emma Wall and Sarah Coles discuss how the stock markets are faring after the Budget, the importance of the golden quarter for businesses, and explore a market pattern known as a ‘Santa rally’ that could be approaching this month.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Past performance is not a guide to the future. Investments can fall as well as rise in value, so you could get back less than you invest.

Hosted on Acast. See acast.com/privacy for more information.

Explore what the Autumn Budget 2025 means for you, from tax freezes and ISA cuts to changes in savings, dividends, pensions and key investor updates.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Pension and tax rules can change, and benefits depend on personal circumstances. Investments can fall as well as rise in value, so you could get back less than you invest.

Hosted on Acast. See acast.com/privacy for more information.

Rumoured Budget tax changes are putting new pressures on the self-employed. Sarah Coles and Helen Morrissey explore what rising taxes could mean for freelancers, why lumpy income makes saving harder, how insurance for the self-employed can help and how people can build their financial resilience.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Pension and tax rules can change, and benefits depend on personal circumstances. Investments can fall as well as rise in value, so you could get back less than you invest.

Hosted on Acast. See acast.com/privacy for more information.

Emma Wall and Sarah Coles take a closer look at what’s behind recent market volatility in the US. They discuss concerns surrounding the AI boom, what the Federal Reserve might do next, the government shutdown and the importance of diversification amid uncertainty.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Investments can fall as well as rise in value, so you could get back less than you invest. Past performance isn’t a guide to the future.

Hosted on Acast. See acast.com/privacy for more information.

Sarah Coles and Helen Morrissey dive into what it really means to be wealthy in today’s world and why a million pounds isn’t what it used to be. From the impact of inflation on lottery jackpots to how wealth builds across generations, they explore who actually qualifies as “wealthy,” and why many people still don’t feel it.

They unpack how property, pensions and savings all contribute to your overall wealth, why patience pays off with long-term investing, and the simple steps that can help you grow your money - whether you’re just starting out or approaching retirement.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Investments can fall as well as rise in value, so you could get back less than you invest.

Hosted on Acast. See acast.com/privacy for more information.

As spooky season arrives, Sarah Coles and Helen Morrissey explore the financial fears haunting households, from Budget rumours to “zombie” savings and pensions quietly eating through your cash.

They unpack the latest updates on income tax, National Insurance, Capital Gains Tax and pension tax relief, explaining what might change in the next Budget and what steps you can take now to shelter your money.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Pension and tax rules can change, and benefits depend on personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Sarah Coles and Emma Wall unpick the forces shaping global markets, focusing on tech stocks and the impact of AI on the US economy. They discuss warnings from Andrew Bailey and the IMF about stretched valuations and what this could mean for investors.

They also cover strong US GDP revisions, the Federal Reserve’s next moves, and what is happening to gold prices. Plus, they look at the ongoing US government shutdown and its potential impact on markets.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Investments can go up and down in value, so you could get back less than you invest. Past performance is not a guide to the future. 

Hosted on Acast. See acast.com/privacy for more information.

Sarah Coles and Helen Morrissey break down key questions around the state pension - who gets it, when you can claim, and how much you might receive. They look at how the triple lock affects payments, why now is a crucial time of year, and how rising state pension ages could impact your retirement plans.

They also explain how your National Insurance record affects what you get, what to do if there are gaps, and how to check if you’re on track for the full amount.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Pension and tax rules can change, and benefits depend on personal circumstances. 

Hosted on Acast. See acast.com/privacy for more information.

Sarah Coles and Emma Wall look at the factors moving markets around the world. They discuss the US government shutdown, strong economic data, and why both equities and gold are rising, despite usually pointing in opposite directions.

They also delve into global market trends and UK economic concerns.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Investments can go up and down in value, so you could get back less than you invest.

Hosted on Acast. See acast.com/privacy for more information.