The Purposeful Wealth Podcast

The Purposeful Wealth Podcast

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The Purposeful Wealth Podcast episodes

  • What Is China Evergrande, and Why Is Its Crisis Worrying Markets?

    In this episode, Jonathan Gibson talks about the Evergrande situation in China, and whether or not we should be worried. Some of the topics covered include: the reasons behind the property giant crashing; if a company the size of Evergrande could genuinely have a long lasting effect on the global markets; understanding the News versus Noise cycle; and what can be learned moving forward.

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    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."

    To get in-touch with Jonathan, find him online:

     LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    8 min
  • Shareholding: Getting A Slice Of The Pie

    Welcome to Episode 19 of the Purposeful Wealth Podcast.

    In this episode, Jonathan Gibson talks about shareholdings, and how to get a slice of the pie. Some of the topics covered include: how owning a share in a company gives you a claim to the underlying assets; why the future earnings are so relevant; having the right to vote on certain corporate matters; and learning who is typically trading the shares.

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    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."

    To get in-touch with Jonathan, find him online:

     LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    7 min
  • Achieving Financial Independence

    Welcome to Episode 18 of the Purposeful Wealth Podcast.

    In this episode, Jonathan Gibson talks about achieving financial independence. Some of the topics covered include: defining what financial independence means to each individual and their family; the importance of vision, planning and discipline; and being less anxious about tomorrow instead of chasing the white rabbit when there's snow!

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    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."


    To get in touch with Jonathan, find him online:

     LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    6 min
  • How To Make Sense Of Your Pensions and Investments

    Welcome to Episode 17 of the Purposeful Wealth Podcast.

    In this episode, Jonathan Gibson discusses how to make sense of your pensions and investments. Some of the topics covered include: how much investment risk is suitable for your particular goal; how diversification can mitigate risk; and why a wealth planner can help clarify the right level of risk you should allocate within your pensions and investments.

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    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells

    Gibson Limited. He is a Chartered Financial Planner, Certified Financial

    Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."

    To get in-touch with Jonathan, find him online:
    LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    7 min
  • Key Questions For The Long Term Investor

    Welcome to Episode 16 of the Purposeful Wealth Podcast.

    In this episode, Jonathan Gibson poses some key questions for a long term investor. Some of these include: the competition facing an investor; the chances of picking an outperforming investment fund; and what you should be doing to enhance your chance of long-term success.

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    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."


    To get in touch with Jonathan, find him online:
    LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    12 min
  • A Summary of the Most Important Financial Planning Lessons

    Welcome to Episode 15 of the Purposeful Wealth Podcast.

    In this episode, we recap some of the most important parts of recent episodes. Jonathan Gibson discusses why investment costs really matter; what good and bad investing look like; 7 things you need to know before investing all your money; the top 7 things you need to know about retirement planning; and how to create real wealth with a sense of purpose.

    ------

    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."

    To get in-touch with Jonathan, find him online:
    LinkedIn

    Website


     

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    35 min
  • Why Investment Costs Really Matter To The Success Of Your Portfolio

    Welcome to Episode 13 of the Purposeful Wealth Podcast.

    In this episode, Jonathan Gibson discusses why investment costs really matter. In investing, you frequently get what you don't pay for - in other words, it is crucial to watch out for various charges and fees with funds, or when trading shares. The differential wealth outcomes between even 1% a year difference in fees could mean truly life-changing results as the decades roll on.

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     This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."
    To get in-touch with Jonathan, find him online:
    LinkedIn
    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    8 min
  • Ongoing Investment Governance

    Welcome to Episode 13 of the Purposeful Wealth Podcast.

    In this episode, Jonathan Gibson focuses on ongoing investment governance. Sensible, systematic investing is what we favour but it is important for clients to realise that risk management is often far more crucial than chasing performance rewards. A well-balanced portfolio is vital, with regular rebalancing leading to long-term success.

    ------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."

    To get in-touch with Jonathan, find him online:
    LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    10 min
  • Re-Release: 7 Big Questions To Answer When Seeking Financial Fulfilment

    In this episode, Jonathan Gibson discusses 7 big questions to answer when seeking financial fulfilment. These questions can help you navigate the choppy waters, but also give you a better understanding of why you feel compelled to sail in that direction in the first place.

    ------

    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."
    To get in touch with Jonathan, find him online:
    LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    14 min
  • The Unhelpful Noise Of Short Term Performance

    Welcome to Episode 11 of the Purposeful Wealth Podcast.

    In this episode, Jonathan Gibson highlights the unhelpful noise of short-term investing. Investing is simple, but not easy - and that can frequently be due to the noise confusing the all-important decision-making processes. Examples such as the "Spot The Dog" report can frequently detract from the most important elements one should pay the most attention to.

    ------

    This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

    Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."

    To get in-touch with Jonathan, find him online:

    LinkedIn

    Website

    Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson

    And why not visit us at: https://www.wellsgibson.uk/

    And get a copy of the book, Purposeful Wealth here: https://amzn.eu/d/0i7wWgJy

    10 min

About The Purposeful Wealth Podcast

From the publisher's feed

Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth…