The Wealth Journal

The Wealth Journal

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The Wealth Journal episodes

  • Bonds: What Are They & How Do You Invest In Them?
    This week I give a little love to Bonds. Probably not the most exciting of asset classes but very important when it comes to how economies and business function. They are an area where my knowledge is limited so I thought I would dive a little deeper into Bonds and how they work!

    Enjoy

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

    16 min
  • Inflation Update: What Can You Do!?
    This week I have been thinking a lot about inflation, it appears out of control! I have been a little uncertain about what to do about it so I decided to spend a little bit of time researching some solutions and utilising my network for some advice. Hopefully this episodes gives you some ideas on how to tackle inflation from an investment perspective.

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

    9 min
  • Max Rothery Of Finimize: How They Built A Community Of Over 1 Million Investors
    This week I welcome Max Rothery, VP of Community at Finimize. Finimize empowers the modern investor to make smarter investing decisions. They have built a community of over 1 million investors and provide a huge amount of easy to understand educational content, how to guides and also host large scale events/summits.

    We discuss:

    What is finimize?

    How will it help me become a better investor? How do I get the most out of the service?

    What is the difference between finimize and 'the others'?

    What have you learnt about the retail investor?

    How did finimize built their community?

    And more!!

    To learn more about finimize head to the app store and download their app. You can also trial finimize for FREE for 7 days. Alternatively check out their website at https://www.finimize.com/

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

    42 min
  • Portfolio Update & New Investment Approach for 2022
    Quick update this week on how my portfolio has evolved since the beginning of 2022 and my plan going forward. 2022 has been a crazy year for the markets and it has been a huge learning curve for me personally. This experience along with speaking to guests on the podcast has helped me adapt my approach and will hopefully make me a better investor!

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

    13 min
  • Vedat Mizrahi: CFO Mintus, Art & Alternative Investments, Correlation & More
    This week on the podcast I welcome Vedat Mizrahi who is the CFO of Mintus which is an alternative investment platform that focuses on Fine Art.

    In addition to Mintus, Vedat has a PHD in finance, used to work in wealth management for high net worth clients and is also a part time visiting lecturer at the Kings College London so I pick Vedat brains on a wide range on wealth and investment topics. I guarantee this episode will make you a better investor!

    To learn more about Mintus check out their site https://www.mintus.com/



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

    56 min
  • James Thomas: Rize ETF, Thematic Investing & Benefits of ETFs

    What is an ETF? What are the benefits of investing in ETFs? What is a Thematic ETF? What is ESG? 

    This week I am joined by James Thomas who kindly helps answer all these questions and more! James is the Head of UK, Ireland & Channel Islands for Rize ETF,  Europes first specialist Thematic ETF issuer. 

    If you are just starting your investment journey or want to learn a little more about the different investment themes available then you need to listen to this episode.

    Special thanks to James for helping me construct this episode. First class guest!

    Check out Rize ETF via https://rizeetf.com/


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

    49 min
  • Oliver Yonchev: CEO & Co Founder Of Flight Story, Building Investor Communities

    This week on the podcast I welcome Flight Story CEO & Co Founder Oliver Yonchev. Flight Story is an exiting new company which helps great companies build resilient investor communities around their equity story. We discuss how firms can better engage with investors, what  Flight Story has learnt about today’s investor and why does investor relations need to change to keep pace with an ever changing world.

    It was also great to speak to Oliver about life as a CEO/Co Founder and his own personal journey as an investor.


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

    46 min
  • 10 Min Update: Warren Buffett Investment Guide
    If you only have 10 minutes of podcasting time available this week then this is the episode for you. This week I give a quick update on the 3 Key Principles Warren Buffett has for investing as well as some of his Do's and Don'ts. 

    Enjoy!!





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

    11 min
  • Prioritising Your Finances & How To Get Tax Free Market Beating Returns.
    This week I give a quick update on my own finances and how I am thinking about prioritising them to ensure I have a strong financial foundation. I also discuss a tax free, market and inflation beating investment option which is risk free! Sounds too good to be true? Have a listen and find out!

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

    17 min
  • Paul Quirk: How To Buy Businesses To Build Wealth
    This week on the podcast I welcome Paul Quirk, Paul is an Acquisition Entrepreneur and the host of the Buy and Build Podcast which aims to help people on their journey towards buying a business through following Paul's own experiences. He ’s held a number of roles at JPMorgan where he spent almost a decade working for the US based investment bank, he’s previously co-founded 2 start ups one in organic nutrition the other focussed on placing international interns abroad and over 18 months ago he founded Citium Capital which is an investment vehicle set up to acquire great small businesses!

    Paul shares how buying a business actually works but he also shares some great personal finance and investment tips which enabled him to do it! I hope you enjoy this episode!

    Link to the Buy & Build Podcast: https://podcasts.apple.com/gb/podcast/buy-and-build/id1585550753

    Follow Paul and Buy & Build on LinkedIn: https://www.linkedin.com/company/buy-and-build/

    Mark to Market tool as discussed in the episode: https://marktomarket.io/

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

    51 min

About The Wealth Journal

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So far at every stage of my life and career I have been able to grow my salary and yet each month I still end up with nothing. Increased expenditure, the burden of a student loan combined with a…