The Purposeful Wealth Podcast

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. ------ Thi...

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...

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!...

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...

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. ------ This podcast is hosted by Jonathan Gibson, the Managing Directo...

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 o...

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 li...

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. -----...

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 P...

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...

Welcome to Episode 10 of the Purposeful Wealth Podcast. In this episode, Jonathan Gibson discusses what investing is, not to mention what good and bad investing looks like. Various people have differing opinions as to what investing truly means, but successful investing frequently incorporates elements of risk-taking, a longer-term timeline and knowing not to gamble. ------ This podcast is hosted...

Welcome to Episode 9 of the Purposeful Wealth Podcast. In this episode, Jonathan Gibson highlights some sensible ways to more sustainable investing. While the world must come to grips with various changes over the long term, it's still important to realise that in the present day, certain industries are vital to daily life continuing to function normally. Systematic ESG Investing provides a w...

Welcome to Episode 8 of the Purposeful Wealth Podcast. In this episode, Jonathan Gibson highlights the top seven things to look for in a trusted advisor. When entering any relationship, it needs to be right for both sides and that's doubly so with regards to financial planning. There needs to be trust, respect and a solid foundation from which to flourish. ------ This podcast is hosted by Jon...

Welcome to Episode 7 of the Purposeful Wealth Podcast. In this episode, Jonathan Gibson discusses the four biggest reasons why you shouldn't tinker with your portfolio. It's easy to feel overwhelmed by negative media reports, but one should not change elements of their portfolio based solely upon them. ------ This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibso...

Welcome to Episode 6 of the Purposeful Wealth Podcast. In this shorter episode, Jonathan Gibson discusses what you need to know about star ratings before investing. Star ratings should be taken with a pinch of salt, and one should not base their entire investment strategy based on them. ------ This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Charter...

Welcome to Episode 5 of the Purposeful Wealth Podcast. In this episode, Jonathan Gibson discusses 7 things you need to know before investing all your money. Topics include: attempting to beat the market; pressing the mute button; and recognising if something seems too good to be true. ------ This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered...

Welcome to Episode 4 of the Purposeful Wealth Podcast. In this episode, Jonathan Gibson discusses 7 things you need to know about Retirement Planning. These topics can be crucial when trying to plan decades ahead. However, it's important to know which ones are under your control - and which typically aren't. ------ This podcast is hosted by Jonathan Gibson, the Managing Director of Wells...

Welcome to Episode 3 of the Purposeful Wealth Podcast. 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...

Welcome to Episode 2 of the Purposeful Wealth Podcast. In this episode, Jonathan Gibson discusses how to create real wealth with a sense of purpose. A great financial advisor can help you discover the underlying purpose and get properly organised. Charting a course in the right direction can help create clarity, contentment and certainty. ------This podcast is hosted by Jonathan Gibson, the Managi...

Welcome to Episode 1 of the Purposeful Wealth Podcast. In this introductory episode, Jonathan Gibson gives us a glimpse into his journey through wealth management and highlights the most important aspects of why it matters so much. ------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Profess...