TRAP: The Real Adviser Podcast

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer Duty one year on, stupid market predictions from Morgan Stanley Meat and Potatoes: What’s Risk Got To Do With It? Questions posted by NO beloved TRAPist because of time Culture Corner Links referred to in the show: Meat and Potatoes backst...

Della Voce was bobbing along lost somewhere in the Atlantic; Storyteller was in an internet-lousy Turkey. So we had a guest host in Samantha Russell, a “Chief Evangelist” or something. Check out her profile here: https://www.linkedin.com/in/samanthacrussell/recent-activity/all/ In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the Euros, TRAP’s first award (yes, really),...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Della Voce’s 50th party, 12% commission for bust DFM, painful banking for IFAs, Vanguard’s 365 program, L&G workplace pension going into private equity, potential TRAP Tough Mudder team, Taylor Swift takes over Ireland, Debbie Condon’s LOA guide goes online, wasteful public pensions Meat and Potatoes: The Greatest Sca...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Storyteller’s Munich Massacre, useful online calculators, ATR questionnaires for three year olds (!), MPs and double standards (!), nomination of beneficiary woes, Vanguard TRAP seminar feedback, Ade Edmondson investment gaff Meat and Potatoes: Of Tournaments and Trophies: The Awards Industry Questions posted by our belov...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including BTC ETFs coming here, insurance payouts from Royal London, SPIVA Persistence, Bank of Ireland saving rate rises, pension dashboard (really dull), Canada Pension Plan active follies, Abrdn price cuts Meat and Potatoes: Politics - do you or don’t you? Questions posted by our beloved TRAPist www.twitter.com/DomSpalding Cultu...

TRAP Live! This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's , the louche, loose, slightly dangerous bar in the underground caverns of the world-famous London Hippodrome casino. Our sources confirm that this is the first (last?) UK financial services-related live podcast held in the UK and, secondly, there has never been any financial services event in...

So today is TRAP Live, and we can't put out a show. Fear not, TRAPists, the live show is being recorded and will come out in two weeks, on 23rd May, Episode 45. For the moment, here's a compilation of bits from previous episodes. Enjoy! ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the imminent TRAP Live event, superb service, FCA fee review update, Ultra’s new book (yes, really), Voice’s “planning” week, more Irish investment fraud Meat and Potatoes: Bricks and Torture Questions posted by our beloved TRAPist Patrick Duggan Culture Corner Links referred to in the show: Meanwhile, service standards e...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Paddy Andrews Métis Norway appt, US$90 trillion to move between generations, surge meeting review, SPIVA S&P Global, the passing of Danny Kahneman, another unregulated investment scheme goes belly up, Ali Hussain in the Sunday Time...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loud Meat and Potatoes: Clients or Customers? Questions posted by ou...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including Artic Rambles, Bitcoin yawns, Irish Banks, double-dipping, British ISAs, good PR firms, Best Buy lists - Meat and Potatoes: SJP: Big Brands, Big Challenges - Questions posted by our beloved TRAPist Will Bennett: https://www.linkedin....

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Meta declaring its first dividend, update on TRAP Live, another FIRE story, Lombard Loans, Nikkei back to 1989, the “death” of the value premium Meat and Potatoes: You’re Fired - Sacking Yourself Off Questions posted by our beloved TRA...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including TRAP Live announcement, scams, the Irish FPSB, accountants and pensions and misconceptions, Irish consolidation, retirement living standards, the destruction AND creation of wealth, HUM Premium price changes, MS Copilot - Meat and Po...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdown pension complainant, Capital is recruiting, HUM...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Irish salary sacrifice, Ray Trapani interview with Storyteller and BitCoin ETFs, NextGen and Verve adviser resources, cash flow as an “optional extra”, Timeline Classic 50 MPS laudits Meat and Potatoes: ABL - Always Be Learn...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a clash over FIRE, Morgan Stanley’s woeful 2023 prediction, the follies of mis-asset allocation, BitCoin Meat and Potatoes: Three Wins, Two Learns, One Goal Questions posted by our beloved TRAPists Guy Skinner ( http://linke...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Royal London/Lang Cat report on value, the strong market close to 2024, some boring Bitcoin updates, the wickedness of pension complications, and client Xmas pressies - yes or no? Meat and Potatoes: Crushing Content Creati...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the passing of Bill Vasilieff and Charlie Munger, Sunday Times on Value Assessments, Paul Lewis and sitting in cash, JP Morgan Retirement Report, lunch with a legend Meat and Potatoes: Centres of Influence - Marketing Series...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a recap of HUM, hitting 500 YT subscribers, final call for the Irish Ideas Exchange, Consumer Duty updates, planning for 2024 Meat and Potatoes: Revolutionise Your Referrals - Marketing Series 1/3 Questions posted by our beloved TRAPists Master J Culture Corner Links referred to in the show: AS FCA letter/ media and platf...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the rise and fall of Open Money, Vanguard leaving China, Irish Ideas Exchange, are we talking about events in the Middle East with affected clients, new Brett Davidson White Paper, Andy rants about the FCA and crypto, SJP adviser saddled with a business loan, Wealthfront débâcle, HUM London happening on the day of this ep...

In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fund, Irish budget investor woes, adviser mastermind top tips - Meat and Potatoes: Taking THAT Fork In The Road - Questions posted by our beloved TRAPists Stuart Mullen - Culture Corner Links referred to in the show: AS: https://www.nextwe...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including TRAP Live on 9th May 2024, the TRAP Pack officially open the World Cup in Paris, the annual CISI shindig, Storyteller’s Limerick trip Meat and Potatoes: the chaps discuss the FIRE movement Questions posted by our beloved TRAPists Jono Randell-Nash www.linkedin.com/in/jono-randell-nash and www.twitter.com/@juniper_jon Cult...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Rugby World Cup updates, Messrs Smith & Hart recap HUM Cape Town, AIM investing woes, Progressive Planners Conference, Future You (again), Nucleus buying Curtis Bank Meat and Potatoes: What Norway Can Teach HNWs (and their advisers) Questions posted by our beloved TRAPists www.twitter.com/@jlaws4   https://twitter.com...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including being present and putting our your work, DB transfer factory fines, the complete lack of understanding some peeps have about what it is we do (REAL financial advice) Meat and Potatoes: We Need To Talk About Fees Questions posted by our beloved TRAPists Jez Heal and Philip Dragoumis Culture Corner Links referred to in the...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FCA fees coming down (yay), Scottish Widows loses 180 funds (eek), DB scheme admins asking for money back (double eek), Zoom asking employees to return to the office (!), TRAP hitting 65k downloads, employing pros and leaving them to it, Buffett’s birthday Meat and Potatoes: Succinct Seminar Success Questions posted by ou...