Adam Walkom and Adrian Johnson
The Plan for Happy PodcastEpisodes
Episodes of The Plan for Happy Podcast
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Today’s discussion looks at the prospect of a Labour Government in the UK and what it means for taxation policy.I am joined by Nimesh Shah, CEO of Blick Rothenberg, a chartered accountants and tax advisory business. Nimesh and I dig into the an
Today’s special guest is Abraham Okusanya, author of “Beyond The 4% Rule” and founder of Timeline portfolios. Abrahams’ firm Timeline now has over £4bn in assets in the portfolio and Why index investing just takes market worry away.How the tech
Today’s discussion is with Nick Bird, Senior Business Development Manager at Triplepoint. If you’ve got older parents you won’t want to miss this episode. Planning for inheritance tax is some of the easiest most cost-effective planning you can
Today’s edition features a special guest, someone very familiar to the podcast… Adam Walkom! Our usual host is sat in the other seat this week, as his colleague, friend and fellow partner at Permanent Wealth, Adrian Johnson, takes the reins. A
Ed Conway – Author of Material World – on the 6 materials that we need to power the modern world. Today’s guest is Ed Conway – economics editor at Sky News – but also author of a fantastic book – Material World. Material World explores in detai
After reading Law at university, then some time in the hospitality industry Caspar was drawn to the Central London Residential Real Estate market. He kicked off his property career with Foxtons before moving from being a sales agent to being a
In this episode I talk with Jared Dillian, author, investor and market newsletter writer of the Daily Dirtnap. He also is a regular contributor to Bloomberg, MSNBC, NY Times and LA times. I have followed Jared for years through his daily market
Today my special guest is Oliver Rust, Business Development at Truflation. If you haven’t heard of Truflation you’re in for a treat. Truflation effectively scrapes the internet for prices on a daily basis and comes up with their own version of
Welcome back! Today my guest is Nick Colas, co-founder of the excellent DataTrek Research. DataTrek Research write a daily investment newsletter which I read religiously and I have found Nick and his co-founder Jessica to be two of the smartest
Join Kealan and I for a fascinating conversation where we delve into the world of EIS and Venture investing. EIS is Enterprise Investment Scheme which is UK tax structure that allows tax relief for direct investment into smaller, growing UK com
Join Ian and I for a fascinating conversation where we delve into the world of venture investing and VCTs. Ian and I discussWhy Triple Point focus on seed-stage investing;The unique difference on UK venture investing vs the US;Their buying proc
In this episode, I’m again speaking to my favorite mortgage expert Elena Todorova. Elena and I discuss the state of the UK mortgage and property market. We get into the details of:What mortgage deals are currently available;Which way rates are
Today’s guest is Simon Gilchrist, Founder and clinical director of Mayfair Health, and a specialist in sports physiotherapy and longevity. We all age, so Simon really focuses on how we can age better. Simon and I consider the topic of life lon
Today my special guest is Entrepreneur and Dragon’s Den investor Piers Linney. Piers is a serial entrepreneur and has built and sold many successful businesses over the years. In this episode, Piers gives a masterclass into the mindset of how t
Today’s guest is Helena Luckhurst, a private client lawyer with Fladgate LLP who advises clients on wealth transfers and wealth succession planning.Helena and I discuss the joy of inheritance tax, such as:The emotional impact that conversations
Today we have a special guest in Sarah Olney – MP for Richmond Park since 2019.Sarah is a Liberal Democrat and the party Treasury and Business spokesperson. In a fascinating, wide-ranging interview, we explore a number of factors with SarahWhy
This episode is a little different and really lifts a lid on mental health issues that pressure can put on all of us who are trying to build a career and manage a family.In this achingly honest episode Gavin describes his journey of dealing wit
Today my special guest is Justin Onuekwusi from Legal & General Investment Management.Justin is Head of Retail Investment EMEA and runs amongst others the multi-index range for L&G.This was a great interview and Justin shares an enormous number
Marcel is an independent Chinese innovation analyst.In this fascinating discussion Marcel tells meHow he structures his business using all available channels.What makes the Chinese market is probably the most exciting opportunity in the world r
Today’s guest is Duncan MacInnes from Ruffer. Duncan is manager of the Ruffer Diversified Return Fund.Duncan and I discuss the following:What it is like to manage Cautious funds in the present market conditions.How Ruffer made profits in all of
Today’s guest is Miles Dean, head of international tax and Partner at Andersen LLP, to talk all things non-dom. With the recent headlines around Rishi Sunak and his wife Akshata Murthy and their tax affairs I wanted to talk to an expert to try
Today’s discussion is with Izabella Kaminska, journalist at the FT for many years, but has now moved out into her own independent publication called The Blind Spot (www.the-blindspot.com)Izabella and I discuss a number of topics based a lot aro
In this episode, Adrian Johnson and I discuss recent market movements connected with the Ukrainian crisis, and try to put them in some sort of contextWe discussed:How we are thinking about this sell-off versus previous market events;The way cli
I’m thrilled today to be joined by Hugh Karp, founder of Nexus Mutual, which is an crypto-based insurance platform.Nexus Mutual has been mentioned in conversations with Raoul Pal and in the Pantera fund newsletter so is achieving a huge amount
Today’s episode has a very special guest in Advertising and Behavioural Psychology guru, Rory Sutherland.Join Rory and I on this whirlwind discussion around the psychological biases impacting how we all think about money and investing.For those
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