Fund Your Retirement Podcast

The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

IRT006 Investors Round Table Discusses the Investment Potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLAR), Ashmore (ASHM) and Premier Miton Group (PMI) 04/21/2024

ILT006 Memorable Meetings with Company Management & AGMs with Judith Mackenzie & Rosemary Banyard | Part 6 04/07/2024

ILT006 Memorable Meetings with Company Management & AGMs with Judith Mackenzie & Rosemary Banyard | Part 6 In part six of this investing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of meetings with company management, red flags to look out for and their views on annual general meetings, more commonly known as AGM’s. Key topics covered: How important are AGMs in your analysis of companies - do either of you attend AGMs? Voting, is it important? What do you tend to vote against? Have you any memorable experiences with management that stand out, good and bad? What red flags put you off management? Each episode of this now eight-part series builds on the next as they walk you through an investor's journey. If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. Timestamps: 1:40 Judith and Rosemary explain what an AGM is. 3:30 Re-election of directors for listed companies. 5:30 Voting at AGMs and what do Judith and Rosemary vote against. 9:15 Judith and Rosemary's thoughts on AGMs. 12:50 Memorable meetings with company management. 17:30 What characteristics make a good CEO, MD or founder? 24:45 Thoughts on family-led companies. 28:00 Final thoughts and two worthwhile books to read. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: Follow Dowing on X/Twitter @downingllp: Investors reading and watch list for the long-term investor: Next annual reports: https://www.nextplc.co.uk/investors/reports-and-presentations/archive Visit Fund Your Retirement: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/30686083

IRT005 Investors Round Table Discusses Next, Burberry, National World & Airea 03/31/2024

ILT005 Our Best and Worst Performers with Judith Mackenzie & Rosemary Banyard | Part 5 03/02/2024

ILT005 Our Best and Worst Performers with Judith Mackenzie & Rosemary Banyard | Part 5 In part five of this ever-growing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of a fund manager's investments as they each break down the investments that performed better than expected and the investments that didn’t work out as they expected resulting in total loss of capital. Key topics covered: · Discussing the companies that didn’t work out, as well as they expected. · Discussing the companies that exceeded their expectations? · This was another great insight into how two seasoned fund managers think and how they view investing for the long term. Each episode of this now eight-part series builds on the next as they walk you through an investor's journey. If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. In the previous episode, Judith and Rosemary shared how to cultivate the mindset of a long-term investor including their experiences of investing through recessions. Timestamps: 2:00 Judith shares an investment that resulted in a total loss of capital and the reasons why. 9:45 Rosemary shares an investment that went out of business and the reasons why. 15:45 Judith shares a company that has performed exceptionally and the reasons why. 22:30 Rosemary shares a company that is performing well for her now and the reasons why. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: Follow Dowing on X/Twitter @downingllp: Investors reading and watch list for the long-term investor: Colossus podcast network: The Map That Changed The World: Visit Fund Your Retirement: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/30187488

IRT004 | Investors Round Table Discusses Hargreaves Lansdown, Plus500, Jet2 & Close Brothers 02/25/2024

TFA006 Paul Johnson on Pensions, Ageing Population & Government Spending 02/18/2024

TFA006 Paul Johnson on Pensions, Ageing Population & Government Spending In today’s episode director of the Institute for Fiscal Studies Paul Johnson shares the true cost of running Britain. Paul explores taxes, pensions including auto-enrollment, the ageing population, and the future of the state pension. Paul is perhaps one the UK's known economists, a regular on BBC Radio 4, and writes a column for the Times Newspaper. He is also a published author with a Times bestseller Follow the Money, How Much Does Britain Cost. Key topics discussed: · Are we receiving good value for our taxes? · Will our taxes keep on rising? · Should we just tax the rich? · Is growth the answer, or raising taxes? · How much does the state pension cost? · Does auto-enrollment solve the problem of funding one's retirement? · Does the risk measurement process need an overhaul? Timestamps: 1:30 Paul Johnson’s journey and career so far. 3:15 Holding the government to account. 4:00 How much the government spends? 6:15 Where does the government get its money from? 7:45 What are the big three expenses for the government finances? 11:05 Are we getting good value for money? 15:00 Will taxes keep on rising? 16:15 Can we tax the rich more? 19:10 Is growth a better option than raising taxes? 22:00 Should defined benefit pensions invest more in equities? 23:14 Overhauling defined benefit default funds. 25:30 Does the pension system need an overhaul? 26:40 Is the state pension sustainable? 28:00 Has auto-enrollment been a success? 32:00 Closing thoughts and wrap up. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Links & Guest Resources: Buy Paul’s book, Follow The Money Here: Institute for Fiscal Studies website: Pauls blog page on the IFS website: Fundamental Asset Management website: Follow Fundamental Asset on Twitter: Connect with Chris on LinkedIn: Visit FYR For More Investor Related Podcasts: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/29997523

IRT003 | Investors Round Table Discusses Company Accounts, Supreme, H&T, Henry Boot, Airea & Much More 02/03/2024

ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4 01/13/2024

ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4 In part four of this now seven-part series, Judith Mackenzie and Rosemary Banyard discuss the importance of investor psychology, and investing through recessions, including how you can cultivate the mindset of a long term investor. Key topics covered: · The personality characteristics of someone who thinks and invests for the long term. · Investing through the tech bubble. · Investing through the financial crisis of 08. · Launching a fund in the middle of Covid-19. · How Judith and Rosemary tune out of the noise. · How to cultivate a mindset of someone who can hold investments through recessions. This was another great insight into how two seasoned fund managers think and how they view investing for the long term. Each episode of this six-part series builds on the next as they walk you through an investor's journey. So, If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. Timestamps: 2:00 Characteristics and personality traits of someone who thinks long term. 6:15 Clarifying how long is long term when it comes to investing. 9:15 How Judith and Rosemary ignore the noise. 11:30 Holding investments through recessions and drawdowns. 14:45 Investing through the tech bubble. 21:30 Investing through the financial crisis on 08. 25:30 Investing and launching a fund in the middle of Covid-19. 28:15 Developing the mentality to invest through a recession and hold for the long term. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: Follow Downing on X/Twitter @downingllp: Investors reading and watch list for the long-term investor: Russel Investments behavioural bias article: Visit Fund Your Retirement: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/29470508

TFA005 Your Pension Money, Jeremy Hunt’s Mansion House Speech, Stock Market News with Chris Boxall 01/06/2024

TFA005 Your Pension Money, Jeremy Hunt’s Mansion House Speech, Stock Market News with Chris Boxall Today’s episode is the start of a new podcast series discussing where your pension money is going starting with the recent proposals by Jeremy Hunt at the Mansion House speech. Should pension savers and private investors be concerned about this proposal to direct billions of pension money towards UK small caps and unlisted companies? What will it mean for pension savers and private investors? Will these proposed billions lead to a bubble in small caps and unlisted companies with the inevitable crash, or will it lead to a whole host of new yet-to-be-formed companies that pension savers, private investors and UK PLC will benefit from? As always with these types of proposals there will be winners and losers, will it be regular pension savers, private investors, private equity, or UK PLC? Timestamps: 1:30 UK stock market news 3:00 New company listings on the stock market. 4:15 What potential impacts will the mansion house speech have on UK small caps? 6:45 What does Jeremy Hunt mean when he says high-growth unlisted companies? 8:45 Who will be the primary beneficiaries of this proposal? 12:00 Will an extra £50 billion entering this niche area create a bubble? 15:15 Why are more companies going private than ever before? 17:30 What does the CEO of the Canadian pension board think of this proposal? 20:15 Would tax breaks be a better option? If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Resources: Fundamental Asset Management website: Fundamental Asset Management contact us page: Follow Fundamental Asset on Twitter: Connect with Chris on LinkedIn: Visit FYR For More Investor Related Podcasts: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/29365978

FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next Multibagger 12/30/2023

FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next Multibagger Ed Croft is the co-founder and CEO of Stockopedia whose goal is to help private investors beat the market. Ed began his career with Goldman Sachs as a wealth manager before leaving to manage his family funds leading launch of Stockopedia in 2012. Key topics: · What is a multibagger. · What creates a multibagger. · How you can find companies with these long-term qualities today. · Portfolio and risk management. · Why Ed is optimistic about the UK stock market. · Why Ed’s investing style has gone full circle back to being more of a stock picker. · What Ed learned going through a 60% drawdown during the financial crisis. Ed shares in great detail the metrics that drive long-term compounding in companies, including how you can find those companies today. // Register for the FREE trial and gain access to the three extra masterclass videos, Just go to: https://www.stockopedia.com/?utm_source=fundyourretirement&utm_medium=podcast Timestamps: 1:30 How Ed got started as an investor and his journey so far. 4:00 Ed sharing what is a multibagger. 5:30 Why Ed and the Stockopeda team decided to carry out the research into stocks that multibag. 7:45 What surprised Ed the most? 9:00 The financial characteristics that drive long-term compounding companies. 11:35 The qualitative aspects that drive long-term compounding companies. 15:40 Discussing Ed’s investing style and approach 21:00 Ed sharing his experience of a 60% drawdown and discussing drawdowns in general. 25:20 Ed sharing his market timing strategy. 29:00 Ed sharing how you use this knowledge to find stocks that can multibag today. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future interviews and insightful conversations about portfolio management and stock analysis. Guest Links & Resources: Take the FREE two-week trial here: Read the Multibagger report here: Watch the multibagger webinar on the Stockopedia YouTube Channel here: Follow Stockopeida on Twitter here: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/29278558

ILT003 How To Analyse Companies For Long Term Investing with Judith & Rosemary | Part Three 12/03/2023

ILT003 How To Analyse Companies For Long Term Investing with Judith & Rosemary | Part Three In part three of this six-part series, Judith Mackenzie and Rosemary Banyard share how they analyse companies for long term investing. How they go from a universe of thousands of companies to a few hundred and How they go from a few hundred companies to a small watch list. What they look for in a good company. How they analyze company accounts. Their views on management and rumination. Attending AGMs and discussing what a moat is. Red flags to avoid in companies. This was another great insight into how two seasoned fund managers think and how they view investing for the long term. Each episode of this six-part series builds on the next as they walk you through an investor's journey. So, If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. Timestamps: 2:05 Rosemary and Judith start right at the beginning; how they go from multiple thousands of companies to just a few hundred to focus on. 9:00 Judith shares what RNS,s (regulatory news services) are and why they are important. 10:40 Rosemary and Judith share how they go from a universe of a few hundred companies to a small watch list. 13:00 Analysing company accounts. 17:15 Discussing what a moat is and how to assess if a company has a moat. 20:50 Looking out for the red flags when analysing companies. 25:10 Discussing the changes Rosemary and Judith have seen over their investing career. 27:45 Attending AGM,s (annual general meetings) of companies. 31:00 Final thoughts on analysing companies from Rosemary and Judith. 33:15 Judith shares her book to read, The Red Notice by Bill Browder. 35:15 Rosemary shares her book to read, Investing for Growth by Terry Smith. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: Follow Dowing on X/Twitter @downingllp: Investors reading and watch list for the long-term investor: Investing for Growth by Terry Smith: Red Notice by Bill Browder: Visit Fund Your Retirement: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/28902723

Investors Round Table Discussing Their Worst Investing Mistake & What They Learnt from It 11/18/2023

ILT002 | Finding an Investing Strategy that Suits You, Value vs Growth, Quality Investing, UK vs Global & Investing at IPO, with Judith & Rosemary | Part Two 11/04/2023

ILT002 | Finding an Investing Strategy that Suits You, Value vs Growth, Quality Investing, UK vs Global & Investing at IPO, with Judith & Rosemary | Part Two In part two of this six-part series, Judith Mackenzie and Rosemary Banyard share their investing style and their investment philosophies. They discuss the importance of finding an investing strategy that suits your personality and the resources to help you discover yours. For example, Rosemary shares how her everyday habits fit her investing style as a quality investor. They discuss value investing vs growth investing and share their thoughts on investing at IPO, how dividends fit into their investment philosophy and investing in the UK vs the global market. This was another great insight into how two seasoned fund managers think and how they view investing for the long term. Each episode of this six-part series builds on the next as they walk you through an investor's journey. So, If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. Timestamps: 2:00 Judith Mackenzie shares her investing style and investing philosophy. 3:30 Rosemary Banyard shares her investing style and investing philosophy. 5:35 Discovering your investing strategy. 12:20 Discussing value investing vs growth investing. 19:50 Discussing the value of site visits with some interesting examples. 23:20 Discussing small caps vs large caps. 24:40 Discussing investing in UK companies vs global markets. 26:25 Discussing investing at initial public offering (IPO). 30:15 Discussing how dividends fit into their investment strategies. 32:30 Discussing the attributes that make a good investor. 36:00 Reading lists, watch lists, podcasts and a free gift to help you on your investing journey. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: Follow Dowing on X/Twitter @downingllp: Investors reading and watch list for the long-term investor: Visit Fund Your Retirement: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/28513172

ILT001 | Investing For The Long Term with Judith & Rosemary: Part One of an Investors Journey 10/01/2023

ILT001 | Investing For The Long Term with Judith & Rosemary: Part One of an Investors Journey Have you ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Join Judith MacKenzie, Head of Downing Fund Managers and Rosemary Banyard, Fund Manager, as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. In this first part of a six-part series, Judith, and Rosemary share how they got started in finance and some of their experiences as women in finance, both good and not-so-good. They share their biggest influences and why they pursued careers in finance. This was a real insight into two seasoned fund managers and what it was like for them in their early careers during the late 80s and early 90s. They finish off with an introduction to the capital markets and why they are important for the UK economy and how Judith is actively working to help improve the investing landscape for both companies and investors alike. Each episode of this six-part series builds on the next with episode two discussing different investing styles to suit different personalities, small cap vs large cap, investing in the UK vs the global market and much, much more Timestamps: 3:00 Rosemary shares how she got her start in the city. 6:30 Judith shares how she got her start in the city. 10:15 They both share what it was like in thier early careers during the late 80s and early 90s 13:00 Judith and Rosemary each share a story of unconscious biases they have experienced. 15:30 They both share the positives of being women in finance. 19:45 They both share who their early influences were on their lives and careers. 23:45 They both share why they are so passionate about investing and the markets. 30:15 They both share passionately what needs to be done to improve the landscape for British companies and UK PLC 33:15 Jusith shares the book she is currently reading The Everything Blueprint by James Ashton 34:10 Rosemary shares the book she is currently reading an autobiography of Thomas Jefferson by John B. Boles Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: Follow Dowing on X/Twitter @downingllp: The Everything Blueprint by James Ashton: Autobiography of Thomas Jefferson by John B. Boles: Visit Fund Your Retirement: Follow FYR on Twitter: Visit Quoted Companies Alliance: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/28185602

TFA004 Are UK Shares Cheap Right Now or One of The Worst Places to Invest? 09/16/2023

TFA004 Are UK Shares Cheap Right Now or One of The Worst Places to Invest? Today’s episode is less about individual companies and more about the wider investing concerns around UK PLC and what could be done to help the UK become more attractive for individual investors and more attractive for companies to list here. Chris covers a wide range of concerns and solutions that could help improve conditions for investors, and the companies that list here. Other key topics discussed: · Are UK shares cheap right now or one of the worst places to invest? · What can investors and the UK government do to improve conditions? · The changing nature of AIM over the last 10 years · How to become a better analyst · Solutions to encouraging more companies to list. Timestamps: 1:15 Discussing whether UK shares are cheap right now or one of the worst places to invest. 3:15 Using British American Tobacco (BATS) as an example of a company that could do more. 5:50 Could the UK government do more to foster UK-focused investment? 6:45 Discussing Abcam (ABCM) leaving AIM, and what could be done to encourage companies to stay listed in the UK. 11:45 How to become a better analyst. 15:00 How to cultivate patience. 17:15 The rise of passive investing. 19:00 Discussing inheritance tax breaks and tax incentives to help encourage companies to list. 21:35 Closing thoughts and an invite for founder-led companies or long-term CEOs to get in touch and share their journey/story on the podcast. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Resources: Fundamental Asset Management website: Fundamental Asset Management contact us page: Follow Fundamental Asset on Twitter: Connect with Chris on LinkedIn: Visit FYR For More Investor Related Podcasts: Follow FYR on Twitter: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/28033383

FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income 09/09/2023

FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income Graham Neary is a full-time private investor, and an investment analyst for Stockopedia writing the Small Cap Value Report along with Paul Scott. Graham is also the founder of the Investors Institute where he helps private investors navigate the markets and upgrade their investing IQ. Graham began his career on the sell-side as a fixed-income analyst, before moving into the buy-side as an equity portfolio manager. Timestamps: 1:95 Graham Neary’s investing journey and how he got started. 4:45 Graham's investment approach and style. 7:05 The key metrics Graham looks for in a good company. 9:10 Graham's largest holding and why he holds it. 11:45 Discussing Graham's portfolio, and Graham's investing universe. 14:30 Discussing Graham’s thoughts on AGM’s 16:25 Discussing Graham’s worst performers and what he learnt from them. 20:45 Graham's thoughts on stop losses. 22:40 Graham's thoughts on averaging down. 26:00 Discussing Graham's writings and the enjoyment he receives from that. 27:45 Graham sharing his thoughts on Nichols (NICL) 31:25 Discussing fixed income. 33:30 Dissuning where to get started investing if you’re new or just starting. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Guest Links & Resources: Follow Graham on Twitter @GrahamNeary Grahams Investors Intiture Newsletter: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/27972300

FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier 07/23/2023

FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier John Rosier is a former city fund manager turned esteemed financial writer who runs the model portfolio. The JIC Portfolio which John started in 2012 has returned 303% vs, the FTSE all share of 125% over the same period. During this episode, John shares: His investing philosophy and approach. the value of keeping a detailed investment diary. What he’s been adding to his portfolios in recent months. Back testing stop losses and when is a good time to sell? John discusses the importance of dividends, which have grown from £2,000 a year to a projected £29,000. Finally, John shares what he would say to those who are just getting started. Timestamps: 1:20 When and how John started his investing journey. 3:40 The type of investor John is today, his investment philosophy and approach. 6:00 Discussing John’s model portfolio, how it started, the returns and the role dividends play in that. 10:15 John's 10 biggest contributors in terms of monetary gain. 15:45 Discussing some of John’s biggest losers in the model portfolio. 18:10 Discussing the use of stop losses and when is the right time to sell. 23:10 John shares why keeping a diary helps with discipline. 25:45 John shares what he would say to those just getting started. 28:45 Closing thoughts and where you can follow and connect with John Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Guest Links & Resources: Visit John Rosier’s website and the JIC model portfolio here: Follow John on Twitter here: John’s articles on the Investors Chronicle: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/27540174

TFA003 Success Stories, Clean Reporting, Patient Investing & Acquisitions |Chris Boxall 07/08/2023

TFA003 Success Stories, Clean Reporting, Patient Investing & Acquisitions |Chris Boxall Chris Boxall discusses three recent success stories: Castings (CGS), with squeaky clean reporting and a nice dividend. Kooth (KOO), wins a big contract with the state of California and Kitwave (KITW) just keeps going from strength to strength. In a sea of constant negativity, there are some shining lights. In contrast at the other end of the scale, Chris discusses Marlowe (MRL) and Gooch & Housego (GHH) who have been on an acquisition bonanza of late. These acquisitions haven’t worked out as the management would have hoped but may do in time. Chris has been doing some deep research into Marlowe (MRL) and shares some of those insights in this conversation. Chris finishes by sharing how he creates an internal and external environment that enables him to invest patiently. Key topics covered: Castings (CGS), squeaky clean accounts with a nice dividend Kooth (KOO), wins a big contract win with the state of California Kitwave (KITW) just keeps going from strength to strength When acquisitions go bad; discussing Marlowe (MRL) and Gooch & Housego (GHH) Creating an internal and external environment for patient investing Timestamps: 1:20 Castings (CGS). 2:45 Kooth (KOO). 4:40 Kiwave (KITW). 6:05 Marlowe (MRL). 9:00 Gooch & Housego (GHH). 11:20 Acquisitions; do they always make sense? 13:00 The importance of having skin in the game. 14:45 The need for patience when investing. 20:05 The importance of cash flow for a company. 21:10 Wrap up. Thank you for listening, we hoped you enjoyed the episode. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Resources: Fundamental Asset Management website: Fundamental Asset Management contact us page: Follow Fundamental Asset on Twitter: Connect with Chris on LinkedIn: Visit FYR For More Investor Related Podcasts: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/27406284

FYR072 Investing in Quality Businesses, Investor Red Flags and When to Cut | Rosemary Banyard 06/27/2023

FYR072 Investing in Quality Businesses, Investor Red Flags and When to Cut | Rosemary Banyard Rosemary Banyard is an award-winning fund manager specialising in UK medium and smaller companies with over 30 years of experience in understanding business models, industry structures, barriers to entry, and risks, on both the buy and sell side. Rosemary started her career in 1979 at James Capel as a senior investment analyst where she spent 12 years. Rosemary then moved into fund management starting at AIB Govett asset management before moving on to Schroders where she spent almost 20 years running a smaller companies Fund with Andy Brough. In 2016 she joined Sanford DeLand to launch and manage the Free Spirit Fund. The Schroder UK Mid Cap trust returned 17%* p.a. while she was manager and in her two and a half years managing money at Sanford DeLand the Free Spirit Fund returned 31%. Rosemary joined Downing in March 2020 to launch the VT Downing Unique Opportunities Fund. Rosemary talks about her investing journey and how it has evolved over the years from investing in quality businesses to sharing some of her best investments and some not so good. Rosemary shares her guiding principles, Investor red flags to look out for in company accounts and of course much, much more. Timestamps: 1:45 Rosemary’s investing journey starting at the beginning. 7:00 Rosemary shares her overarching investing strategy and how that has evolved over time. 9:15 Discussing UK software company Kainos Group PLC (KNOS). 14:40 Discussing UK software company Alfa Financial Software Holdings PLC (ALFA). 18:00 Discussing James Fisher & Sons PLC (FSJ). 20:45 Discussing when to cut and investor red flags to look out for. 26:10 Discussing the differences between a fund manager and a private investor. 28:15 Does Rosemary feel any pressure from time to time? 29:30 What makes a good investor? 31:40 Rosemary’s essential reading for investors. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Guest Links & Resources: Visit Rosemarys Profile on The Dowing Website Here: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/27290568

FYR071 UK Macro View, Stock Analysis & Timing | Neil Shah Director of Research at Edison Group 06/15/2023

FYR071 UK Macro View, Stock Analysis & Timing | Neil Shah Director of Research at Edison Group Neil was a fantastic guest sharing many valuable insights that would benefit the experienced investor and the new investor. During this conversation, Neil shares the macro view of the UK stock market, including insights from Neil’s extensive network of fund managers. Neil Shah is the director of research at Edison Group, an investment research and advisory company with over 80 investment analysts spanning the globe. Neil shares some of the best and some of the worst performers from Edison’s model portfolio the illuminator that has returned over %1300 since its inception in 2008. Neil discusses the key metrics his team looks for before adding or removing a company from the portfolio and how he improves those analytical skills over time. He gives an in-depth review of what Edison research does and how this benefits the wider investor community. Timestamps: 1:35 Neil’s background and journey. 2:50 The macro view of the UK share market with a 6 to 12-month outlook. 5:30 Companies being taken out and spotting value in the UK share market. 7:30 Discussing the illuminator model portfolio's best and worst performers and its %1300+ gain. 11:20 Discussing having a concentrated portfolio vs a diversified portfolio. 14:15 Neil discusses the latest addition to the illuminator model portfolio. 16:15 Improving your skills as a stock analyst starting with the basics. 22:10 What does Edison Research do? 28:15 Closing thoughts and wrap up. Hope you enjoy this episode and have a wonderful day. The FYR Team. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Guest Links & Resources: Visit Edison Research Group: Edison Twitter Profile: Edison LinkedIn Profile: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/27161373

TFA002 Chris Boxall: Three UK-micro Caps To Watch 06/03/2023

TFA002 Chris Boxall: Three UK-micro Caps To Watch Chris Boxall discusses three UK small-caps Anexo (ANX), Time Finance (TIME), and PCI-PAL (PCIP) to keep a close eye on. All three companies are growing but have areas of concern that are holding the share price back; if they were to resolve these areas of concern, these three companies would become much more attractive. Chris also shares some red flags to look for when analysing companies such as the Relevance/Significance of senior management remuneration for small caps. Company example Character Group (CCT) which also updated recently. Large companies get the headlines, but, in terms of shareholder return, it’s actually far more relevant for small caps, management needs to paid to arrive, not to travel! Key topics covered: The latest inheritance tax news. Small caps, Anexo (ANX), Time Finance (TIME), PCI-PAL (PCIP) and Volvere (VLE). Red flags for investors to look out for. Big contracts for small companies – can they execute and deliver? Company examples are Eneraqua Technologies (ETP) and SRT Marine Systems (SRT) The significance of senior management remuneration packages for small caps. Timestamps: 1:00 Discussing the latest inheritance tax news (IHT). 3:35 Discussing Anexo (ANX). 7:35 Chris thoughts on EBITDA and the use of adjusted EBITDA. 8:45 Discussing Time Finance (TIME). 10:10 Discussing PCI-PAL (PCIP). 11:30 Discussing the significance of senior management remuneration packages. 16:15 Discussing big contracts for small companies and whether they can deliver. 18:35 Closing thoughts and wrap up. Thank you for listening, we hoped you enjoyed the episode. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. FYR & Chris Boxall Resources: Fundamental Asset Management website: Fundamental Asset Management contact us page: Follow Fundamental Asset on Twitter: Connect with Chris on LinkedIn: Visit FYR For More Investor Related Podcasts: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/27033186

TFA001 Chris Boxall Discusses UK Small-Caps, Portfolio Management & Inheritance Tax Planning 05/02/2023

TFA001 Chris Boxall Discusses UK Small-Caps, Portfolio Management & Inheritance Tax Planning Welcome to the first episode of The Fundamental Asset Podcast where Chris Boxall will help you navigate and interpret the UK equity market with a particular focus on AIM. Whether it’s company-specific news, market-wide news, or timely market topics, Chris will share his wisdom and experience from his 30+ years as a fund manager and from the perspective of a private investor. Key topics for the first episode: UK small caps. RWS Holdings, Learning Technologies, Numis and iEnergizer. Portfolio management. Letting your winners run vs taking profits. Inheritance tax planning. Dividends from AIM companies. Timestamps: 1:30 Discussing the de-listing of iEnergizer and the implication for private investors. 5:00 Discussing IHT companies and their benefits. 6:45 How mitigating inheritance tax through AIM-listed companies works. 8:00 Companies on AIM with attractive dividend yields. 10:10 Taking profits vs letting your winners run. 12:15 Discussing the difference between investing for yourself and managing OPM. 13:20 Discussing the opportunities on AIM right now. 15:30 Numis take over and is this a trend in 2023? 18:15 Closing thoughts and wrap up. Thank you for listening, we hoped you enjoyed the episode. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis. Chris Boxall Resources. Fundamental Asset Management website: Fundamental Asset Management contact us page: Follow Fundamental Asset on Twitter: Connect with Chris on LinkedIn: Visit FYR For More Investor Related Podcasts: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/26716617

FYR070 Mark Bentley Shares His Best and Worst Investments From His 30+ Years as a Private Investor 04/13/2023

FYR070 Mark Bentley Shares His Best and Worst Investments From His 30+ Years as a Private Investor Mark Bentley has been a full-time stock market investor since 2004, having pursued investing as a rewarding hobby for 20 years previously. Some of the stand-out talking points were: Mark shares in detail some of his best investments and how he came across them. Some of Mark’s worst investments and what he learnt from them. Two stocks Mark has high hopes for today and the reasons why. Why does 60% of Mark’s portfolio consist of investment companies? Mark’s 18-month foray into trading and what he learnt from that experience. Most of Mark’s early career was spent in the I.T. industry starting in 1980, where he worked for the European Space Agency before going on to start his own IT services business, Anvil Technology, which he ran successfully for 14 years. Mark was later asked to join the board of ShareSoc in 2011, a not-for-profit organisation dedicated to the support of individual investors and shareholders’ rights. Mark now splits his time between managing his portfolio and his other passion educating and improving the rights of private investors through ShareSoc as a non-executive director. This episode could have easily been two hours long. Mark was a fantastic guest sharing some great insights from his multi-decade experience as a private investor. Timestamps: 2:00 How Mark got started investing. 3:00 How Mark’s investing has evolved over the years. 4:00 Becoming a full-time investor. 6:15 The type of investor Mark is today. 8:00 Some of Mark’s best investments with detailed reasons why. 25:30 Companies Mark currently hold’s a high conviction on 30:30 Why 60% of Mark’s portfolio consists of investment companies and Investments Trusts. 37:45 Some of Mark’s investments that didn’t work out so well, and why. 47:30 Marks other big passion, ShareSoc. 51:15 Closing thoughts and wrap up. If you like the episode, please subscribe for future investor interviews, and leave us a review. The FYR Team. Guest Links & Resources: Follow Mark on Twitter: ShareSoc Website: Follow ShareSoc on Twitter: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/26523342

FYR069 UK Small-Cap Investing With Fund Manager Chris Boxall 03/26/2023

FYR069 UK Small-Cap Investing With Fund Manager Chris Boxall Chris Boxall is the co-founder, and the director of Fundamental Asset Management with primary responsibility for equity research and management of client portfolios, including the high-performing AIM portfolio services. Chris specialises in UK small-cap investing with over 20 years of experience operating in this area as a fund manager and as a private investor. Prior to Fundamental Chris oversaw activities at the Washington Financial Group, where he was a Director and a key member of the investment management team of the Washington US Fund Ltd, a successful equity fund. While Chris’s main responsibility is his role as director of Fundamental assets, he is also the co-founder of Investor’s Champion an investment research website covering companies, funds, economics and the hottest topics in global investment. Chris discusses: His investing journey. The inheritance tax breaks on AIM. how investing in AIM companies has changed over the last 20 years. the differences between being a private investor and a fund manager. Some of his best investments in the last 20 years, which he still holds to this day. and weaved throughout the conversation a handful of companies he has high hopes for presently, and of course much much more. Timestamps: 0:00 Introduction 1:30 How Chris got started on his investing journey 2:30 What type of investor is Chris Boxall 4:00 Why does Chris focus on the UK small caps on AIM 6:30 Inheritance tax breaks on AIM-listed stocks 8:15 Potential threats to the Inheritance tax breaks on AIM-listed stocks 9:30 How the AIM market has evolved over the last 20+ years 11:45 Two companies that worked out very well for Chris and why 16:30 Two companies Chris holds a high conviction in presently 20:00 Chris’s view and experience on meeting many CEO’s and founders over the last 20 years 24:00 Chris’s view on the AIM market 28:00 Chris on international stocks on AIM 29:45 Advice on becoming a fund manager, if that thought has crossed your mind 35:15 Why did Chris co-found Investors Champion 38:15 Closing thoughts and wrap up Hope you enjoy this episode and have a wonderful day. The FYR Team. If you like the episode, please leave us a review and subscribe for future investor interviews. Guest Links & Resources: Chris’s email address: Fundamental Assets Website : Fundamental Assets on Twitter: Fundamental Assets on LinkedIn: Investors Champion Website: Investors Champion on Twitter: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/26339343

FYR068 Bruce Packard Top Five Holdings and Current High Convictions 02/21/2023

FYR067 Investing In Investment Trusts with Jonathan Davis 12/20/2022

FYR067 Investing In Investment Trusts with Jonathan Davis Jonathan Davis is the founder and host of Money Makers, a weekly podcast show dedicated exclusively to following the latest news and developments in the investment trust sector. Jonathan is a private investor and has been writing about the financial markets for some of the major national publications such as the times, the economist, the independent and the financial times for over four decades. Jonathan is also a published author, authoring the very popular and successful book The investment Trust handbook which is now on its 6th edition. Jonathan has also held several advisory roles, including Saunderson House, a fee-based wealth management firm, where he was a senior adviser on investment strategy and research. Smith & Williamson where he was a strategist and investment director. Non-executive directorships have included Hargreaves Lansdown and Jupiter UK Growth Trust. Jonathan's main interests are in “big picture” investment issues – asset allocation, Investment trust strategy and fund selection – but he also invests in private and listed equities where he sees exceptional opportunities. Jonathan shares his investing journey and demonstrates why he believes investment trusts are a superior investment vehicle compared to other types of funds. Jonathan shares his thoughts on: What are investment trusts? Why does Jonathan champion investment trusts? What is the difference between funds and trusts? What are the fees for investment trusts? What are the metrics Jonathan looks for when searching for investment trust opportunities? Hope you enjoy this episode and have a wonderful day. The FYR Team. If you like the episode, please leave us a review and subscribe for future investor interviews. Guest Links & Resources: Follow Money Makers on Twitter: Download The Investment Trust Handbook Here: Money Makers Website: The Money Makers Podcast: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/25386069

FYR066 Deep Value Investing with Mark Simpson 11/15/2022

FYR065 Investing for Dividend Growth with Roland Head 10/07/2022

FYR065 Investing for Dividend Growth with Roland Head Roland Head is a UK equity income analyst with a particular focus on investing for dividend growth. Roland is here to talk about his investment approach and some of the lessons he has learnt over the many years as a private investor and shares one of the strongest convictions in his portfolio. Roland has been investing since 2007 and is an experienced investment writer and analyst writing for Stockopedia since 2015, and regularly contributes to Investors Champion and the Motley Fool as well as many other well-known investor websites. 0:00 to 0:50 Introduction. 0:51 to 2:38 The catalyst that inspired Roland Head to start his investing journey in 2007. 2:39 to 3:59 Roland’s investing style and strategy. 4:00 to 5:25 Why Roland focuses on dividend income. 5:26 to 9:29 What metrics does Roland focus on when investing in a company? 9:30 to 18:18 How does Roland find these winning companies? 18:19 to 21:15 Roland’s lessons from many years of being a private investor. 21:16 to 24:52 How Roland is managing his portfolio given the current economic situation. 24:53 28:40 Ronald’s view on AGMs, management and using data for his investment approach. 28:41 to 32:06 How does Roland know it’s time to sell or re-balance his portfolio? 33:00 to 36:00 Roland Heads biggest investing mistake and what you can learn from it? 36:01 37:43 How Roland manages the media and the latest media narrative. 37:45 to 39:00 Roland’s mentors when he started out investing and today. 39:01 to 40:18 Closing thoughts and wrap up. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like the episode, please leave us a review and subscribe for future conversations with expert guests in finance and wealth-building strategies. Guest Links & Resources: Roland Head’s Website: https://www.rolandhead.com/ Twitter @rolandhead: Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/24612705

FYR064 Lord Lee of Trafford: How To Make a Million Slowly 09/07/2022

FYR064 Lord Lee of Trafford: How To Make a Million Slowly Lord Lee of Trafford holds the accolade of becoming the first ISA millionaire in 2003. Lord Lee is a well-known and respected private investor who has been investing in the UK small-caps very successfully for many decades. During this interview; Lord John Lee reflects on his many years of investing and discusses the types of businesses he invests in, why he likes AGMs, how he assesses management, his top five holdings and the recent 30% drop in one of his largest holdings, Treatt Lord Lee is a published author, published his first book, "How to make a million slowly" in 2013 and more recently in 2019 he published "Yummi yoghurt the first taste of stock market investment" aimed at helping the younger generation to get involved in the stock market. Lord John Lee left the Conservative Party in the 90s, and joined the Liberal Democrats in 2001, he was appointed to the House of Lords as a Lib Dem Peer in 2006 where he continues to sit today. Timestamps: 0:00 to 109 Introduction. 1:10 to 2:09 The catalyst that started Lord John Lee on his investing journey. 2:10 to 2:42 Lord Lee’s investing style and strategy overview. 2:43 to 5:35 The types of businesses Lord Lee invests in. 5:36 to 6:26 How Lord Lee resists the temptation of the new hot stock or hot market. 6:27 to 9:00 How Lord Lee assesses the management of the companies he invests in. 9:01 to 10:02 Why Lord Lee likes AGM,s. 10:01 to 10:36 The metrics Lord Lee looks for in his accounts 10:37 to 11:31 How often does Lord Lee re-balance his portfolio? 11:32 to 12:45 How Lord Lee managed the 30% drop in his largest holding Treatt (TET) 12:46 to Lord Lee’s top five holdings. 14:20 to 15:01 Lord Lee talks about transitioning to dividends for income. 15:02 to 16:30 Looking at small-caps for take-over potential. 16:31 to 18:01 Does Lord Lee top-slice or take profits, and if so how and when. 18:02 to 19:35 Lord Lee’s investing mistakes. 19:36 to 21:10 How does Lord Lee hold on to these companies for so long; multi-decades? 21:09 25:00 Lord Lee’s journey to becoming the first UK ISA millionaire. 25:01 to 28:15 The power of reinvested dividends. 28:16 to 31:39 Why Lord Lee wrote both his books How to Make a Million Slowly and Yummi Yoghurt: A First Taste of Stock Market Investment. 31:40 to 33:20 Should you borrow to invest? 33:21 to 36:03 Closing thoughts and wrap up. Hope you enjoy this episode and have a wonderful day. The FYR Team. If you like the episode, please leave us a review and subscribe for future interviews with experts in the field of finance and wealth-building strategies. Guest Links & Resources: Purchase How to Make a Million – Slowly: Guiding Principles From A Lifetime Of Investing (Financial Times Series): Purchase Yummi Yoghurt: A First Taste of Stock Market Investment: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/24296682

FYR063 Joe Kuhn Retired at 54; how’s it going now? 07/20/2022

FYR063 Joe Kuhn Retired at 54; how’s it going now? Joe Kuhn had a successful career as an operations manager and chose to retire at the age of 54. During this conversation, Joe shares what surprised him the most about leaving the work environment and living off his investments, and hows it going now? Joe also shares what he did to build his portfolio of investments that enabled him to retire at 54. How Joe manages himself and his portfolio during stock market swings and the constant media narrative of the crash is coming. Joe also shares what happened to his relationships since retiring and how there had to be an adjustment period with his nearest and dearest. Joe started a YouTube channel on retirement, financial independence, leadership and career coaching. Joe’s YouTube channel has become a huge success with over 22,000 subscribers and growing fast. Joe shares many more insights about his journey toward retirement and into retirement. Hope you enjoy the episode. Timestamps: 0:00 to 0:40 Introduction 0:41 to 7:10 Who is Joe Kuhn; Joe’s story and journey so far. 7:11 to 19:25 What did Joe do that enabled him to retire at 54? 19:26 to 23:15 How does Joe’s portfolio look now compared to when he was working full time? 23:16 to 30:01 Implementing the bucket system. 30:01 to 38:45 What happened to Joe’s Identity and relationships since Joe retired 38:46 to 39:58 Joe as a social media influencer and advice for the younger generation 41:19 to 49:10 Joe’s advice to those who are getting close to retirement or thinking about when is the right time. 49:11 to 53:11 Where you can connect and follow Joe and wrap up. Hope you enjoy it and have a wonderful day. The FYR team. If you enjoyed this episode, please subscribe for future episodes and insights, and don’t forget to leave us a review. Guest Links & Resources: Joe’s YouTube Channel: Joe’s website: Visit Fund Your Retirement: Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions. /episode/index/show/fundyourretirement/id/23808389

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