Fund Your Retirement Podcast
By Lee Cleasby from Fund Your Retirement
Categories: Business, Investing, Entrepreneurship
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.
95 episodes indexed on PodSearch.
Recent episodes
- ILT017 Roger Lee Discusses UK Equities, Interest Rates, Political Risk & the Case for a Re-Rating
In this episode of Investing for the Long Term, Downing's Judith Mackenzie and Rosemary Banyard are joined by Roger Lee, Head of Equity Strategy at Cavendish. Roger shares his unconventional journey from studying physics and qualifying as an accountant to becoming one of the UK's leading equity…
- ILT016 Andy Walters on Building Quartix: Subscription Model, Growth Choices, and AIM Listing
In this episode, Judith Mackenzie and Rosemary Banyard interview Andy Walters, founder and Chief Executive of Quartix PLC. Andy explains his shift from selling high-value capital equipment to building a recurring revenue business, leading to the launch of Quartix in 2001. He shares how he…
- ILT015 Quoted Companies Alliance (QCA) CEO James Ashton on Journalism, Economics & the Markets (S2 EP07)
In the latest episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard welcome James Ashton, Chief Executive of the Quoted Companies Alliance (QCA). James reflects on his diverse and illustrious career, from his early days as a financial journalist to his current role…
- ILT014 Navigating Finance and Leadership: A Conversation with Eagle Eye CFO Lucy Sharman-Munday (S2 EP06)
In an engaging conversation, Lucy Sharman-Munday, Finance Director of Eagle Eye Solutions, shares her career journey, insights into the evolving role of finance directors, and the impact of leadership on company culture. Lucy recounts her transition from aspiring doctor to finance professional…
- FYR078 Navigating Pensions with Scottish Widows Stuart Hopley
In this episode of the Fund Retirement Podcast, host Lee chats with Stuart Hopley, Relationship Director at Scottish Widows. Stuart discusses his unexpected journey into the pensions industry and addresses the major challenges people face with pensions in the UK, including system complexity and a…
- ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05)
In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard welcome Nicola Barber, an experienced equity investor and portfolio manager with over 35 years in the industry. Nicola shares her unique career journey that began at Rothschild without a university degree…
- ILT012 Navigating Careers and Capital Markets: Insights with Malar Velaigam (S2 EP04)
In this episode of 'Investing for the Long Term,' hosted by Judith McKenzie Head of Downing Fund Managers and Rosemary Banyard consultant to Downing Fund Managers, the focus is on Malar Velaigam, a director at Dowgate Capital with over 15 years of experience in the capital markets. The…
- ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)
In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key…
- ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02)
In this episode of 'Investing for the Long Term' Season 2, hosts Judith Mackenzie and Rosemary Banyard are joined by Claire Milverton, CEO of 1spatial, an AIM-listed geospatial technology company based in Cambridge. Claire discusses 1spatial's innovative solutions in location data management, her…
- ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)
In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space. Andy shares his career journey, key lessons, and experiences in fund management, providing…
- FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook
In this episode of the 'Fund Your Retirement Podcast,' host Lee interviews Simon Evan-Cook, a multi-asset fund of funds manager with over 25 years of experience. Simon shares his journey into fund management, his investment philosophy, and the key principles guiding his strategy, particularly his…
- ILT008 A Day in the Life of a Fund Manager: Season Finale Insights from Judith Mackenzie & Rosemary Banyard | Part 8
In the final episode of the season, Judith and Rosemary delve into the intricacies of a day in the life of a fund manager. They discuss their roles and responsibilities, which include selecting and monitoring investments, communicating with shareholders, and dealing with regulatory requirements…
- IRT007 Investors Round Table Discusses Interest Rates & the Investment Potential of Property Franchise Group (TPFG), Macfarlane Group (MACF) & Van Elle Holdings (VANL)
This time on The Investors Round Table Roland Head, Mark Simpson, and Graham Neary discuss Interest rates and the investment potential of Property Franchise Group (TPFG), Macfarlane Group (MACF) & Van Elle Holdings (VANL). A healthy three-way debate about the shares they own, their portfolios, and…
- ILT007 How Judith & Rosemary Construct & Manage Their Investment Portfolios | Part 7
In part seven of this investing eight-part series, Judith Mackenzie and Rosemary Banyard discuss how they construct a portfolio of stocks and how they manage them. Key topics covered: · What is portfolio construction and portfolio management? · What types of risks should investors think about when…
- IRT006 Investors Round Table Discusses the Investment Potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLAR), Ashmore (ASHM) and Premier Miton Group (PMI)
This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss the latest news from Superdry (SDRY), Dr Martens (DOCS) and Tclark PLC (CTO) and the investment potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLR), Ashmore Group (ASHM) and Premier Miton…
- 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…
- IRT005 Investors Round Table Discusses Next, Burberry, National World & Airea
This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss the latest news from Ariea (AIEA) and the investment potential of Next (NXT), Burberry (BRBY) and National World (NWOR). A healthy three-way debate about the shares they own, their portfolios, and the markets…
- 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…
- IRT004 | Investors Round Table Discusses Hargreaves Lansdown, Plus500, Jet2 & Close Brothers
This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Hargreaves Lansdown (HL) and the investment potential of Plus500 (PLUS), Jet2 (JET2) and Close Brothers (CBG). A healthy three-way debate about the shares…
- 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…
- IRT003 | Investors Round Table Discusses Company Accounts, Supreme, H&T, Henry Boot, Airea & Much More
This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Supreme (SUP) and the investment potential of H&T (HAT), Henry Boot (BOOT), Airea (AIEA) and much more. A healthy three-way debate about the shares they own…
- 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…
- 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…
- 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…
- 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…
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