Fund Your Retirement Podcast

Lee Cleasby from Fund Your Retirement

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.

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Top 10 Fund Your Retirement Podcast Episodes

Goodpods has curated a list of the 10 best Fund Your Retirement Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Fund Your Retirement Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Fund Your Retirement Podcast episode by adding your comments to the episode page.

ILT005 Our Best and Worst Performers with Judith Mackenzie & Rosemary Banyard | Part 5

Fund Your Retirement Podcast

03/02/24 • 32 min

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: https://www.downing.co.uk/downing-fund-managers

Follow Dowing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Colossus podcast network: https://www.joincolossus.com/

The Map That Changed The World: https://www.amazon.co.uk/Map-That-Changed-World-Redemption/dp/0140280391/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

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.

FYR046 What is The Upside and Downside of Web 3.0 and The Metaverse with Sam Kamani

Fund Your Retirement Podcast

02/22/22 • 48 min

Sam Kamani is here to talk about investing in digital assets, what is web 3.0, and what is the metaverse. Sam Kamani will share what is the upside and the downside of web 3.0 and the metaverse.

Sam talks about investing in digital assets, and how you can protect yourself in this new digital world.

Sam Kamani is a tech entrepreneur who has built and exited multiple tech companies between 2007 and the present day. Sam is a published author of the 30-day start-up, how to create a successful tech start-up for under 50k, and is the host of the podcast show Web 3.0.

Sam is here to unpack this new digital frontier, such as web 3.0 and the metaverse because a large part of investing is the anticipation of future growth and an understanding of where the world is heading or might be heading.

Timestamps:

0:00 to 1:50 Introduction

1:51 to 7:01 Sam Kamani’s journey, background and experience in tech, web 3.0, and the metaverse

7:02 to 9:02 How Sam has achieved so much, leveraging time, money, and people.

9:03 to 16:50 What is web 3.0, and how does it have the potential to be so impactful in our lives.

16:51 to 23:00 What are some of the opportunities in web 3.0 and the metaverse.

23:01 to 26:05 The impact of 3 billion gamers, and the digital transformation of money.

23:06 30:25 The downside of web 3.0 and the metaverse.

30:26 to 34:45 Will decentralised finance be regulated or stopped?

34:46 to 38:50 The most common scams in web 3.0 and the crypto space to watch out for.

38:51 to 42:07 The centralisation vs de-centralisation debate.

42:08 to 44:45 Why Facebook changed its name to meta and Facebook's problems.

44:46 to 46:96 A brief intro into NFT’s laying the groundwork for part two on NFT’s

46: 97 to 48:22 Where to connect and follow Sam Kamani and wrap up.

Hope you enjoy and have a wonderful day.

The FYR team.

If you like the episode, please subscribe to our channel for weekly updates and insights, and don’t forget to hit the share button.

Guest Links & Resources:

Get your copy of the 30 Day Start Up from Amazon: https://www.amazon.com/30-Day-Startup-Create-Successful-ebook/dp/B07PPC2TGT/

Sam Kamani’s personal website: https://www.samkamani.com/

Sam Kamani’s Twitter handle: https://twitter.com/samkamani

Sam Kamani’s LinkedIn profile: https://www.linkedin.com/in/samkamani/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

FYR045 How the Role of a Financial Planner has Evolved with Anthony Villis

Fund Your Retirement Podcast

02/15/22 • 30 min

Antony Villis is a charted financial planner, certified wealth manager, and qualified financial coach and mentor. Anthony shares how the role of a financial planner has evolved over the last decade.

Some of the topics we will be discussing are evidence-based investing, the Monte Carlo simulation, and how the role of a financial planner has evolved to meet the modern demands of planning for retirement.

Anthony is the managing director of First Wealth, a financial planning firm based in London he co-founded with his business partner in 2009.

Timestamps:

0:00 to 1:27 Introduction.

1:28 to 4:18 Anthony Villis experience and journey in financial planning, and MD of First Wealth.

4:19 to 5:19 Focusing on the client.

5:20 to 9:50 What does a financial planner do for you.

9:51 to 14:05 Coaching clients through the wealth-building and retirement journey.

14:05 to 15:50 The three key points Anthony uses when creating a financial plan.

15:51 to 18:35 Saving using pensions and ISA’s, keep it simple to begin with.

18:36 to 23:00 Using an evidence-based investing strategy.

23:01 to 29:00 Busting myths around financial planners and advisers.

29:01 to 30:08 Closing thoughts and wrap up.

Hope you enjoy and have a wonderful day.

The FYR team.

If you like this episode, please follow for weekly updates and insights, and don’t forget to hit the share button.

Guest Links & Resources:

Visit First Wealth Website: https://www.firstwealth.co.uk/

First Wealth Evidence-Based Wealth Guide: https://www.firstwealth.co.uk/category/guides

Anthony Villis LinkedIn Profile: https://www.linkedin.com/in/anthonyvillis-financialplanning/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

FYR044 How to Retire and Enjoy Yourself with Chip Stites

Fund Your Retirement Podcast

02/08/22 • 32 min

Chip helps people reframe what retirement means so they can enjoy a happy and fulfilled retirement. You may be surprised that many do struggle to make that transition both mentally and financially as you will hear from Chip.

Chip Stites has decades of experience in the financial planning world, he is a Retired Investment Advisor and a Retired Certified Financial Planner from the US.

Chip left that world behind him when he retired himself and founded the laughing retirement which helps people who are approaching retirement make the transition from worker or business owner into a new chapter of their life.

Timestamps:

0:00 to 1:32 Introduction

1:33 to 4:02 Chip Stites journey and background as a financial planner.

4:03 to 5:95 Chip began to think about what he would do when he retired.

5:96 to 7:30 Chip wanted his retirement to be great and move to Italy.

7:31 to 9:00 Why Chip wanted to retire in Italy.

9:01 to 11:30 Dealing with the emotional challenges of retiring.

11:31 to 16:35 How Chip prepared himself for retirement.

16:36 to 19:50 Chip’s view on the financial services industry and the fees charged.

19:51 to 24:20 Chip’s investment philosophy and view on dividend-paying stocks.

24:21 to 29:30 Chip shares how to get started planning for your retirement today.

29:31 to 32:15 Chip Stites closing thoughts and wrap up (how to build generational wealth)

If you like this episode, please subscribe for weekly updates and insights.

Hope you enjoy and have a wonderful day.

The FYR team.

The Laughing Retirement Website: https://thelaughingretirement.com/

The Laughing Retirement Facebook Page: https://www.facebook.com/retiredincittaducale

Chip Stites Calendly booking link: https://calendly.com/info-tlr-48

Visit Fund Your Retirement: https://www.fundyourretirement.com/

FYR043 How to Pick Winners in the Junior Mining Space | Simon Popple

Fund Your Retirement Podcast

02/02/22 • 24 min

In this episode, we will take a deep dive into the system and strategy that Simon Popple uses in the commodity mining space for unearthing gems like Chalace, and Arizona Lithium.

Simon will share how he picks the winners in the junior mining space so you can diversify your portfolio and fund your long-term retirement.

Part one was an introduction on why Simon specialises in the commodities space and why Simon believes every investor should have a percentage of their portfolio invested in commodities because one, you can’t print them and two they are used to make things.

Timestamps:

0:00 to 1:35 Introduction

1:36 to 5:47 Simon’s 30,000-foot view of the junior mining space.

5:48 to 7:30 Simon breaks down his investment philosophy in the Junior mining space.

7:30 to 10:25 The metrics Simon uses to value a junior mining company.

10:25 to 13:50 Breaking down Chalace & Arizona Lithium as a case study’s

13:50 to 14:50 Investing in the green energy transition.

14:51 to 17:30 Breaking down Simon’s investment portfolio.

17:31 to 21:25 When Simon decides to take his investment profits.

21:25 to 24:01 Simon’s closing thoughts and wrap up.

Hope you enjoy and have a wonderful day.

The FYR team.

Guest Links & Resources:

Visit Brookville Capital Website https://www.brookvillecapital.com/

Brookville Intelligence Report https://www.brookvillecapital.com/gold.html

Connect & Follow Simon on LinkedIn https://www.linkedin.com/in/simon-popple-4a382a16/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

FYR042 Investing in commodities with Simon Popple

Fund Your Retirement Podcast

01/26/22 • 20 min

Simon Popple believes commodities should be a core component of every investor’s portfolio, because one, you can’t print them and two, they are the raw components that make the things we use in our daily lives.

Simon grew his £190,000 sipp portfolio to over £750,000 in 9 months using the investment strategies he shares in his weekly report. The Brookeville Intelligence report.

Simon has been a regular contributor to Money Week and frequently appears on IGTV as an expert guest on the commodities markets.

This will be the first of a two-part interview with Simon Introducing investors to commodities - so they can diversify their portfolio and retire earlier.

Timestamps

0:00 to 0:50 Introduction

0:51 to 2:03 Introduction to Simon, and key topics covered in the episode.

2:03 to 3:06 Simon's journey, background, and experience.

3:07 to 4:42 Why Simon specialises in the commodity and mining space.

4:43 to 6:27 Simon shares why Commodities can go significantly higher.

6:26 to 8:00 Inflation and raising interest rates.

8:01 to 10:03 The commodities Simon focusses on, and why.

10:04 to 11:33 Investing in the green energy transition.

11:34 to 17:05 Simons investing philosophy creating a broad portfolio.

17:06 to 19:40 What you need to get started commodities investing.

19:41 to 21:32 Simon's takeaway from this episode and closing thoughts.

Hope you enjoy and have a wonderful day.

The FYR team.

Guest Links & Resources:

Visit Brookville Capital Website https://www.brookvillecapital.com/

Brookville Intelligence Report https://www.brookvillecapital.com/gold.html

Connect & Follow Simon on LinkedIn https://www.linkedin.com/in/simon-popple-4a382a16/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

FYR063 Joe Kuhn Retired at 54; how’s it going now?

Fund Your Retirement Podcast

07/20/22 • 53 min

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: https://www.youtube.com/channel/UCY0hd1Iff79JnPNkPHmOXAg

Joe’s website: https://joekuhn1964.wixsite.com/ldrjfk

Visit Fund Your Retirement: https://www.fundyourretirement.com/

FYR062 How to Engineer Your Early Retirement: Paul Belanger

Fund Your Retirement Podcast

06/28/22 • 40 min

Paul Belanger is back with us to talk about his new book Evidenced-based wealth – How to Engineer Your Retirement.

For those who don’t know, Paul is PHD chemical engineer who became finically independent at 50, hence the title how to engineer your early retirement.

The book is essentially a manual on how to achieve financial independence. It’s a fantastic read and one that we highly recommend.

Podcast Timestamps:

0:00 to 1:10 Introduction.

1:10 to 10:01 The importance of a high saving rate for achieving early retirement.

10:02 to 15:15 What is the true definition of real money.

15:16 to 21:35 Efficient investing and dividend investing.

21:36 26:10 Using cash as a buffering tool in retirement.

26:11 to 34:10 Portfolio management and Gold.

34:11 to 38:35 Drawing down on your portfolio when you leave the 9 to 5 work environment.

38:36 to 40:50 Closing remarks and wrap up.

To give you an overview here are the chapter titles from the book as follows:

Chapter 1: Introduction, who is Paul and why did he write this book.

Chapter 2: Adopting the right mindset for building wealth.

Chapter 3: Unlocking your most powerful wealth-building tool.

Chapter 4: Understanding the nature of what we call money.

Chapter 5: Do bonds have a role to play.

Chapter 6: The efficient way to invest in stocks.

Chapter 7: Cash, a buffering signalling tool.

Chapter 8: A portfolio is more than the sum of its parts.

Chapter 9: How annuities work.

Chapter 10: How to make the most of social security.

Chapter 11: Legally avoid taxes to build wealth quickly and deplete it slowly.

Chapter 12: You’ve reached your retirement goal. Now how can you spend it without exhausting your pot?

Chapter 13: Required minimum distributions, the widow's tax trap, and other pitfalls to avoid.

Hope you enjoy and have a wonderful day.

The FYR team.

If you enjoyed this episode, please subscribe for weekly updates and insights, and don’t forget to leave us a review.

Pauls's FYR profile Page: https://www.fundyourretirement.com/expert-guest-paul-belanger/

Paul's YouTube Page https://www.youtube.com/user/belangp

Buy Pauls's Book from Amazon here: https://www.amazon.co.uk/Evidence-Based-Wealth-Engineer-Retirement/dp/B09XZ8HXQS/ref=sr_1_1?crid=15E2Y7MX16CT1&keywords=evidence+based+wealth&qid=1653303434&sprefix=evidenced+basd+wealth+%2Caps%2C83&sr=8-1

FYR061 Mark Atkinson: How do I know if I am cut out to be a Private investor?

Fund Your Retirement Podcast

06/14/22 • 23 min

Private investor Mark Atkinson has been investing since the mid-80s. Mark is a self-directed private investor who achieved financial independence at the young age of 53, living full time off his stock portfolio of 36 stocks.

In this episode of The Fund Your Retirement Podcast, Mark answer’s the common questions we received after our first podcast chat such as:

how do I know if I am cut out to be a private investor?

why he invests in stocks and not funds

Are 36 stocks too many?

Can you share a couple of stocks you hold and your reasoning for holding them?

How can I control my impatience/boredom that makes me overtrade?

How does your mindset change when you stop working and living off your investments?

how did he manage the transition going from a full-time employee to financially independent and leaving the work environment?

You can find the links to Mark's first interview on becoming a self-directed investor below.

Link here: https://www.fundyourretirement.com/podcasts/fyr051-mark-atkinson-on-becoming-a-self-directed-private-investor/

Timestamps:

0:00 to 2:05 Introduction.

2:06 to 3:30 Mark shares how you know if you are cut out to be a private investor.

3:31 to 6:50 Mark shares his thought processes around risk and investing.

6:51 to 9:50 Mark shares why he holds Smurfit Kappa Group.

9:51 to 12:25 Mark shares why he holds Somero Enterprise.

12:26 to 13:46 Are holding 36 stocks to many too hold for a private investor?

13:37 to 14:30 How much time does Mark dedicate to investing and managing his portfolio?

14:31 to 16:55 Why does Mark uses the information of others around him above his research.

16:56 to 17:50 Why Mark chooses to invest in stocks above managed funds.

17:51 to 18:50 How Mark controls the impulse to over trading.

18:50 to 20:15 How Mark managed his portfolio of 36 stocks and his full time job.

20:16 to 22:30 How Mark managed the transition going from employee to living off his investments full time.

22:31 to 23:40 Closing thoughts and wrap up.

Thanks for listening to the Fund Your Retirement Podcast. We hope you have enjoyed this episode and if you did, please let us know by subscribing, sharing and leave us a review.

Until next time, we hope you have a wonderful day.

The FYR team.

Guest Links & Resources:

Mark Atkinson's Linkedin Profile: https://www.linkedin.com/in/mark-atkinson-10824b71/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02)

Fund Your Retirement Podcast

12/28/24 • 34 min

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 career journey, and the unique challenges and opportunities of leading a global business in the geospatial sector.

The episode also delves into the importance of data accuracy, the transition from finance to CEO, and the future prospects of 1spatial. The conversation provides valuable insights into investment considerations and the evolving landscape of geospatial technology.

Timestamps:

00:30 Introducing Claire Milverton, CEO of 1spatial

01:19 Background on 1spatial

02:15 Claire's Career Journey

03:42 Global Reach and Growth

04:05 Building Recurring Revenues

05:40 Challenges and Innovations

14:37 Finance Background and CEO Role

17:14 Investing in Innovation

19:03 Mentorship and Support

21:08 Work-Life Balance

23:06 Being a Listed Company

28:17 Achievements and Advice

31:39 Recommended Books and Podcasts

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.

Hope you enjoy this episode and have a wonderful day.

Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

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FAQ

How many episodes does Fund Your Retirement Podcast have?

Fund Your Retirement Podcast currently has 88 episodes available.

What topics does Fund Your Retirement Podcast cover?

The podcast is about Forex, Retirement, Investments, Entrepreneurship, Property, Investing, Podcasts, Trading and Business.

What is the most popular episode on Fund Your Retirement Podcast?

The episode title 'IRT007 Investors Round Table Discusses Interest Rates & the Investment Potential of Property Franchise Group (TPFG), Macfarlane Group (MACF) & Van Elle Holdings (VANL)' is the most popular.

What is the average episode length on Fund Your Retirement Podcast?

The average episode length on Fund Your Retirement Podcast is 31 minutes.

How often are episodes of Fund Your Retirement Podcast released?

Episodes of Fund Your Retirement Podcast are typically released every 7 days, 10 hours.

When was the first episode of Fund Your Retirement Podcast?

The first episode of Fund Your Retirement Podcast was released on Mar 30, 2020.

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Fund Your Retirement Podcast

Lee Cleasby from Fund Your Retirement

Top 10 Fund Your Retirement Podcast Episodes

FAQ

How many episodes does Fund Your Retirement Podcast have?

What topics does Fund Your Retirement Podcast cover?

What is the most popular episode on Fund Your Retirement Podcast?

What is the average episode length on Fund Your Retirement Podcast?

How often are episodes of Fund Your Retirement Podcast released?

When was the first episode of Fund Your Retirement Podcast?

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