The Personal Investor
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The Personal Investor
With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics. With his 360˚ view of the world of investment, Ed provides a well-balanced tak...
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Is this really the future of the State Pension?
In this episode of the podcast we welcome James Browne from the Tony Blair Institute. James has co-authored a radical new plan for the State Pension t...
These red flags are signs that you are over-saving
Today on the show - Marianna Hunt is here to tell us about the signs in your financial life that you are saving too much - and not investing enough.
Market news today - can shares withstand rising bond yields?
This week in the markets: inflation dominates in a quiet week for results and economic data; meanwhile attention shifts from strong earnings growth to...
What to do when the 60/40 portfolio no longer works
Today on the show - we welcome fund manager Jasmine Yeo to the pod to discuss the 60/40 portfolio - once investors’ best friend but a lot less reliabl...
Market news today - All eyes on Number 10
This week in markets: investors react to UK political drama and the world’s biggest AI company prepares to publish some blockbuster results.
Fid...
The investment lessons I’m telling my grandchildren
Today on the show - Tom Stevenson is here to pass on the investment lessons he plans on giving to his new grandson. What has he learned over a lifetim...
Is this the secret to balancing cash and investments in retirement?
Today on the show - can you use cash to offset the risk of investment falls in retirement? Tom Stevenson has been looking at history for a plan to bal...
Market news today - two way pull continues
This week in the markets: Investors remain torn between the AI boom and the shadow of the Gulf conflict; UK government bond yields edge higher as pres...
Double tax? 9 steps to tackle the IHT change coming for your pension
Today on the show - a potentially very important change is coming affecting pensions and the Inheritance Tax on them. For those affected it could requ...
Market news today - markets at a crossroads
This week in the markets: shares and bonds stand at a watershed as earnings soar on the back of the continuing AI investment boom but the Middle East...
10 years of Premium Bonds vs. shares - which one wins?
Today on the show - Premium Bonds continue to be the most popular financial product in the country - but do they deserve that status? Jemma Slingo is...
Market news today - tech stocks back on the front foot
This week in the markets: a busy few days beckon as technology stocks drive the market to new highs; earnings season accelerates with a focus on resul...
Markets defying gravity? The indicators for what happens next
Today on the show - why have markets stormed back to new highs despite such ongoing risk and uncertainty? And which indicators should investors watch...
Market news today - a fragile V-shaped rally
This week in the markets: Volatile news from the Gulf holds the key to global equity markets; but strong earnings growth puts a floor under prices for...
How - and when - should you take tax-free cash from your pension?
Today on the show - when does it makes sense to take tax-free cash from your pension? And which method of taking it will be best for you? Jemma Slingo...
5 essential checks to make for the new tax year
Today on the show - we are in a brand new financial year, so it’s a great time to run the rule over your finances and make sure you are on track to me...
Market news today - weary investors sit on their hands
This week in the markets: Shares give back some of last week’s gains as peace talks stall and the US threatens to blockade the Straits of Hormuz.
The biggest questions investors need answers to now
Today on the show - we’re answering your questions, and there’s really only one topic dominating investors thoughts right now.
Can investors pro...
Smart investors use these investments for income - here’s how
Today on the show - how do seasoned investors harness the power of investment trusts to pay themselves a reliable - and inflation-beating - income. <...
Market news today - Markets stabilise as Iran deadline looms
This week in the markets: investors hold their breath as the deadline for a deal between Iran and the US approaches.
Fidelity’s Jemma Slingo rev...
Taking 11 years of income from £100k investments - here’s what’s left
Today on the show - how much money would someone who retired back in 2015 have left if they had been living from their pot all that time? We’ve been a...
Who counts as rich? What frozen tax limits are costing you
Today on the show - how much money do you need to earn before the tax system regards you as ‘rich’?
The level at which UK workers begin to pay h...
Market news today - 2022 revisited
This week in the markets: 2022 revisited - a bad month for balanced portfolios.
Fidelity’s Tom Stevenson reviews the stories moving markets.
Interest rates turned upside down - here’s what happens next
Today on the show - we explain the sudden turnaround for interest rates and what that means for households. Are we really about to see three interest...
These are the money lessons to teach your children
Today on the show - what lessons do you need to teach your children to give them the knowledge they need to manage their own finances later in life? F...
Market news today - investors welcome US de-escalation in Middle East conflict
This week in the markets: investors welcome US de-escalation after a shaky start to the market week.
Fidelity’s Tom Stevenson reviews the storie...
If I made my first investment today - here’s what I’d do
Today on the show - if we were making our first investment in 2026 - how would we do it? Leading investment journalist Holly Mead joins us to answer t...
Market news today - central banks respond to inflation threat
This week in the markets: central banks are in focus as conflict in the Gulf shines a renewed light on inflation; the rotation out of the US goes into...
What investments we’re buying in our ISAs in 2026
Today on the show - Jemma Slingo joins Ed Monk to discuss what each of them are putting in their ISAs this year.
Ed Monk is joined by Tom Steven...
Market turbulence: Here’s why savvy investors won’t be panicking
Today on the show - how will seasoned investors be handling the current bout of turbulence in the markets?
Ed Monk is joined by Tom Stevenson to...
Market news today - markets fall after historic oil price surge
This week in the markets: equities and bonds fall after a historic surge in the oil price as the Middle East conflict enters its second week.
Fi...
What to do 10 years, 5 years and 2 years from retirement
Today on the show - what plans do you need to have in place a decade from retirement? Then five years out, and finally two years from the point you qu...
Invest as a lump-sum or in stages? What the numbers say
Today on the show - does it make sense to invest a whole lump sum into investments, or to phase your money over time? The method you chose can make a...
Market news today - markets rattled by Middle East conflict
This week in the markets: Investors react to conflict in the Middle East and the UK awaits the government's Spring Statement.
Fidelity’s Jemma S...
The ‘set-and-forget’ funds I’m buying for the next decade
Today on the show - what are the funds to buy now and hold on to about for 10 years? Tom Stevenson is here to tell us the set-and-forget funds he’s pi...
Should parents pay uni costs or let their children take a student loan?
Today on the show - why are so many concerned about Student Loans and the latest changes to them? Does it make sense for parents to pay their children...
Market news today - markets climb the wall of worry
This week in the markets: Tariffs are in the spotlight again after the US Supreme Court wades into the year-old trade war; the rotation out of US stoc...
Premium Bonds: who should buy them - and who shouldn’t?
Today on the show - how do Premium Bonds compare to other potential homes for your savings? When do they make sense, and when don’t they make sense? T...
Why don’t UK investors like UK companies?
Today on the show - why have UK investors been fleeing their home market? Last year was the tenth in a row that UK funds saw significant net outflows...
Market news today - the AI glass turns half empty
This week in the markets: The AI story turns from positive productivity gains to negative disruption of business models; inflation eases on both sides...