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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Inheritance Tax: can this hack help you gift money tax-free?
Today on the show - Marianna Hunt is here to walk us through the rules on gifting to beat Inheritance Tax - and specifically the ‘normal expenditure o...
Tax on your ISA savings? What you need to know before 2027
Today on the show - Jemma Slingo is here to explain some important changes to ISAs due to arrive next year. We answer investors questions - including...
Bubble signals? New tax on savings? What you’re asking us right now
Today on the show - we’re answering your questions with topics ranging from new ISA tax changes to signs that the AI bubble is about to burst. Tom Ste...
Market news today - Investors pause for breath after a dramatic six months
This week in the markets: Investors pause for breath after a dramatic six months.
Fidelity’s Jemma Slingo reviews the stories moving markets.
Market news today - the return of volatility
This week in the markets: Volatility increases as cracks show in the AI boom; Andy Burnham sets out his long-term vision for rising living standards i...
Game changer: Have we been doing retirement investing wrong?
Today on the show - Jemma Slingo is here to walk us through analysis which turns existing thinking about retirement investing on its head. Is this the...
Market news today - shares tread water amid heightened uncertainty
This week in the markets: shares tread water amid multiple uncertainties, as UK Prime Minister Keir Starmer resigns, the US and Iran circle each other...
£45,400 - the secret to a comfy retirement?
Today on the show - Jemma Slingo is here to tell us how much money you need for a ‘comfortable’ retirement. What kind of lifestyle can you expect - an...
Can you time the market? Here’s what happened when we tried
Today on the show - Marianna Hunt is here to discuss whether it’s possible to time your investments to super-charge your returns. Does it ever pay to...
Mood shift: this is why stock markets have turned negative again
Today on the show - Tom Stevenson is here to hold our hand after an alarming wobble in stock markets of the past week. Why are investors suddenly beco...
Market news today - jobs data trigger an AI air pocket
This week in the markets: Jobs data trigger AI air pocket.
Fidelity’s Tom Stevenson reviews the stories moving markets.
See omnystu...
Who needs Power of Attorney - and when?
Fidelity’s Jo Lewis is here to talk about Power of Attorney. This vital legal protection is simple to set up and can save you money and precious time...
Markets climb a wall of worry
This week in the markets: share prices continue to climb the wall of worry; despite no clear progress in the Gulf and with little in the way of econom...
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...