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All Episodes

The Money Marketing Podcast — 100 episodes

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1

MM Talks: Tackling the talent pipeline and the future of advice with Cathi Harrison

2

The Advice Shift | Episode 3: Mechanisms to Protect Investors

3

The Advice Shift | Episode 2: Why Complex Formulas Fail Clients

4

The Advice Shift | Ep 1: The Move to Behavioural Finance

5

Money Talks: Beating the frozen tax bands

6

Closing the Gender Gap: Why Women Are Missing from Financial Advice

7

Money Talks Podcast: Making the most of allowances

8

MM Talks: Advisors vs Platforms: Is Bringing Tech In-House a Smart Move?

9

MM Talks: End of year round-up

10

Protection and pensions series: Unlocking the Workplace Pensions Report 2025

11

MM Talks Budget Special: From Salary Sacrifice to the Legacy Squeeze

12

MM Talks: Unpacking the AI Minefield and Pre-Budget Fears

13

MM Talks: AI in Advice – Beyond the Buzzword to Business Impact

14

Pensions and Protection Podcast: Inheritance Tax on Pensions

15

MM Unpacked: The Future of Wealth & Work

16

MM Talks: D&I in Financial Services – Beyond the Tick-Box

17

MM Unpacked: Financial scams, pensions IHT U-turn & FCA culture clash

18

Protection and Pensions Series: Building Investor Resilience with Royal London

19

MM Talks: Rick Gosling on Finfluencers, Gen Z & the Future of Advice

20

MM Unpacked: FCA Targeted Support, Young Talent & Digital Future

21

In Conversation With... William Marshall: Investment Lessons from Crisis to Resilience

22

Weekend Essay: Communicating the protection message closer to home

23

In Conversation With... Roderic Rennison: 50 Years of Financial Advice

24

In Conversation With... Bryn Williams: The “Un-Retiree” Adviser Redefining Second Career

25

Protection and Pensions Series: How Regulatory Shifts Are Creating Advice Opportunities

26

In Conversation With... Frederika Clay: From Adviser to Entrepreneur

27

In Conversation With... Alexander Thomas: When Financial Advice Meets Content Creation

28

Weekend Essay: How my two-year-old is breaking the bank (and my willpower)

29

In Conversation With... Chris Lewis on the Past, Present and Future of VCTs

30

In Conversation With... Symon Stickney: Making Sense of the MPS Maze

31

In Conversation With... Simon Harvey: Building a Cross-Border Financial Advice Powerhouse

32

In Conversation With... Charles Jillings on Emerging Market Trends and Investment Strategies for 2025

33

In Conversation With... Andrew Tully: Navigating Inheritance Tax Changes in 2025

34

Protection and Pensions Series: Navigating NI Hikes, Pension Changes and What Advisers Need to Know

35

In Conversation With... Bryn Jones: A Fixed Income Outlook Rooted in Experience and Environmental Insight

36

In Conversation With... Mark Sanderson: Supporting Clients Through Bereavement

37

Weekend Essay: On the hunt for long-lost assets

38

Money Marketing Podcast: Statement or just Chat?

39

In Conversation With... Miranda Seath: Shaping an Inclusive Future for UK Savers

40

Weekend Essay: Frankie Dettori and his finances are a lesson to us all

41

In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advice

42

Weekend Essay: IWD stands for nothing unless certain attitudes change

43

In Conversation With... Mark Devlin: Navigating Tax Year-End Strategies

44

In Conversation With… Yasmina Siadatan: Technology’s Impact on the Gender Investment Gap

45

Weekend Essay: Maybe a financial coach can help change my money mindset

46

In Conversation With... Dan Boardman-Weston: Investing Beyond the AI Hype and Market Shifts

47

Weekend Essay: Why I’m torn over the right for cancer survivors to be forgotten

48

In Conversation With… Andy O’Regan: The Future of CDC Pensions

49

Weekend Essay: Love is in the air, not in the wallet

50

In Conversation With... Anick Sharma on Transparent Fees & Evidence-Based Financial Advice

51

Weekend Essay: Financial advisers should reassess their stance on crypto

52

In Conversation With Will Fraser-Allen: How to Capitalise on VCTs in 2025

53

MM Talks: 2025 Financial Trends, Challenges, and Adviser Insights

54

Weekend Essay: Should Wall Street be worried about DeepSeek?

55

In Conversation With Sam Grice: Bringing Death to Life and Redefining Legacy Planning

56

Weekend Essay: How to invest like Warren Buffett

57

In Conversation With... Sarah Coles, head of cyber and resilience, Parmenion

58

Weekend Essay: Could we really change the world?

59

In Conversation With... Madeleine Debney: AI as an Adviser’s Co-Pilot

60

In Conversation With… Vanguard Experts on Cognitive Decline and Client Wealth

61

End of Year Podcast 2024

62

In Conversation With... Rohit Vaish & Amal Jolly: Revolutionising Wealth Management with Saturn AI

63

Weekend Essay: The spiralling cost of Christmas is getting ridiculous

64

In Conversation With… Industry Leaders on the Impact of Consumer Duty

65

Weekend Essay: No one wants to go back to the days before flexible working

66

In Conversation With… Kate Rainbow: Navigating Consumer Duty Compliance

67

Weekend Essay: Looking past assumptions during Disability History Month

68

In Conversation With... Matt Evans: Sustainable Opportunities in UK Equities

69

Weekend Essay: Is ‘sorry’ really the hardest word?

70

In Conversation With Roderic Rennison: Navigating Post-Budget Deals in Financial Advice

71

Weekend Essay: We need to have those difficult conversations about death

72

In Conversation With... Catriona McInally: Navigating Market Volatility and Prioritising Long-Term Investment Strategies

73

Weekend Essay: What lessons should the media learn from the US election and the UK Budget?

74

Pensions and Protection Podcast: Why Income Protection Matters for Clients

75

Weekend Essay: Reflecting on my first year at Money Marketing

76

Autumn Budget 2024

77

In Conversation With... Zoë Dagless: From Adviser to Entrepreneur in Financial Planning

78

Weekend Essay: Are people doing enough to protect themselves from scams?

79

In Conversation With... Jordan Sriharan: Navigating Turbulent Waters - A Market Outlook and Strategies for Financial Advisers

80

MM Talks Episode 3: FCA Consolidation, Budget Predictions, and Spooky Finance Stories

81

Weekend Essay: Maintaining old clients while bringing in the new

82

In Conversation With... Julie Greenwood & Hayley Rabbets: Bridging the Advice Gap through Collaboration

83

Weekend Essay: Beware, the cyber hackers are coming

84

In Conversation With... William Marshall: Retirement Realities & Investment Insights

85

Weekend Essay: Confronting our biggest fear – public speaking

86

In Conversation With... Jo Wall: From Corporate Climb to Joyful Wealth

87

Weekend Essay: CFDs in football – the ugly side to the beautiful game

88

In Conversation With Rory Albon: Financial Planning for a Secure Future

89

Weekend Essay: The art of putting things right

90

In Conversation With Rachel Edwards: A Financial Planner's Journey to Building Her Own Firm

91

In Conversation With... James Tucker, founder and chief executive, Twenty7tec

92

Rising Star in Financial Advice: Sebastian Field’s Award-Winning Journey

93

Weekend Essay: My financial red flags

94

In Conversation With... Tom Hegarty, managing director, M&G Wealth Advice

95

Nurturing the Next Generation: Insights from SJP's Financial Adviser Academy

96

Weekend Essay: Is Oasis really mad for it?

97

In Conversation With... James Wallis: From Incubator to Entrepreneur

98

True Potential's Award-Winning Retirement Strategies

99

Weekend Essay: We’re not going on a… summer holiday

100

In Conversation With... Cathy Brennan: Building a Financial Firm with Vision and Support