In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the imminent TRAP Live event, superb service, FCA fee review update, Ultra’s new book (yes, really), Voice’s “planning” week, more Irish investment fraud Meat and Potatoes: Bricks and Torture Questions posted by our beloved TRAPist Patrick Duggan Culture Corner Links referred to in the show: Meanwhile, service standards elsewhere are awful: https://www.ft.com/content/0a5d30ed-164f-4b9f-a049-fc9692219f79 CW: Investment fraud https://www.rte.ie/news/2024/0405/1441779-investment-fraud/ NL: Leveraging Wealth: The Advic ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Paddy Andrews Métis Norway appt, US$90 trillion to move between generations, surge meeting review, SPIVA S&P Global, the passing of Danny Kahneman, another unregulated investment scheme goes belly up, Ali Hussain in the Sunday Times on adviser fee refunds Meat and Potatoes: AI Questions posted by our beloved TRAPists www.twitter.com/@SamColbyButcher and https://www.linkedin.com/in/janemcaleese Culture Corner Links referred to ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loud Meat and Potatoes: Clients or Customers? Questions posted by our beloved Steven S www.twitter.com/passivevanguard Culture Corner Links referred to in the show: Edward Leffler: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35a AH - https://www.tax ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including Artic Rambles, Bitcoin yawns, Irish Banks, double-dipping, British ISAs, good PR firms, Best Buy lists - Meat and Potatoes: SJP: Big Brands, Big Challenges - Questions posted by our beloved TRAPist Will Bennett: https://www.linkedin.com/in/will-bennett-dippfs-7a230792/ - Culture Corner Links referred to in the show: - NL - TRAP YouTube hits the Steve Harris mark. http://www.youtube.com/@adviserpodcast https://youtu.be/WxnN05vO ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Meta declaring its first dividend, update on TRAP Live, another FIRE story, Lombard Loans, Nikkei back to 1989, the “death” of the value premium Meat and Potatoes: You’re Fired - Sacking Yourself Off Questions posted by our beloved TRAPists Alastair P www.twitter.com/ap592d Culture Corner Links referred to in the show: Financial Life Planner https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k  Bulletproof Entrepreneur http ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including TRAP Live announcement, scams, the Irish FPSB, accountants and pensions and misconceptions, Irish consolidation, retirement living standards, the destruction AND creation of wealth, HUM Premium price changes, MS Copilot - Meat and Potatoes: The Wealth Transfer: Hype or Real? - Questions posted by our beloved TRAPists Will Bennett https://www.linkedin.com/in/will-bennett-dippfs-7a230792/ - Culture Corner Links referred to in th ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdown pension complainant, Capital is recruiting, HUM London speaker suggestions please, TRAP Live update Meat and Potatoes: Investment Fundamentals 101 Questions posted by our beloved TRAPists Chris Bowers: https://www.linkedin.com/in/chris-bowers-043 ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Irish salary sacrifice, Ray Trapani interview with Storyteller and BitCoin ETFs, NextGen and Verve adviser resources, cash flow as an “optional extra”, Timeline Classic 50 MPS laudits Meat and Potatoes: ABL - Always Be Learning Questions posted by our beloved TRAPists www.twitter.com/abb04645603 Culture Corner Links referred to in the show: CS - salary sacrifice https://www.revenue.ie/en/tax-professionals/tdm/income-t ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a clash over FIRE, Morgan Stanley’s woeful 2023 prediction, the follies of mis-asset allocation, BitCoin Meat and Potatoes: Three Wins, Two Learns, One Goal Questions posted by our beloved TRAPists Guy Skinner (http://linkedin.com/in/guy-skinner-citygate-financial-planning) and Benjamin Mitchell (www.twitter.com/themoneyscot) Culture Corner Links referred to in the show: NL: IFA Forum late burst on 31st December to 42 ..read more

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the passing of Bill Vasilieff and Charlie Munger, Sunday Times on Value Assessments, Paul Lewis and sitting in cash, JP Morgan Retirement Report, lunch with a legend Meat and Potatoes: Centres of Influence - Marketing Series 2/3 Questions posted by our beloved TRAPists www.twitter.com/@MApowling and www.twitter.com/themoneyscot https://www.linkedin.com/in/benjamin-mitchell-695897101  Culture Corner Links referred ..read more