The Purposeful Wealth Podcast

The Purposeful Wealth Podcast

Do you want to live a fulfilled and purposeful life? In this podcast, Jonathan introduces his principles for living a fulfilled and purposeful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.

Episodes

July 14, 2022 7 min
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June 15, 2022 5 min
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March 1, 2022 5 min
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December 15, 2021 6 min

In this episode, Jonathan Gibson discusses legacy planning and the issue of how to best pass on your wealth to the next generation.

Gifting to children whilst you're still alive is something becoming more prevalent in society, as people want to see the benefits of their gift whilst they are still alive. Yet, it is important to consider if a generous gift could unduly affect your own retirement plans - and this is where an experi...

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December 8, 2021 4 min

In this episode, Jonathan Gibson delves into whether inflation will hurt equity returns.

The data suggests that simply staying invested in the markets helps outpace inflation over the long term. Looking at various data points over the past 30 years can help explain why.

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This podcast is hosted by Jonathan Gibson, the Managing Director of
Wells Gibson Limited. He is a Chartered Financial Planner, Certified
Financial Planner Profess...

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December 1, 2021 10 min

In this episode, Jonathan Gibson explains why investors shouldn't be too concerned about the perceived obstacles to investing.

There will always be reasons to not start investing, with many preconceived notions of risk within the markets. But starting the journey is of paramount importance and can always been done in a sensible, long-term manner appropriate to your objectives.

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This podcast is hosted by Jonathan Gibson, the ...

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November 24, 2021 4 min

In this episode, Jonathan Gibson explains why investors shouldn't be too concerned about which country will outperform.

A globally diversified portfolio can help provide reliable returns over time, and outperformance in one market can help offset lower returns elsewhere.

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This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified
Financial Planner P...

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November 17, 2021 8 min

In this episode, Jonathan Gibson highlights some of the key questions that a long term investor should consider.

There are many different aspects of long term investing that a financial planner can help bring to light, including: the kind of competition one might face; the odds of picking a successful investment fund; and how to build a diversified portfolio. It's crucial to have an experienced professional guiding you through t...

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November 10, 2021 6 min

In this episode, Jonathan Gibson talks about how to make sure you're not caught short.

Warren Buffett once said: "Only when the tide goes out, you discover who is swimming naked." So while many sirens may be calling to you from the rocks, promising spectacular returns, it is important to be methodical and tune out the noise in order to avoid getting wiped out.

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This podcast is hosted by Jonathan Gibson, the Managing ...

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Welcome to Episode 23 of the Purposeful Wealth Podcast.

In this episode, Jonathan Gibson talks about how good outcomes are usually the result of a sensible process.

This incorporates focusing on risk as opposed to performance and multiple factors are frequently considered. It also relies upon process, and this can do the heavy lifting as well as mitigate the risk to your portfolio over the long term.

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This podcast is hosted by Jo...

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Welcome to Episode 22 of the Purposeful Wealth Podcast.

In this episode, Jonathan Gibson shares some recent and fortunate news.

Wells Gibson won the "2021 Accredited Financial Planning Firm of the Year" award, and Jonathan briefly expands upon what that means.

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This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professi...

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October 6, 2021 5 min

Welcome to Episode 21 of the Purposeful Wealth Podcast.

In this episode, Jonathan Gibson talks about receiving an inheritance. Some of the topics covered include: the average of those receiving an inheritance in the UK and the amount they typically inherit; how people might spend the inheritance money; and the potential 'pre-inheritance' that lies upon the horizon.

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This podcast is hosted by Jonathan Gibson, the Managing...

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In this episode, Jonathan Gibson talks about the Evergrande situation in China, and whether or not we should be worried. Some of the topics covered include: the reasons behind the property giant crashing; if a company the size of Evergrande could genuinely have a long lasting effect on the global markets; understanding the News versus Noise cycle; and what can be learned moving forward.

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This podcast is hosted by Jonathan Gibso...

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September 22, 2021 6 min

Welcome to Episode 19 of the Purposeful Wealth Podcast.

In this episode, Jonathan Gibson talks about shareholdings, and how to get a slice of the pie. Some of the topics covered include: how owning a share in a company gives you a claim to the underlying assets; why the future earnings are so relevant; having the right to vote on certain corporate matters; and learning who is typically trading the shares.

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