In this episode Carl Haisley, CEO of Finimize, explains how the company simplifies market research to help everyday investors make smarter long-term decisions. He outlines Finimize’s growth, the analyst-editor model, and the launch of Finimize Pro.

Carl also shares insights from the Modern Investor Pulse—including that 89% of users invest for the long term—and discusses trends from AI to gold and crypto, plus how retail investors can avoid common pitfalls.

In this episode Dan Kemp outlines the 2026 market picture: the twin risks of geopolitics and elevated valuations, and why investors should focus on long-term goals, valuation-driven expectations, and building robust, diversified portfolios. He explains common behavioural pitfalls, the Odysseus analogy for avoiding reactive moves, and how AI can best be used to scale behaviorally smart communication rather than replace judgment.

Key takeaways: pursue value (in assets, fees and taxes), prioritise real risks to future cash flows over short-term volatility, construct portfolios you can live with, and apply patience and disciplined independence to succeed over the long term.

On this Wise Wealth Podcast episode Laura Linden, a chartered finance strategist and fractional CFO, joins to talk practical financial literacy for entrepreneurs, families and women in male-dominated sectors.

Topics include teaching kids about money, combating lifestyle creep, compound interest, the need for better school finance education, and Laura’s upcoming book and microlearning app designed to make finance simple and actionable.

Listeners get clear, small steps to start: review your bank activity, cut wasteful subscriptions, build emergency savings, and begin investing regularly to harness compound growth.