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.

In this episode Ronan Donohue, a 30-year bond market veteran and founder of Q4 Capital Advisors, discusses how capital markets are being reshaped by data analytics, AI and digital securities. He explains practical uses like digital (blockchain) bonds, automated syndication, avatars for research delivery, and the ongoing role of legacy systems.

Key takeaways: finance is transforming but not overnight — expect productivity gains, new roles (e.g., prompt engineers), and hybrid solutions bridging old and new infrastructure. Ronan stresses staying curious and upskilling to remain relevant.

In this episode of the Wise Wealth podcast, Gurpreet, founder and CEO of LoanTube, explains how his tech‑savvy brokerage helps non‑prime consumers and SMEs access loans through hundreds of lenders. He shares LoanTube’s origin story, the platform’s real‑rate transparency, AI‑driven underwriting, and the company’s plans to expand credit inclusion and embed finance solutions.

We learn about LoanTube’s scale, conversion rates, default insights, marketing channels, and future goals — including AI readiness, credit enablement products, and potential partnerships to deploy capital into underserved markets.

In this enlightening episode of the Wise Wealth Podcast, we dive deep into the world of gold, silver, and platinum investments with Stuart O'Reilly, the Market Insights Manager at The Royal Mint. Discover the fascinating transformation journey of the Royal Mint from being the cornerstone of coin manufacturing to its current role in bullion investments and e-waste metal extraction.

Stuart shares insights into the increasing demand for gold and other precious metals, tax-efficient investment strategies through bullion coins, and the innovative DigiGold product, designed to make gold ownership accessible to everyone. We explore the global dynamics affecting gold prices, including geopolitical factors, central bank activity, and currency alternatives.

Learn about the historical significance of The Royal Mint, its role in the economic ecosystem, and how it's adapting to the digital age with products like the gold-backed ETF and digital gold solutions. Whether you're a seasoned investor or new to precious metals, this episode offers valuable perspectives on safe haven assets and the future of metal markets.

In this episode of the Wise Wealth Podcast, we delve into a tumultuous week in finance. We start by acknowledging the profound impact of Warren Buffett stepping down from Berkshire Hathaway, closing a remarkable 60-year chapter.

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We then switch gears to the volatile market reactions; the S&P 500's historic rally and the FTSE 100's record-breaking gains, contrasted by the declines in gold and oil prices. As central banks prepare for pivotal meetings, we assess potential market moves stemming from the Federal Reserve and the Bank of England's decisions.

Join us as we dissect market trends, provide strategic insights, and reflect on the legacy of a legendary investor. Stay ahead in this ever-shifting landscape with our expert analysis.

Welcome to the latest episode of the Wise Wealth Podcast. Join host Samuel Leach as he navigates the recent dramatic shifts in the financial markets, amidst unexpected political events involving Donald Trump. Discover how the S&P 500 and FTSE's impressive rallies reveal unique investment opportunities that are often overlooked by retail investors. With reduced political tension, the focus now shifts to economic fundamentals, creating a fertile ground for strategic moves ahead of the Federal Reserve meeting and the crucial April jobs report. Stay informed and prepared as this pivotal week unfolds, presenting exceptional chances to reposition your portfolio wisely.