The Plan for Happy Podcast
Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth.
Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics.
Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years of building wealth and investing professionally.
Podcasting since 2021 • 37 episodes
The Plan for Happy Podcast
Latest Episodes
Labour’s tax policy predictions with Nimesh Shah, CEO of Blick Rothenberg
Today’s discussion looks at the prospect of a Labour Government in the UK and what it means for taxation policy.I am joined by Nimesh Shah, CEO of Blick Rothenberg, a chartered accountants and tax advisory business. Ni...
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48:46
Abraham Okusanya: The best way to draw a retirement income
Today’s special guest is Abraham Okusanya, author of “Beyond The 4% Rule” and founder of Timeline portfolios. Abrahams’ firm Timeline now has over £4bn in assets in the portfolio and Why index investin...
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50:16
Inheritance tax planning with Nick Bird of Triplepoint.
Today’s discussion is with Nick Bird, Senior Business Development Manager at Triplepoint. If you’ve got older parents you won’t want to miss this episode. Planning for inheritance tax is some of the easiest most cost-effectiv...
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45:29
Adam Walkom – Author of Plan for Happy: A step-by-step guide to growing your money.
Today’s edition features a special guest, someone very familiar to the podcast… Adam Walkom! Our usual host is sat in the other seat this week, as his colleague, friend and fellow partner at Permanent Wealth, Adrian Johnson, takes the reins.&nb...
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1:04:30