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.
Episodes
37 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
Ed Conway – Author of Material World
Ed Conway – Author of Material World – on the 6 materials that we need to power the modern world. Today’s guest is Ed Conway – economics editor at Sky News – but also author of a fantastic book – Material World. <...
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54:42
Caspar Harvard-Walls of London’s Black Brick – Property Consultants & Buying Agents
After reading Law at university, then some time in the hospitality industry Caspar was drawn to the Central London Residential Real Estate market. He kicked off his property career with Foxtons before moving from being a sales agent to being a ...
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29:11
Jared Dillian – Author and Investor
In this episode I talk with Jared Dillian, author, investor and market newsletter writer of the Daily Dirtnap. He also is a regular contributor to Bloomberg, MSNBC, NY Times and LA times. I have followed Jared for years throu...
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45:26
When is inflation coming down with Oliver Rust at Truflation
Today my special guest is Oliver Rust, Business Development at Truflation. If you haven’t heard of Truflation you’re in for a treat. Truflation effectively scrapes the internet for prices on a daily basis and comes up with th...
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47:38
Nick Colas
Welcome back! Today my guest is Nick Colas, co-founder of the excellent DataTrek Research. DataTrek Research write a daily investment newsletter which I read religiously and I have found Nick and his co-founder Jessica to be two of the smartest...
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56:32
EIS investing with Kealan Doyle, CEO of Symvan Capital.
Join Kealan and I for a fascinating conversation where we delve into the world of EIS and Venture investing. EIS is Enterprise Investment Scheme which is UK tax structure that allows tax relief for direct investment into sm...
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43:57
Venture investing with Ian McLennan, Partner and Head of Ventures at Triple Point.
Join Ian and I for a fascinating conversation where we delve into the world of venture investing and VCTs. Ian and I discussWhy Triple Point focus on seed-stage investing;The unique difference on UK ventu...
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40:22
Current State of the UK Mortgage Market with Expert Elena Todorova.
In this episode, I’m again speaking to my favorite mortgage expert Elena Todorova. Elena and I discuss the state of the UK mortgage and property market. We get into the details of:What mortgage ...
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43:28
Longevity with Super Physio Simon Gilchrist.
Today’s guest is Simon Gilchrist, Founder and clinical director of Mayfair Health, and a specialist in sports physiotherapy and longevity. We all age, so Simon really focuses on how we can age better. Simon and I c...
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48:01
Permanent Wealth Podcast 16: Piers Linney
Today my special guest is Entrepreneur and Dragon’s Den investor Piers Linney. Piers is a serial entrepreneur and has built and sold many successful businesses over the years. In this episode, Piers gives a masterclass into t...
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44:45
Permanent Wealth Podcast 15: Helena Luckhurst - Private Client Lawyer with Fladgate LLP
Today’s guest is Helena Luckhurst, a private client lawyer with Fladgate LLP who advises clients on wealth transfers and wealth succession planning.Helena and I discuss the jo...
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Episode 15
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48:22
The Permanent Wealth Podcast 14: Sarah Olney – MP for Richmond Park
Today we have a special guest in Sarah Olney – MP for Richmond Park since 2019.Sarah is a Liberal Democrat and the party Treasury and Business spokesperson. In a fascinating, wide-ranging interview, we explore a number of fac...
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Episode 14
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47:25
The Permanent Wealth Podcast 13: Gavin Christie – Founder of the Christie Consulting Group
This episode is a little different and really lifts a lid on mental health issues that pressure can put on all of us who are trying to build a career and manage a family.In this achingly honest episode Gavin describes his journey of deal...
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Episode 13
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51:50
The Permanent Wealth Podcast 12: Justin Onuekwusi from Legal & General Investment Management
Today my special guest is Justin Onuekwusi from Legal & General Investment Management.Justin is Head of Retail Investment EMEA and runs amongst others the multi-index range for L&G.This was a great interview and Justin sh...
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Episode 12
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44:12
The Permanent Wealth Podcast 11: Marcel Munch of Dongxii, East West Investment Opportunities.
Marcel is an independent Chinese innovation analyst.In this fascinating discussion Marcel tells meHow he structures his business using all available channels.What makes the Chinese market is probably the most excitin...
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Episode 11
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47:36
The Permanent Wealth Podcast 10: Duncan MacInnes From Ruffer
Today’s guest is Duncan MacInnes from Ruffer. Duncan is manager of the Ruffer Diversified Return Fund.Duncan and I discuss the following:What it is like to manage Cautious funds in the present market conditions.How Ruff...
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Season 2
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Episode 10
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59:23
The Permanent Wealth Podcast 09: Miles Dean, Head of International Tax and Partner at Andersen LLP
Today’s guest is Miles Dean, head of international tax and Partner at Andersen LLP, to talk all things non-dom. With the recent headlines around Rishi Sunak and his wife Akshata Murthy and their tax affairs I wanted to talk to an ex...
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Season 2
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Episode 9
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33:43
The Permanent Wealth Podcast 08: Izabella Kaminska of The Blind Spot
Today’s discussion is with Izabella Kaminska, journalist at the FT for many years, but has now moved out into her own independent publication called The Blind Spot (www.the-blindspot.com)Izabel...
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Season 2
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Episode 8
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56:17
The Permanent Wealth Podcast 07: Market uncertainty with war in Europe – how we are thinking about your portfolios
In this episode, Adrian Johnson and I discuss recent market movements connected with the Ukrainian crisis, and try to put them in some sort of contextWe discussed:How we are thinking about this sell-off versus previous market...
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Season 2
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Episode 7
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26:54
The Permanent Wealth Podcast 06: Hugh Karp, founder of Nexus Mutual
I’m thrilled today to be joined by Hugh Karp, founder of Nexus Mutual, which is an crypto-based insurance platform.Nexus Mutual has been mentioned in conversations with Raoul Pal and in the Pantera fund newsletter so is achieving a huge...
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Season 2
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Episode 6
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46:46
The Permanent Wealth Podcast 05: Rory Sutherland, Vice chairman of Ogilvy UK.
Today’s episode has a very special guest in Advertising and Behavioural Psychology guru, Rory Sutherland.Join Rory and I on this whirlwind discussion around the psychological biases impacting how we all think about money and investing.<...
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Season 2
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Episode 5
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1:04:45