The Fund Your Retirement podcast is designed to inspire you and educate you on funding your retirement. We will be sharing the best strategies, skills, tips and resources to grow your wealth. Lee will introduce you to highly successful investors, traders, entrepreneurs and experts who are passionate about sharing financial intelligence and solutions for income and capital growth.

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LATEST EPISODES

Judith Mackenzie and Rosemary Banyard

ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4

In part four of this now seven-part series, Judith Mackenzie and Rosemary Banyard share what is like investing through recessions and discuss the importance of investor psychology, including how you can cultivate the mindset of a long term investor. This was another great insight into how two seasoned fund managers think and how they view investing for the long term.

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Judith Mackenzie and Rosemary Banyard

ILT003 How To Analyse Companies For Long Term Investing with Judith & Rosemary | Part Three

In part three of this six-part series, Judith Mackenzie and Rosemary Banyard share how they analyse companies for long term investing. Starting right at the beginning sharing how they go from a universe of thousands of companies to a few hundred and then to a small watch list. This was another great insight into how two seasoned fund managers think and how they view investing for the long term.

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Judith Mackenzie and Rosemary Banyard

ILT002 | Finding an Investing Strategy that Suits You, Value vs Growth, Quality Investing, UK vs Global & Investing at IPO, with Judith & Rosemary | Part Two

In part two of this six-part series, Judith Mackenzie and Rosemary Banyard share their investing style and their investment philosophies. They discuss the importance of finding an investing strategy that suits your personality and the resources to help you discover yours. For example, Rosemary shares how her everyday habits fit her investing style as a quality investor. They discuss value investing vs growth investing and share their thoughts on investing at IPO, how dividends fit into their investment philosophy and investing in the UK vs the global market.

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Judith Mackenzie and Rosemary Banyard

ILT001 | Investing For The Long Term with Judith & Rosemary: Part One of an Investors Journey

Join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. In this first part of a six-part series, Judith, and Rosemary share how they got started in finance and some of their experiences as women in finance.This was a real insight into two seasoned fund managers and what it was like for them in their early careers during the late 80s and early 90s.

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Fund Your Retirement Podcast

FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income

Graham Neary is a full-time private investor, and an investment analyst for Stockopedia writing the Small Cap Value Report along with Paul Scott. Graham is also the founder of the Investors Institute where he helps private investors navigate the markets and upgrade their investing IQ. Graham began his career on the sell-side as a fixed-income analyst, before moving into the buy-side as an equity portfolio manager.

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FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier

John Rosier is a former city fund manager turned esteemed financial writer who runs the model portfolio. The JIC Portfolio which John started in 2012 has returned 303% vs, the FTSE all share of 125% over the same period. During this episode, John shares his investment approach and the value of keeping a detailed investment diary. John discusses the importance of dividends, which have grown from £2,000 a year to a projected £29,000. Finally, John shares what he would say to those who are just getting started.

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Fund Your Retirement Podcast

FYR072 Investing in Quality Businesses, Investor Red Flags and When to Cut | Rosemary Banyard

Rosemary Banyard is an award-winning fund manager specialising in UK medium and smaller companies with over 30 years of experience in understanding business models, industry structures, barriers to entry, and risks, on both the buy and sell side. Rosemary talks about her investing journey and how it has evolved over the years from investing in quality businesses to sharing some of her best investments, and some not so good. Rosemary shares her guiding principles, Investor red flags to look out for in company accounts and of course much, much more.

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