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

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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Fund Your Retirement Podcast

FYR071 UK Macro View, Stock Analysis & Timing | Neil Shah Director of Research at Edison Group

Neil was a fantastic guest sharing many valuable insights that would benefit the experienced investor and the new investor. During this conversation, Neil shares the macro view of the UK stock market, including insights from Neil’s extensive network of fund managers. Neil Shah is the director of research at Edison Group, an investment research and advisory company with over 80 investment analysts spanning the globe.

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FYR070 Mark Bentley Shares His Best and Worst Investments From His 30+ Years as a Private Investor

Mark Bentley has been a full-time stock market investor since 2004, having pursued investing as a rewarding hobby for 20 years previously. Some of the stand-out talking points were Mark shares in detail some of his best investments and how he came across them. Some of Mark’s worst investments and what he learnt from them. Two stocks Mark has high hopes for today and the reasons why and why does 60% of Mark’s portfolio consist of investment companies?

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FYR069 UK Small-Cap Investing With Fund Manager Chris Boxall

Chris shares some of his best investments in the last 20 years, which he still holds to this day, and weaved throughout the conversation a handful of companies he has high hopes for presently. Chris Boxall is the co-founder, and the director of Fundamental Asset Management with primary responsibility for equity research and management of client portfolios, including the high-performing AIM portfolio services. Chris specialises in UK small-cap investing with over 20 years of experience operating in this area as a fund manager and as a private investor.

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FYR068 Bruce Packard Top Five Holdings and Current High Convictions

Bruce Packard talks about the advantages amateur investors have over professionals and how he believes amateurs can outperform most Professional fund managers, he talks about his top five holdings, his latest current high-conviction positions, his biggest investing mistakes, and much more. Bruce regularly writes for share pad, money week and his blog site Bruce Packard.com.

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FYR067 Investing In Investment Trusts with Jonathan Davis

Jonathan Davis is the founder and host of Moneymakers, a weekly podcast show dedicated exclusively to following the latest news and developments in the investment trust sector. Jonathan is a private investor and has been writing about the financial markets for some of the major national publications such as the times, the economist, the independent and the financial times for over four decades. Jonathan’s main interests are in “big picture” investment issues – asset allocation, Investment trust strategy and fund selection – but he also invests in private and listed equities where he sees exceptional opportunities.

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FYR066 Deep Value Investing with Mark Simpson

Mark Simpson is a deep-value investor and has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology. He has achieved this out-performance by developing a strategy that plays to his unique strengths and overcomes his weaknesses, in particular finding practical ways to overcome behavioral biases. Mark shares his investing journey and demonstrates his stock-picking methodology by breaking down a company from his portfolio that he has a high conviction in.

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FYR065 Investing for Dividend Growth with Roland Head

Roland Head is a UK equity income analyst with a particular focus on investing for dividend growth. Roland is here to talk about his investment approach and some of the lessons he has learnt over the many years as a private investor and shares one of the strongest convictions in his portfolio. Roland has been investing since 2007 and is an experienced investment writer and analyst writing for Stockopedia since 2015, and regularly contributes to Investors Champion and the Motley Fool as well as many other well-known investor websites.

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