Fund Your Retirement Podcast

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.

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.

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.

Lord Lee of Trafford holds the accolade of becoming the first ISA millionaire in 2003. Lord Lee is a well-known and respected private investor who has been investing in the UK small-caps very successfully for many decades. During this interview; Lord John Lee reflects on his many years of investing and discusses the types of businesses he invests in, why he likes AGMs, how he assesses management, his top five holdings and the recent 30% drop in one of his largest holdings, Treatt

Joe Kuhn had a successful career as an operations manager and chose to retire at the age of 54. During this conversation, Joe shares what surprised him the most about leaving the work environment and living off his investments, and hows it going now? Joe also shares what he did to build his portfolio of investments that enabled him to retire at 54. Joe shares many more insights about his journey toward retirement and into retirement.

Paul Belanger is back with us to talk about his new book Evidenced-based wealth – How to Engineer Your Retirement. For those who don’t know, Paul is PHD chemical engineer who became finically independent at 50, hence the title how to engineer your early retirement. The book is essentially a manual on how to achieve financial independence.

Private investor Mark Atkinson has been investing since the mid-80s. Mark is a self-directed private investor who achieved financial independence at the young age of 53, living full time off his stock portfolio of 36 stocks. In this episode, Mark answer’s the common questions we received after our first podcast chat such as: How do I know if I am cut out to be a private investor? Why does he invests in stocks and not funds and is holding 36 stocks too many?

Financial Literacy with Andrew Craig. In part two Andrew delves deep into what is the real cause of inflation and the cost of living crisis. Andrew also shares a brief history of the pension system and what has gone wrong with the government pension system, and why should not rely on it for your future financial security. While conversation starts off by looking at the flaws in the system. The conversation moves on to a brighter future than many realise, from the growth of the stock market, the long tail of the internet that we are now witnessing, and new emerging technologies.