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Eclipse Wealth Podcast

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by Max Weatherby

7 episodes
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Podcast Overview

Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management. Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future. In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows. You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom. Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible. So whether you're just getting started or well on your way, there's something here for you.

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Publishing Since

8/14/2025

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Recent Episodes

Episode thumbnail for Passive vs Active Investing: When to Jump into the Taxi

May 3, 2026

Passive vs Active Investing: When to Jump into the Taxi

<p>summary</p><p>This episode explores the ongoing debate between passive and active investing, featuring insights from seasoned investment professionals Oliver Jones from PortfolioMetrix and the CIO at Peregrine &amp; Black Investment Management Oliver Pearson-Lund. We discuss market conditions, fee structures, investor psychology, and practical portfolio construction strategies to help investors make informed decisions.</p><p>key topics</p><p>Passive investing advantages and limitations</p><p>Active management opportunities and challenges</p><p>Market conditions influencing strategy performance</p><p>Impact of fees on long-term returns</p><p>Behavioral biases affecting investor decisions</p><p>Jargon Buster !</p><p>An index fund is a type of collective investment fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index, such as the FTSE 100 or S&amp;P 500, by holding the same securities in the same proportions as the index. </p><p>Chapters</p><p>00:00 The Investment Debate: Passive vs Active Management</p><p>01:53 Understanding Passive Investment Strategies</p><p>05:04 The Case for Active Management</p><p>09:03 The Importance of Fees in Investment</p><p>12:57 Market Conditions and Investment Strategies</p><p>16:02 Real-World Experiences with Active Management</p><p>18:19 Market Stress and Active Management</p><p>20:31 Investor Psychology and Behavioral Economics</p><p>25:45 The Role of Passive Investing in Market Dynamics</p><p>31:20 Portfolio Construction: Balancing Active and Passive Strategies</p><p>35:34 Advice for DIY Investors: Passive vs Active Investing</p><p>Useful links:</p><p>Connect with Max Weatherby on <a href="https://www.linkedin.com/in/maxweatherby/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Connect with Oliver Jone on <a href="https://www.linkedin.com/in/oliversjones/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Connect with Oliver Pearson-Lund on <a href="https://www.linkedin.com/in/oliver-pearson-lund-53272127/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Visit the Eclipse Wealth Podcast <a href="https://www.eclipsewealth.co.uk/podcast" rel="noopener noreferrer" target="_blank">website</a></p><p>Portfolio Metrix - <a href="https://portfoliometrix.com" rel="noopener noreferrer" target="_blank">https://portfoliometrix.com</a></p><p>Peregrine Black Investment Management - <a href="https://peregrineblack.com" rel="noopener noreferrer" target="_blank">https://peregrineblack.com</a></p><p>Post-production by Podcast Plus Limited</p><p>None of the ideas expressed on this podcast constitute financial advice and we strongly encourage anyone listening to consult with a qualified independent financial adviser before making any investment decisions on their own account.</p><p>The Eclipse Wealth Podcast is delivered by Eclipse Private Office which is a trading style of Peregrine &amp; Black Investment Management Limited who are authorised and regulated by the Financial Conduct Authority here in United Kingdom.</p>

Episode thumbnail for Episode 5: Time....along the X axis

January 8, 2026

Episode 5: Time....along the X axis

<p>In this episode, investment professionals Ian Goodchild and James Clark discuss the significance of time in the market versus timing the market. They explore historical lessons, the importance of patience, the impact of changing life expectancies on investment strategies, and the power of compounding. The conversation emphasizes the need for long-term investment strategies, the challenges of market volatility, and the pitfalls of trying to time the market. The episode concludes with practical advice for investors to stay the course and remain patient in their investment journeys.</p><p>Takeaways</p><p>Time in the market is more beneficial than trying to time it.</p><p>Historical patterns in the market can inform current investment strategies.</p><p>Investors should consider their time horizons, especially with increasing life expectancies.</p><p>Starting to invest early can significantly enhance returns due to compounding.</p><p>Compounding interest is a powerful tool for long-term wealth accumulation.</p><p>Market volatility is normal and can present opportunities for investors.</p><p>Patience is crucial; emotional reactions can lead to poor investment decisions.</p><p>Market timing is extremely difficult and often leads to missed opportunities.</p><p>Investors should focus on their long-term strategies rather than short-term fluctuations.</p><p>Investing regularly, such as through dollar-cost averaging, can mitigate risks.</p><ul><li><a href="https://www.dropbox.com/scl/fo/xnhbvoalwujn1rotqdl2z/ANe-W1L9peoDaftIHyuo5dM?rlkey=8s4gegdidynpqf9o4tmgvpzi9&st=58ggl1wd&dl=0">Episode 5 Link to Reading references on Dropbox</a> - We make reference to these 3 articles during Episode 5 and listeners may downlode them to read with kind permission of the following firms. JP Morgan Asset Management Fidelity Asset Management Charles Schwab </li><li><a href="https://am.jpmorgan.com/gb/en/asset-management/adv/insights/market-insights/principles-for-investing/">Direct link to JP Morgan slides referenced on Episode 5</a> - This link takes you to the JP Morgan Asset Management website and a short document entitled "Principles for successful long-term investing ." In this course of this episode 5 of the podcast we make reference to some of the slides shown in this document. These slides are shared for educational purposes only and copyright is with JP Morgan.</li><li><a href="https://www.dropbox.com/scl/fo/xnhbvoalwujn1rotqdl2z/ANe-W1L9peoDaftIHyuo5dM?rlkey=ehfo1ddztovbd5f7g74w57r5o&st=wi9rkz8x&dl=0">Reference Slides for Episode 5</a> - In this podcast we make reference to some charts and research provided by the following financial institutions: - JP Morgan - Fidelity - Charles Schwab We have been given permission to share these with our listeners on the podcast and you can view these as PDF files from our Dropbox folder by clicking on this link</li></ul><br/><p>Chapters</p><p>00:00 The Importance of Time in the Market</p><p>03:10 Learning from History</p><p>04:18 Changing Time Horizons</p><p>06:02 The Power of Compounding</p><p>08:51 Long-Term Investment Strategies</p><p>11:03 Navigating Market Volatility</p><p>13:35 The Role of Patience in Investing</p><p>19:25 The Pitfalls of Market Timing</p><p>23:37 Understanding Investor Behavior</p><p>28:27 Case Studies in Investment Strategies</p><p>34:13 Final Thoughts on Investment Success</p><ul><li><a href="https://www.dropbox.com/scl/fo/xnhbvoalwujn1rotqdl2z/ANe-W1L9peoDaftIHyuo5dM?rlkey=8s4gegdidynpqf9o4tmgvpzi9&st=58ggl1wd&dl=0">Episode 5 Link to Reading references on Dropbox</a> - We make reference to these 3 articles during Episode 5 and listeners may downlode them to read with kind permission of the following firms. JP Morgan Asset Management Fidelity Asset Management Charles Schwab </li><li><a href="https://am.jpmorgan.com/gb/en/asset-management/adv/insights/market-insights/principles-for-investing/">Direct link to JP Morgan slides referenced on Episode 5</a> - This link takes you to the JP Morgan Asset Management website and a short document entitled "Principles for successful long-term investing ." In this course of this episode 5 of the podcast we make reference to some of the slides shown in this document. These slides are shared for educational purposes only and copyright is with JP Morgan.</li><li><a href="https://www.dropbox.com/scl/fo/xnhbvoalwujn1rotqdl2z/ANe-W1L9peoDaftIHyuo5dM?rlkey=ehfo1ddztovbd5f7g74w57r5o&st=wi9rkz8x&dl=0">Reference Slides for Episode 5</a> - In this podcast we make reference to some charts and research provided by the following financial institutions: - JP Morgan - Fidelity - Charles Schwab We have been given permission to share these with our listeners on the podcast and you can view these as PDF files from our Dropbox folder by clicking on this link</li></ul><br/><p>Useful links:</p><p>Connect with Max Weatherby on <a href="https://www.linkedin.com/in/maxweatherby/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Connect with <a href="https://www.linkedin.com/in/iangoodchild/" rel="noopener noreferrer" target="_blank">Ian Goodchild on LinkedIN</a></p><p>Connect with James Clark on <a href="https://www.linkedin.com/in/james-clark-28a529222/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Visit the Eclipse Wealth Podcast <a href="https://www.eclipsewealth.co.uk/podcast" rel="noopener noreferrer" target="_blank">website</a></p><p>None of the ideas expressed on this podcast constitute financial advice and we strongly encourage anyone listening to consult with a qualified independent financial adviser before making any investment decisions on their own account.</p><p>The Eclipse Wealth Podcast is delivered by Eclipse Private Office which is a trading style of Peregrine &amp; Black Investment Management Limited who are authorised and regulated by the Financial Conduct Authority here in United Kingdom.</p>

Episode thumbnail for Financial Accumulation - Creating successful habits

December 11, 2025

Financial Accumulation - Creating successful habits

<p>In this conversation, Ashleigh Cherry &amp; Kim Uzell discusses the challenges individuals face when trying to save money, emphasizing the distractions and temptations that often lead to spending rather than saving. They highlight the importance of developing a savings habit, no matter how small the amount, to ensure that money can start working for individuals in the long run.</p><p>Takeaways</p><p>Life's expenses often distract from saving for the future.</p><p>Saving even a small amount is better than saving nothing.</p><p>Building a habit of saving is crucial for financial health.</p><p>Financial literacy is key to managing personal finances effectively.</p><p>Setting aside money regularly can lead to better financial outcomes.</p><p>Understanding spending habits can help in budgeting.</p><p>Creating a savings plan can mitigate impulsive spending.</p><p>Long-term financial planning requires consistent saving habits.</p><p>Chapters</p><p>Introduction to Financial Planning</p><p>Understanding compund interest and it's components</p><p>Changing mindsets around saving</p><p>Making savings tangible</p><p>Habits of saving/investing regularly</p><p>Creating a financial environment</p><p>Useful links:</p><p>Connect with Max Weatherby on <a href="https://www.linkedin.com/in/maxweatherby/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Connect with Ashleigh Cherry on <a href="https://www.linkedin.com/in/ashleigh-cherry-dippfs-pofp®-b00790193/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Connect with Kim Uzell on <a href="https://www.linkedin.com/in/kimuzzell/" rel="noopener noreferrer" target="_blank">LinkedIN</a></p><p>Visit the Eclipse Wealth Podcast <a href="https://www.eclipsewealth.co.uk/podcast" rel="noopener noreferrer" target="_blank">website</a></p><p>None of the ideas expressed on this podcast constitute financial advice and we strongly encourage anyone listening to consult with a qualified independent financial adviser before making any investment decisions on their own account.</p><p>The Eclipse Wealth Podcast is delivered by Eclipse Private Office which is a trading style of Peregrine &amp; Black Investment Management Limited who are authorised and regulated by the Financial Conduct Authority here in United Kingdom.</p>

7 total episodes available

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What is Eclipse Wealth Podcast?

Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.

Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.

In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.

You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.

Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.

So whether you're just getting started or well on your way, there's something here for you.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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