The Purposeful Investor
Claim This Podcastby Aden Wilkins & David Andrew
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Podcast Overview
<p>The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. <br><br>Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.</p><p><br></p><p>Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.<br><br>© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.</p>
Language
🇺🇲
Publishing Since
1/23/2024
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Recent Episodes
May 7, 2026
Ep. 73 | Why Small Stocks Beat the Magnificent Seven in 2026 with Apollo Lupescu
Ask a question or send feedback The market was down 4.3% in Q1 2026 and the headlines were bleak. But look under the hood and the story is completely different. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins speak with Apollo Lupescu from Dimensional Fund Advisors to break down exactly what happened in financial markets in the first quarter of 2026, why the headlines don't tell the full story, and what smart investors should actually be doing about it. ------ Fol...
April 23, 2026
Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon
Ask a question or send feedback 60% of Australians are what one of the country's leading estate planning lawyers calls 'set up for a bit of a disaster.' No will. A will that's 10 years out of date. Or no idea if they even have one. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Morgan Solomon a founding director of Solomon Hollett Lawyers and 25 year succession law specialist. They unpack the A to Z of estate planning. This is one of the most importan...
April 9, 2026
Ep. 71 | 4 Ways to Survive a Market Crash with Apollo Lupescu
Ask a question or send feedback War in the Middle East. Rising oil prices. Expensive markets. AI changing everything. With so much noise, what should investors actually do? In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Apollo Lupescu from Dimensional Fund Advisors to answer the questions coming out of client meetings right now. Apollo has a gift for making the complex simple, and in this conversation he draws on decades of market data to explain why ...
85 total episodes available
Recent guests on The Purposeful Investor
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Brian Portnoy
Guest
David Andrew
Guest
Bhanu Singh
Guest
Nick Mengola
Guest
Tracy Hall
Guest
Damon Sugden
Guest
Brendan Cockram
Guest
James McLeod
Guest
Dr Steve Garth
Guest
Nick Menegola
Guest
Rob McCaw
Guest
Kathryn Creasy
Guest
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- What is The Purposeful Investor?
<p>The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. <br><br>Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.</p><p><br></p><p>Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.<br><br>© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 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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