Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.
Join our host, Fraser Kerr, Head of Financial Consultants, as he sits down with Political Economist Lizzy Galbraith and Senior Investment Analyst Tom Watts. Together, they'll delve into the economic outlook for 2025 and explore everything from Trump, tariffs and the US to Europe and the potential tax implications that lie ahead.This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax r...
17 Dec 2024
Wrapping up 2024
As we bid farewell to 2024, it's the perfect time to reflect on the past year and set our sights on the future. Join our host Fraser Kerr and return guests Tom Watts, Senior Investment Analyst, and Keith Dunsmuir, Senior Financial Planner, for this special episode where we discuss the highs and lows of 2024 and share practical tips for planning a prosperous future.This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, yo...
27 Nov 2024
Client spotlight
Fraser Kerr interviews Murray and Amanda Bothwell, two abrdn financial planning clients, on the value of having a trusted financial planner for informed decision-making.
1 Nov 2024
Autumn Budget round-up
Tune in to our Autumn Budget round-up, featuring insights from Lizzy Galbraith, Political Economist, and Martin Young, Managing Director at abrdn Financial Planning. In this episode, we cover the key changes from Labour’s Autumn Budget – and how they could impact you.Important information:This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Yo...
18 Oct 2024
The October effect - myth or fact?
Markets have notoriously been spooked in the month of October. But is October really worse than any other month? We’re joined by Senior Investment Analyst, Tom Watts, to delve into the history of market crashes and explore whether there’s any truth to October being a particularly volatile month for markets.
27 Sept 2024
How financial literacy makes a difference
This month, we’re joined by senior financial planners Lewis MacLennan and Keith Dunsmuir to discuss the impact of low financial literacy in the UK. We’ll explore how those with low financial literacy are less likely to have savings or a pension compared to their more financially literate peers, even with similar incomes. We also delve into strategies for improving financial literacy as highlighted in abrdn's open letter to the Secretary of State for Education, calling for enhanced financial e...
22 Aug 2024
Inspirational women in finance
This month we're joined by CEO of the Wisdom Council, Anna Lane, and abrdn Regional Director, Cera Taylor. We discuss the research the Wisdom Council do and the importance of consumer understanding, as well as looking at the gender pay gap and the inspirational role these women have in finance.
11 Jul 2024
UK election response
Following last week’s general election, we’re joined by our Political Economist, Lizzy Galbraith, who shares her views on the potential implications of the new Labour government.
We also take a closer look at the French election results and consider the wider impact of the US presidential race.
27 Jun 2024
How the general election could influence market activity
This month we're joined by our very own Investment Analyst, Tom Watts, as he focusses on the build up to the UK election.
Hear how Tom cemented his place in the history books as a cult TV gameshow winner, how he manages life on the team responsible for abrdn’s Model Portfolio Service and how events such as the general election can influence market activity.
28 May 2024
Interview with Richard Wilson, CEO at ii
This month we get down to brass tacks with Richard Wilson, CEO at interactive investor and of Personal Wealth abrdn. Richard shares his outlook on financial planning, his personal motivations and key insights into his own financial behaviours.
7 May 2024
Planning your finances over your lifetime
In this month's podcast, Fraser Kerr is joined by two members from our Advice Team, Gavin Park and Keith Dunsmuir. They discuss the behavioural psychology behind having a financial plan in place, the importance of saving early, and how you can inspire younger family members to save regularly.
4 Apr 2024
An insight into investment management
At abrdn, our financial planning advisers work closely with experts across the group to deliver clients with a comprehensive and holistic service.
In our latest episode Fraser Kerr is joined by MyFolio Investment Managers Justin Jones and Daniel Reynolds, as they discuss essential topics such as, passion and purpose, the MyFolio fund range, sustainable investing and market expectations.
1 Mar 2024
The Savings Ladder approach
In our latest episode Fraser is joined by Keith Dunsmuir, Senior Financial Planer, to discuss a recent manifesto from abrdn’s CEO, Stephen Bird, who challenges common perceptions and sheds light on the power of long-term focus. Discover how having a proactive engagement with savings, and getting into a good savings mentality, could transform the financial journey you, your family or friends have in the future.
26 Jan 2024
Looking ahead for 2024
Lizzy Galbraith and Shona Lowe join Fraser to discuss the year head and what to expect from 2024, looking at potential pitfalls, opportunities, and why your focus should really be on what you can control and influence with regards to your financial plan .
15 Dec 2023
The gift of providing for loved ones
Fraser Kerr is joined by Managing Directors, David Murray and Martin Young. We discuss family life, why the leaders of our business love what they do, and delve into the world of gifting to look at the impact financial gifts can have on loved ones.
30 Nov 2023
Politics and personal finances
In this episode, we cover the political landscape just now and delve into party conferences, uncertainty, unknowns, and ultimately how this could all have an impact on you and your finances.
31 Oct 2023
Navigating Inheritance Tax and the importance of planning
We explain how Inheritance Tax actually works and how the team at abrdn can help you make better decisions about your estate planning, all with the goal of ensuring that your loved ones are taken care of.
Fraser Kerr, Regional Director, hosts Laura Marshall, Financial Planning Director and Vanessa Hutchison, Senior Private Client Adviser.
27 Sept 2023
Uncertainty in the world and the impact on value of investments
Global events continue to show that the only constant in life is change, and in this episode, we discuss the impact of investments for our clients in the context of an ever changing and very different landscape to that five years ago.
Fraser Kerr, Regional Director, hosts guests Lizzy Galbraith, Political Economist and Derek Blaik, Financial Planning Director.
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Spotify
5.0 / 5
13 ratings
Podcast Authority Score: 22 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
14
Social presence
0
YouTube
0
Engagement
77
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