Navigating Investment Pressures and Unfavorable Business Proposals

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

• Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdown pension complainant, Capital is recruiting, HUM London speaker suggestions please, TRAP Live update
• Meat and Potatoes: Investment Fundamentals 101
• Questions posted by our beloved TRAPists Chris Bowers: https://www.linkedin.com/in/chris-bowers-043190174/ 
• Culture Corner

Links referred to in the show:

• NL Investment Philosophy: https://www.dropbox.com/scl/fi/ow70abae5od6a52tymvan/V2V-Investment-and-Asset-Allocation-Philosophy-2024.pdf?rlkey=w2yg7mbt3eyoznckdcm1hje3s&dl=0
• AH - Transact price reductions - https://www.transact-online.co.uk/introduction-january-2024/
• AH - Lifestying revisited - FT Podcast - high return to low return - missed returns now capital destruction - https://www.ft.com/content/ab059105-b9f5-4e7e-8896-dbdede87c3af
  https://henrytapper.com/2024/01/27/no-one-cares-as-much-about-your-pension-as-you-do-but-claer-barrett-comes-close
  Lifestyling your way to poverty - Maven Money - https://www.mavenadviser.com/podcast-9/lifestyle-poverty 
• CW - Metis Annual Planning Day https://www.linkedin.com/feed/update/urn:li:activity:7153120249381376001/
• NL: Record amount sitting in cash in the US ($6TN): https://apolloacademy.com/6-trillion-on-the-sidelines-in-money-market-funds/
• AH - Financial Planning Week 2024 - Jan 22-28th - https://www.cisi.org/cisiweb2/wayfinder/tips-and-tools
• AS - New HMRC app https://apps.apple.com/gb/app/hmrc/id514561561
• AS/NL: lunatic gambles away pension pot and then runs to Mummy crying: https://www.ftadviser.com/sipp/2024/01/22/pensioner-urges-hargreaves-to-create-safeguards-after-he-gambled-away

============================
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

• Subscribe and Like our YouTube Channel
• Leave a 6/5 star review on iTunes
• Share TRAP with your peers and colleagues
• 'Enjoy' the Twitter chat at @AdviserPodcast.