

50 - What's Risk Got To Do With It?
Aug 1, 2024
The hosts dive into the pressing issue of cybersecurity, sharing a firsthand hacking experience that underscores its importance in finance. They discuss Monzo's innovative pension consolidation approach and the challenges of managing pensions across careers. The conversation touches on the Dimensional Fund Advisors Matrix book, essential for emerging advisors, and explores the implications of consumer duty legislation. Skepticism towards vague market predictions unfolds, while strategies for long-term financial goals are examined amid historical investment trends.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Intro
00:00 • 2min
Listener Feedback and Office Move
01:56 • 6min
The Journey of Dedication in Sports and Business
08:05 • 2min
Cybersecurity in Financial Planning
10:20 • 6min
Exploring Monzo's New Approach to Pension Consolidation
16:22 • 3min
Navigating Pension Management Challenges
19:42 • 6min
Highlighting the Importance of the Dimensional Fund Advisors Matrix Book
25:56 • 3min
Celebrating Workplace Achievements and Team Successes
29:13 • 3min
Navigating Consumer Duty Legislation and Industry Standards
32:04 • 3min
Navigating Compliance and Market Predictions in Finance
35:01 • 14min
Navigating Market Predictions and Investment Risk
48:58 • 3min
Navigating Portfolio Strategies
51:30 • 20min
Investing with Insight: Lessons from History
01:11:23 • 23min
The Human Toll of the Fujitsu Scandal
01:34:53 • 6min