Adam Walkom

In this insightful discussion, Adam Walkom, co-founder of Permanent Wealth Partners, joins financial journalist Claer Barrett to tackle retirement investment strategies. They delve into the challenges faced by retirees like Paul, who are concerned about volatile US tech stocks. Key topics include the benefits of diversifying portfolios with bonds and annuities, the importance of personalized financial strategies, and navigating the complexities of transitioning from asset accumulation to income generation. Tune in for valuable insights into managing retirement funds!

In this engaging discussion, financial experts Adam Walkom, co-founder of Permanent Wealth Partners, and Nimesh Shah, CEO of Blick Rothenberg, share their insights with high-earning Faye. They delve into tax-efficient investment options like venture capital trusts and highlight the common pitfalls of hitting the six-figure salary tax trap. The conversation also touches on balancing serious investment strategies with fun, such as unique ventures like personalized number plates, all while emphasizing the importance of structured portfolio management.