

AJ Bell Money & Markets
AJ Bell
Bringing you the latest personal finance and stock market insights
Episodes
Mentioned books

Mar 6, 2019 • 29min
How to become a millionaire, new excuses for poor corporate earnings and choices for taking tax-free pension cash
This week’s podcast explains how saving as little as £78 a month can make you a millionaire, the comedy excuses that companies give for poor results and whether you should take your tax-free pension cash now or wait until later. There is also a bonus quiz to test your knowledge on state pensions.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Senior Analyst Tom Selby.

Mar 1, 2019 • 26min
How investors behave, a neat way to organise your portfolio and forecasting future returns
This bumper edition of the podcast explains why your inbuilt traits could be damaging your wealth, a simple way to spring clean your portfolio, the outlook for investing in shares and new data that shows what age you reach certain milestones.
Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by AJ Bell Fund Manager Simon Molica.

Feb 20, 2019 • 33min
Robots managing your money, university tuition fees and mini bonds
This week’s podcast looks at the rise of automated investment services called robo advice. You can also enjoy a debate on tuition fees and student loans, and discover why there is a big catch with investing in mini bonds.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Chief Executive Andy Bell.

Feb 14, 2019 • 26min
Pension fund mismanagement, share buybacks, saving up for university fees and cash machine troubles
It’s a bumper podcast with the team talking about seven-year jail terms for executives who recklessly mismanage pension funds. The podcast also debates the pros and cons of share buybacks and it discusses various savings plans to help pay for university. You can also discover why cash machines are disappearing from parts of the UK.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Senior Analyst Tom Selby.

Feb 6, 2019 • 28min
Investment scams, stocks and funds that are less exposed to market movements, and the importance of manufacturing data.
This week we look at shocking figures on investment scams, investments that are uncorrelated to the market, why you should pay close attention to PMI data, a surprise outcome for a shopping centre sale, and an ice cream money making scheme.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Shares’ Senior Reporter Ian Conway.

Jan 30, 2019 • 25min
Behind the scenes of floating AJ Bell on the stock market, what we all spend money on and the safe-haven funds failing to deliver
This week features a guest appearance by AJ Bell’s chief executive Andy Bell on listing his company on the stock market. The podcast also talks about how families spend their money and why a certain type of investment fund has left investors fuming.
Money & Markets is presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth.

Jan 23, 2019 • 26min
Activist investors, mortgage prisoners, income risks with utility investments and spotting Amazon price anomalies
It’s a bumper podcast with insight into investors trying to shake up companies, the perils of coming off fixed-rate mortgage deals, troubles with energy companies and a neat way to pounce on Amazon bargains.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Shares’ News Editor Steven Frazer.

Jan 17, 2019 • 26min
Brexit impact on stocks and currencies, a dive into property funds and understanding why shares can fall on good news.
We discuss how markets are reacting to the latest twist in the Brexit saga, why the type of property fund matters when looking for real estate investments, and why shares don’t always behave as you expect them to do on news announcements.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Kevin Doran, Managing Director of AJ Bell Investments.

Jan 10, 2019 • 32min
How to start investing, financial advice charges, using cash back to boost savings, and personal finance goals for 2019.
We’re back with five points to consider when you first start investing, potential changes to how people pay for advice about transferring pensions, a guide to using cash back sites to earn extra money, and our presenters discuss their new year’s financial resolutions.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Senior Analyst Tom Selby.

Dec 19, 2018 • 20min
New retail sector woes, personal finance outlook, market trends to watch in 2019 and reasons to be optimistic
This week we discuss how high street problems have spread to the online shopping sector, the problems with discounting, forthcoming changes to tax and pension rules, the cost of commuting, corporate debt concerns and five reasons to be positive about 2019.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Investment Director Russ Mould.


