14 - Top Tips For Newbies

TRAP: The Real Adviser Podcast

In this latest pile of TRAP, the Trap Pack discuss

• Three glowing reviews of the podcast, read by Andy in his inimitable style
• Topical issues, including positive feedback on the previous episode 13; the ridiculousness of fund risk ratings
• Meat and Potatoes: Why ambiguity is such an inherent part of real financial planning. And the Trap Pack’s top tips for newbies to this mighty profession.
• Questions posted by our beloved Trappists @joshgerstler @dirkgroeneveld @ComradesNic
• Culture Corner

Links referred to in the show:

• Redefining the Retirement Income Goal by David Blanchett: https://blogs.cfainstitute.org/investor/2023/02/09/redefining-the-retirement-income-goal/
• Stuart Kirk on the FT Money show: https://pca.st/episode/56643c2a-8d30-4797-8d13-80b4f5fc601d
• Charlie Munger Daily Journal 2022 https://www.youtube.com/watch?v=9VVPO3KWj3A&t=7894s
• Abe’s conference: Adviser 3.0
• Carl’s book: https://www.audible.co.uk/pd/Vivid-Vision-A-Remarkable-Tool-for-Aligning-Your-Business-Around-a-Shared-Vision-of-the-Future-Audiobook/B07RYN3D5R?eac_link=czAmma8BEMx3&ref=web_search_eac_asin_1&eac_selected_type=asin&eac_selected=B07RYN3D5R&qid=dMh1tmNve9&eac_id=260-7128613-5251256_dMh1tmNve9&sr=1-1
• Morgan Housel podcast with Prof G: https://podcasts.apple.com/gb/podcast/the-psychology-of-money-with-morgan-housel/id1498802610?i=1000601235289
• https://twitter.com/alanjlsmith/status/1525117666788143104?s=46&t=HybIyJF1scu8BFCL0L4hIg

IFA Forum: http://www.tiny.cc/ifaforum

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