The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini.

On this episode of Merryn Talks Money, the firm’s global banking industry leader, Gareth Wilson, joins host Merryn Somerset Webb to discuss why young people want to make the move and what they should consider when choosing new wealth managers. 

The more than $100&nbsp;trillion wealth transfer that&rsquo;s projected&nbsp;to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini.
On this episode of Merryn Talks Money, the firm&rsquo;s global banking industry leader, Gareth Wilson, joins host Merryn Somerset Webb to discuss why young people want to make the move and what they should consider when choosing new wealth managers.&nbsp;

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

How Do You Pick the Best Wealth Manager?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/376481ea-2186-420d-8d75-b2f701553e77/transcript

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing in the run-up to the global financial crisis. He joins this week’s Merryn Talks Money podcast with host Merryn Somerset Webb to discuss why he believes there's an artificial intelligence bubble and what happens if it bursts, his approach as a value investor and the lessons in his new book, The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World.

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing in the run-up to the global financial crisis. He joins this week&rsquo;s Merryn Talks Money podcast with host Merryn Somerset Webb to discuss why he believes there's an artificial intelligence bubble and what happens if it bursts, his approach as a value investor and the lessons in his new book,&nbsp;The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World.

GMO's Jeremy Grantham on buying start-ups, an AI bubble and why the small-cap premium is a myth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7153ecd-b44d-4b6e-bea2-b3d600d9921d/transcript

On this week’s market round-up edition of Merryn Talks Money, Bloomberg senior reporter and author of the award-winning Money Distilled newsletter, John Stepek and Bloomberg Opinion columnist Marcus Ashworth discuss why falling London flat prices but rising costs mean bargains may still be illusory. They also dissect the latest moves in commodities and UK Chancellor Rachel Reeves's cunning plan to quietly reshape the gilt market.

On this week&rsquo;s market round-up edition of Merryn Talks Money, Bloomberg senior reporter and author of the award-winning Money Distilled newsletter, John Stepek and Bloomberg Opinion columnist Marcus Ashworth discuss why falling London flat prices but rising costs mean bargains may still be illusory. They also dissect the latest moves in commodities and UK Chancellor Rachel Reeves's cunning plan to quietly reshape the gilt market.

Silver’s Surge, Oil’s Bounce, London Flat Prices and the Quiet Gilt Rally

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/261236d6-4db8-4b52-a294-b3d30143e6a2/transcript

 

Most people spend their working lives earning and saving toward a financial goal. This goal can be a number or something more tangible like a paid-off mortgage. But when you’ve spent decades feeding the same frugality habit, entering retirement and reversing that addiction can be an unfamiliar challenge. Retirement also has a tendency of throwing up questions of status, belonging—and of course, mortality.

In this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek confront a difficult listener question on the topic of retirement spending. How can a person start spending freely when their attitude toward spending has been the opposite most of their life? Chartered financial planner and Director at Flying Colours Advice, George Agan joins this episode to share his insights on what to do.

Resources from George to check out if you want to learn more: 

This is a video with an overview on how to build your own model:
https://youtu.be/7Wkr5QtY-G8?si=5ev22MOHQhl5Qvgq

Course to consider: 
https://meaningfulacademy.com/rp-1/

And a link to George's firm: 
https://fcadvice.co.uk/


 

&nbsp;
Most people spend their working lives earning and saving toward a financial goal. This goal can be a number or something more tangible like a paid-off mortgage. But when you&rsquo;ve spent decades feeding the same frugality habit, entering retirement and reversing that addiction can be an unfamiliar challenge. Retirement also has a tendency of throwing up questions of status, belonging&mdash;and of course, mortality. In this week&rsquo;s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek confront a difficult listener question on the topic of retirement spending. How can a person start spending freely when their attitude toward spending has been the opposite most of their life? Chartered financial planner and Director at Flying Colours Advice, George Agan joins this episode to share his insights on what to do. Resources from George to check out if you want to learn more:&nbsp; This is a video with an overview on how to build your own model: <a href="https://youtu.be/7Wkr5QtY-G8?si=5ev22MOHQhl5Qvgq">https://youtu.be/7Wkr5QtY-G8?si=5ev22MOHQhl5Qvgq</a>
Course to consider:&nbsp; <a href="https://meaningfulacademy.com/rp-1/">https://meaningfulacademy.com/rp-1/</a>
And a link to George's firm:&nbsp; <a href="https://fcadvice.co.uk/">https://fcadvice.co.uk/</a> 
&nbsp;

You’ve Spent Your Life Saving. Now Learn How to Spend

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f928a340-ebb0-4f52-a04a-b3d200b20cd7/transcript

How Do You Pick the Best Wealth Manager?

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