Expat Investor Episode 32 - Tom Pewtress, Group Head of Technical at Skybound Wealth and Olympic Medalist & World Champion Jamie Baulch

In a departure from our usual podcast format, we had the pleasure of welcoming Jamie Baulch, a retired Olympic Sprinter with an illustrious career. Jamie's journey is not just about his athletic triumphs but also the valuable lessons he learned along the way, particularly in the world of finances.

Expat Investor Episode 31 with Tom Pewtress and Max Gerstein - Insurance Planning

Today I don’t want to talk investment management. I want to talk about insurance planning. Last year I covered this topic on a number of occasions, but over the course of the last 12 months I have witnessed scenarios when planning was done well, planning was done to some extent and planning had not been done at all – sadly all cases needed the best planning to be in place but not all did. I can’t stress enough the obligation and work that should be being done to protect what have and those around us. And that includes the continuous ongoing review of the cover that you have in place. Today im joined by a fellow member of team – Max Gerstein to explore this topic further. To be honest I hate the word insurance – protection is all about risk management. Seeing the outcome of a critical illness claims makes it very easy to understand the benefit of transferring the risk of critical illness. Why should I risk my own savings, investments and future income when I can pay a sum of money for someone else to carry that risk. That’s what thee huge companies were designed to do.

Expat Investor Episode 30 Market Review And Outlook With Tom Pewtress and Jabir Sardharwalla - Planning On Purpose With Tom Pewtress and Paul Butler