Skeptic’s Guide to Investing hosts Frazer Rice, the seasoned Director of Family Office Services at Next Capital Management and author of "Wealth, Actually”. Fraser helps us explore complexities of wealth management. Peer into the holistic approach required to harmonize investments, cash flow, and estate planning with your personal values—a symphony of strategies tailored for everyone from the mass affluent to the ultra high net worth. Frazer shares his emphasis on the power of meaningful conversations with clients.

We dissect the allure of private equity and hedge funds for personal portfolios and take a critical look at the role of active management in today's market dynamics. Through our dialogue with Frazer, we also tackle the art and science of portfolio construction, weighing the merits and challenges of various investment vehicles and the impact of fees on the bottom line.

Finally, we tackle the intricate dance between tax planning, estate strategies, and family dynamics, where the technical intertwines with the personal. Our conversation sheds light on preparing for potential shifts in tax legislation and the nuances of preserving wealth across generations. We leave you with a clearer vision of choosing a wealth management firm or family office that aligns with your financial aspirations, driven by transparency, comprehensive understanding, and a lifelong commitment to learning.

Join us for this enlightening journey through the multifaceted terrain of wealth management, where clarity and strategy lead to financial security.

Straight Talk for All - Nonsense for None


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https://skepticsguidetoinvesting.buzzsprout.com

Unlock the secret to smarter investment decisions as Steve Davenport and I celebrate the groundbreaking and Nobel-winning work of Daniel Kahneman, the father of behavioral investing.

We dissect the intricate dance of human biases and investment decision-making. We bring Kahneman's legacy vividly to life, as we delve into the ways in which his psychology-rooted insights—particularly regarding loss aversion—continue to mold our financial pursuits and quest for happiness.

Picture this: your ancestors, primed for survival, have passed down instincts that still dictate today's economic behaviors. We navigate through these prehistoric impulses and their impact on our responses to modern crises, such as the recent pandemic. We also consider how AI might play a future role in management of our economic behaviors.

This episode is a compelling narrative that stitches together the fabric of our decision-making processes, from the stock market to retirement planning, revealing the often overlooked influence of behavioral economics on professional and retail investors alike.

Ending on a note of self-reflection, we embrace the concept of a utility function for happiness.. This episode is not just a journey through the mechanics of wealth accumulation but a guide to aligning financial decisions with personal contentment.

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com

Unlock the secrets of gold as an investment with Steve Davenport and Clem Miller, as we venture beyond common misconceptions to reveal gold’s appropriate role. From the possibility of gold being the ultimate protector of wealth during severe economic or geopolitical upheaval, to historical instances where governments have stepped in and seized private gold holdings, we cover it all. Our conversation navigates the performance of gold versus stocks in various inflation scenarios, and we probe the motivations behind central banks and individual investors in buying and holding gold.

This episode offers guidance incorporating this precious metal into your portfolio. We delve into the appeal of gold in nations such as India and China and dissect the advantages and potential pitfalls of gold ETFs. With a sharp focus on the strategic inclusion of gold in your asset allocation, we consider just how much gold you might want to hold in your portfolio. Join us, and let’s together navigate the golden path between myth and solid investment strategy.

Straight Talk for All - Nonsense for None


Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com