Wealth Wise
Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.
Episodes
18 episodes
Outlook 2025
Join our host, Fraser Kerr, Head of Financial Consultants, as he sits down with Political Economist Lizzy Galbraith and Senior Investment Analyst Tom Watts. Together, they'll delve into the economic outlook for 2025 and explore everything from ...
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Season 2
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Episode 1
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26:03
Wrapping up 2024
As we bid farewell to 2024, it's the perfect time to reflect on the past year and set our sights on the future. Join our host Fraser Kerr and return guests Tom Watts, Senior Investment Analyst, and Keith Dunsmuir, Senior Financial Planner, for ...
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Episode 17
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23:50
Client spotlight
This month, Fraser Kerr is joined by two of our wonderful clients, Murray and Amanda Bothwell. They discuss the value they find in having a trusted abrdn financial planner by their side and the role it has played in helping them shape their fin...
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Episode 16
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25:36
Autumn Budget round-up
Tune in to our Autumn Budget round-up, featuring insights from Lizzy Galbraith, Political Economist, and Martin Young, Managing Director at abrdn Financial Planning. In this episode, we cover the key changes from Labour’s Autumn Budget – and ho...
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Episode 15
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32:44
The October effect - myth or fact?
Markets have notoriously been spooked in the month of October. But is October really worse than any other month? We’re joined by Senior Investment Analyst, Tom Watts, to delve into the history of market crashes and explore whether there’s any t...
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Episode 14
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25:04
How financial literacy makes a difference
This month, we’re joined by senior financial planners Lewis MacLennan and Keith Dunsmuir to discuss the impact of low financial literacy in the UK. We’ll explore how those with low financial literacy are less likely to have savings or a pension...
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Episode 13
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28:14
Inspirational women in finance
This month we're joined by CEO of the Wisdom Council, Anna Lane, and abrdn Regional Director, Cera Taylor. We discuss the research the Wisdom Council do and the importance of consumer understanding, as well as looking at the gender pay gap and ...
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Episode 12
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45:29
UK election response
Following last week’s general election, we’re joined by our Political Economist, Lizzy Galbraith, who shares her views on the potential implications of the new Labour government.We also take a closer look at the French election results a...
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Episode 11
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32:30
How the general election could influence market activity
This month we're joined by our very own Investment Analyst, Tom Watts, as he focusses on the build up to the UK election. Hear how Tom cemented his place in the history books as a cult TV gameshow winner, how he manages life on the ...
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Episode 10
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31:46
Interview with Richard Wilson, CEO at ii
This month we get down to brass tacks with Richard Wilson, CEO at interactive investor and of Personal Wealth abrdn. Richard shares his outlook on financial planning, his personal motivations and key insights into his own financial behaviours.<...
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Episode 9
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30:27
Planning your finances over your lifetime
In this month's podcast, Fraser Kerr is joined by two members from our Advice Team, Gavin Park and Keith Dunsmuir. They discuss the behavioural psychology behind having a financial plan in place, the importance of saving early, and how you can ...
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Episode 8
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30:36
An insight into investment management
At abrdn, our financial planning advisers work closely with experts across the group to deliver clients with a comprehensive and holistic service. In our latest episode Fraser Kerr is joined by MyFolio Investment Managers Justin Jones and D...
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Episode 7
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26:50
The Savings Ladder approach
In our latest episode Fraser is joined by Keith Dunsmuir, Senior Financial Planer, to discuss a recent manifesto from abrdn’s CEO, Stephen Bird, who challenges common perceptions and sheds light on the power of long-term focus. Discover h...
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Episode 6
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32:49
Looking ahead for 2024
Lizzy Galbraith and Shona Lowe join Fraser to discuss the year head and what to expect from 2024, looking at potential pitfalls, opportunities, and why your focus should really be on what you can control and influence with regards to your...
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Episode 5
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37:39
The gift of providing for loved ones
Fraser Kerr is joined by Managing Directors, David Murray and Martin Young. We discuss family life, why the leaders of our business love what they do, and delve into the world of gifting to look at the impact financial gifts can have on loved o...
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Episode 4
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44:33
Politics and personal finances
In this episode, we cover the political landscape just now and delve into party conferences, uncertainty, unknowns, and ultimately how this could all have an impact on you and your finances.
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Episode 3
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34:22
Navigating Inheritance Tax and the importance of planning
We explain how Inheritance Tax actually works and how the team at abrdn can help you make better decisions about your estate planning, all with the goal of ensuring that your loved ones are taken care of.Fraser Kerr, Regional Director, ...
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Episode 2
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29:14
Uncertainty in the world and the impact on value of investments
Global events continue to show that the only constant in life is change, and in this episode, we discuss the impact of investments for our clients in the context of an ever changing and very different landscape to that five years ago. ...
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Episode 1
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29:58