Rephonic
Artwork for On The Money
Investment Trusts
Pensions
Investment Strategies
Inflation
Interest Rates
Inheritance Tax
UK Stock Market
Interactive Investor
China
State Pension
Gold
India
Personal Finance
Artificial Intelligence
Cash ISA
National Insurance
Passive Funds
Technology Stocks
Donald Trump
S&P 500

Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.

PublishesWeeklyEpisodes419Founded7 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for On The Money

Latest Episodes

Smaller company shares can make for exciting investments but they carry plenty of risk. The latest episode of our On The Money podcast looks at the checks DIY investors can apply when trying to sort the winners from failures. Charles Montanaro, an ex... more

Frozen thresholds mean more people are being caught by an effective 60% tax rate. To discuss this topic, including providing practical pointers on how to beat this tax trap and the child benefit tax trap, Kyle is joined by Craig Rickman, personal fin... more

Putting together a portfolio to weather different conditions is no easy task, even in calmer times. For beginner investors it can be particularly puzzling, given there are thousands of funds to choose from.

To help cut through the noise, interactive... more

YouTube

Many top funds deliver their best returns in the early years, when the portfolio is small and the investment team is hungry for success. But spotting these names before the crowd is easier said than done if you're a DIY investor.

The latest episode ... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Simon Evan Cook
Runs the Downing Fox Multi-Asset Funds
Downing Fox Funds
Episode: The outperforming funds flying under the radar
Dave Baxter
Senior Fund Content Specialist
Interactive Investor
Episode: The most-popular ISA funds today vs five years ago
Kyle Caldwell
Host of the show
Interactive Investor
Episode: State pension changes: are you prepared?
Richard Staveley
Portfolio manager at Rockwood Strategic
Rockwood Strategic
Episode: Is the tide starting to turn for UK smaller companies?
Richard Saldanha
Former manager of the Aviva Investors Global Equity Income Fund
Aviva Investors
Episode: US exceptionalism: is era of strong returns over?
Olivia Markham
Co-Fund Manager of BlackRock World Mining Trust
BlackRock
Episode: Where next for one of 2025’s best-performing investments?
Julian Bishop
Fund manager of the Brunner Investment Trust
Brunner Investment Trust
Episode: US tariffs or AI: which is the biggest risk for S&P 500?
Craig Rickman
Personal Finance Editor at Interactive Investor
Interactive Investor
Episode: Is 4.7% the new magic number for sustainable pension withdrawals?
Jean Roche
Portfolio Manager of Investment Trust Schroder UK Mid Cap Fund
Schroder Investment Management
Episode: How to spot shares with ‘multi-bagger’ potential

Hosts

Kyle Caldwell
Host of the On The Money podcast, known for presenting clear and actionable financial insights to listeners.
Dave Baxter
Senior Fund Content Specialist, providing insights into investment strategies and personal finance.

Reviews

4.6 out of 5 stars from 219 ratings
  • Best personal finance podcast I've found

    I highly recommend this podcast and it's my go to, after listening to several of the others out there.

    Kyle and guests present it in a highly listenable and down to earth way.

    Each episode is an ideal length.

    The show covers a range of topics that stay relevant.

    If you want more detailed information or topics to be covered at more length, you can take the essentials you've gleaned from this show and do your own further reading/ listening with more confidence.

    I hope it continues for a ... more

    Apple Podcasts
    5
    Señor Raton
    United Kingdom3 months ago
  • Good content but…

    There is good advice and content in podcast. Would be helpful to listen to guests invited to be able to express their views as well as mostly content is spoken by Kyle.

    Apple Podcasts
    4
    ruth_evea
    United Kingdom8 months ago
  • Made a real difference

    Great stuff, Kyle. Over the last year or so your podcast has been a big influence on me moving my portfolio from individual stocks to a broad range of funds.

    Apple Podcasts
    5
    AlistairCandlin
    United Kingdom9 months ago
  • Great podcast

    Really good podcast. Just came across this recently. Great topics covered.

    Apple Podcasts
    4
    Chat Patel
    United Kingdoma year ago
  • This is a 'must listen' for all UK retail stock investors. They always choose relevant and interesting topics and they keep it very accessible for all. Whether you are just starting or very experienced there are good insights here for you.

    Podcast Addict
    5
    Prendyo
    a year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The insights provided on a range of financial topics and current market trends are well received, with many highlighting the actionable nature of the advice.
Listeners appreciate the concise yet informative format, which balances depth and accessibility for both novice and seasoned investors.
Some feedback indicates a desire for more diverse guest contributions and perspectives, suggesting that while the main host is effective, more varied insights could enrich discussions.
Quality of audio and production has also been critiqued at times, with suggestions for improvement in clarity during interviews.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Three ways to build an ISA portfolio from scratch
Q: What are the main considerations when starting to build a portfolio from scratch?
Consider your time horizon and circumstances, your appetite for risk, and how much you have to invest, which will influence diversification and the number of funds needed. A longer horizon allows higher risk tolerance, while near-term needs require caution.
How to get your finances in shape ahead of big rule changes
Q: Firstly, Craig, could you set the scene and explain what is changing?
The changes involve pensions being added to the estate for inheritance tax purposes from April 6, 2027, along with other tweaks like the cash ISA and savings tax treatment; listeners should plan ahead since the cliff edge nature of the date creates potential large tax implications for beneficiaries.
When to sell a fund, investment trust or ETF
Q: What are the most important factors to review when considering selling a fund or ETF?
Key factors include the fund's long-term performance relative to its style, the consistency of the fund manager or team, potential outflows and liquidity risk, and whether the fund's characteristics have meaningfully shifted from when you bought it.
When to sell a fund, investment trust or ETF
Q: Why is it harder to sell than to buy, from a behavioral finance perspective?
Behaviorally, investors experience fear of loss more acutely than the thrill of gains, and selling is less glamorous than buying, which makes the selling decision tougher even when fundamentals haven't changed.
Is the tide starting to turn for UK smaller companies?
Q: How does Rockwood Strategic approach investing in UK smaller companies?
We run a concentrated portfolio of about 25 stocks, targeting depressed profits, low valuations, and catalysts that could unlock shareholder value, with significant board involvement and in some cases formal proposals or EGMs to effect change when necessary.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About On The Money

What is On The Money about and what kind of topics does it cover?

A weekly exploration of investment strategies, emerging market trends, and actionable financial advice, featuring insights from industry experts and seasoned professionals. Episodes cover a range of topics including geopolitical tensions, retirement planning, investment trusts, and market volatility, ensuring that listeners are equipped with practical knowledge to make informed investment decisions. The hosts approach complex financial subjects with clarity, making them accessible to both novice and experienced investors. This podcast is particularly distinctive for its focus on actionable steps listeners can take to improve their financial standing, rather than merely discussing theoretical concepts.

Where can I find podcast stats for On The Money?

Rephonic provides a wide range of podcast stats for On The Money. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to On The Money and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does On The Money get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for On The Money, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for On The Money?

Rephonic provides comprehensive predictive audience data for On The Money, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does On The Money have?

To see how many followers or subscribers On The Money has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to On The Money?

These podcasts share a similar audience with On The Money:

1. AJ Bell Money & Markets
2. Investors' Chronicle
3. Many Happy Returns
4. Switch Your Money On
5. The Money To The Masses Podcast

How many episodes of On The Money are there?

On The Money launched 7 years ago and published 419 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact On The Money?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for On The Money?

Rephonic pulls ratings and reviews for On The Money from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for On The Money?

Rephonic provides full transcripts for episodes of On The Money. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on On The Money?

Recent guests on On The Money include:

1. Simon Evan Cook
2. Dave Baxter
3. Kyle Caldwell
4. Richard Staveley
5. Richard Saldanha
6. Olivia Markham
7. Julian Bishop
8. Craig Rickman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days