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The Personal Investor

Fidelity International
Inflation
Federal Reserve
Gold
Fidelity
S&P 500
Pensions
Stock Market
Artificial Intelligence
Bank Of England
State Pension
United States
Interest Rates
Donald Trump
FTSE 100
US Stock Market
Retirement Planning
UK Stock Market
Inheritance Tax
China
Investment Strategies

With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics.

With his 360˚ view of the world of investment, Ed provides a well-balanced take on the latest developments together with expert insights to help you grow your capital, manage y... more

PublishesDailyEpisodes100Founded10 years ago
Number of ListenersCategory
Business

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Latest Episodes

This week in the markets: markets stabilise after last week’s AI rout, but investors remain on edge about contagion to non-tech sectors; inflation and interest rates are in focus after stronger than expected jobs data; all against a political backdro... more

Today on the show - Jemma Slingo is here to talk ISAs following a raft of announcements about how the tax-efficient savings account will change in the future. What’s changing, and how can you make the most of a revamped ISA roster.

Ed Monk is joi... more

This week in the markets: correction or rotation? Volatility in the tech sector has so far not translated into a broader based market fall. But it sets up a nervous backdrop to a crucial week in the US as mid-term elections give Americans their first... more

Today on the show - Tom Stevenson is here to run the rule over the Budget - the annual financial statement from the government that was delivered this week. There’s news on ISAs and tax on income from savings and property - how will the measures anno... more

Key Facts

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Recent Guests

Jemma Slingo
Fidelity expert covering personal finance and ISAs
Fidelity
Episode: ISA revamp! How tax-free saving and investing is changing
Tom Stevenson
Fidelity market commentator
Fidelity
Episode: Market news today - correction or rotation?
Bec Wilson
Author, podcaster and founder of the Epic Retirement Club
Epic Retirement Club
Episode: The 6 pillars of an EPIC retirement
Stacey Duguid
Writer and campaigner who shares her midlife career loss story
Self-described campaigner and author
Episode: "I wish someone had told me this" - Stacey Duguid on mid-life career loss
Marianna Hunt
Fidelity executive, guest expert on pensions and retirement planning
Fidelity
Episode: Should I use my pension to pay off my mortgage?
Jo Lewis
Fidelity colleague discussing power of attorney
Fidelity
Episode: Who needs Power of Attorney - and when?
James Browne
Senior Policy Advisor on Economic Policy for the Tony Blair Institute
Tony Blair Institute for Global Change
Episode: Is this really the future of the State Pension?
Jasmine Yeo
Fund manager, Ruffa Investment Company
Ruffer Investment Company
Episode: What to do when the 60/40 portfolio no longer works
Richard Evans
Fidelity's financial journalist and author
Fidelity
Episode: Smart investors use these investments for income - here’s how

Host

Ed Monk
Host of The Personal Investor

Reviews

4.7 out of 5 stars from 158 ratings
  • great news digest

    i subscribed to this podcast when i retired a few years ago. the news digest is enough to signpost me to check on my pension and investments. many thanks

    Apple Podcasts
    5
    Cindy YA
    United Kingdoma year ago
  • My go-to podcast for quality, regular personal investing information

    Podcast Addict
    5
    TomHague
    2 years ago
  • Solid

    Never disappoints. Good quality program. Great for those wanting to grow.

    Apple Podcasts
    5
    moving on-missu
    United States2 years ago
  • Good overview each week

    Stumbled upon this while looking for podcasts by the U.S.-based brokerage firm Fidelity. Even as a U.S.-based lay investor, I enjoy the very quick but also comprehensive overviews - and the touch of (for me) international perspective is great. Thanks!

    Apple Podcasts
    5
    Sunshine on my shoulders...
    United States3 years ago
  • Excellent and always balanced

    Excellent and always balanced, maybe a little too US focused

    Thanks

    Apple Podcasts
    5
    Wilf Boggins
    United States5 years ago

Listeners Say

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

Listeners appreciate concise market overviews with international perspective.
Guests bring practical pension and retirement planning insights.
The show provides balanced, clear analysis ideal for long-term investors.
Content stays relevant across market cycles with actionable takeaways.

Chart Rankings

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

Apple Podcasts
#64
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

ISA revamp! How tax-free saving and investing is changing
Q: What are they going to be replaced with?
Lifetime ISAs are to be replaced from April 2029 by first-time buyer ISAs. They will allow up to £4,000 in annual contributions with a government bonus added when the money is used to buy an eligible home, subject to a £20,000 cap.
ISA revamp! How tax-free saving and investing is changing
Q: So what happened?
The budget kept the cash ISA allowance at £20,000 instead of reducing it to £12,000 for people under 65, reversing associated proposed rules and introducing plans for new ISA products.
Does a pension make sense if you pay inheritance tax on it?
Q: What happens then when you consider this change of IHT?
The impact depends on the saver's and beneficiary's tax positions. A pension inheritance may face inheritance tax and income tax, but pension tax relief and tax-free cash can still make it more advantageous than an ISA. Flexible withdrawals can also help beneficiaries manage their tax bands.
Does a pension make sense if you pay inheritance tax on it?
Q: What's changing that could mean pensions become less attractive if you're passing on money after you die?
Pensions are currently generally outside inheritance tax, but from April next year unspent pension funds will be subject to inheritance tax, changing the calculation for people planning to pass them on.
The 6 pillars of an EPIC retirement
Q: Why is financial confidence in particular so important?
Wilson says people need to understand how their pensions work, how savings grow and are drawn down, and what income they can afford to spend. Confidence helps people use their money to support a fulfilling life, even when their resources are modest.

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 The Personal Investor

What is The Personal Investor about and what kind of topics does it cover?

This show centers on practical investing, market analysis, and macroeconomics with a clear, jargon-free approach aimed at UK-based investors. Episodes frequently cover market developments, portfolio strategies, retirement planning, and policy shifts that impact savers, with guest experts from Fidelity providing context on pensions, retirement planning, and tax-relief mechanisms. Noteworthy is the steady blend of timely market commentary and in-depth retirement planning discussions, often balancing cautious caution with actionable ideas for individual investors and financial professionals alike.

Where can I find podcast stats for The Personal Investor?

Rephonic provides a wide range of podcast stats for The Personal Investor. 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 The Personal Investor and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Personal Investor get?

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What are the audience demographics for The Personal Investor?

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How many subscribers and views does The Personal Investor have?

To see how many followers or subscribers The Personal Investor 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 The Personal Investor?

These podcasts share a similar audience with The Personal Investor:

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

How many episodes of The Personal Investor are there?

The Personal Investor launched 10 years ago and published 100 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 The Personal Investor?

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 The Personal Investor?

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

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What guests have appeared on The Personal Investor?

Recent guests on The Personal Investor include:

1. Jemma Slingo
2. Tom Stevenson
3. Bec Wilson
4. Stacey Duguid
5. Marianna Hunt
6. Jo Lewis
7. James Browne
8. Jasmine Yeo

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.

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