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The Personal Investor

Fidelity International
Federal Reserve
Nvidia
Inflation
US Jobs Data
Japan
Nikkei Index
FTSE 100
Small Companies
Oil Prices
Middle East Tensions
Global Stock Markets
US Inflation
Investment Opportunities
Interest Rates
Fidelity
Earnings Season
United Kingdom
Rachel Reeves
Bitcoin
United States

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

PublishesDailyEpisodes100Founded9 years ago
Number of ListenersCategory
Business

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Latest Episodes

Today on the show - when does it makes sense to take tax-free cash from your pension? And which method of taking it will be best for you? Jemma Slingo is here to explain this often misunderstood part of the pension system.

Ed Monk is joined by Slin... more

Today on the show - we are in a brand new financial year, so it’s a great time to run the rule over your finances and make sure you are on track to meet your long-term savings goals. We’ve got 5 essential checks to help you do it.

Ed Monk is joined... more

This week in the markets: Shares give back some of last week’s gains as peace talks stall and the US threatens to blockade the Straits of Hormuz.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy ... more

Today on the show - we’re answering your questions, and there’s really only one topic dominating investors thoughts right now.

Can investors protect themselves from the fall-out of the ongoing Middle East conflict? What are the safe havens to turn ... more

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.

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Recent Guests

Holly Mead
Investment journalist and regular contributor to major publications
Episode: If I made my first investment today - here’s what I’d do
Alex Wright
Portfolio manager of Fidelity Special Situations and Special Values Investment Trust
Fidelity
Episode: Why it’s a myth that UK shares have a problem
Jonathan Guthrie
A leading financial journalist and author of 'The Truth About Investing'.
Financial Times
Episode: Jonathan Guthrie: this is the truth about investing
Richard Evans
Author of 'Your Retirement Salary' and expert on retirement income strategies
Fidelity
Episode: The basics of building a retirement salary from investments
Jemma Slingo
Fidelity colleague and investment expert
Fidelity
Episode: Value investing - finding the cheapest stock markets
Marianna Hunt
Colleague at Fidelity
Fidelity
Episode: IHT is changing - can I still count on my inheritance?
Andrew Oxlade
Colleague at Fidelity and proud non-conformist investor
Fidelity
Episode: How to (really) be a contrarian investor
Vicky Reynal
Psychotherapist specializing in financial behavior
Episode: What your money habits say about your psychology
Iona Bain
A regular money expert for BBC and ITV, published two books on personal finance.
Episode: The Personal Investor - Getting on top of your pension, with Iona Bain

Host

Ed Monk
Host of The Personal Investor; provides clear, jargon-free market analysis and retirement-focused guidance.

Reviews

4.7 out of 5 stars from 152 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 Kingdom7 months ago
  • My go-to podcast for quality, regular personal investing information

    Podcast Addict
    5
    TomHague
    a year 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.

Insightful market updates that are easy to follow.
Some US focus noted, but international perspective remains useful.
Guests bring strong expertise, especially on retirement planning.
A concise format that fits quick listening windows.
Balanced views with practical investment ideas.

Chart Rankings

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

Apple Podcasts
#112
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Taking 11 years of income from £100k investments - here’s what’s left
Q: What caveats did the hosts note about these scenarios?
These are simplified, backward-looking scenarios; actual outcomes depend on market sequences, timing of withdrawals, and individual circumstances, including potential for volatility and drawdowns.
Taking 11 years of income from £100k investments - here’s what’s left
Q: How do the results differ if a 60-40 portfolio is used instead of 100% shares?
The 60-40 mix would end around £162,000 at 4% withdrawals, showing smoother returns but lower final value compared to a 100% equity portfolio in this period.
Taking 11 years of income from £100k investments - here’s what’s left
Q: What did the analysis find about someone starting with £100,000 and withdrawing 4% from a 100% equity portfolio over 11 years?
The pot would grow to about £264,000, more than double the starting amount, illustrating the potential strength of drawdown during a favorable market period.
Who counts as rich? What frozen tax limits are costing you
Q: So what happens when thresholds are frozen and wages rise—how does that affect the average earner?
Wages can rise due to inflation, but because thresholds aren't moving, more people are pushed into higher tax bands than before, effectively increasing tax take and shrinking real take-home pay.
If I made my first investment today - here’s what I’d do
Q: How should a new investor handle fees and costs?
Understand the total cost of investing, prioritize platforms that clearly display fees, and recognize that even small fees compound over time; the goal is to balance low costs with a strategy that actually performs well over the long term.

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 targets individual investors seeking straight talk on markets, pensions, and savings, with a steady stream of market commentary, fund picks, and retirement planning strategies. Episodes consistently feature Fidelity experts and a trusted host who translates complex financial topics into clear, actionable guidance for UK-based investors. Notable strengths include jargon-free analysis, a balanced perspective on both traditional and newer asset classes, and a focus on long-term wealth building and retirement planning. The format tends to mix timely market analysis with practical investment ideas, making it helpful for listeners evaluating their portfolios or considering pension and savings options.

A standout aspect is the frequent ... more

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How many listeners does The Personal Investor get?

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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. Investors' Chronicle
4. Many Happy Returns
5. Switch Your Money On

How many episodes of The Personal Investor are there?

The Personal Investor launched 9 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.

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What guests have appeared on The Personal Investor?

Recent guests on The Personal Investor include:

1. Holly Mead
2. Alex Wright
3. Jonathan Guthrie
4. Richard Evans
5. Jemma Slingo
6. Marianna Hunt
7. Andrew Oxlade
8. Vicky Reynal

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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