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The Personal Investor

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

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

Today on the show - Jemma Slingo is here to tell us what it takes to bridge the gap between retirement and State Pension. How can you reproduce the income the State Pension provides and retire earlier?

Ed Monk is joined by Jemma Slingo to provide a... more

This week in the markets: the broad market remains resilient despite cracks showing in the AI boom; inflation and interest rates are the main data focus this week; earnings season steps up a gear; while here in the UK, Andy Burnham becomes Britain’s ... more

Today on the show -Tom Stevenson is here to tell us why he has turned (even more) optimistic on stock markets - despite the bearish predictions abound elsewhere. What is holding up stock markets - and can it last?

Ed Monk is joined by Tom Stevenso... more

Today on the show - Jemma Slingo is here to tell us about ‘replacement rates’ in retirement - the proportion of your working salary you’ll need to recreate in retirement to maintain your living standards. The results might come as a surprise. You can... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
Claer Barrett
Money expert, consumer editor at Financial Times
Financial Times
Episode: These are the money lessons to teach your children
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
Marianna Hunt
Expert at Fidelity
Fidelity
Episode: Is 2026 a good year to retire?
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

Host

Ed Monk
Host of The Personal Investor

Reviews

4.7 out of 5 stars from 157 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.

Covers pensions and investments with clear, actionable tips.
Appreciated for plain language and credible guests.
Balanced, concise market updates that help with decision-making.
US focus occasionally noted but overall practical for UK savers.

Chart Rankings

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

Apple Podcasts
#71
United Kingdom/Business
Apple Podcasts
#214
India/Business
Apple Podcasts
#224
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

Tax on your ISA savings? What you need to know before 2027
Q: Will uninvested cash inside an investment ISA be taxed, and at what rate?
Yes. Uninvested cash inside an investment ISA will be taxed at a flat 22% rate, regardless of age or tax bracket, which is intended to deter keeping cash idle within the ISA wrapper.
Tax on your ISA savings? What you need to know before 2027
Q: What is happening to the cash ISA allowance next April?
The cash ISA allowance will drop to 12,000 pounds per year, while the overall ISA limit stays at 20,000 pounds; this is intended to push savers toward investing rather than saving in cash.
Bubble signals? New tax on savings? What you’re asking us right now
Q: What is your view on using AI tools to make investment decisions?
AI is powerful if you can judge the quality of the outputs; it can reduce mundane research and act as a helpful assistant, but its value depends on your own knowledge and judgment to interpret and validate the information it provides.
Bubble signals? New tax on savings? What you’re asking us right now
Q: What asset classes are best as diversifiers for equity exposure, and will bonds and equities remain negatively correlated?
Diversification should look beyond bonds and equities to assets like gold, property, infrastructure, commodities, and cash; the traditional negative correlation between bonds and stocks has weakened as yields rise, making it harder to rely on a simple 60/40 split, and the environment could favor a broader mix.
Bubble signals? New tax on savings? What you’re asking us right now
Q: How will the new 22% tax be applied to cash held in a Stocks and Shares ISA?
The 22% tax applies to cash held within an investment ISA (stocks and shares ISA) that is not invested; the policy aims to deter parking cash in cash-like vehicles and to push money into investments, with exceptions for older savers and rules around how much can remain in cash funds within an ISA.

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?

A concise, adviser-focused show that helps individual investors navigate markets, pensions, and personal finance with a UK-tilted lens. Episodes frequently feature policy discussions around state pensions, retirement income sequencing, and asset allocation strategies, often anchored by sector experts from Fidelity and senior policy commentators. Noteworthy is the blend of practical, how-to guidance with longer-horizon planning and a clear emphasis on cost-conscious, tax-efficient investing for retirement. Listeners are likely seeking actionable advice, accessible market context, and credible inputs from seasoned professionals without heavy jargon.

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

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. Jo Lewis
2. James Browne
3. Jasmine Yeo
4. Claer Barrett
5. Holly Mead
6. Alex Wright
7. Marianna Hunt
8. Jonathan Guthrie

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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