Eclipse Wealth Podcast

Summary

In this conversation, Ashleigh Cherry & Kim Uzell discusses the challenges individuals face when trying to save money, emphasizing the distractions and temptations that often lead to spending rather than saving. They highlight the importance of developing a savings habit, no matter how small the amount, to ensure that money can start working for individuals in the long run.

Takeaways

Life's expenses often distract from saving for the future.

Saving even a small amount is better than saving nothing.

Building a habit of saving is crucial for financial health.<...

Duration: 00:50:54

Summary

In this short bonus episode of the Eclipsewealth Podcast, host Max Weatherby is re-joined by guests Nick Marshall and James Clark to discuss the role of asset allocation in the effective management of investment portfolios. They explain the different asset classes and how they can be deployed to manage both risk and return for client portfolios.

Takeaways

Asset Allocation is an important source of return over time

Strategic asset allocation can help smooth returns in challenging markets.

Diversification is crucial to mitigate risks in investing.

Investing...

Duration: 00:13:39

In this episode of the Eclipse Wealth Podcast, host Max Weatherby delves into the principles of financial accumulation and investment strategies with guests Nick Marshall, and James Clark They discuss the fundamental definitions of investment, the significance of compound interest, and the importance of diversification. The conversation also touches on the risks associated with investing, the rise of sustainable investing, and historical market behaviours, including manias and Ponzi schemes. The episode concludes with practical tips for first-time investors and book recommendations for further learning.

Takeaways

Investment is simply deploying your capital to make a profit.<...

Duration: 00:38:29

In this first leg of the client journey, host Max Weatherby with Mohammed Uz-Zaman, and Harry Badman discuss the essential steps in financial planning for younger clients. They explore the challenges faced by younger generations, including the rising cost of living, housing market pressures, and the importance of financial literacy. The conversation highlights the Thrive by 35 initiative aimed at providing financial advice to those under 35, emphasising the need for financial education and support. The hosts also delve into the role of credit cards, the necessity of financial protection, and the importance of having emergency funds to navigate unexpected expenses.<...

Duration: 00:39:20

Max Weatherby, co-founder of Eclipse Private Office, shares his investment philosophy, which focuses on risk management and the importance of asset allocation, on the launch of this new podcast show and series aimed at guiding clients through their financial journey.

In conversation with Rob Lawrence, Max shares his insights into the investment process, the importance of blending active and passive investments, what sets Eclipse apart in an increasingly crowded marketplace, and Max's own journey as a portfolio and wealth manager.

Episode takeaways:

Eclipse specific:

• Eclipse Private Office provides tailored wealth management se...

Duration: 00:28:45