In episode 6, Abraham speaks to the legendary Bill Bengen, the (now retired) financial adviser who first articulated the 4% rule, eponymously known as the "Bengen’s rule". It is an insightful, charming and intellectual episode which you won’t want to miss!

In episode 5, Abraham speaks to Sarah Newcomb who is a behavioural economist for Morningstar and author of ‘Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind’. Sarah discusses her role, the findings from her book and much more…

In episode 4, Abraham and Tim Horrocks, Founder at RockWealth, explore topics such as revenue, AUM, EBAL and his exit strategy. It’s a lively and insightful episode you won’t want to miss!

Abraham discusses the details around Alan’s role at Capital Asset Management, how the firm makes itself unique, Alan’s vision for the future of the firm and his hopes for investing his retirement money – and much more…

Abraham and Sarah chat through Sarah’s career and get into the particulars around Succession and Sarah’s role as Chief Client Officer, how Succession is differentiating its business from copy-cat competitors, how Sarah sees technology impacting advisers, and the cost of advice - and much more

The esteemed Paul Lewis goes head to head with Abraham on topics including adviser fees, IHT and cash vs equities. It’s a rollercoaster of an interview!