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The Expat Investor Podcast - Ep 18

Last Updated On:
April 25, 2024
About 5 min. read
Written By
Written By
Tom Pewtress
Private Wealth Partner
Group Head of Proposition & Private Wealth Partner
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Episode Description

We talk about Rules of Thumb, what it is and how you should go about it.

Transcription

Welcome back to the Expat Investor Podcast thanks for joining us today. As always my name is Tom Pewtress and I am the host for today's podcast. It's been a couple of weeks since our last podcast and I apologize for being away, but I had to have surgery last week on my forearm.

Its been a busy start to the year, first of all happy International Women’s Day.

  • In the next few weeks, we will be speaking to Taylor Condon, who is one the founders for women like us - a great initiative for women in business
  • A quick look at what has happened so far, this year
  • Jabir Sardharwalla, Chief Strategist at Skybound Capital, will be joining me at the end of the month to talk more about some of these topics and the impact our investment outlook moving forwards.
  • Recap salient points of episode 17 with Paul Butler
  • General rules of thumb for investing
  • The 50/30/20 budget rule
  • Rule of 70  / Rule of 72
  • Keep 100 Minus Your Age in Stocks
  • Use the 4% Rule in Retirement

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Written By
Tom Pewtress
Private Wealth Partner
Group Head of Proposition & Private Wealth Partner

With a career built on delivering the highest standards of financial advice and a passion for developing others to do the same, Tom Pewtress is a senior leader at Skybound Wealth Management. Known for his deep technical expertise and hands-on experience across global markets, Tom ensures both clients and advisers are equipped with the knowledge, tools, and strategies to succeed, no matter how complex the situation.

Disclosure

This was recorded on the 8th March 2023 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.

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