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Wealth Wise

Hosted by abrdn · business · EN

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About this Podcast:

Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.

Pitch Analysis

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Contact path

Public web form

Booking probability

18%

Guest openness

Selective

80/100
Required Score

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Questions about Wealth Wise

What is Wealth Wise about?

Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.

What has Wealth Wise covered recently?

Recent episodes include "Outlook 2025" (31 January 2025, 26 minutes), "Wrapping up 2024" (17 December 2024, 24 minutes), and "Client spotlight" (27 November 2024, 26 minutes).

How often does Wealth Wise publish?

Wealth Wise publishes roughly monthly, with episodes averaging 31 minutes across 18 episodes.

How hard is it to get booked on Wealth Wise?

Booking probability for Wealth Wise is 18%, and the host is rated Selective on guests. Wealth Wise requires a Pod Score of 80 or higher. Wealth Wise's contact route on record: public web form.

Who should pitch Wealth Wise?

The strongest fits for Wealth Wise are Investing & Wealth Management. Wealth Wise has a business audience.

About the host

Wealth Wise is a business podcast with 18 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #1

    Outlook 2025

    Jan 31, 202526 minS2

    <p>Join our host, Fraser Kerr, Head of Financial Consultants, as he sits down with Political Economist Lizzy Galbraith and Senior Investment Analyst Tom Watts. Together, they'll delve into the economic outlook for 2025...

  • Episode #17

    Wrapping up 2024

    Dec 17, 202424 minS0

    <p>As we bid farewell to 2024, it's the perfect time to reflect on the past year and set our sights on the future. Join our host Fraser Kerr and return guests Tom Watts, Senior Investment Analyst, and Keith Dunsmuir...

  • Episode #16

    Client spotlight

    Nov 27, 202426 minS0

    <p>This month, Fraser Kerr is joined by two of our wonderful clients, Murray and Amanda Bothwell. They discuss the value they find in having a trusted abrdn financial planner by their side and the role it has played in...

  • Episode #15

    Autumn Budget round-up

    Nov 1, 202433 minS0

    <p>Tune in to our Autumn Budget round-up, featuring insights from Lizzy Galbraith, Political Economist, and Martin Young, Managing Director at abrdn Financial Planning. In this episode, we cover the key changes from...

  • Episode #14

    The October effect - myth or fact?

    Oct 18, 202425 minS0

    <p>Markets have notoriously been spooked in the month of October. But is October really worse than any other month? We’re joined by Senior Investment Analyst, Tom Watts, to delve into the history of market crashes and...

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  • Episode #13

    How financial literacy makes a difference

    Sep 27, 202428 minS0

    <p>This month, we’re joined by senior financial planners Lewis MacLennan and Keith Dunsmuir to discuss the impact of low financial literacy in the UK. We’ll explore how those with low financial literacy are less likely...

  • Episode #12

    Inspirational women in finance

    Aug 22, 202445 minS0

    <p>This month we're joined by CEO of the Wisdom Council, Anna Lane, and abrdn Regional Director, Cera Taylor. We discuss the research the Wisdom Council do and the importance of consumer understanding, as well as...

  • Episode #11

    UK election response

    Jul 11, 202433 minS0

    <p>Following last week’s general election, we’re joined by our Political Economist, Lizzy Galbraith, who shares her views on the potential implications of the new Labour government.</p><p>We also take a closer look at...

  • Episode #10

    How the general election could influence market activity

    Jun 27, 202432 minS0

    <p>This month we're joined by our very own Investment Analyst, Tom Watts, as he focusses on the build up to the UK election. </p><p>Hear how Tom cemented his place in the history books as a cult TV gameshow winner, how...

  • Episode #9

    Interview with Richard Wilson, CEO at ii

    May 28, 202430 minS0

    <p>This month we get down to brass tacks with Richard Wilson, CEO at interactive investor and of Personal Wealth abrdn. Richard shares his outlook on financial planning, his personal motivations and key insights into...

  • Episode #8

    Planning your finances over your lifetime

    May 7, 202431 minS0

    <p>In this month's podcast, Fraser Kerr is joined by two members from our Advice Team, Gavin Park and Keith Dunsmuir. They discuss the behavioural psychology behind having a financial plan in place, the importance of...

  • Episode #7

    An insight into investment management

    Apr 4, 202427 minS0

    <p>At abrdn, our financial planning advisers work closely with experts across the group to deliver clients with a comprehensive and holistic service. <br/>In our latest episode Fraser Kerr is joined by MyFolio...

  • Episode #6

    The Savings Ladder approach

    Mar 1, 202433 minS0

    <p>In our latest episode Fraser is joined by Keith Dunsmuir, Senior Financial Planer, to discuss a recent manifesto from abrdn’s CEO, Stephen Bird, who challenges common perceptions and sheds light on the power of...

  • Episode #5

    Looking ahead for 2024

    Jan 26, 202438 minS0

    <p>Lizzy Galbraith and Shona Lowe join Fraser to discuss the year head and what to expect from 2024, looking at potential pitfalls, opportunities, and why your focus should really be on what you can control and...

  • Episode #4

    The gift of providing for loved ones

    Dec 15, 202345 minS0

    <p>Fraser Kerr is joined by Managing Directors, David Murray and Martin Young. We discuss family life, why the leaders of our business love what they do, and delve into the world of gifting to look at the impact...

  • Episode #3

    Politics and personal finances

    Nov 30, 202334 minS0

    <p>In this episode, we cover the political landscape just now and delve into party conferences, uncertainty, unknowns, and ultimately how this could all have an impact on you and your finances. </p><p>This podcast is...

  • Episode #2

    Navigating Inheritance Tax and the importance of planning

    Oct 31, 202329 minS0

    <p>We explain how Inheritance Tax actually works and how the team at abrdn can help you make better decisions about your estate planning, all with the goal of ensuring that your loved ones are taken care...

  • Episode #2

    Navigating Inheritance Tax and the importance of planning

    Oct 30, 202329 minS0

    <p>We explain how inheritance tax actually works and how the team at abrdn can help you make better decisions about your estate planning, all with the goal of ensuring that your loved ones are taken care of in an...

  • Episode #1

    Uncertainty in the world and the impact on value of investments

    Sep 27, 202330 minS0

    <p>Global events continue to show that the only constant in life is change, and in this episode, we discuss the impact of investments for our clients in the context of an ever changing and very different landscape to...

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