The Expat Investor Podcast - Ep 18

‍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

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.

Written By

Tom Pewtress

Group Head of Proposition & Head of Skybound Wealth USA

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.