최고 Balance Sheet 팟캐스트 (2025)

1
Navigating Positive and Negative Sentiment in Financial Planning and Family Life 37:28

8h ago37:28

37:28

Are you keeping score in your relationships with your spouse, kids, or friends? I welcome back our resident therapist expert, Dr. Jennifer Dragonette, for an eye-opening conversation about the ways our perspectives can shape every aspect of our relationships—at home and beyond. Dr. Jen introduces us to the idea of "positive vs. negative sentiment o…

1
Making Tax Digital. What It Really Means For You. 49:10

6d ago49:10

49:10

In this episode of Beyond the Balance Sheet, Katie Collin sits down with Diane Holden, Senior Partner Success Manager at Xero, to break down one of the biggest changes to income tax in decades. Making Tax Digital will transform how locums, clinicians, landlords and sole traders manage and report their income. Diane explains what MTD really involves…

1
#53 The Plodder 1:16:48

21d ago1:16:48

1:16:48

Tom Gayner is the CEO of Markel Group and has run itsinvestment portfolio for 35 years, beating the index by an astonishing 1.5% pa. This makes him one of the most successful capital allocators in the US stockmarket, yet he is under the radar. He explains why he holds 140 stocks,although the top 40 represent 80% of the value; why there are so few i…

1
Parenting and Portfolios: How Life's Chaos Brings Unexpected Calm 7:09

7d ago7:09

7:09

I've found a surprising overlap between being a parent and serving as a wealth advisor. As the dad of teenage triplets plus one, I know firsthand how both roles bring their share of chaos and noise. Whether I'm spending weekends at humid, high-energy swim meets supporting my competitive swimmer daughter, or helping families navigate a financial lan…

1
How to Thrive, Not Survive, The Holiday Season Financially & Emotionally with Dr. Jennifer Dragonette 51:40

21d ago51:40

51:40

Are you trying to survive, or do you want to thrive this holiday season? I welcome back our resident psychologist, Dr. Jennifer Dragonette, to tackle the emotional whirlwind of the year-end holiday season. Both Dr. Jen and I felt it was time to reframe the usual "surviving the holidays" narrative. Instead of just getting through it, we talk about h…

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Why Families Feel Behind: The Emotional and Financial Pressures to Keep Up - Dr. Jennifer Dragonette 39:45

28d ago39:45

39:45

Are you feeling behind financially? Are you a parent juggling everything from college savings to daily expenses? Dr. Jennifer Dragonette returns for her much-anticipated monthly conversation, and we dive deep into a timely and universal theme: why so many families, even those who are objectively doing well, still feel like they're falling behind em…

1
How Technology Impacts Our Family, Finances, and Well-being and What We Can Do About It - Scott Hanselman 53:14

1M ago53:14

53:14

How much tech do you let into your life? Do you even know why you let certain tech into your life? I'm thrilled to welcome back my friend and Microsoft VP, Scott Hanselman. It's been almost four and a half years since our last conversation, and so much has changed for both of us—at home, at work, and everywhere in between. Scott and I dive into the…

1
Family Travel: Adventures and Challenges in Building Lasting Memories - Jill Benedict 56:21

1M ago56:21

56:21

How long have you been planning that trip of a lifetime? Our resident travel expert, Jill Benedict, is back with us for a lively deep dive into the unpredictable world of family travel. From international cruises and unexpected illnesses to the logistics of planning multi-city adventures, Jill and I swap personal stories, travel mishaps, and inside…

1
The Future of Payments – and Why Trust Still Matters. Leading change with integrity. 18:18

1M ago18:18

18:18

We explore how PayTech Trust blends modern fintech with local, human service to replace paper checks, accelerate cash flow, and fight fraud across complex B2B payments. Matt Klein shares lessons on scaling with trust, building ERP integrations, and investing in people for the long game. • founding during COVID to electronify B2B payments • why pape…

1
The Power of Mini Vacations for Your Mind and Body - Dr. Jennifer Dragonette 49:38

2M ago49:38

49:38

Have you ever wondered why you get sick on vacation? I share my all-too-relatable experience of getting sick on my recent anniversary trip across Italy, Greece, and Turkey with our resident therapist, Dr. Jennifer Dragonette. Dr. Jen dives into why our bodies often choose downtime to recover, exploring our hidden demands we carry and how American w…

1
Do You Trust Your Numbers? The Financial Risks Hiding in Your Books 38:09

2M ago38:09

38:09

In this episode of Beyond the Balance Sheet, Katie Collin is joined by Gareth Salomon, founder of Xenon Connect, to uncover the hidden bookkeeping errors that can distort financial decisions for GP practices, PCNs, and federations. What we cover Why reconciled bank lines are not the same as accurate books The five red flags that quietly distort GP …

1
Understanding Costco Therapy and the Psychology Behind Our Spending Habits 47:45

2M ago47:45

47:45

Have you ever wondered why you buy what you buy? There are so many reasons under the surface for our purchases from social status to taking care of our future selves. I have the perfect guest to help break down these spending thoughts for us. Dr. Michael Barbera, associate professor of marketing at the University of North Carolina at Pembroke, expl…

1
#52 The Traditionalist 59:07

2M ago59:07

59:07

Tim Guinness is the founder and Chairman of Guinness Global Investors. He has been in business 5 decades and has been managing money for 44 years. He has built up two firms, the first he sold and the second now runs $11bn. Age 77, he is still thinking about how to grow the business and secure its future. Perhaps controversially, Tim thinks it’s not…

1
Maximizing Benefits Under the One Big Beautiful Bill for Retirees 20:08

2M ago20:08

20:08

Do you know how the new "One Big Beautiful Bill" will impact you during your retirement years? I'm wrapping up my One Big Beautiful Bill series by exploring the unique challenges and opportunities of financial planning for retirees. I walk you through the key highlights of the new legislation and what it means for those who are already in retiremen…

1
Navigating the Impacts of the One Big Beautiful Bill During the Empty Nest and Pre-Retirement Years 27:10

2M ago27:10

27:10

Do you know what one of the most underrated life transitions is? And how the "One Big Beautiful Bill" may impact it? Today, I delve into the often-overlooked yet pivotal transition of entering the empty nest and pre-retirement phase. Drawing on years of experience working with families, I share personal reflections and practical insight about the e…

1
Understanding the One Big Beautiful Bill Impacts for Parents During Their Building Years 26:08

3M ago26:08

26:08

Parents, are you juggling high school schedules, college plans, and the ever-growing list of financial and personal priorities? This doesn't leave much time to understand how the new "Big Beautiful Bill" will affect you. However, this is the life stage we will tackle today, drawing on my firsthand experiences as a parent of triplets (plus one!). I …

1
– Wins and Losses for New & Growing Families and Parents from the One Big Beautiful Bill 32:01

3M ago32:01

32:01

As a busy parent trying to manage your family and career, do you even have time to understand what he new One Big Beautiful Bill will mean to you? Today, I am going to explore the winds and losses through the "One Big Beautiful Bill" during this pivotal life stage of career and family growth. Drawing from my own experience as a parent of triplets (…

1
#51 The Franchise Fan 1:19:24

3M ago1:19:24

1:19:24

Nick Train is a seriously thoughtful growth investor with a highly impressive 40 year track record. He invests in eternal franchises and takes a 20 year view. He says his ideal holding period is forever. He was early to recognise that high quality consumer brands were great investments and accordingly his funds significantly outperformed their benc…

1
The NHS Ten-Year Plan: What It Means for Primary Care 47:32

3M ago47:32

47:32

The NHS Ten-Year Plan sets out ambitions for 15,000 new staff, neighbourhood teams and a digital-first NHS. But what does it really mean for GPs and primary care? In this episode of Beyond the Balance Sheet, Katie Collin is joined by partner Laurence Slavin to explore the realities behind the headlines. Drawing on decades of experience advising pra…

1
What Parents and Young Adults Should Know About the New One Big Beautiful Bill 19:23

3M ago19:23

19:23

What does the new One Big Beautiful Bill mean to parents and young adults? I am kicking off the "Big Beautiful Bill" series by breaking down what the new legislation means for those just starting their financial journeys—think high schoolers, college students, and anyone landing their first job. I deep dive into the bill's highlights, including the…

1
Finding Satisfaction Beyond Winning: Enjoying the Journey in Life, Sports, and Finances - Dr. Jennifer Dragonette 38:21

3M ago38:21

38:21

"That's something that I wrestle with on a daily basis. It's like showing up at the Masters every year; it's like why do I want to win this golf tournament so badly? Why do I want to win the Open Championship so badly? I don't know because, if I win, it's going to be awesome for two minutes." That is a quote from the world's top golfer, Scottie Sch…

1
How to Spot and Avoid IRS Tax Scams 8:34

4M ago8:34

8:34

According to The Kaplan Group, tax scams have resulted in 2025 YTD reported financial losses of $5,742,463.91. Monthly tax scam reports rose 62% year-over-year, from 227 in 2024 to 368 in 2025, and have increased by 323% since 2020. So what can you do to protect yourself? To help you stay safe, here are three key takeaways: The IRS will almost alwa…

1
Time is the Ultimate Planning Killer 8:13

4M ago8:13

8:13

Time is the most valuable asset we have. But unlike money, you can't earn more of it. And once it's gone, it's gone. In this episode, I talk about something I see every day, with clients and in my own life: how a lack of time becomes the excuse for putting off financial decisions. The irony is, delaying those decisions often creates more stress and…

1
#50 The Art Lover 1:17:55

4M ago1:17:55

1:17:55

Christopher Tsai is a deeply thoughtful growth investor. He became one of the foremost collectors of the works of Ai Weiwei, recognising their implicit value and deeply studying the artist. His concentrated portfolio reflects his attraction to growth stocks with Tesla his largest position. In our conversation, he explains why he believes Tesla has …

1
Incorporating Your GP Practice: Legal, Financial, and Contract Essentials 34:39

4M ago34:39

34:39

In this episode of Beyond the Balance Sheet, Katie Collin is joined by Justin Cumberlege, healthcare lawyer at Hempsons, to unpack one of the most talked-about topics in primary care – GP practice incorporation. Together, they explore: The legal and financial implications of moving from partnership to a limited company How NHS contracts are affecte…

1
Just Wait: Fuel for Financial and Emotional Anxiety 7:23

4M ago7:23

7:23

Have you ever caught yourself just waiting for the next economic downturn, a family milestone, or the "right moment" to act? Just wait for the market to crash. Just wait until your kids hit middle school, or high school—or college—and then just wait for the real challenges to begin. I hear it constantly in the financial world and in conversations w…

1
How Different Communication Styles Impact Marriage, Money, and Emotional Wellbeing 38:33

4M ago38:33

38:33

Ever notice how you and your partner seem to "think out loud" differently—or not at all? Our resident therapist expert, Dr. Jennifer Dragonette, is back to talk about how differences in processing and communication styles can shape our relationships (and even our financial decisions!). You'll hear us share stories from our own families (yes, even t…

1
Finding Harmony in Life, Work, and Family: Reflections on 200 Episodes 12:46

5M ago12:46

12:46

I recently spent some time away on vacation, which got me thinking deeply about retirement, purpose, and the ongoing challenge of finding meaning in our everyday lives. While watching some older couples spend hours together on their boats, I found myself questioning not just what they talked about, but also how I view my own future and the idea of …

1
Time Wealth Versus Time Debt: Lessons from Parenting and Planning 10:05

5M ago10:05

10:05

I'm diving into a topic that's been on my mind lately: the idea of "time wealth"—and, just as importantly, "time debt." After coming off a busy stretch like tax season, I often find myself trying to catch up on everything I put on hold, only to realize I'm paying for it in stress, exhaustion, and those lost moments I wish I'd shared with my family.…

1
#49 The $50bn Man 1:22:27

5M ago1:22:27

1:22:27

David Samra has been in the investment business for over 30years. He specialises in international value and has beaten his index by over 4% pa for over 20 years, in a period when traditional value has been doing poorly. That may be why his fund, which has been closed to new investors for most of the last 14 years, has reached $50bn. In this convers…

1
Inside the Family Office: A Family's Journey Working with a Financial Advisor 50:16

5M ago50:16

50:16

Ever wonder what really happens when you decide to work with a financial advisor for the first time, especially when life already feels like a full-time juggling act? I sat down with Marisa Lonic—author, coach, and founder of Mama Work It—to talk about the emotional side of money, career pivots, and raising four kids, including twins. We dive into …

1
Focusing on What Never Changes 11:44

5M ago11:44

11:44

We live in a world obsessed with what's new. The latest tech, the next headline, tomorrow's market forecast. But beneath all that noise, some things stay the same. And maybe—just maybe—that's where the real wisdom lies. Born out of a moment of reflection after a volatile April in the financial markets, I found myself returning to Morgan Housel's wo…

1
How Parenting Challenges Shape Real-World Financial Advice 7:35

6M ago7:35

7:35

Have you ever thought about the moments that help shape your beliefs and emotions? I want to share how being a dad to triplets (plus one!) has completely reshaped how I think about financial planning. From cheering at swim meets to navigating tough parenting moments, I've learned that raising kids isn't so different from guiding families through fi…

1
Spending vs Saving: Tools for Couples to Align Money Values and Find Harmony with Dr. Jennifer Dragonette 39:52

6M ago39:52

39:52

Do you ever feel like you and your partner speak different languages regarding money? You're not alone. Our resident psychologist, Dr. Jennifer Dragonette, is back for a conversation that's equal parts practical, personal, and surprisingly fun. We're talking about the classic clash between spenders and savers—why it happens, how to navigate it, and…

1
#48 The Independent Thinker 1:02:58

6M ago1:02:58

1:02:58

Dave Iben is the founder and CIO of Kopernik GlobalInvestors, a $6bn global value investment shop which prides itself on independent thought and is comfortable with contrarian positions. Steve invited Dave on the podcast because at a recent NewYork conference, Dave was cheerleading that value was back, and Steve wanted to discuss the rationale for …

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The National Insurance Increase - Beyond the Balance Sheet 20:02

6M ago20:02

20:02

In this debut episode of Beyond the Balance Sheet, Katie Collin tackles one of the most pressing issues currently facing GP practices — the Employer’s National Insurance increase taking effect from April 2025. Katie breaks down: What the change actually means for practices Why the cost increase is significantly higher than it appears Who will be hi…

1
Tariffs, Taxes & Tumult: What Investors Need to Know This Summer 11:40

6M ago11:40

11:40

As summer heats up, two words are dominating headlines: the "Big Beautiful Bill" and—still hanging around—tariffs. In this episode, I break down: · What's really inside the new tax legislation · Why tariff uncertainty is rattling corporate decision-making · How political theater might spike volatility (just in time for the 4th of July) · Why long-t…

1
Everything You Wanted to Know About Investing in Farmland but Were Afraid to Ask 48:34

6M ago48:34

48:34

What's the first thing you think about when you hear the term farmland? Most people have likely never thought about investing in farmland, but today, I have the perfect guest to explain why you might want to consider it. Rob Moore, general manager at AcreTrader, dives into the details of farmland investing appeal as an asset class and why it can be…

1
Aligning Assets and Liabilities The Role of Temporal Diversification 6:12

7M ago6:12

6:12

In the ever-fluctuating world of economics, navigating the complexities of investment and savings often feels like treading turbulent waters. One of the critical aspects of managing these complexities is aligning your assets to match your liabilities for long-term financial stability. Whether you're planning for retirement, saving for a child's col…

1
Behind the Scenes at the White House: The Emotional Impact of Life Transitions 57:30

7M ago57:30

57:30

What if you had a front-row seat to the world's stage in the Oval Office? Sounds like a cool gig. But what if it required giving up much of your personal life? I welcome back former AP White House correspondent Ben Feller for a candid conversation about the evolving landscape of the media, the importance of journalistic integrity, and the personal …

1
Helping Families Navigate Financial and Emotional Worries 8:24

7M ago8:24

8:24

There feels like a pervasive nature of worry in today's world, particularly in politics, financial markets, and emotional well-being. Now more than ever, we need to understand our emotional needs and what we are seeking out for advice. Are we seeking advice that is personal or financial? Are we looking to be heard? Or do we want to feel comforted i…

1
#47 The Relentless Improver 1:24:48

7M ago1:24:48

1:24:48

Gary Channon is one of the UK’s better known valueinvestors. He runs a value fund, a closed-end fund and a private equity vehicle. He runs a highly concentrated portfolio. The top 5 positions are over 50%, and he holds no more than 15 stocks. I asked him on the podcast because he is really thoughtful about his process – he only buys stocks selling …

1
Building Bridges in Relationships: The Impact of Yes And on Understanding with Dr. Jennifer Dragonette 39:40

7M ago39:40

39:40

Have you ever had a well-meaning conversation with a spouse, friend, child, or co-worker that went sideways? What if we could help ourselves prepare for some of our most important conversations? Our resident psychologist expert, Dr. Jen Dragonette, is back with us to explore the nuances of communication in relationships, particularly focusing on th…

1
Money Can Buy Happiness: Up to a Point 9:43

7M ago9:43

9:43

Morgan Housel has inspired a great deal of my thoughts on the intricacies between money and happiness. Today, I wanted to share a personal story about the interconnectedness of money and happiness, along with five key points that challenge the conventional wisdom around wealth and satisfaction. From understanding that money provides freedom rather …

1
Your Holding Period Matters Most 12:49

8M ago12:49

12:49

What matters most when it comes to portfolio returns? Video Version Here's what it's not: who is President or the crisis of the day. From the unpredictable daily swings of the S&P 500 to the long-term probabilities of success, I cover how aligning your assets with your objectives —whether short-term or for retirement—can safeguard your financial fu…

1
#46 The Numbers Lady 1:01:13

8M ago1:01:13

1:01:13

Jennifer Wallace is a value investor. She learned her tradefrom a series of luminaries, studying under Bruce Greenwald at Columbia, before going to work for famed value investor Bob Bruce (who used to hang out with Warren Buffett). Today she is the CIO of Summit Street Capital Management, and only invests in high quality companies with modest lever…

1
Bridging the Gap Between Financial Anxiety and Reality with Dr. Jennifer Dragonette 31:57

8M ago31:57

31:57

How do you bridge the gap between the anxiety you may be feeling and the realities of your current situation? Our resident therapist, Dr. Jennifer Dragonette, explains the core principles of ACT, a behavioral therapy developed by Dr. Steven Hayes, designed to foster present-moment awareness, acceptance of reality, and cognitive diffusion. Dr. Jen m…

1
What To Do When Your Hair Is On Fire 7:13

8M ago7:13

7:13

Modern life often throws us into "hair on fire" moments where stress feels insurmountable and overwhelming. Whether it's work demands, family responsibilities, or unforeseen challenges, we all experience these times when it seems impossible to maintain balance. Understanding and preparing for these "hair on fire" periods is crucial. Communicating w…

1
Managing Anxiety in Market Meltdowns with Dr. Jennifer Dragonette 37:24

8M ago37:24

37:24

Does the current stock market volatility have you wondering what's next? It's a normal emotional response to feel anxiety or even a little bit panicked when events around you seem to be in chaos, which can apply to personal events, politics, and, yes, the stock market. Dr. Jennifer Dragonette is back to walk us through how we can navigate these per…

1
Transforming Consumer Mode to Creator Mode - Matt Zeigler 56:17

9M ago56:17

56:17

What happens when two financial advisors get together for a conversation about non-financial planning topics? A dynamic conversation that dives into current culture and the broader landscape of behavioral finance. My friend and colleague Matt Zeigler joins me for a first-of-its-kind Emotional Balance Sheet podcast episode. There was no agenda, pre-…

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