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Expat Wealth Management Podcasts

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This is an extension to my journey of being an expat, money expert and entrepreneur myself. In this newly launched podcast, we talk about what it is like living abroad, how to effectively and efficiently build wealth as an expat, how to make investments as an expat, mistakes to avoid to become financially healthy as an expat, how to become your own boss, and any other stories worth sharing. This podcast is hosted by Adam Fayed, a financial consultant specialised for expats. Adam is an author ...
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The Policy Project

Policybazaar.ae

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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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Stay informed with the latest news and trends in the UAE property market. Plus, get valuable advice and join discussions on schools, tax, medical, finance, and lifestyle. Keeping up-to-date is the key to making smart decisions.
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Everlake: Insightful Wealth Management Advice

Marc Westlake & John McNicholas (Everlake.ie)

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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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Rethink Your Money

John Hagensen

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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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In 2019, Adrian Daniels had a brainwave to launch a podcast platform to showcase Ghanaian excellence to the world. The internet is already crowded with content from Ghana: YouTube, Social Media pages, etc. However, after hosting 2x Networking Events during Christmas 2018 & 2019 in Accra for the Global African Diaspora, Adrian noticed a lack and desire for networking, whilst meeting many creatives and entrepreneurs from around the globe. In January 2020, The Sound of Accra Podcast was born. P ...
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The Pathless Path is hosted by Paul Millerd - a writer, creator, and consultant. He has conversations with freelancers, self-employed entrepreneurs, creators, and vagabonds who share their perspectives on their relationship with work, burnout, bootstrapping, indie hacking, remote work, reinvention, creativity, sabbaticals, leisure, self-employment, unconventional living, and digital nomadism. Past guests include Ali Abdaal, Russ Roberts, Kevin Kelly, Khe Hy, David Senra, Derek Sivers, Joe Hu ...
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In today’s podcast, we share some invaluable advice and insights recently provided by Nish (Anish) Devkaran regarding the advantages of engaging with a wealth management company both in the UK and in the UAE. Nish offered a comprehensive background on how such organisations can significantly assist in planning for your future, especially concerning…
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This podcast covers Damac Hills – A special thank you to Lisa van der Watt for her insights and participation. Our intention is to present a true guide—an honest and open guide—that serves to inform and assist our audience in understanding the diverse communities within Dubai. Whether you are a resident, a prospective visitor, or simply curious abo…
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On today's Friday Q&A we discuss: I've made enormous progress; how do I keep going towards FI? Should I switch states to be closer to family? What does Joshua think about Brazil? How do you handle stress and panic attacks? Enjoy! Joshua To join me on next week's show, go here: https://patreon.com/radicalpersonalfinance…
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In this podcast, we have had the pleasure of speaking with Blossom, who elucidates the intricate details of the procedure, eligibility criteria, loan-to-value ratios (LTV), anticipated timescales, and associated fees for both secondary residential properties and off-plan handover mortgages. This discussion aims to demystify the process and equip ex…
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In this episode, I have a deep conversation with Steven Foster, who opens up about his career journey from Silicon Valley to embracing a pathless life. We dive into his essay 'Commit a Career Ending Move,' reflecting on how modernity has turned careers into a form of religion. Steven shares his personal challenges, including severe health issues an…
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00:00 Intro 00:47 His UN experience for 25 years 04:03 in Afghanistan 07:40 in Iran and Laos 11:26 Would you recommend working at the UN as an expat? 18:26 Any tips or advice to younger people who want to work at the UN? 27:31 Finances and investing whilst working for the United Nations 36:37 Closing #UNFCU #UNStaff #UNcareers #UNjobs #UNDP #workin…
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Our intention is to present a true guide—an honest and open guide—that serves to inform and assist our audience in understanding the diverse communities within Dubai. Whether you are a resident, a prospective visitor, or simply curious about the city's multifaceted character, these guides will offer valuable insights to enrich your experience. We e…
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For many UAE residents, a car is more than just a vehicle — it’s an extension of home. From gym kits and kids’ school bags to weekend plans, we carry a lot more than just ourselves. But when an accident happens, the stress isn’t only about the car — it’s the claims, the paperwork, the garages, and the delays. In this episode of The Policy Project P…
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Today, we cover the crucial aspects of renting and letting property from both the tenants’ and landlord’s point of view and Legal Cover services to assist here, along with general legal help, including help with Ejari agreements and Sales Purchase Agreements (SPA). Navigating the complexities involved in these processes can often be challenging, an…
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On today's live Q&A we discuss: 1:00 I made a bunch more money this year; how do I lower my tax bill? 28:07 Why should I do family planning before I do financial planning? If you'd like to join me on next week's Q&A show, join here: https://patreon.com/radicalpersonalfinance Enjoy! Joshua
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Here’s a truth we often forget: our family’s financial security is only as strong as the plans we make today. In the UAE — where opportunities meet uncertainty — global shifts, inflation, and unexpected life events can leave families vulnerable if they’re unprepared. That’s where smart financial planning with the right mix of protection and growth …
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Today, I wish to share with you an insightful discussion regarding medical insurance in the UAE, featuring Ramzi Ghurani from Petra Insurance Brokers. This detailed overview addresses important aspects such as pre-existing conditions, prescriptions, and emergency cover, providing invaluable hints and tips for navigating the complexities of securing…
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Mark Morris has consulted for the OECD, EU, German Parliament, and German Green Party. He specializes in setting up structures that are more sophisticated than the typical trust and foundation. 00:00 Intro 00:22 Mark’s background 03:00 What is FATCA (Foreign Account Tax Compliance Act ), CRS (Common Reporting Standard) and CARF (Crypto-Asset Report…
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In today’s podcast, we share valuable insights regarding the process of selecting an international school for your child, particularly within the vibrant educational landscape of Dubai and Abu Dhabi. Recently, we had the opportunity to discuss the excellent assistance provided by Lauren Hughes from Ed-SG. Lauren Hughes guidance encompasses consider…
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I recently had an in-depth discussion with Grant Kirk from The Synergy Group concerning the establishment of a company in the United Arab Emirates. During our conversation, we thoroughly explored the various company formation options available, along with the detailed processes involved in setting up both the company and the corresponding bank acco…
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What happens if your paycheck stops tomorrow? 💭 In this episode of The Policy Project Podcast, we uncover why Income Protection Insurance is a must-have in the UAE — and how it helps safeguard your lifestyle, financial commitments, and family’s security when you’re unable to work. 🎙️ Guest: Atul Kathuria, Business Head – Life Insurance at Policybaz…
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I recently had an in-depth discussion with Grant Kirk from The Synergy Group regarding the various visa options available for business and residential purposes in the UAE. Our conversation covered a broad spectrum of visas, including the investor visa, retirement visa, and the renowned Golden Visa. As you may be aware, relying solely on Google for …
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With Lisa van der Watt from CSP Group and Karlijn Jacobs from Expat Valley. We discuss family support services on offer and how important this is when considering an international relocation with a family. As we discussed, facilitating a smooth transition for children and their families is crucial to ensuring they not only adapt but also thrive bef…
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Healthcare costs in the UAE are climbing fast — but so are the innovations in health insurance. In this episode, host Malvika talks to Toshita Chauhan, CBO General Insurance at Policybazaar.ae, about how modern health plans are changing the game with instant claims, global coverage, and built-in wellness benefits. We also answer real questions from…
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Over the last 30 years, Warren has helped his clients, mainly Canadian and American expats, to make the best possible financial decisions by focusing on creating an International Tax and Investment Plan. Since 2009, he has been mainly based in Panama. 00:00 Intro, Warren’s journey 03:18 Panama’s development 08:04 Why Panama? Taxes in Panama and Can…
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Today, I am delighted to present to you exclusive details regarding a remarkable super-prime residential development situated in the prestigious Dubai Canal area – The Muraba Veil. We are joined by Mr. Eoghan Flanagan from Muarba to tell us more. This exceptional development represents the epitome of luxury living, combining cutting-edge design, un…
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📌OFFERS TRY WORKSPACE GLOBAL FOR FREE FOR 7 DAYS: https://bit.ly/3Frl14A FREE 15 MINUTE CALL WITH ADRIAN: https://bit.ly/3ZuVZrP SIGN UP TO OUR FREE NEWSLETTER: https://thesoundofaccra.com/newsletter Workspace Global has an ambitious goal: to empower 100,000 startups and hire 25,000 creatives by 2030, using the power of AI, Africa’s creative talent…
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This milestone edition of The Policy Project is extra special. For our 50th episode, we’re joined by none other than Neeraj Gupta, CEO of Policybazaar.ae, as host. In this episode, Neeraj takes us on a journey through the pillars of true financial security — from building financial independence to understanding the power of investing, and why Term …
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The Do's & Don'ts, which aims to provide comprehensive guidance on the various laws and cultural norms you may encounter when visiting or doing business in Dubai. This episode will be presented in collaboration with Lisa from the CSP Group, who brings a wealth of expertise in cultural awareness. Dubai is a fascinating city, rich in tradition yet ra…
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Click here to watch a video of this episode. Mentioned in the episode Andrew Taggart’s website Pathways to the Dao (Andrew’s Substack) Leisure: The Basis of Culture by Josef Pieper Secular Monks (article by Andrew Taggart) Why Buddhism is True by Robert Wright Pierre Hadot (Philosophy as a Way of Life) The Pathless Path by Paul Millerd (00:00) - In…
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I took questions from people for episode 200. Enjoy! Click here to watch a video of this episode. (00:00) - Introduction and Podcast Background (03:28) - Future of Education and Teaching (05:49) - Thoughts on Being a Prophet (06:29) - Current Pulling Forces and Changes (08:50) - Special Hardcover Edition Plans (10:25) - Managing Financial Anxiety (…
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During the episode, we explored a range of expenses, including rent, household bills, utility costs, fuel prices, and entertainment options. Our conversation features Lisa Van der Watt from the CSP Group, whose expertise provides a thorough understanding of the financial considerations one must account for when residing in these vibrant cities. Fur…
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📌OFFERS A FREE V-POWER HOUR OF COACHING: https://bit.ly/4kQhNqb BOOK A FREE 15-MINUTE CALL WITH ADRIAN: https://bit.ly/3ZuVZrP GET VERONICA'S BOOK, "RISE UP, GOLD DUST QUEEN": https://amzn.to/4kL6PSW FREE 15 MINUTE CALL WITH ADRIAN: https://bit.ly/3ZuVZrP SIGN UP TO OUR FREE NEWSLETTER: https://thesoundofaccra.com/newsletter In this clip, Veronica …
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Kenneth is a wealth planner at Keystone Legacy Advisory in Singapore. He is specialised in estate planning and wealth distribution. 00:00 Highlights 00:47 Intro 01:05 Kenneth’s journey and what he does 04:40 Changes in Singapore 08:33 Trusts and wealth preservation 12:08 Trusts vs Pre-nups 14:38 Trusts and estate planning 16:14 The biggest fears pe…
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In this episode, we cover what supermarket options you have in Dubai with Lisa (@Lisa van der Watt) from the CSP group, who has lived in Dubai for 22 years and comes from South Africa. Thank you for listening, and please do support by following and sharing this with your network. This may also be a good time to follow our social media and sign up f…
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In this episode, I talk with Dennis Owen about his journey from a long career in the airline industry to building a purposeful and active retirement in Chiang Mai, Thailand. Dennis shares how he intentionally “retired to” a new life filled with volunteering, consulting, and community involvement, rather than just leaving work behind. We discuss the…
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In this episode, we cover various transport options available in Dubai and Abu Dhabi, from cars, rail, metro, taxis and river boats available now and in the future with Lisa (@Lisa van der Watt) from the CSP group. Thank you for listening, and please do support by following and sharing this with your network. This may also be a good time to follow …
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The word caregiver is often used in the same context as mothers. But don’t the caregivers themselves deserve care and support? Maternity Health insurance isn’t just about saving medical bills on delivery but providing peace of mind to budding moms who are about to embark on the most beautiful journey in the world! In the latest episode of The Polic…
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📌OFFERS DISCUSS YOUR FINANCIAL GOALS WITH MIKE (30 MINS FREE CONSULTATION) : https://calendly.com/mgdonkor/letstalk REGISTER INTEREST FOR PROSWAP (BUILD NETWORK, EXCHANGE SKILLS): https://proswap.fillout.com/t/xkegA7fyRPus BOOK A FREE 15-MINUTE CALL WITH ADRIAN: https://bit.ly/3ZuVZrP SIGN UP TO OUR FREE NEWSLETTER: https://thesoundofaccra.com/news…
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An introduction from Lisa from the CSP group (relocation company) on her journey 22 years ago, coming from South Africa to the UAE, and some of her stories are shared. Today we briefly discuss the schools and how important it is to plan early so you can secure your children's school placement. Thank you for listening, and please do support by follo…
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00:00 Highlights 00:25 Intro 00:44 His journey as an expat 02:02 Being in Kurdistan during the rise of ISIS 04:31 Matt’s career overseas 07:56 Adapting to different cultures 14:16 Changes in Saudi Arabia 20:30 Living and working in Saudi Arabia 23:04 Plans for the future 28:01 Staying in a place for too long 30:30 Learning languages when you are ab…
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