Best Aden Wilkins Podcasts (2025)

1
Predictions that (probably) won't happen in 2025 46:37

5d ago46:37

46:37

Aden and David discuss their predictions for what likely won't happen in 2025. They dust off the crystal ball and share 10 forecasts that probably won't come true, including the unlikelihood of getting rich quick, accurately predicting market risks and opportunities and the ineffectiveness of Trump's tariffs. Aden and David provide insights on the …

1
The retirement journey of a sexual health physician (with Dr. Lewis Marshall) 44:19

12d ago44:19

44:19

David is joined by special guest Dr. Lewis Marshall, a longtime client of Capital Partners and his financial adviser, David Rossbach. Dr. Lewis Marshall looks back on his time as a doctor and his journey into retirement. He stresses how crucial it is to plan your finances, keep up with friends and family, and dive into hobbies you enjoy. Dr. Marsha…

1
Index funds, ETFs and the dark side of financial planning (with Laura Tarbox) 30:05

26d ago30:05

30:05

Aden and David sit down with Laura Tarbox, founder of Tarbox Family Office in Newport Beach, California. Laura shares her journey from the "dark side" of the financial industry to building a successful fee-only, fiduciary-focused firm. She discusses the challenges her clients face, such as passing on wealth and values to the next generation, managi…

1
Philanthropy, legacy planning and getting your family involved (with Denise Cheng) 25:05

1M ago25:05

25:05

Join Aden as he sits down with Denise Cheng, Equity Trustees' national Manager of Active Philanthropy, who shares her expertise on the transformative world of structured giving and philanthropy. Discover how you can become a philanthropist, regardless of your wealth level, and learn about the growing movement of "Doubling Structured Giving" in Aust…

1
The making of a managing director | Charmaine Lamprecht's story 38:44

1M ago38:44

38:44

Join Aden, David and Capital Partners newly appointed managing director Charmaine Lamprecht, as they unpack their thoughtful approach to succession planning. Hear Charmaine's inspiring journey from a curious traveller to a key team leader and how she and David have meticulously built a culture and team to ensure a seamless transition. Discover the …

1
Episode 29 | Looking back at 2024 29:44

2M ago29:44

29:44

Aden and David reflect on the key milestones and events of 2024. They discuss the firm's growth, team achievements, and personal milestones, as well as provide insights into the performance of financial markets and global events over the past year. The hosts also share their gratitude for their clients and listeners and encourage everyone to adopt …

1
How will Donald Trump impact global share markets? 42:01

2M ago42:01

42:01

Aden Wilkins is joined by Capital Partners founder David Andrew and investment coordinator Nick Menegola to unpack the outcomes of the Trump presidency and the 2020 US election. They discuss key policy proposals from the Trump administration, including trade, immigration, fiscal policy, and their potential impact on inflation and the US economy. Th…

1
Episode 27 | How AI can enhance our lives (with Hannah Hardy-Jones) 45:47

2M ago45:47

45:47

Join Aden, David, and special guest Hannah Hardy-Jones from Contented AI as they explore the transformative potential of artificial intelligence (AI) and how it is reshaping businesses and the workforce. Discover practical applications of AI, the economic and workforce implications, and the importance of balancing innovation with privacy and securi…

1
Episode 26 | Why you need personal insurance 33:19

2M ago33:19

33:19

In this episode, Aden is joined by David Andrew and wealth adviser Michael Hayward to explore the often overlooked but critical role of personal insurance in a well-rounded financial plan. From life insurance to trauma and income protection, they discuss how these "necessary evils" provide a safety net for families facing unexpected health events o…

1
Episode 25 | Longevity risk and how to ensure you have enough 43:47

3M ago43:47

43:47

Aden and David discuss the importance of longevity risk - the possibility of outliving your investment assets in retirement. They explore how life expectancies have changed over time, the concept of a "longevity mindset", and the challenges of balancing spending versus saving. They also cover the tools and frameworks that Capital Partners uses to h…

1
Episode 24 | How to avoid the entitlement trap 36:22

3M ago36:22

36:22

In this episode, Aden and David explore the critical issue of entitlement within affluent families. They are joined by wealth advisers John Ryan and Milena Konig to unpack the definition of entitlement, how it has evolved across generations, and the key role of family values and storytelling in developing a stewardship rather than an entitlement mi…

1
Episode 23 | Should I just be investing in the S&P 500? 37:31

4M ago37:31

37:31

In this episode, Aden and his guests dive into a common investment question: "Why not just stick to an S&P 500 ETF and a bond ETF?" Featuring insights from Nick Menegola and Dr. Steve Garth, they explore the importance of diversification, balancing growth and defensive assets, and why investing in global markets—including Australian shares—can offe…

1
Episode 22 | 25 years of Capital Partners 36:12

4M ago36:12

36:12

In this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary. David reflects on the entrepreneurial journey that led him to establish the firm, the values that have guided its success, and the lessons learned along the way. From humble beginnings in 1999 to …

1
Episode 21 | How to start planning for retirement 20:49

5M ago20:49

20:49

In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning. They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the co…

1
Episode 20 | What remains the same in an ever-changing world? 39:39

5M ago39:39

39:39

In this episode, Aden and David discuss key concepts from Morgan Housel's book "Same as Ever" that remain constant even in an ever-changing world. They explore the idea that risk is often unforeseen, and the power of small, consistent habits compounding over time. The hosts also examine how expectations impact happiness more than reality itself. Da…

1
Episode 19 | How to create a legacy plan (Wealth With Purpose part 5) 31:43

6M ago31:43

31:43

This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the next generation be successful. They discuss carving out time for strategic thinking, focusing on family, e…

1
Episode 18 | What makes a successful business owner Part 2 34:53

6M ago34:53

34:53

In this episode, we explore insights from a study of 50 successful business owners in Western Australia. Discover the key mindsets and strategies that enabled these entrepreneurs to achieve remarkable success, both professionally and personally. Learn about the importance of continuous growth, transitioning from "lone wolf" to "pack leader", buildi…

1
Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4) 37:38

7M ago37:38

37:38

In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them. David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out…

1
Episode 16 | End of financial year market update 49:39

7M ago49:39

49:39

In this episode of The Purposeful Investor, hosts' Aden and David sit down with Investment Coordinator Nick Menegola to discuss the key factors that shaped the 2023-2024 financial year and how they played out in investment markets. The conversation covers the ongoing battle against inflation and interest rates, the surprising resilience of the glob…

1
Bonus | Steven Boyce on what makes a successful business owner 42:48

7M ago42:48

42:48

In this episode, Aden interviews Steven Boyce, Wealth Adviser and Principal at Capital Partners. They discuss findings from Steven's research of over 50 successful business owners into what makes them successful. Importantly, finding what all successful business owners have in common. Whether you're an entrepreneur looking to enhance your business …

1
Episode 15 | The importance of strategic planning (Wealth With Purpose part 3) 32:29

8M ago32:29

32:29

In this episode, Aden and David chat about strategic planning for wealth. David explains why having a plan is crucial to tilting the odds of fairness in your favour. He discusses the key outcomes a strategic plan should deliver, such as being on track to achieve your goals and maximising available cash flow. David also stresses the importance of mi…

1
Bonus | Property Market Update 24:27

8M ago24:27

24:27

This episode of The Purposeful Investor provides an update on the hot Perth property market. Lachlan Delahunty from Performance Property shares his insights on the current conditions, discussing high demand, low stock levels, and multiple offers being common. He explains how property market cycles typically work, with periods of growth and stagnati…

1
Episode 14 | Wealth With Purpose Part 2 - Start with your why 27:25

9M ago27:25

27:25

In this episode of The Purposeful Investor, David discusses the importance of understanding a client's "why" before developing a financial plan. He explains how exploring your values, goals and priorities helps ensure the plan supports how you want to live your life with meaning and purpose. (00:13 - 01:56) "Win of the week" segment (01:56 - 06:06)…

1
Episode 13 | Three key complexities of wealth management 30:54

9M ago30:54

30:54

In this episode, Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth. Beginning with a client's inquiry into Australia's net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to …

1
Episode 12 | Wealth With Purpose Part 1 31:03

10M ago31:03

31:03

In this episode of The Purposeful Investor, Aden and David delve into the inspirations behind David's book, Wealth with Purpose. David shares his desire to transform financial advice by moving the emphasis from mere products and performance to a more meaningful focus on values, goals, and priorities. (0:00:01 - 0:07:42) David's frustration with tra…

1
Episode 11 | Quarterly market update 2024 36:53

10M ago36:53

36:53

Ever wondered how financial experts navigate the unpredictable tides of the market? This episode shines a light on the complexities of the first quarter's financial landscape with insights from David and our investment coordinator, Nick Menengola. Together, they unravel current market trends, dissect the strategies that hold the fort during tumultu…

1
Episode 10 | What does sustainable investing involve? 31:50

11M ago31:50

31:50

In this episode, Aden and David dive into the important topic of sustainable investing. They explore how Capital Partners approaches this area, especially after a client raised concerns about their investments in fossil fuel companies. This discussion highlights the firm's commitment to aligning investment strategies with clients' values and enviro…

1
Bonus | Is it possible to time the market? 21:17

11M ago21:17

21:17

In this bonus episode, Capital Partners ' investment experts, Steven Boyce and Nick Menegola discuss all things market timing. Every day the financial media has stories about either impending doom or unbridled optimism for the stock market. Not surprisingly, many investors get the urge to move their asset allocations around based on these stories i…

1
Episode 9 | Why women make better investment decisions 27:31

12M ago27:31

27:31

In this episode, Aden is joined by Capital Partners' senior wealth adviser and principal Kathryn Creasy to discuss the recent gender pay gap report and how women are lagging behind men in areas like superannuation and financial literacy. Touching on sobering statistics, Kathryn also shares hopeful data that shows younger generations of women are mo…

1
Episode 8 | How to navigate market uncertainty 34:33

12M ago34:33

34:33

In this episode, hosts Aden Wilkins and David Andrew discuss navigating uncertainty in share markets from a long-term perspective. They provide statistics showing the dangers of market timing, with David sharing his experience of the Global Financial Crisis and how they coached clients through volatility. They discuss building portfolios with enoug…

1
Episode 7 | Ambition in retirement 42:38

1y ago42:38

42:38

Aden Wilkins speaks with David Andrew, Founder of Capital Partners, to discuss redefining ambition during retirement. They discuss how retirement planning conversations often focus only on financial security, yet true prosperity is about living one's best life. Aden and David explore how ambition naturally shifts away from career goals as we age an…

1
Episode 6 | What's your money personality? 35:57

1y ago35:57

35:57

Join your hosts, David and Aden, as they discuss the fascinating world of money personalities and how understanding each other's differences is crucial for achieving financial success. David and Aden explore the eight different mindsets people have about money, with a special focus on the Family Guardian personality. (00:04:48) Understand money per…

1
Episode 5 | Business succession planning 41:33

1y ago41:33

41:33

Aden Wilkins and David Andrew define succession planning as the process of transitioning ownership of a business over time. This can take different forms such as an internal succession, a sale of the business, or transferring it to family. David emphasises the importance of considering whether the strategy is to "harvest" the business through sale …

1
Episode 4 | The evolution of investing 43:45

1y ago43:45

43:45

This week, Aden speaks with Capital Partners Founder and CEO, David about the evolution of investing from the early 20th century to the present day. They discuss the three major phases - Investing 1.0 which saw stock picking dominate the market in the 1950s and 60s limited by a lack of historical data and computing power. The rise of index funds in…

1
Episode 3 | Why progress meetings matter 42:19

1y ago42:19

42:19

Aden and David discuss the importance of progress meetings between financial advisers and their clients. Progress meetings allow advisers to check in on clients' financial plans, goals, investments, and estate plans to ensure they are on track. They explore what is discussed in a typical progress meeting, including reviewing clients' net worth stat…

1
Episode 2 | What to expect from 2024 32:47

1y ago32:47

32:47

In this episode, host Aden Wilkins speaks with Capital Partners founder David Andrew about what investors can expect from financial markets in 2024. They discuss the major events of 2023, including China relaxing COVID restrictions, bank problems in the US, and strong returns in global equity markets by the end of the year. David and Aden analyse t…

1
Episode 1 | The 'why' behind Capital Partners 37:29

1y ago37:29

37:29

This episode of The Purposeful Investor podcast provides an introduction to Capital Partners Private Wealth Advisers, a wealth management firm based in Perth, Australia. Co-hosts David Andrew and Aden Wilkins discuss their motivations for starting the podcast and share "life's little wins" from their careers. David recounts founding Capital Partner…

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