Adam Turk's guest appearances

Adam Turk

XY Adviser

Shares for Beginners

Ensombl Advice Australia

Vanessa Stoykov

Chris Brycki

Vince Scully

Jess Brady

Adele Martin

Davina Poletto

Andrew Debono

Scott Parry

Muneesh Wadhwa

Kath Cairns

Benjamin Marshan

Nick Lennox

Amie Baker

Julian Plummer

Geoff Wilson

OwlTail

Well this was an unexpected chat. I had my list of questions which we both ignored while Adam explained risk management. Adam Turk is the CEO of Harbourside Capital and he generously explained how they have a process of choosing shares to invest in while managing the risk that they will be wrong at times. I met Adam on Twitter where we both seem to follow the same FinTwitterers and laugh at the same bad finance jokes.Episode Blog Post: https://www.sharesforbeginners.com/blog/adamturkHarbourside Capital's mission is to provide individual investors and Advisors with innovative investment solutions focused on performance, transparency and delivered with integrity.http://harboursidecapital.com.au/Adam on Twitter: @AdamDTurk"I think as humans, we struggle with the concept of not being wrong. Our whole education system, our whole life is built around our sense of self and to be valued for your opinion. Maybe that's something we should start teaching kids, that failure is all part of the process. And failure is a natural thing. When you really understand that it changes your outlook." Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Well this was an unexpected chat. I had my list of questions which we both ignored while Adam explained risk management. Adam Turk is the CEO of Harbourside Capital and he generously explained how they have a process of choosing shares to invest in while managing the risk that they will be wrong at times. I met Adam on Twitter where we both seem to follow the same FinTwitterers and laugh at the same bad finance jokes.Episode Blog Post: <a href="https://www.sharesforbeginners.com/blog/adamturk" rel="noopener noreferrer nofollow" target="_blank">https://www.sharesforbeginners.com/blog/adamturk</a>Harbourside Capital's mission is to provide individual investors and Advisors with innovative investment solutions focused on performance, transparency and delivered with integrity.<a href="http://harboursidecapital.com.au/" rel="noopener noreferrer nofollow" target="_blank">http://harboursidecapital.com.au/</a>Adam on Twitter: @AdamDTurk"I think as humans, we struggle with the concept of not being wrong. Our whole education system, our whole life is built around our sense of self and to be valued for your opinion. Maybe that's something we should start teaching kids, that failure is all part of the process. And failure is a natural thing. When you really understand that it changes your outlook." Portfolio tracker <a href="https://www.sharesight.com/sharesforbeginners/?utm_source=aff-sharesforbeginners&amp;utm_medium=affiliates&amp;utm_campaign=aff-sharesforbeginners" rel="noopener noreferrer nofollow" target="_blank">Sharesight</a> tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at <a href="https://www.sharesight.com/au/sharesforbeginners" rel="noopener noreferrer nofollow" target="_blank">https://www.sharesight.com/au/sharesforbeginners</a>Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Adam Turk - Accept Failure, Manage Risk

There has been plenty of discussions as well as some confusion in the XY community around QROPS. What is it (really) and how do we help our UK expat clients in this space compliantly? So to go beyond just the nuts and bolts of it all, we went straight to the source and invited Adam Turk (@adamdturk) – UK Expat and CEO of Harbourside Capital (www.harboursidecapital.com.au/) into the studio to give us the lowdown. Aside from getting the ‘everything you need to know about QROPS’ spiel, this episode also explores (and debates) Best Interest Duty, holistic advice against vertical integration, important changes coming for anyone using an MDA and Adam’s take on passive investing.  Let the debate begin….  XY Adviser Online Training Platform  - https://www.xyadviser.com General Disclaimer - https://www.xyadviser.com/disclaimer/   This podcast has been brought to you by Zurich Life &amp; Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it. They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

There has been plenty of discussions as well as some confusion in the XY community around QROPS. What is it (really) and how do we help our UK expat clients in this space compliantly? So to go beyond just the nuts and bolts of it all, we went straight to the source and invited Adam Turk (@adamdturk) – UK Expat and CEO of Harbourside Capital (www.<a href="http://harboursidecapital.com.au/" rel="nofollow" target="_blank">harboursidecapital.com.au/)</a> into the studio to give us the lowdown. Aside from getting the ‘everything you need to know about QROPS’ spiel, this episode also explores (and debates) Best Interest Duty, holistic advice against vertical integration, important changes coming for anyone using an MDA and Adam’s take on passive investing.  Let the debate begin…. XY Adviser Online Training Platform  - <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com</a> General Disclaimer - <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a> This podcast has been brought to you by Zurich Life &amp; Investments (<a href="http://www.zurich.com.au" rel="nofollow" target="_blank">www.zurich.com.au</a>), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it. They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

#99 QROPS Explained, MDA Changes and Best Interest Duty with Adam Turk