Eclipse Wealth Podcast
Eclipse Wealth Podcast
Podcast Description
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you're just getting started or well on your way, there's something here for you.
Podcast Insights
Content Themes
The podcast focuses on essential wealth management topics, including investment philosophies, risk management, active versus passive investments, and the financial planning process through its series called The Client Journey. Episodes delve into key stages of financial planning, offering insights and real-life experiences from clients and professionals, such as investment decision-making and asset allocation strategies.
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you’re just getting started or well on your way, there’s something here for you.
In this episode, investment professionals Ian Goodchild and James Clark discuss the significance of time in the market versus timing the market. They explore historical lessons, the importance of patience, the impact of changing life expectancies on investment strategies, and the power of compounding. The conversation emphasizes the need for long-term investment strategies, the challenges of market volatility, and the pitfalls of trying to time the market. The episode concludes with practical advice for investors to stay the course and remain patient in their investment journeys.
Takeaways
Time in the market is more beneficial than trying to time it.
Historical patterns in the market can inform current investment strategies.
Investors should consider their time horizons, especially with increasing life expectancies.
Starting to invest early can significantly enhance returns due to compounding.
Compounding interest is a powerful tool for long-term wealth accumulation.
Market volatility is normal and can present opportunities for investors.
Patience is crucial; emotional reactions can lead to poor investment decisions.
Market timing is extremely difficult and often leads to missed opportunities.
Investors should focus on their long-term strategies rather than short-term fluctuations.
Investing regularly, such as through dollar-cost averaging, can mitigate risks.
- Episode 5 Link to Reading references on Dropbox – We make reference to these 3 articles during Episode 5 and listeners may downlode them to read with kind permission of the following firms.
JP Morgan Asset Management
Fidelity Asset Management
Charles Schwab - Direct link to JP Morgan slides referenced on Episode 5 – This link takes you to the JP Morgan Asset Management website and a short document entitled “Principles for successful long-term investing .”
In this course of this episode 5 of the podcast we make reference to some of the slides shown in this document. These slides are shared for educational purposes only and copyright is with JP Morgan.
- Reference Slides for Episode 5 – In this podcast we make reference to some charts and research provided by the following financial institutions:
– JP Morgan
– Fidelity
– Charles SchwabWe have been given permission to share these with our listeners on the podcast and you can view these as PDF files from our Dropbox folder by clicking on this link
Chapters
00:00 The Importance of Time in the Market
03:10 Learning from History
04:18 Changing Time Horizons
06:02 The Power of Compounding
08:51 Long-Term Investment Strategies
11:03 Navigating Market Volatility
13:35 The Role of Patience in Investing
19:25 The Pitfalls of Market Timing
23:37 Understanding Investor Behavior
28:27 Case Studies in Investment Strategies
34:13 Final Thoughts on Investment Success
- Episode 5 Link to Reading references on Dropbox – We make reference to these 3 articles during Episode 5 and listeners may downlode them to read with kind permission of the following firms.
JP Morgan Asset Management
Fidelity Asset Management
Charles Schwab - Direct link to JP Morgan slides referenced on Episode 5 – This link takes you to the JP Morgan Asset Management website and a short document entitled “Principles for successful long-term investing .”
In this course of this episode 5 of the podcast we make reference to some of the slides shown in this document. These slides are shared for educational purposes only and copyright is with JP Morgan.
- Reference Slides for Episode 5 – In this podcast we make reference to some charts and research provided by the following financial institutions:
– JP Morgan
– Fidelity
– Charles SchwabWe have been given permission to share these with our listeners on the podcast and you can view these as PDF files from our Dropbox folder by clicking on this link
Useful links:
Connect with Max Weatherby on LinkedIN
Connect with Ian Goodchild on LinkedIN
Connect with James Clark on LinkedIN
Visit the Eclipse Wealth Podcast website
None of the ideas expressed on this podcast constitute financial advice and we strongly encourage anyone listening to consult with a qualified independent financial adviser before making any investment decisions on their own account.
The Eclipse Wealth Podcast is delivered by Eclipse Private Office which is a trading style of Peregrine & Black Investment Management Limited who are authorised and regulated by the Financial Conduct Authority here in United Kingdom.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.