With the silly season over and the return to work period just around the corner for most, tune in to a podcast from those within the advice community to get you in the right headspace for the year ahead.
Challenge the Standard in Financial Advice
Nathan Fradley (Independent financial adviser) and Jordan Vaka (PlanningSolo)
Hosted by two financial advisers, this podcast discusses a spectrum of topics from across the financial advice profession, ranging from legislation to the professional year to boosting efficiency and everything in between. Whether they are joined by a guest or it’s just the two of them, listeners are almost guaranteed to learn something and have a laugh.
Our episode recommendation: CSLR with Phil Anderson
Click here to check out the show.
My Risk Adviser
Phil Thompson (Skye Wealth)
Though produced through a risk advice lens, this podcast tackles the big issues impacting the advice profession, bringing in industry experts to share their insight on the risk space, running an advice business and working in other specialist areas.
Episode recommendation: The life insurance conversation advisers need to have – with Peter Stathis
Click here to check out the show.
Retire Right
Martin McGrath (Financial Edge Group) and Glen James
This show covers everything about retirement planning. While aimed more at clients than advisers, Retire Right gives valuable insight into super strategies, managing life insurance, maximising tax benefits and much more.
Episode recommendation: Elder abuse: what are the signs & what to do
Click here to check out the show.
Money & a Good Life
Ryan Watson (Tribeca Financial)
While newer to the scene, this podcast balances actionable money tips with deep conversations about the emotional aspects of managing finances, giving advisers some solid insights that could help them and their clients develop a healthier relationship with money.
Episode recommendation: Money anxiety with Brad McEwan
Click here to check out the show.
Your Money Story
Dawn Thomas (The Wealth Designers)
Shining a light on the diverse faces of the financial advice profession, this podcast tackles the big issues, bringing in guests to have raw conversations and shine a light on women, LGBTQIA+ and multiculturalism within the advice community.
Episode recommendation: Fix the system, not women – Lacey Filipich
Click here to check out the show.
