Best Jordan Vaka Podcasts (2024)

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#447 Jordan Vaka 28:55

2h ago28:55

28:55

Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience. Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/…

1
Investment Podcast #12 - Longevity Risk 41:10

5h ago41:10

41:10

In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implicati…

1
AdviceTech Podcast #85 - Redefining the Delivery of Financial Planning Services Using Research 37:56

2h ago37:56

37:56

In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Compl…

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4. Being an Executor with David Patkin 1:04:20

4h ago1:04:20

1:04:20

Being an executor is - despite what your late partner may have told you - a serious, significant and time-consuming job. And that's just for a 'simple' estate. Throw in any complexity - a self-managed super fund, companies, investments - and you've got your work cut out for you. Which is why Jordan's invited David Patkin along. An experienced estat…

1
AdviceTech Podcast #84 - FinTalkr 56:39

2h ago56:39

56:39

In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time. James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho…

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#446 Stephen Price 37:59

6h ago37:59

37:59

Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events. Stephen Price LinkedIn…

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3. The Mechanics of Testamentary Trusts with Claire Stollery 49:48

1h ago49:48

49:48

This episode of Life, Loss & Legacy is all about testamentary trusts, so Jordan's speaking with solicitor Claire Stollery - partner at Tony Kelly Lawyers, and an expert in the field. Claire outlines: What a testamentary trust actually is The benefits of having one The steps new trustees need to be aware of as they administer the trust Who's who in …

1
Investment Podcast #11 - Active ETFs 46:37

7h ago46:37

46:37

This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing rang…

1
AdviceTech Podcast #83 - Kiandra 1:08:44

1h ago1:08:44

1:08:44

This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness". Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincoop…

1
#445 Anthony McInnes 37:13

6h ago37:13

37:13

Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings. Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ Absolute Wealth Advisers Website: https://www.absolute.syd…

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The Growth Formula #1 36:04

11h ago36:04

36:04

In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions. Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/eli…

1
The Growth Formula #2 36:27

12h ago36:27

36:27

In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry. Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/ Yo…

1
The Growth Formula #3 37:57

12h ago37:57

37:57

In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach. Devan King LinkedIn: https://www.linkedin.com/in/devan-king/ Ikigai Wealth Website: http…

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1. The Red, Amber and Green Lights of Decision Making as a Widow 27:29

3h ago27:29

27:29

This first episode proper of the Life, Loss & Legacy series is all about decisions. The multitude of decisions you're facing now as you navigate these first few years of bereavement. The scale of decisions you're having to make. And a framework to help you categorise the many, many decisions you're facing, to help make it all a bit easier. Independ…

1
2. Estate Planning with Lucy Percy 1:03:31

23d ago1:03:31

1:03:31

This episode of Life, Loss & Legacy highlights the importance of Estate Planning. Jordan's joined by Lucy Percy, principal of Head and Heart Estate Planning, and they discuss a range of important considerations when it comes to planning how you want your estate to be distributed. Lucy's statement that a proper estate plan is the "last act of love f…

1
AdviceTech Podcast #82 - RetireMap 47:19

9d ago47:19

47:19

In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients. Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Retiremap W…

1
#444 Stefan Angelini 36:28

8d ago36:28

36:28

Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry. Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/ …

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Investment Podcast #10 - Private Credit 44:19

18h ago44:19

44:19

With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. …

1
AdviceTech Podcast #81 - MOAS 50:04

3d ago50:04

50:04

This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience. Taylor Bindon LinkedIn:…

1
#443 Abigail Gatling 38:14

1M ago38:14

38:14

Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction. Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/ Crisp Communi…

1
Impact Investing #1 29:19

1M ago29:19

29:19

In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing. Hari Balkrishna LinkedIn: https:/…

1
Impact Investing #2 39:58

1M ago39:58

39:58

Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact. Justin Medcalf LinkedIn:…

1
Impact Investing #3 37:54

1M ago37:54

37:54

In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while prov…

1
Impact Investing #4 33:36

1M ago33:36

33:36

In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris Lang, Financial Adviser and Director of Ethical Choice Investments. They talk about how impact investing has evolved from a niche concept to a more mainstream approach, how impact investing and environment investing are not one and the same, and the d…

1
AdviceTech Podcast #80 - Employment Hero 38:26

1M ago38:26

38:26

In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice thro…

1
#442 Josh Derrington 34:51

1M ago34:51

34:51

Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their inves…

1
0. Introduction to Life, Loss and Legacy 3:31

1M ago3:31

3:31

PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this introduction, independent financial adviser and series host, Jordan Vaka, explains why he's started this series, the various experts he's brought in to help and what he hopes you get out of it. With anot…

1
Engine Room Podcast #34 - Unpacked 1:02:18

1M ago1:02:18

1:02:18

In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock…

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Investment Podcast #9 - Fixed Income: Innefficiencies and Duration 48:38

1M ago48:38

48:38

In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the …

1
AdviceTech Podcast #79 - MoneyMind Profile 37:55

2M ago37:55

37:55

This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drk…

1
#441 Joel Gleeson and Paul Cupic 26:08

2M ago26:08

26:08

In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year. Joel Gleeson LinkedIn: h…

1
Engine Room Podcast #33 - Thabojan Rasiah 1:18:13

2M ago1:18:13

1:18:13

Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future…

1
AdviceTech Podcast #78 - Content Snare 42:25

2M ago42:25

42:25

This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools. James Rose LinkedIn: https://www…

1
#440 Tom McDonald 48:08

2M ago48:08

48:08

Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business. Tom McDonald LinkedIn: https://www.li…

1
Engine Room Podcast #32 - Drew Meredith 1:01:09

2M ago1:01:09

1:01:09

Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations. Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle …

1
AdviceTech Podcast #77 - FinMate AI 39:30

2M ago39:30

39:30

This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool,…

1
#439 Jackson Millan 36:17

2M ago36:17

36:17

Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice. Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-th…

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Engine Room Podcast #31 - Ben Calder and Ivana Sanzari 59:50

2M ago59:50

59:50

In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community. Calder Wealth Management Website: https://www.calderwm.com.au Ben Calder LinkedIn…

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AdviceTech Podcast #76 - Softphone & Telecomms Special 39:38

2M ago39:38

39:38

In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations. Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/ T…

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#438 Nathan Fradley 35:28

2M ago35:28

35:28

This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors. Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88…

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Great Wealth Transfer #1 40:11

2M ago40:11

40:11

In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences amon…

1
Great Wealth Transfer #2 36:28

2M ago36:28

36:28

Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this. Lukasz de Pourbaix LinkedIn: https:…

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Great Wealth Transfer #3 41:53

2M ago41:53

41:53

In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawy…

1
Great Wealth Transfer #4 44:32

2M ago44:32

44:32

In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a…

1
Engine Room Podcast #30 - Andrew and Jacqui Sherlock 59:03

2M ago59:03

59:03

In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their co…

1
AdviceTech Podcast #75 - Upworth 53:45

2M ago53:45

53:45

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future. Alex Chavotier LinkedIn: https://www.linke…

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#437 Kiera Brown 35:14

2M ago35:14

35:14

Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees. Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recruitment Solutions Website: https://fsrecruitmentsolutions.…

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AdviceTech Podcast #74 - Engagement Hub 28:37

3M ago28:37

28:37

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre. Martin Morris LinkedIn: https://w…

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#436 Baz Gardner 39:55

3M ago39:55

39:55

Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/ Learn more about Macquarie ETFs a…

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AdviceTech Podcast #73 - Workato 44:02

3M ago44:02

44:02

This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding. Luke Modlmayr LinkedIn: https://www.link…

Podcasts Worth a Listen

Jordan Vaka Podcasts

Podcasts Worth a Listen

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