Best Northern Finance Podcasts (2024)

1
What makes a good investment property? 1:02:34

3h ago1:02:34

1:02:34

Ready to make your first property investment but unsure what to look for? In this episode, Daniel breaks down the key factors that make a solid investment. Forget the hype—Daniel shares his personal checklist for identifying high-quality properties, from buying below replacement cost to ensuring the majority of value is in the land. Discover why em…

1
Borrowing Finance? How much is too much in 2024? 21:37

38m ago21:37

21:37

Are you pondering taking a very large home loan to renovate, build or buy a new house? If the size of it is making you hesitate, you're not the only one. In today's episode, I speak to a financial adviser and get a second opinion on inflation, interest rates and what everyone is spending on home loans in 2024. Plus, you'll find out how to work out …

1
What’s happening with home loans and interest rates in 2024? 14:36

17d ago14:36

14:36

Are you wondering whether it’s a good time to take out a large home loan to renovate or buy a house? In today's episode, I talk to a mortgage broker, and you'll learn what's happening with home loans and interest rates in 2024 and 2025. You'll also learn about current housing demand in southeast Queensland and which banks will support the environme…

1
Generative AI in Finance – With Darren Tedesco (Ep. 107) 39:33

18d ago39:33

39:33

How can financial advisors embrace generative AI? Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients effi…

1
How much can I borrow? Ask a Mortgage Broker 43:51

9d ago43:51

43:51

Today, we move on to the next step in the Renovate or Sell journey - Borrowing finance. You might think of mortgage brokers only for getting the best home loan rates, but they've got a lot more knowledge and value to offer than that. Loans for construction and renovation are definitely not one size fits all. When it comes to construction projects, …

1
How much do houses cost in 2024? Brisbane and Australia 35:12

8d ago35:12

35:12

Buy or Renovate? Which is more affordable? When you discover the price to build your renovation plans you may think, ‘Surely it must be cheaper to sell and buy something better instead?’ In today’s episode, I talk to a real estate agent to find out what is happening in the real estate market in 2024 in Brisbane and all around Australia, and the for…

1
Renovation Design Brief and Budget Questions? Ask a Real Estate Agent 50:48

1M ago50:48

50:48

You might think of real estate agents only for buying and selling property, but did you know that they have a heap of knowledge that can add value to your next renovation or new home project? In the previous episodes, I covered the cost of house construction to help you understand what your design ideas or your house plans might cost. In today's ep…

1
On Track for 5 Properties in 5 Years: What to Buy, When to Buy, and When Not to Buy 1:08:29

1M ago1:08:29

1:08:29

Dive into the real-life journey of navigating property purchasing, finance, and mindset shifts with this insightful podcast episode. Join us as we explore the highs and lows of purchasing property with our guests, Chad & Bronwyn, who share their firsthand experiences. Discover how unexpected challenges arose mere days after signing a contract, from…

1
Current Renovation & Construction Costs 2024: Brisbane, Queensland, Northern New South Wales, Australia 33:45

22d ago33:45

33:45

Are you looking for the current cost of renovating or building a new house in Brisbane, South East Qld or Northern NSW, Australia in 2024? In this episode you’ll find out the current square meter rates for new custom construction. I talk to a building cost estimator and find out the cost of house construction in 2024 and what's forecast to happen i…

1
What are Square Metre Rates? 18:36

2M ago18:36

18:36

If you are trying to figure out how much your renovation ideas will cost, you will have come across square metre rates. But what are they? In this episode I investigate square metre rates in detail. You will find out what they are, how they are calculated, and why building cost specialists hate using them! Welcome to the Renovation Collaborative po…

1
Building Cost Questions? Ask a Quantity Surveyor 23:36

1M ago23:36

23:36

Did you know that a quantity surveyor can give you independent building cost advice on your house plans and ideas, and help you decide whether to renovate or sell? Welcome to the Renovation Collaborative ‘On the tools’ podcast, where I interview industry experts to find out practical information to help you renovate smarter. My name is Stephanie Sk…

1
How much does it cost to Renovate? Ask a Building Cost Estimator 22:22

2M ago22:22

22:22

Do you need to know more information about the cost of house construction to help you decide whether to renovate or sell? You might typically think of obtaining building cost advice from a builder, but did you know that’s not the only option? You can also obtain independent advice on how much it will cost to build your house plans or even your desi…

1
Healthcare And Financial Planning – With Christine Simone (Ep. 106) 29:46

2M ago29:46

29:46

Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal. In this episode, Laura Gregg and David Partain talk with Christ…

1
Investing, Parenthood, and Finding Balance: Q&A with Daniel & Sophie 1:30:10

2M ago1:30:10

1:30:10

Join Sophie & Daniel for a candid conversation about balancing work, life, and investing, as we answer questions from our audience. We discuss everything from enjoying our current work-life balance to handling investment decisions when one partner is unsure. We also explore how parenthood has shifted our goals, how we keep each other accountable, a…

1
Renovate or Sell in Australia in 2024? Season 1. Trailer 3:31

2M ago3:31

3:31

Are you going in circles trying to work out whether to renovate or sell? Do you need more information about current costs to help you make the right decisions? In my first podcast season, Renovate or Sell in Australia in 2024, I tackle costs head on. I interview five trusted industry insiders to find out the latest information: about the cost of ho…

1
From Northern Beaches to Hong Kong: Adam Considine's $2.5 Million Property Journey 1:03:41

3M ago1:03:41

1:03:41

In this episode of the YPYW podcast, we’ll be chatting with Adam Considine, originally from Sydney’s northern beaches and now an expat living and working in Hong Kong for over nine years. Adam shares how his love for travel kickstarted his investment journey and how he managed to amass a property portfolio worth $2.5 million in just three years. He…

1
Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105) 26:20

4M ago26:20

26:20

Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objec…

1
Learn How to Renovate Smarter: Architect Stephanie Skyring introduces her online learning guide, Renovation Collaborative 15:32

4M ago15:32

15:32

Architect Stephanie Skyring introduces Renovation Collaborative, her new online learning guide designed to help DIY renovators find their way through the entire house design and construction process. The Renovation Collaborative website includes 11 Online Courses, podcasts with industry experts and a private community. Stephanie explains why she cr…

1
Top Property Investment Strategies to Build Wealth 55:45

5M ago55:45

55:45

In this episode, delve into the complexities of wealth creation through property investment. Our host, Daniel Walsh shares insights on navigating the current cost of living crisis and obtaining loans, while dissecting the choice between commercial and residential properties. With a focus on unraveling common misconceptions around cash flow versus c…

1
Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104) 35:03

5M ago35:03

35:03

The emerging generation of adults — particularly family business owners — are grappling with challenges and responsibilities their parents did not. In this episode, Laura Gregg speaks with Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Based on personal experience running her own enterprising family office and finding …

1
Investing Q&A with Daniel Walsh 1:04:26

5M ago1:04:26

1:04:26

In this episode of the YPYW podcast, host Daniel Walsh tackles pressing questions from listeners submitted via Instagram. Covering topics including the strategy of selling down investments to pay off the PPOR, navagating career changes while ensuring financial stability, and the age-old debate between property and shares, Daniel offers valuable ins…

1
How These Tradie Mates Made Millions in Real Estate 57:57

6M ago57:57

57:57

Join Daniel in an engaging conversation with YPYW clients and roommates Josh, Joel & Riley as they share their inspiring property investment journeys. From humble beginnings in their early 20s to building multi-million dollar portfolios, these like-minded tradies reveal how they leveraged their networks to achieve huge results to attain financial f…

1
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast 45:22

8M ago45:22

45:22

How generative AI could transform your practice. In this episode, Laura Gregg and David Partain talk with John Prendergast, co- founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of generative AI into context for advisors – and suggests how this “lazy intern” should be managed. John discusses: ● What generative AI is, how it ev…

1
Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D. 39:42

8M ago39:42

39:42

Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a s…

1
Ep 101: Why Succession Planning Is Essential – With Linda Willis 22:21

9M ago22:21

22:21

Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Manag…

1
Ep 100: What Have We Done?! 28:51

11M ago28:51

28:51

As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics. Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics conc…

1
Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag 26:06

12M ago26:06

26:06

Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solution…

1
Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig 30:27

1y ago30:27

30:27

Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice. In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and…

1
Ep 97: The Art of the Nudge – With Patrick Fagan 36:37

1y ago36:37

36:37

We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships. In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific…

1
How to Obtain and Design Your Dream Life 34:49

1y ago34:49

34:49

Creating Your Dream Life: The Truths, Habits, and Sacrifices Join us as we delve into the realities of creating your dream life. We explore the challenges faced, the importance of hard work and sacrifice, and the need for constant learning and personal growth. Discover the secrets behind designing your ideal life, including the significance of core…

1
Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George 29:51

1y ago29:51

29:51

The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changi…

1
Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue 27:36

1y ago27:36

27:36

Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advic…

1
Sean’s Success Journey

1+ y ago

—

The guys take a look at how Sean has evolved and become successful, and lessons he's learned along the way.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
Sean’s Success Journey Part 2

1+ y ago

—

Part 2 of Sean's discussion on various ways to succeed. Getting hits with YouTube versus Google.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
The Power of Conversation

1+ y ago

—

The guys discuss the power of conversation.... PLUS Paul podcasts before childbirth!By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
Knowing Your Role and Using the Joy Meter

1+ y ago

—

We talk about knowing thyself and matching your skillset to your business roles, and when to be a good #2.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
Managing Work and Family Life

1+ y ago

—

We discuss that societal elephant in the room: How to balance and manage time with family with the demands of work and entrepreneurship.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
Evolve or Die

1+ y ago

—

We talk about how businesses need to evolve to survive in today's difficult economic climate.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
SourcingOverseas.com Update

1+ y ago

—

Jay Tarpy, BST consulting candidate with a China outsourcing business called SourcingOverseas.com, joins us via Skype to give us an update. We recommend some ways for him to move things forward with his marketing.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
The Moral Dilemma In Business

1+ y ago

—

The moral dilema in business! What lengths would you go to do maintain your moral dignity in a business world.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
Hiring Salespeople for Free and Other Nuggets of Wisdom

1+ y ago

—

We talk about everything from hiring salespeople to doing baby-aggravated push-ups. Mainly, we rant.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
Marketing Your Service Business and Hot Thai Girls

1+ y ago

—

We talk about how to make your service business survive in tough economic times, and the relative merits of moving to Thailand.By friends@businesssuccesstips.org (Paul, Sean, Lee, Steve, Andreas and JC)

1
Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina 22:01

1+ y ago22:01

22:01

The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David P…

1
Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth 31:49

1+ y ago31:49

31:49

Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate … Read Mor…

1
EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow 25:24

1+ y ago25:24

25:24

It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technol…

1
See how delaying gratification helped this SA couple build a $4.2m property portfolio across three different states 42:04

1+ y ago42:04

42:04

Join Daniel and YPYW client Diana for an in-depth look at her investing journey (with her husband Tyler) and learn how they have created a 4.2 million dollar property portfolio since they started investing in early 2020. Understand how they achieved this, what their goals were, what advice they have for new investors and what they would do differen…

1
Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon 24:51

1+ y ago24:51

24:51

Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit … Read More Read More…

1
Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch 30:22

1+ y ago30:22

30:22

It’s True: GRIT can be a game-changer. In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges. Aus…

1
Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg 26:59

1+ y ago26:59

26:59

What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-runnin…

1
Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion 36:22

1+ y ago36:22

36:22

Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. If you outsource certain investment functions or have been evaluating third-party service providers, join us to…

Podcasts Worth a Listen

Northern Finance Podcasts

Podcasts Worth a Listen

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