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Best Qualified Planner podcasts we could find (updated January 2020)
Best Qualified Planner podcasts we could find
Updated January 2020
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
The way financial advice is done in Ireland is a bit broken, this is our little way of trying to make a positive difference! If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that can help make a difference in your Personal Finances. Take control of your financial future and develop successful habits with your money. Join Paddy Delaney on Ireland's award-win ...
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you shou ...
 
Each episode lasts between 5 and 15 minutes (as short and succinct as possible) and contains tips, strategies, research, methodology, case studies and ideas to help you build wealth safely and successfully. Stuart Wemyss is a qualified independent financial advisor, accountant, tax agent and licenses mortgage broker allowing him to provide holistic advice. He has authored three books with his latest being Investopoly. (Buy your copy here - http://investopoly.com.au/). Stuart writes a weekly ...
 
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing str ...
 
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We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic. Adviser Logic Website: https://www.adviserlogic.com.au/ Daniel Gara Linkedin: https://www.linkedin.com/in/danielgara/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www.HUB24.com…
 
Investing in shares can produce tax benefits. But it can also result in tax liabilities too. Terms such as “franking credits” and “imputation credits” (same thing) were frequently used during last year’s federal election (the Labor Party proposed to ban franking credit refunds). However, many people do not understand these concepts. So, this blog s…
 
As an adviser, Conail has experienced licensee land from the big to the small, and everywhere in between. We catch up with Conaill to see the benefits of providing advice in a smaller license, and how he uses property conversations to add more value to his clients. What If Advice Website: https://whatifadvice.com.au/ Conaill Keniry Linkedin: https:…
 
As of March 31st 2020 new Central Bank of Ireland rules will mean that only a financial advice firm that does not receive commissions from sales of products will be entitled to state they are an 'Independent Financial Advisor' in Ireland. These firms (of which Informed Decisions is one of a handful in the country), will be entitled to use the term …
 
In today's show I share with you some fat loss and money lessons learned from my 70 pounds of weight loss over the last 6 months. I hope you'll find some nuggets to help you get skinny and rich as well. Joshua
 
In the age of Netflix, Prashant has built a company to solve a specific problem, in a unique way. One of the best examples of low cost and scalable financial advice model. Finnacle Website: https://www.finnacle.com.au Prashant Nagarajan Linkedin: https://www.linkedin.com/in/prashant-nagarajan/ General Disclaimer – https://www.xyadviser.com/disclaim…
 
An independent financial advisor does a lot more than just tell you how to invest your money. In fact, a lot of the work they do is ‘behind the scenes’ so I thought it was a good idea to share this information in a blog. This will give you a better idea of what a financial advisor does, and therefore whether you might benefit from having one. Devel…
 
I want you to live as a free man. So in this series, I'm working to give you some ideas as to how you can achieve a very high level of freedom while you're on your way to financial independence. Today, I'm going to share with you the dramatic impact that home education can make on your family's personal liberty. Joshua…
 
Matthew Wood is a WA based Adviser who has had the benefit of going overseas to learn from the bright boffins all the way over in Cambridge college! Matthew was also one of the first to knock over the FASEA exam and we get into the detail on the pod. Insight Perth Website: https://insightperth.com/ Matthew Wood Linkedin: https://www.linkedin.com/in…
 
A lot of folk, mostly at the encouragement of some advisors, decided to invest in Absolute Return Funds in Ireland. While they promised a lot, many of those same people are now questioning the decision to do so. This week, on Ireland's #1 Finance Blog & Podcast I hope to help you understand what they are, why their performance have been pretty rubb…
 
In this series, I aim to give you some ideas that have helped me to develop an extremely free lifestyle, even though I'm not yet financially independent. Today, I'm going to share with you one of the single greatest assets that I enjoy in my quest for personal freedom: a stay-at-home wife. This lifestyle choice is one of the things that has most me…
 
Today I have an interesting essay to share with you. Have you ever thought of The Missionary Position as a path to a life of global freedom? :) Enjoy, Joshua
 
Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy & Advice Consulting. Has worked across many aspects in finance over the last decade specialising in ASIC notices, incidents and complaints. Tangelo Consulting Website: https://www.tangeloconsulting.com.au/ Conrad Travers Linkedin: https://www.linkedin.com/in/conradtravers/ …
 
I want you to experience a lifestyle of freedom and liberty, in every sense of the word. So today we begin a new series called "Seven Rings of Freedom." Achieving financial independence will make you more free. But there are a bunch of things that you can do along the way that will greatly increase your freedom. Today, we discuss Spiritual Liberty.…
 
In this episode, Emily Blanch chats with Megan Hodge from Your Wealthy Life. Megan's advice business recently ticked over 12 months and it's been awesome to watch her journey through the XY Community as she took the leap into self-employed life. Megan discusses breaking the mould of traditional advice, her journey so far as a self-employed adviser …
 
Today I reflect on some of the successes and failures of the decade past and share some of my ambitions for the decade to come. Joshua
 
From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father. Plan 4 Financial Group Website: https://www.hillross…
 
Welcome to Ireland’s award-winning investment and financial planning Blog & Podcast. As our final Blog of 2019 I have given a lot of thought about what message I would love to share. I have imagined that this was the last ever thing we write, and reflected on what we'd want to share. By the way, unless I unexpectedly die over the holidays it won't …
 
Today, Clayton sits down with Pascale Helyar-Moray. From JP Morgan to launching a jewelry business, heading up a super fund to finally landing on a unique proposition to help people grow their super, Pascale has had a very interesting career. From an adviser's perspective, her solution is an easy additional piece of value add you can provide your c…
 
It's Friday! Time for Q&A: 3:40 Do I need liability insurance for my business? 35:45 How can I get good life insurance rates if I'm fat? 1:20:25 What should I do for $300,000 of cash I'm saving for a business investment very shortly? 1:22:30 Why are "high finance" people so dismissive of people who like dividend investing? Joshua Join me for next w…
 
When you set a goal, you've got to count the cost; the financial cost and the opportunity cost. Counting the cost may be enough to show you the path forward. Joshua
 
Personal insurances such as Income Protection, Life insurance and Total and Permanent Disability (TPD) are becoming impossible to get unless you are in perfect health. This change has occurred gradually over the past few years but has now reached the point that it’s become a real concern. This has a number of consequences which I discuss below. Ins…
 
Welcome back to the XY Adviser Podcast! This time, Clayton is joined by William Johns - financial planner, social entrepreneur and human rights advocate. Health Finance and Claim Right Website: https://healthfinance.com.au/ & http://www.claimright.com.au William Johns Linkedin: https://www.linkedin.com/in/williamjohns1/ General Disclaimer – https:/…
 
Sam Henderson was front and centre at the Royal Commission in to banking misconduct. His name and face filled the front pages of newspapers. Sam discusses the facts of his case, how he could've done things better, and why financial advisers should remain positive about their industry. We also chat about the effects all the changes are having on men…
 
Welcome to Ireland's award-winning investment and financial planning Blog & Podcast. If you are wondering if now is the right time to invest or not, this piece might be of some value. Indeed if you are unsure if you should invest in equities now, or wait for the crash, this Blog-post hopefully will help educate and inform, a little! Paddy Delaney Q…
 
Some CPAs will be great partners, others will not. How can you tell the difference in the two, without coming across too brazen? In this podcast, we'll share tips for financial advisors who want better partnerships with CPAs. These questions, as part of a solid relationship building effort, will help you set the right foundation for referral recipr…
 
It's a live Q&A show today! We cover: 1:30 - How can I build career confidence and skills when I don't have much time? 30:15 - I just got married; what is good advice for buying a house? 41:35 - How can I make sure that my 401(k) money is safe in case of recession? 54:15 - How can I invest into my local community? 1:12:45 - Should investors pay 1% …
 
Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he handles the complexities of high net wealth clients. We cover a broad range of topics, and provide insights on how to enter in to this type of advice. Stewart Partners Website: https://www.stewartpartners.com.au/ Brendon Vade Linkedin: https://www…
 
The bushfires in NSW and Queensland recently reinvigorated the conversation about global warming and whether the Australian government is doing enough to combat it. I’ll refrain from sharing my thoughts on this topic (I’m sure no one cares what I think about this anyway), but I thought it was timely to write a blog about sustainable investing. If y…
 
Dig deep—really deep—into the "Why" behind your financial goals. Joshua
 
In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA. True Direction Website: https://www.truedirection.com.au/ Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast i…
 
A new decade is dawning and my hope is that this decade be the best one yet! But if you're going to tackle this decade proactively, you'll need to begin by dreaming a bit about what you'd like to accomplish this coming decade. Let's get started, Joshua REMEMBER: save 50% on all my courses until midnight tonight using code CYBER50 at www.RadicalPers…
 
On today's show we veer away from financial independence and into living well today with a discussion of the Ketogenic diet. I've invited Jack Spirko, host of The Survival Podcast on today's show to discuss his recent weight loss journey. He has lost a significant amount of body fat in a short period of time and together we share ideas, tips, and e…
 
Over the last 5 months or so I've lost over 50 pounds of fat. This fat loss has significantly improved the rich quality of my life. I'd like to share a few words of experience and encouragement with you to help you on your own fat loss journey. Joshua P.S. Remember, code "CYBER50" saves you 50% off all my courses through Monday at www.RadicalPerson…
 
I'm hosting a 50% off sale on all my courses this weekend only. Use coupon code "CYBER50" at www.RadicalPersonalFinance.com/store before midnight Monday. I'm also offering a 30% discount on private consulting work booked by Monday. Email me at Joshua@RadicalPersonalFinance.com before midnight Monday to book a consulting call. Enjoy the savings! Jos…
 
With the 2019 calendar year quickly drawing to a close, I thought it would be good to have a look at what next year might bring in terms of investment risks and opportunities. Over the years, I found that its best to form opinions on the economy by reading analysis/insights and attending economic briefings, whilst being careful to not overindulge. …
 
Don't be so future-focused that you miss the lessons and joy of today's trials. Joshua
 
Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020. FASEA Website: https://www.fasea.gov.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ T…
 
Emerging Markets might sound a little technical, but please do bare with me, even I can understand it, so you'll be totally fine! It might even be worth your while reading on, if you ever intend investing in Emerging Market Index Funds in Ireland! We explore the past investment returns, what the 'experts' are suggesting they might deliver in the fu…
 
Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible. Certainty Advice Group Website: https://certaintyadvicegroup.com/ Jim Stac…
 
On today's episode, Clayton talks to Chris Carlin - 2019 AFA Rising Star Award Winner, founder of Master Your Money Now, Financial Planner and Mortgage Broker. Master Your Money Now Website: https://masteryourmoneynow.com.au/ Chris Carlin Linkedin: https://www.linkedin.com/in/chriscarlin1/ General Disclaimer – https://www.xyadviser.com/disclaimer/ …
 
According to global bank Standard Chartered, the Chinese and Indian economies are expected to more than triple between 2017 and 2030. In fact, China’s Gross Domestic Product (a measure of a country’s economic output) is predicted to be more than double the USA. This is because the International Monetary Fund predicts that emerging economy growth ra…
 
Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who specialises in developing policy, process and technology solutions that empower advisers to do more. Patrick Flynn Website: https://patrickflynn.info/ Patrick Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/ Gen…
 
Looking for Financial Advice in Ireland you can trust? A few weeks ago I did a piece on finding 'Independent Advice in Ireland', this week I intend to share some ideas that might help you evaluate a firm before engaging them. "I just checked my investment portfolio - now I know why they call them Brokers" - anonymous. I came across that quote in a …
 
Today, Clayton talks with Andrew Inwood - the founder and CEO of the Coredata Group with global operations. He focuses on the area of Behavioural Economics, with a particular interest in the process of trust transfer between individuals and corporations. Episode Resources: Core Data Website: https://www.coredata.com.au/ Andrew Inwood Linkedin: http…
 
Not more than 7 months ago, according to the media, investing in property was no longer a smart way to build wealth. Labor wanted to ban negative gearing, increase Capital Gains Tax (CGT), commentators were predicting that the market would crash by more than 20%, banks were tightening lending standards and so on. Since then, the world has returned …
 
In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments. Episode Resources: Goodments Website: https://goodments.com/ Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/ General Disclaimer – https://www.xyadviser.com/disclaimer…
 
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