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Best Qualified Planner podcasts we could find (updated December 2019)
Best Qualified Planner podcasts we could find
Updated December 2019
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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 ...
 
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XY Adviser
Weekly
 
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 ...
 
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 ...
 
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.
 
If you are the parent of a college bound high school student then this podcast is for you. Our goal is to give you the information you need to SAVE TIME, SAVE MONEY, and reduce stress in the college process. We will cover all aspects of planning and paying for college including things like: What to do if you do not qualify for financial aid, student loans, FAFSA and CSS profile, merit aid, scholarships, college tax breaks, visits, ACT and SAT, college fairs, the application process, and good ...
 
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Raising the Bar
Monthly
 
Raising the Bar Legal Talk Radio Show brings an exciting and varied array of legal topics to listeners throughout central Virginia and especially in the Greater Richmond area. Once per week, the one-hour interactive radio show features true life stories and cases, legal tips, practical and reliable advice, and information from experts and specialists. The show includes not just a variety of lawyers - but also doctors, social workers, mental health professionals, executive directors, life car ...
 
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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 – htt ...…
 
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 ...…
 
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 Delan ...…
 
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 re ...…
 
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 ...…
 
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:/ ...…
 
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 podca ...…
 
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.Radical ...…
 
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 weightloss journey. He has lost a significant amount of body fat in a short period of time and together we share ideas, tips, an ...…
 
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.RadicalPe ...…
 
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! ...…
 
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/disclaime ...…
 
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 th ...…
 
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 ...…
 
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/disclaim ...…
 
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/ ...…
 
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 i ...…
 
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: ...…
 
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/discla ...…
 
This week I aim to share some brief insights that might be worth knowing when you are building an investment portfolio in Ireland. When it comes to investing it’s probably fair to say that there is so much choice, probably too much! Reminds me of that weird situation referred to as the ‘paradox of choice’ where, when confronted with too much ch ...…
 
Love it or hate it, technology is changing the advisor/client relationship at an accelerating pace. Social media and online search now impacts everything from first impression to first interactions and from advisor selection to deepening relationships. The Oechsli Institute conducts ongoing research to determine how investors with $500,000 or m ...…
 
There are some words and phrases that, in selling to the affluent, should never be used. These verbiage mistakes can kill your positioning, make you seem pushy, or showcase a sales-first mentality. Not only should these words be avoided in sales scenarios, they should be avoided in talks with clients, team members, and centers of influence as w ...…
 
Today's guest recently had extensive shoulder surgery done and he saved thousands by choosing to have the surgery in Mexico rather than the USA. We discuss the details of his experience as well as his personal financial independence success story. Enjoy! Joshua
 
In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice. Episode Resources: Responsible Investment Website: https://responsibleinvestment.org/ Simon O'Connor Linkedin: https://www.linkedin.com/in/simonocon ...…
 
In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment. Episode Resources: Sustainalytics Website: https://www.sustainalytics.com/ Marco Sepulveda Linkedin: https://www.lin ...…
 
Today, we do Friday Q&A: 00:00 Should I quit my job while I look for a business to buy or wait until I find one? 13:00 How should I go about becoming a minority partner in a business? 26:28 What is the best way for my dad to give me a rental property he doesn't want anymore? 41:00 Should I refinance from a 15-year mortgage to a 30-year mortgage ...…
 
In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world. Episode Resources: Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au Hope Evans Linkedin: h ...…
 
Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about th ...…
 
On today's Friday Q&A, we cover: 1:45 The value of a sabbatical 17:45 Homeschooling vs. private schools 46:30 Modern Portfolio Theory Enjoy! Joshua If you'd like my recommended reading list for financial freedom, go to http://RadicalBookList.com
 
In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin - the Founder and Adviser at AdeleMartin.com and Firefly Wealth. Adele talks about how to create a following using social media to create a full funnel of inbound clients. Episode Resources: Website Adele Martin - https://www.adelemartin.com LinkedIn - https://w ...…
 
Expat Tax is a subject that I often get asked about from listeners. These are individuals that may be leaving or returning to Ireland. Tax being such a specialist area I felt the best thing to do was to invite someone onto the show who specialises in tax mobility. I was delighted to be joined by Barry Murphy of Expat Tax Services Ireland (www.e ...…
 
In light of the previous show, I've received many questions about scanning all my books. Here's a replay of the show where I explain what I've done and why. Joshua
 
In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients. Episode Resources: Wealthful Website - https://www.wealthful.com.au/ Chris Bates LinkedIn - https://www ...…
 
Ever wondered which is the best multi-asset investment Fund in Ireland?? Well if you have, you came to the right place! Welcome back to Ireland's dedicated Investment and Financial Planning Blog & Podcast! In my work with clients I frequently get asked about Multi-Asset Investments, whether they are any good, and which ones might be best. So th ...…
 
In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the Investment Director at Kelly+Partners Private Wealth – to talk about doing partnerships with the more traditional partners in financial advice. Episode Resources: Kelly+Partners Private Wealth Website - https://kellypartners.com.au/ Shane Hay LinkedIn - ...…
 
Reading can provide you with all of the knowledge you need to crush some very large goals in a very short time. But you need to know how to read effectively. Today, I teach you how. Joshua Get my recommended reading list here: http://RadicalBookList.com
 
'Mind the pennies and the pounds will look after themselves' is a well-worn saying, the origin of which I have no idea! While it might give the perception of being 'mean' or 'tight' I reckon it's basis is in being proactive and deliberate in our approach to managing our personal finances. This week I share 10 small changes that can have a sigin ...…
 
If there was a person at the pointy end of what the Royal Commission has done to advisers, then Neil Macdonald the CEO of the AMP Financial Planning Association is that person. In today's episode, Clayton talks to Neil about how AMP arrived at their decision to cut the valuations of businesses across the AMP license, and about how the AMPFPA is ...…
 
Ever wonder about Financial Advice in Ireland? Are financial advisors worth their salt? Are financial advisors worth paying? Should I bother getting financial advice? My take is that it totally depends on what you are hoping to achieve, and what support you are hoping to get. The thing that strikes me about both of the examples above is that bo ...…
 
If you were discharged from the military for cocaine use, would you be able to seamlessly move into a $600,000/year job? If not, you should consider building your influence a bit more! In today's show I'll give you some ideas to help you develop this influence. Joshua Networking With the Affluent by Thomas Stanley…
 
Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser. On today’s episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful con ...…
 
Can you imagine starting a business when you've been laid off from a job and you have many young children in the house? My guest today, Tim Schmoyer, has done just that. And he has prospered through the process. Joshua
 
I was fortunate enough to get to attend the annual Nucleus Platform Conference in Manchester last week. They had an agenda with some of the most exciting speakers in Financial Planning from Canada and USA. While Nucleus are a UK-only platform I was really chuffed to get on the ticket, and made full use of my day over there, meeting lots of qual ...…
 
1:00 Would you like to come to a 3-day seminar with fellow listeners? 10:11 How can I prepare for healthcare risk? 24:50 How do I calculate the financial costs/benefits of moving states? 35:30 How do I help my parents who don’t have much money build a retirement plan? 53:05 How can I market my physical product? 1:06:45 Should I use whole life i ...…
 
On today’s episode, we’re starting the conversation on how to nail the profit phase of an awesome advice business. We’ve brought in the unapologetic financial-advisor-turned-podcast-master Glen James to share his story on how he stumbled upon the podcast industry, strategies for growing a successful podcast/business, commitments to your goals, ...…
 
My guest on today's show moved from India to the USA as a young man. Starting with no money, he became financially independent in about 12 years. In today's interview we dig into the strategies and tactics that worked for him. Enjoy! Joshua John's website: www.FinancialFreedomCountdown.com
 
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