הפודקאסטים הטובים ביותר ב-Nathan Fradley (2024)

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S2E15 - Retirement Villages 46:07

4d ago46:07

46:07

This week's episode sees independent financial advisers Nathan Fradley and Jordan Vaka unpacking another very niche, very specific topic for their fellow financial advisers - retirement villages. Not Aged Care facilities, which are different again. But rather the over 55s, 'lifestyle', retirement villages becoming more and more popular with our on-…

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S2E14 AFCA with Shail Singh 55:06

11d ago55:06

55:06

AFCA. All advisers will have an opinion on the ombudsman. Good, or more frequently, bad. But what if there's more to the story? What if, perhaps, AFCA has been a convenient boogeyman for people to throw at advisers as part of their compliance regime - "well, you know how AFCA can be, so you better put it in our 96 page SOA template, just to be sure…

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S2E13 Snitches Get Stitches 46:33

14d ago46:33

46:33

What do you do if a new client comes in, having received poor advice from another adviser? On this weeks episode Jordan and Nathan discuss the complexity that comes with dobbing in poor advice including Assessing if it is infact poor advice, Whether you should speak to the adviser yourself, Whether the client wants to do anything about it & If this…

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S2E12 Binding Financial Agreements With Jemma Mackenzie 59:52

24d ago59:52

59:52

There's no such thing as a pre-nup in Australia right? That's at least what many people believe. This week, Jordan and Nathan welcome special guest Jemma Mackenzie from Forte Family Lawyers on the podcast to dispell that myth, and explore the how and why of Binding Finanical Agreements for people before a relationship, during a relationship or afte…

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S2E11 Out On Your Own 58:44

1M ago58:44

58:44

Going out on your own isn't for the faint of heart - it's intimidating, stressful and plain old hard. However, it can also be tremendously rewarding building your own thing, the way you think it should be done. So this week, Jordan and Nathan explore what it looks like to really go out on your own. Between them, they've started more than their shar…

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10. Estate Disputes - The Collaborative Option with Zinta Harris 1:13:00

2M ago1:13:00

1:13:00

There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will. But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a deep question about how that dispute will be resolved. There are plenty of paths that lead to a resolution and each one has its own …

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S2E10 Client Capacity 54:35

2M ago54:35

54:35

In this week's episode, Nathan and Jordan examine a big issue that ALL practitioners are going to have to confront in their career - our client's capacity to provide details, instructions and decisions with our advice. Nathan and Jordan discuss: What IS client capacity and what are the different forms it takes? Why should financial advisers care? W…

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9. Superannuation As a Widow with Nathan Fradley 39:48

2M ago39:48

39:48

Every working Australian will have, somewhere, a superannuation account. And in that account will be some money and, likely, some insurance. But how do you, as the executor of your loved one's estate, handle this unique and complex asset? Who do you speak with, what do you ask them, how will they handle it, where do you go? Well, I've asked indepen…

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S2E9 Values Based Advice 59:14

2M ago59:14

59:14

Financial advice is financial advice. Simple, right? Well, not when you think about the evolving spectrum of options we advisers have to choose from. Do you want to focus on technical advice? Product advice? Goals-based advice? Or values-based advice? Or something different again? What are these different approaches, what motivates these distinctio…

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8. The Ins and Outs of Life Insurance with Stephen Price 48:50

3M ago48:50

48:50

It's not at all pleasant, but the topic of life insurance was always going to be something I had to cover in this podcast series. Not only because it's complicated, abstract and important - but also because responsible people have life insurance in place. And when they pass away, the people they leave behind need to untangle what it all means. Whic…

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S2E8 CSLR with Phil Anderson 1:01:49

3M ago1:01:49

1:01:49

Has the advice profession ever been as united as it is now in the face of the Compensation Scheme of Last Resort? Nathan and Jordan have certainly spent more time than is healthy railing about it - even to the point of alluding to these eye-rolling sessions of exasperation in recent episodes. But instead of just ranting and raving, we thought the m…

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7. Parenting After Loss with Donna Cameron 1:01:34

3M ago1:01:34

1:01:34

Up to this point in the series, we’ve been focusing on the procedural elements involved in those first months after losing your partner. But what about the emotional impact? More specifically, what about the toll it’s going to take on you and your kids? This week’s episode is all about how parents can walk the tightrope of grief, while juggling the…

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S2E7 June 30 46:37

3M ago46:37

46:37

It's that time of year again! Where we advisers put ourselves under huge amounts of pressure to meet the deadline of the end of the financial year. From superannuation contributions to CPD points to those hardy souls still running on a year-end FDS regimen, it's a time of strain, pressure and, to be honest, sacrifice. So Jordan and Nathan spend som…

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6. Estate Administration with Kelly Gatehouse 1:05:30

3M ago1:05:30

1:05:30

Where do you even start with administering the estate you're now responsible for? We've covered the big terms in recent episodes - what's involved in being an executor, probate and how testamentary trusts work. But how do you simply do the stuff that need's doing? Well, in this week's episode, our independent financial adviser Jordan Vaka speaks wi…

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S2E6 A Game of Numbers with Phil Thompson 57:14

3M ago57:14

57:14

Risk advice is dead - but nobody seems to have told this week's guest, Phil Thompson of Skye Wealth. Phil's a business person who happens to own one of the fastest growing and, to our knowledge, most efficient risk-only practices in the country. In this week's episode, he helps us better understand: The perpetual evolution of systems, processes and…

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5. Probate Demystified with Gillian Miranzi 1:08:04

3M ago1:08:04

1:08:04

One of the things that impresses me about the people I work with, is the way they get on with the many, many things that follow the passing of their partner. This is particularly impressive given the jargon they need to learn - and learn quickly. Because all of us in the space - estate lawyers, accountants, financial advisers - are familiar with th…

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S2E5 Professional Year 50:25

3M ago50:25

50:25

In this week's episode, Jordan and Nathan discuss the Professional Year. We're a few years into this addition to our profession, so they discuss it from a few different perspectives: How it compares to how other professions tackle the idea of on-the-job experience. the opportunities it offers new advisers, employers and the profession as a whole. s…

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

4M 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…

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S2E4 End of Life Pt 2 37:54

4M ago37:54

37:54

If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client. And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place. Estate planning sorted. Wealth invested soundly. But, Nathan and Jordan ask in part of of a double-episo…

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

4M 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 …

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S2E3 End of Life Pt 1 45:28

4M ago45:28

45:28

If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client. And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place. Estate planning sorted. Wealth invested soundly. But, Nathan and Jordan ask in part 1 of this double-epi…

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

4M 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…

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

4M 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…

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S2E2 Your Lifestyle Business with James D'Apice 56:34

4M ago56:34

56:34

Look, I'll be honest - I don't really know how to caption this episode. It's chaotic, it's hilarious, it's interesting and it was fun as all get out to record. We're joined by James D'Apice, of Gravamen Law and the Coffee and a Case Note podcast. And, wooee, does it get wild. Belt up, listen in and join us for the ride. Plus, you can reach James vi…

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S2E1 Practical Efficiency with Sacha Burchgart 56:25

4M ago56:25

56:25

This weeks episode has Nathan and Jordan talking with the inaugural FAAA Adviser of the Year - Sacha Burchgart. Jordan manages to absolutely mangle the intro - rolling through all sorts of mistakes - before leaving it up to Sacha and Nathan to save the episode. In doing so, they discuss: The efficiencies Sacha has found by rolling out a practical t…

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

5M 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…

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S1E20 Long Story Short with Jayden Adams 44:30

5M ago44:30

44:30

This week the boys are joined by Jayden Adams, Director and Financial Adviser at Adams Financial Group. Knowing from a young age he wanted to be a financial adviser, but not knowing the best path, Jayden takes Nathan and Jordan through his journey to date. Jayden discusses what he wishes he'd have known earlier, as well as the tips and ideas he'd l…

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S1E19 Annuities 51:52

5M ago51:52

51:52

Back to a technical topic, this week the boys discuss Annuities, looking at How they work Where adviser reluctance may come from How to identify clients that Lifetime annuities may be appropriate for What to watch out for And of course a bit of off topic banter. Remember, this is just a podcast and is not to be taken as financial advice. As always,…

1
S1E18 (Relevant) Risk Profiling 46:09

5M ago46:09

46:09

In this episode, Nathan and Jordan tackle the (at-times controversial) risk profile questionnaire. Where does it come from? How relevant is the old tick-box questionnaire in a modern advisory practice? How can it protect clients, and advisers? And how can advisers take what's often been viewed as a perfunctory exercise in nothingness and make it us…

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S1E17 James O'Reilly 52:03

5M ago52:03

52:03

In this week's episode, Nathan and Jordan speak with James O'Reilly of Northeast Wealth. James - a long-time challenger of the standards in financial advice - discusses: The uniquely tantalising idea of Budget night in a house full of financial advisers. His path to building a practice aligned with his values, beliefs and priorities. The small step…

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S1E16 Divorce 53:07

6M ago53:07

53:07

Divorce is one of life's most tumultuous transitions. So the more assistance and guidance you can get as you navigate that path, the better. But, as Jordan and Nathan explore in this episode, it can be hard to work out where financial advice can fit in the picture. After several years focusing in the area, they discuss: The three phases of the divo…

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S1E15 Video SOAs 59:27

6M ago59:27

59:27

This week, we're discussing Video SOAs. What are they, how are they helpful and - most critically - what are they NOT? Jordan spends some time unpacking the process he follows in preparing advice, and Nathan provides clear guidance on how reviewing and rejigging that approach can lead to better client, adviser and practice outcomes. If you've been …

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S1E14 Martin McGrath 55:17

6M ago55:17

55:17

In this week's episode, Jordan and Nathan are joined by Martin McGrath of Financial Edge Group. An accomplished business owner and financial adviser, Martin is the winner of the FAAA's CFP of the Year award. In this episode, Martin takes us through: His journey from accountant to financial adviser to business owner to specialist. Why he decided to …

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S1E13 Super Performance (ASIC Report 779 Review) 1:04:16

6M ago1:04:16

1:04:16

This week Jordan and Nathan explore the ASIC Report 779, exploring its aim, interesting findings and key takeouts and learnings for advisers. Before you doze off, the boys try to make this at least mildly interesting, covering How the report works, and why it was written. Why it's important you consider Performance when making investment recommenda…

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S1E12 Niching 44:24

7M ago44:24

44:24

In this episode Nathan forgets to use his actual microphone so his episode sounds like he is recording from another room. Despite this, this is a great ep where Nathan and Jordan tackle the topic of niching in financial advice, in preparation for an upcoming series of episodes with various planners who found or chose their niche and became more suc…

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S1E11 Making Estate Planning Work with Lucy Percy 49:30

7M ago49:30

49:30

This week, Nathan and Jordan speak with the wonderful Lucy Percy, of Head and Heart Estate Planning, to explore how financial advisers and estate planning solicitors can work together. Most advisers know that estate planning is a key part of their clients financial arrangements - but actually making it work can be really difficult. How do you bring…

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S1E10: Misrepresenting Value 44:07

7M ago44:07

44:07

This week, Nathan and Jordan address a big topic that might ruffle a few feathers - misrepresenting the value we provide clients in our advice. This episode covers a lot of ground, including debating where the value actually is in what we do how the use of projections in our advice can be a two-edged, and dangerous, sword Why, if they're not tailor…

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S1E9 The Value of Advice 40:31

7M ago40:31

40:31

In this week's episode, Jordan and Nathan start exploring the big and exciting topic of 'Value of Advice'. The guys discussdiscuss a few of the big questions: Where does the value of advice sit? Is it in the quantitative benefits our advice brings to the lives of our clients? Or is it in the qualititative benefits that come with good advice? The ta…

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S1E8 Super Switching 45:08

8M ago45:08

45:08

Jordan and Nathan tackle the fundamental, but complex topic of Superannuation switching, and the ethical considerations that appear. They discuss the history of Superannuation products, investment philosophy, replacement, tradeoff discussions, Industry Funds versus Wrap accounts and the ethical challenges advisers face when looking at product repla…

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S1E7 Tax Deductible Advice Fees with Conrad Travers 46:32

8M ago46:32

46:32

The ATO's release of Tax Determination 2023/D4 in late 2023 was swept up in the QAR kerfuffle. But it's a big, positive change worth talking about. 'Tax deductible' advice fees has felt like a pipedream for financial advisers for a long time. But a committed group of professionals, led by the FAAA, have spent over four years on making it a reality.…

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S1E6 Introduction to Aged Care 44:33

8M ago44:33

44:33

This first episode of 2024 has Jordan and Nathan exploring the world of Aged Care in Australia. Nathan's deep expertise in the area is obvious as Jordan assumes the (comfortable?) role of Ignorant Idiot - asking Nathan questions other advisers might be too embarrassed to ask. If all you know about Aged Care advice comes from those times you visited…

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S1E5 Planners On Planning 42:08

9M ago42:08

42:08

In this slightly more casual episode, Nathan and Jordan discuss how they make plans in their businesses. They go into detail about the structure they use to plan for the New Year - from their 'why', strategic objectives and tactical action plans. Bringing in their expertise from the worlds of fitness and strength training (Nathan) and doubt and dis…

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S1E4 AFCA Update October with Michael Miller 47:47

9M ago47:47

47:47

In this episode Jordan and Nathan are joined by Michael Miller, Senior Financial Adviser at Capital Advisory in Canberra, an FAAA fellow, CFP, Textbook author and frequent contributor to the Financial Planning industry on all things ethics. They discuss Michaels blog where he summarises the AFCA and AAT determinations to provide learnings to the pr…

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S1E3 Ben Marshan and the Qualified Advisers 40:23

9M ago40:23

40:23

Hot off the back of the most recent, and quite controvercial Quality of Advice review annoucements, Jordan and Nathan got Ben Marshan into the studio. Ben is a consultant for financial advice practices, having previously been the head of policy and engagement for the FPA. With his extensive experience in advocacy and lobbying the boys delved into w…

3y ago49:28

49:28

In this episode we speak to Doctor Ashley Dungan Postdoc researcher at the University of Melbourne specialising in coral microbe symbiosis. That is a complicated way of saying – she is trying to save the great barrier reef, by finding a way to help it adjust to climate change. Ashley’s passion for the environment, climate change and health shines t…

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