Challenge the Standard in Financial Advice

S7E19 ID, Advising Non-Couples, Scoping and Insurance Bonds


Listen Later

Following a run of outstanding and informative guests, this week we return to our normal programming - Jordan and Nathan mouthing off about a stack of different things - but this time prompted by listener questions!

In this week's episode, they cover:

  • The best U2 Album
  • The conflicts that can arise when advising people who's romantic life is over, but have chosen to continue their shared life.
  • Advice Fees from Super
  • How advisers can navigate limits imposed by other, non-qualified, professionals in a clients life
  • Civil mascotts
  • And why is it that we don't really talk about investment bonds

It's a fun discussion, zooming in on matters that are relevant to advisers out there.

That, and a revealing discussion about sippy cups and why Jordan finds them so discomforting in a conversational setting.

Enjoy!

CPD Quiz thanks to CPD Check: https://quiz.ensombl.com/NATH-26060603-11560001

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

...more
View all episodesView all episodes
Download on the App Store

Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


More shows like Challenge the Standard in Financial Advice

View all
CommSec Market Update by CommSec

CommSec Market Update

12 Listeners

The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

56 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

95 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

19 Listeners

The Money Puzzle by The Australian

The Money Puzzle

46 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

1 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

The ifa Show by Prime Creative Media

The ifa Show

0 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

8 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

218 Listeners

Retire Right by Glen James

Retire Right

25 Listeners

Chanticleer by Australian Financial Review

Chanticleer

21 Listeners

The Fin by Australian Financial Review

The Fin

26 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

10 Listeners