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Well, isn't this all very exciting?! Some big new listings hitting the market and it's such fun watching everybody lose. their. goddamned. minds.
Rules no longer need apply which, in the world of index investing, is kind of a big deal.
So, this week, Nathan and Jordan try (honestly, we really tried) to focus on the client-facing-reality of all the noise your clients are hearing about these big floats.
How relevant are they? How worst case could the worst case scenario be? And, crucially, what can we advisers do when confronted by clients either ecstatically embracing Elon-brain, or petrified by the pension plundering?
(Sidenote - maybe don't listen to this one in the car with the kids...Jordan has a real moment part of the way through with language that made Nathan blush...)
You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.
Video of relative motion physics mentioned in the ep: I Tested The Law of Relative Motion at 80 km/h!
CPD For this Episode: https://quiz.ensombl.com/NATH-26061122-46390001
Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.
Nathan:
www.nathanfradley.com.au
Jordan:
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.
By Nathan Fradley and Jordan VakaWell, isn't this all very exciting?! Some big new listings hitting the market and it's such fun watching everybody lose. their. goddamned. minds.
Rules no longer need apply which, in the world of index investing, is kind of a big deal.
So, this week, Nathan and Jordan try (honestly, we really tried) to focus on the client-facing-reality of all the noise your clients are hearing about these big floats.
How relevant are they? How worst case could the worst case scenario be? And, crucially, what can we advisers do when confronted by clients either ecstatically embracing Elon-brain, or petrified by the pension plundering?
(Sidenote - maybe don't listen to this one in the car with the kids...Jordan has a real moment part of the way through with language that made Nathan blush...)
You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.
Video of relative motion physics mentioned in the ep: I Tested The Law of Relative Motion at 80 km/h!
CPD For this Episode: https://quiz.ensombl.com/NATH-26061122-46390001
Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.
Nathan:
www.nathanfradley.com.au
Jordan:
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.

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