Podcast Episodes

The Power of Podcasting and YouTube with Pete Matthew

 Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Planne…

3 years ago

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Financial Planning for Communities, Not Corporates

Season 1 Episode 125

Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Ch…

3 years ago

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Building a Personal Brand from the Ground Up

Season 1 Episode 124

This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice.

 Nicola…

3 years ago

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Invest in Yourself – Invest in Your Business

Season 1 Episode 122

Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal develop…

3 years ago

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The Secret to Successful Management in Financial Planning

Season 1 Episode 123

On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nomin…

3 years, 1 month ago

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Building Confidence in Financial Advice

Season 1 Episode 121

Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her…

3 years, 1 month ago

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Mindful Wealth

Season 1 Episode 118

We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on…

3 years, 1 month ago

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The New World Order – Affordable Financial Planning for All

Season 1 Episode 119

Today's guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set …

3 years, 1 month ago

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B Corp: Turning Your Financial Planning Business Into a Force for Good

Season 1 Episode 120

This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth. 

Seb spent the early part of his career working hard to understand what…

3 years, 1 month ago

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How We Can Better Serve The LGBTQ+ Community

Season 1 Episode 117

This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in a…

3 years, 2 months ago

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