NextGen Planners Podcast 2.png

Fresh, global insights on financial planning, every week.

Spotify_Logo_CMYK_Green.png
Apple Podcasts.png
Untitled design (3).png

With your hosts:

Dan Graham NextGen Planners

Dan Graham

Adam Carolan

Adam Carolan

Rohan Sivajoti.png

Rohan Sivajoti

Our latest episode:

Our past episodes:

Episode 160

Hybrid Financial Advice with Rob & Caroline from Ammonite

Episode 159

Fitting Fitness Into Your Busy Life with Andrew Marsham

Episode 158

Financial Capability for Everyone with Natalia Coe

financial planning, financial planners, financial advice, financial advisers, nextgen, community, podcast

Episode 157

Designing Financial Services for Humans with Phil Courtenay

Episode 156

How Engaging with Investments Can Change The World with Florrie Holloway

Episode 155

Financial Planning for the Stigmatized with Lindsey Swanson

financial planning, financial advisers, nextgen, community, suitability reports

Episode 154

How to Make Suitability Reports Fun with Karen Malin

Episode 153

Serving The Underserved with Natalie Taylor

Episode 152

Using Exercise as a Work Tool with Elizabeth Webb

financial planning, financial advisers, nextgen, podcast, the advice gap

Episode 151

Bridging The Advice Gap with Jenny Madhoo

financial planning, financial advisers, studying, exams

Episode 150

The Best Ways to Pass Exams with Chanelle Pattinson

financial planning, financial advisers, nextgen, community, podcast

Episode 149

How to Live in the Moment with Shaun Doherty