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NextGen Planners Podcast

Fresh, global insights on financial planning, every fortnight.

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With your hosts:

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Amelia Hamilton

Taylor Beavis

Clara Metcalfe

Our latest episode:

Our past episodes:

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

Episode 148

A New Type of Green Investing with Yan Swiderski

financial planning, financial advisers, nextgen, community, sustainable investing, ethical investing

Episode 147

Building a Sustainable Financial Planning Proposal with Damien Lardoux & Louisiana Salge

financial planning, financial advisers, nextgen, financial plan, community, podcast

Episode 146

Presenting Financial Plans is Over with H. Adam Holt

financial planning, financial planners, financial advisers, nextgen, community, nextgen planners

Episode 145

Simple Financial Planning with Ray Adams

Get in Touch:

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