Understanding ESG
Nathan Fradley, Financial Advisor at Tribeca Financial and Director of Ethos ESG, sat down on the It’s Never About Money podcast to discuss ESG and the trend of greenwashing. “Sex sells” is a fundamental philosophy when it comes to marketing and advertising. However, in 2021, as the pressures of climate change are becoming increasingly prevalent, this philosophy has […]
Circle of Advice
The importance of having the right team of experts on your side. Life is unpredictable. You may think there’s still time to make plans for your business, to put things in order for your retirement—but significant life changes can happen in the blink of an eye. When our Dad was diagnosed with a terminal illness […]
A Meeting of Two Advisors – Part 2
Dale Scally, a friend and former Financial Advisor, sat down with Joe Stephan on the It’s Never About Money podcast to unpack the special report published by Stephan Independent Advisory which you can find here. Dale has been a finance professional for 23 years and a business owner and Director for 11. He has recently transitioned out of […]
A Meeting of Two Advisors – Part 1
Dale Scally, a friend and former Financial Advisor, sat down with Joe Stephan on the It’s Never About Money podcast to unpack the special report published by Stephan Independent Advisory which you can find here. Dale has been a finance professional for 23 years and a business owner and Director for 11. He has recently transitioned out of […]
Joe on The Rise Of The Paraplanner Podcast
In May 2023, Joe sat down with Hayley Knight on The Rise Of The Paraplanner podcast. The Rise of the Paraplanner Podcast brings cutting edge ideas from the industry experts so that you can level up in all things paraplanning. In this episode, Joe delved deep into his process of talking to a client. He goes through […]
Money Mindset
Amie Baker from Rekab Advice sat down with Joe Stephan on the It’s Never About Money podcast to discuss money mindset and our relationship with money. Do you feel in control of your money? Are you aware of your behaviors and attitudes when it comes to money? Do you find it hard to save? Have you got […]
Joe on the XY Adviser Podcast
Back in 2021, Joe sat down with Fraser Jack on the XY Podcast. The XY Podcast is driven by XY Advisers, a global community of Financial Advisers sharing and learning with one another to drive a positive evolution of Financial Advice. On this podcast, Joe goes into his personal and professional background and how he came […]
Staying the Course
Dr Steve Garth | August 2023 Financial markets now predict a soft landing for the economy. At the start of this year most market commentators were convinced that the US – and indeed Australia – would enter a recession this year. Market measures – such as an inverted yield curve – persistently reinforced the view […]
Why Market Timing Doesn’t Work
Dr Steve Garth | August 2023 Market timing is the act of moving money in and out of the financial markets or switching between fund asset classes, while trying to predict the future direction of the market. In other words, it involves making a series of decisions based on an endless cycle of fickle market and […]
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