PODCAST · business
Behind the numbers with JD
by Dalton Financial Partners
Welcome to Behind the numbers with JD, the podcast where you get an inside look at Dalton Financial Partners. Join us as we take you behind the scenes of our firm, introduce you to our team, and share the values that drive us. Learn about who we are, how we approach financial planning, and what makes Dalton Financial Partners different. Whether you’re a potential client, a business partner, or just curious about what we do, this podcast is the perfect way to connect with us and get to know the people behind the numbers.
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5
Simplifying your estate before death
A practical discussion on how to ensure your assets are distributed smoothly — making things easier for your loved ones when the time comes.
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4
Keeping a cool head in volatile markets
In this episode, Josh will discuss practical strategies for maintaining composure and making sound investment decisions during turbulent market conditions. Listeners will learn how staying calm, focusing on long-term goals, and avoiding emotional reactions can help navigate periods of volatility successfully.
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3
Business Owners
In this episode we talk about financial planning strategy's that are commonly used for business owners. Including: Bucket companies, SMSF & Frequent flyer programs.
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2
Dealing with large inheritances from a giving and receiving perspective
In this episode we talk about the great intergenerational wealth transfer with considerations for those planning inheritance and those receiving it.
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1
Paying too much tax?
The most common concern for high income earners is the amount of tax they pay. In this episode, we look at the reality of income tax in Australia and common strategies that can be used to minimise tax.
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ABOUT THIS SHOW
Welcome to Behind the numbers with JD, the podcast where you get an inside look at Dalton Financial Partners. Join us as we take you behind the scenes of our firm, introduce you to our team, and share the values that drive us. Learn about who we are, how we approach financial planning, and what makes Dalton Financial Partners different. Whether you’re a potential client, a business partner, or just curious about what we do, this podcast is the perfect way to connect with us and get to know the people behind the numbers.
HOSTED BY
Dalton Financial Partners
CATEGORIES
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Frequently Asked Questions
How many episodes does Behind the numbers with JD have?
Behind the numbers with JD currently has 5 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Behind the numbers with JD about?
Welcome to Behind the numbers with JD, the podcast where you get an inside look at Dalton Financial Partners. Join us as we take you behind the scenes of our firm, introduce you to our team, and share the values that drive us. Learn about who we are, how we approach financial planning, and what...
How often does Behind the numbers with JD release new episodes?
Behind the numbers with JD has 5 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Behind the numbers with JD?
You can listen to Behind the numbers with JD on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Behind the numbers with JD?
Behind the numbers with JD is created and hosted by Dalton Financial Partners.
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