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#362 Morgan Hayward
When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning …
21 NOV 2022 – Monday Market Highlights
This week we cover the US producer price index, the retail sales report, the New York federal household …
AdviceTech Podcast #13 – Advice Intelligence
This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep …
#361 Briony Benjamin
Briony is a Motivational Keynote Speaker and author of “Life Is Tough But So Are You”. She and …
#360 Kristian Zuza
Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he …
14 NOV 2022 – Monday Market Highlights
This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ’s Survey of …
AdviceTech Podcast #12 – Fourth Line
In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth …
#359 Charlie Fraser
Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of …