Behind the numbers with JD
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.
Episodes
5 episodes
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.
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 emotion...
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.
