S8E1 Tax Planning with Martin McGrath

Challenge the Standard in Financial Advice · May 7, 2026 · 1h 12m

We're proud of all our episodes, but the level of useful gold in this one is incredible.

Joined by regular guest, Martin McGrath, who seems to enjoy ganging up on Jordan as he attempts to corral the conversation into some sort of structure, they explore the world of tax planning for financial advisers.

What is it

Why do it

Is it really our job

How to do it

How to do it (badly)

And so much in between

Share this episode with every other financial adviser you know, because there are at least three tips in here that Jordan and Nathan have shamelessly stolen for their own practices - if everybody…