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Are you seeking greater financial security so that you can focus on what you really want to do in life ? This podcast marries financial education with tips on how to change your “everyday money habits”. With over 20 years experience across financial services I will be exploring the foundations of money and will be bringing in industry experts whom I know and trust to share their wisdom and expertise .... let’s do this!
Episodes
Sunday Apr 05, 2020
Sunday Apr 05, 2020
Welcome to Good Money Habits - Episode 1
Has your sense of financial security been rattled by the corona virus ? Want to build your knowledge and skills to build and regain financial security in your life?
Join me, together with experts I know and trust to take steps to get your financial house in order. Let’s do this!
Monday Apr 13, 2020
Monday Apr 13, 2020
In this Episode we explore the three fundamentals of financial education, values and goal setting and how to get started on budgeting. Come and join me as we get you started on the pathway to financial security.
Sunday Apr 19, 2020
Sunday Apr 19, 2020
In this third Episode of the Foundation Series we explore why personal insurance matters. The different types, how you can own them and then bringing it to life with the personal story of a close friend.... this is an essential aspect of your financial life to get in place - sooner rather than later.
Sunday Apr 26, 2020
Sunday Apr 26, 2020
In this Episode we start to put the three foundations of financial education (compound interest, inflation and diversification) into action by exploring and deciphering superannuation ...
Sunday May 03, 2020
Sunday May 03, 2020
Do you want to get your credit card under control or pay off your mortgage faster ? Join me as we explore the basics of debt and why delayed gratification matters !
Friday Jun 19, 2020
Friday Jun 19, 2020
Finding ways for our kids to build their confidence and skills with money is something that I have been wanting to see more of in our schools and community – so when I heard about Banqer I couldn’t wait to learn more ! Join me as I chat with Kendall Flutey - the brainchild and CEO behind Banqer which turns the classroom into a "virtual economy", in a safe, creative and fun way. Giving our kids the chance to build good money habits from a young age is simply vital as they transition into their young adult lives……
Thursday Jul 16, 2020
Thursday Jul 16, 2020
In this episode I chat with my friend and peer Trish Prince, Senior Financial Planner at Fitzpatrick's Private Wealth and specialist Estate Planning facilitator. Trish shares her wisdom, expertise and personal story which drives home why this is something we really should take the time to get properly sorted. Whilst no one wants to contemplate what will happen if they lose capacity or pass away, this is an essential element of your financial affairs to get right so that you don't leave a mess for those that you leave behind.
Friday Jul 31, 2020
Friday Jul 31, 2020
According to Statista – assets managed by robo-advisors globally is expected to grow at an annual rate of 26%. It is projected that over the next four years, we will see ~ $25 billion invested via Roboadvice platforms! In this episode we chat with Pat Garrett the Co-Founder and Co-CEO of Six Park to chat about what Robo Advice is, the marriage between technology and human advice and where things are heading in this fast evolving space.
Friday Aug 21, 2020
Friday Aug 21, 2020
In this episode I chat with Brenda Wills from DLP Life Design, as she shares her wisdom and knowledge by helping to explain the choices and services that are available for aged care in Australia. Whilst Aged care can tend to be confronting, emotional, expensive and complex , there are steps you can take to make the journey smoother and indeed manageable. Join me as Brenda and I chat (in easy to understand language) about how the system works, tips on how to make the process simpler and more affordable and perhaps most importantly - some ideas on how to address the emotional issues that go hand in hand with this life transition.
Wednesday Sep 02, 2020
Wednesday Sep 02, 2020
In this episode we explore the world of funds management. What is it exactly and just what do fund managers actually do? Virahi Ross, Head of Research at Magellan, a portfolio manager and member of the Magellan Investment Committee and Emma Cook - Key Account Manager join me as I take a peak under the bonnet of one of Australia's leading fund managers.