Good Money Habits Podcast

Good Money Habits Episode 11 -The fundamentals of portfolio construction with David Dix

he Good Money Habits – Episode 11

In this episode, Trish Prince joins me in the studio to interview David Dix from Atrium Funds management as we dig into the fundamentals of portfolio construction. Investing is not a ‘one size fits all’ and in this episode we explore some of the key factors and elements that should be taken into consideration when designing investment portfolios With thanks to my co-host Trish Prince and our guest David Dix. You can find Trish Prince from Fitzpatrick Private Wealth here:

And learn more about David Dix from Atrium Funds Management here:

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Good Money Habits - Episode 12 - Navigating Divorce with Donna Lee Powell

According to Relationships Australia research, financial stress is the number one cause of relationship breakdown. As we sit in the middle of a pandemic, the economic scarring is becoming evident with indicators like unemployment now sitting at elevated levels and for some the situation will sadly worsen as the government temporary support measures are slowly withdrawn. So given that backdrop, talking through the factors that lead to divorce, what you can do to prepare and ways in which you can get support and advice is something that we feel is needed right now. Join me as I chat with Donna who specialises in helping her clients navigate the divorce maze.

Good Money Habits Episode 13 - Cashflow Management for Small Business with Dean Gilkison and Iggy Moro

ASIC nominate inadequate cash flow as the number one reason why businesses fail and According to the ABS – approximately 60% of small businesses cease within their first three years of operation. Sobering statistics that have no doubt been amplified with countless businesses having been negatively affected by Covid 19.

Good Cashflow management is one of the most fundamental elements of running a financially sound business and often the most under-rated and overlooked. In this episode, I am joined by Dean Gilkison, Director at The Gilkison Group and Iggy Moro, Director at Walker Wayland.  Join us as we unpick how to tackle this critical success factor for small business. 

Season 2 - Episode 1 - The Power of Your Mind in Creating Financial Freedom with Christina Cabrera

Drum roll .......

To kick off Season 2 , we explore the "mind - money connection"

To take us through how we can identify and start to move past money blocks and limiting beliefs, I am joined by an expert in this space - Christina Cabrera from Wisdom of Wealth.  As a Certified Money Coach and Mindset Mentor to women, Christina sees herself as a Money Life Coach.

Through simple techniques learned from extensive training and with over 30 years of hands on personal investment experience, Christina facilitates mindset shifts for women she coaches and mentors.

Subtly yet powerfully these shifts create lasting change in behavior around money. This enables women to make educated choices about their finances and take inspired action to create effortless wealth and freedom for themselves and their loved ones. 

“Eye Opener”, “Life-Changing” and “Barefoot Investor on Steroids” is what women have said when they emerge from having worked with Christina. They feel empowered to implement the exact strategies they need to create financial freedom for themselves immediately and into the future.

Season 2 - Episode 2 The Art of Giving Back with Charis Campbell, Donelle Parkin and Chloe Leow

For many, giving back to community is something we would like to do more of but may struggle to find the time in our busy lives. 

Meet Charis Campbell, Donelle Parkin and Chloe Leow - three of my favourite people who inspire "me" to strive to do more and I have no doubt they will inspire you too. In their own unique ways, they consciously  “ give back “ and whilst they may tackle it differently, for all three, it is simply just a part of who they are. Part of their DNA …..a key to living a happy life.

Season 2 Episode 3 - Investment Bonds with Grant Hackett OAM

Investment bonds have been on my "hit list" to dig into for this podcast series from the very beginning - often misunderstood and certainly a missed opportunity for many. To help me explore this space I am joined by Grant Hackett OAM. We unravel investment bonds, his career transition from Olympic Swimmer to CEO of a successful financial services company, goal setting, overcoming obstacles and everything in between. Grant generously shares his time on this not to be missed episode - enjoy ! 

Series 2 Episode 4 The Healthy Wallet Project with Terri Watson

If you have been craving some practical guidance on steps to get your financial house in order then this episode is for you ! Terri Watson is the brainchild of The Healthy Wallet Project which is an affordable, do-able, "hands on", 90 day project that helps you develop a money plan, create new money stories and change your mindset around money. 

The Healthy Wallet Project is a true "heart and soul" project and I am so excited that Terri has managed to turn her passion to help others realise they are not on their own into a reality - enjoy.

Season 2 Episode 5 - Deciphering our Superannuation System with Travis Edwards

Growing your Superannuation is the foundation through which you can plan for a comfortable retirement in a tax effective way.  It has been specifically designed and endorsed by the Federal Government as the preferred way to save for your retirement and has added tax benefits that make it particularly attractive.

Travis Edwards joins me to unravel and decipher how you can tackle this key aspect of your financial affairs.

What is not commonly known is that our super system is the envy of the world and whilst we can always find fault in any system – on balance, if you haven’t already started to get your head around super – please start today – one day, for most of us, it could well become our most valuable asset ….

 

Season 2 Episode 6 Transitioning to Retirement with David Counsel

The "mental" side of transitioning to retirement planning is often underestimated and an aspect that is just as important to consider and plan for alongside the financial side. 

David and I talk through both sides in this episode - the financial side of retirement  – we will decipher what can happen to your super when you retire, explain what an Account Based Pension is, the minimums you have to draw,  how much is “safe” to draw and how the Centrelink pension works and interacts with it all…….
Then we explore the mental side Retirement which can mean different things for different people – some sail into retirement and don’t look back – have hobbies/interests/passions they jump straight into – others find it more challenging.  Perhaps they have been so focused on retirement as an end goal that they haven’t really thought about what the other side looks like – so lets explore how you can prepare and plan for this key life transition!

Season 2 Episode 7 Investing Responsibly and for Positive Impact - Part 1

The landscape for investing responsibly and for positive impact is rapidly changing. 

Pressure is building from all stakeholders including government, shareholders, industry funds and investors generally. In this podcast episode we will decipher the jargon, work through the history and have on honest discussion about some of the barriers, pitfalls and misinformation that can surround this space.

The good news is that where there was once limited investment options available –access to quality investments in this space are growing. Join me in this jam packed podcast episode as I chat with experts from Pengana Capital Group and Perpetual Limited.