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What Are Annuities and What Role Do They Play in Retirement?
Annuities are a product most people have heard of but don't know exactly what they are or when to use them. With interest rates returning to more nor…
2 years, 6 months ago
Intergenerational wealth transfer with legal expert Bryan Mitchell
This week we're talking with Bryan Mitchell on all things intergenerational wealth transfer, and looking particularly at the question of whether a gi…
2 years, 6 months ago
Planning for Retirement: Wealth-Building Strategies for Professionals in Their 40s and 50s
All of us will retire at some point, but with the pressures of mortgage repayments, school fees, and just living, it's common for people to give litt…
2 years, 6 months ago
Property Market Update with Jarrod McCabe
Jarrod McCabe is a director at Wakelin Property Advisory. Jarrod was on the podcast a couple of years back sharing his expertise. I've invited him ba…
2 years, 6 months ago
Crushing Debt: A Guide to Paying Off Loans and Building Wealth
In this episode, we will provide practical advice and techniques for professionals looking to tackle debt effectively, including debt consolidation, …
2 years, 7 months ago
5 Key Steps to Building Wealth for Professionals in Their Prime
This week, we provide a step-by-step guide on how professionals can lay a strong foundation for building wealth, including budgeting, saving, investi…
2 years, 7 months ago
$4.5 Million Inheritance Lost in Ink Blot Mess - Talking Estate Planning with Katerina Peiros
This week I chat with Katerina Peiros, estate planning lawyer from Hartwell Legal, about an interesting case that went through the courts recently. W…
2 years, 7 months ago
50% Return Once, or 8% Per Year for 10 Years - Which Would You Take?
Which is better? A 50% return once, or an 8% return each year for 10 years? In this episode, we will go over this and the power of compounding.
[Disc…
2 years, 7 months ago
Where a Passive Income Goal Might Lead you Awry
Within the financial independence community, the concept of passive income frequently gets a lot of attention. Sometimes though, I find that its over…
2 years, 7 months ago
Understanding Risk Profiles: Their Foundational Role in Attaining Financial Autonomy
This week, we're talking about all things risk profiles. What they are, how they work, what to do when you and your partner's risk profiles conflict,…
2 years, 8 months ago