Podcast Episodes
Back to SearchThe Downsizer Strategy
Your home isn't just where you live — it can also be a powerful asset in your long-term financial plan. In this episode, we look at how shifting your…
10 months, 1 week ago
What is a Wrap and When Do They Make Sense?
This week, we're unpacking a real-world financial dilemma: one person's uneasy experience after being advised to move her super from a large industry…
10 months, 3 weeks ago
How Much Super Do I Need?
It's one of the most common retirement questions—how much super is enough? In this episode, we explore how to estimate your retirement needs based on…
11 months, 1 week ago
Is it Time to Use the Equity in your Home to Build Wealth?
With interest rates starting to fall, is there an opportunity to utilise the equity in your home for investment purposes and accelerate your wealth c…
11 months, 3 weeks ago
Goals are Essential, but Don't Miss this Next Step
When we head off on vacation we don't barrel off down the highway, pull up at some random point hours or days down the road, and camp out for the ne…
1 year ago
Will Active Managers Ever Come Back?
In this episode, we dive into the debate between active vs. passive management, exploring the claims made by fund managers during a recent teleconfer…
1 year ago
How Does Tax Apply to Your Super?
Wanting to get your head around tax within the superannuation system makes total sense. Our savings accumulate in this regime, however there are rest…
1 year, 1 month ago
Redundancy
Despite the current low rate of unemployment, there seems to be a mini wave of redundancies in the middle and senior ranks of many companies at pre…
1 year, 1 month ago
The 4 Essentials When Receiving an Early Inheritance
With an awareness of the challenges of high house prices and resultant large mortgages, intergenerational wealth transfers - in the form of early inh…
1 year, 2 months ago
Is it Time to Own Bitcoin?
Bitcoin has got a fresh wave of energy since Donald Trump's election win, and we've had quite a few questions from our clients. We are all susceptibl…
1 year, 2 months ago