Podcast Episodes
Back to Search#39: "Well Mr / Mrs Client, That Depends"
Season 2 Episode 21
If you've ever engaged with a Financial Adviser and asked a question, chances are that you've heard "well that depends!"
Slowing down the decision process and taking some extra time can be frustrating…
Published on 1 year, 2 months ago
#38: A FREE RESOURCE Breaking Down Your Insurance Policy/Renewal Letter
Season 2 Episode 20
When was the last time you opened your annual renewal letter for your personal insurance?
Even if you do open them, we know from reviewing insurances with clients that all the different terms and nam…
Published on 1 year, 3 months ago
#37: Helping Kiwi Mums and Empowering Them With Knowledge and Guidance!
Season 2 Episode 19
In this weeks episode, we introduce Financial Adviser Terri Watson!
Terri describes her passion for helping Mums gain better financial literacy and how she helps empower them with tools and confidence…
Published on 1 year, 3 months ago
#36: The 7 Simple Rules for Long-Term Investing
Season 2 Episode 18
You've probably heard these "Rules" mentioned plenty of times before.......
This week, Tim and Brodie discuss the 7 rules of investing: diversify, focus on long term, don't time the market, control co…
Published on 1 year, 3 months ago
#35: Head to Head - Reverse Annuity Mortgages, Are They a Good Idea or Last Resort?
Season 2 Episode 17
This week Tim and Brodie go head to head on Reverse Annuity Mortgages. What are they? Are they a suitable option in retirement, or should they be seen as a last resort?
You've probably heard the term…
Published on 1 year, 3 months ago
#34: The Power of Habits - Are they Getting You Closer or Taking You Further Away?
Season 2 Episode 16
Habits, not one-time choices, determine someone's position in life. This week we explore studies showing how anticipation of a reward creates habits more than the reward itself and link it to common …
Published on 1 year, 4 months ago
#33: Recession - Finally Starting To Feel The Effects, So What Can You Do About It?
Season 2 Episode 15
This week we have a straightforward discussion about the dreaded 'R' word, recession. It certainly feels like we've been dancing around the word for years now, but now we are actually starting to fee…
Published on 1 year, 4 months ago
#32: Inflation in 2024, Why The Numbers Don't Match Our Experience
Season 2 Episode 14
Inflation is on everyone's mind these days. But what exactly is it, how is it calculated, and why does it feel worse than the official numbers suggest? Join us this week to explore why many Kiwis fee…
Published on 1 year, 4 months ago
#31: The 8 Great Investment Mistakes, Are You Guilty Of These?
Season 2 Episode 13
What are the 8 great mistakes, who is prone to them, and how do you overcome them? This week we dive head first into the world of investment and what we believe to be the biggest mistakes people do w…
Published on 1 year, 4 months ago
#30: Lawyer Anna Seabrook On Property With Friends, Relationship Agreements, Trusts, and WIlls.
Season 2 Episode 12
Welcome to Anna Seabrook who joins the podcast this week to discuss legal topics related to property, relationships, and estate planning!
We talk about the conveyancing process when buying/selling pr…
Published on 1 year, 5 months ago