Podcast Episodes

#29: Property Or Shares, What's The Best Way To Build Your Wealth?

This week we weigh the pros and cons of investing in shares versus property. Outlining the benefits of each - property offers tangible assets, rental income, leverage, and control, while shares provi…

Published on 1 year, 5 months ago

#28: Money Personalities, What Does Your Money Personality Say About You?

Season 2 Episode 10

Do you know what your money personality is? This week, Tim and Brodie discuss the different money personalities which you can find at sorted.org and look at the pros and cons of each personality. Und…

Published on 1 year, 5 months ago

#27: Financial MythBusters - Young People Can't Get Into a House? Breaking Down Common Financial Myths

Season 2 Episode 9

This week Tim and Brodie debunk common financial myths that they hear as advisers. Covering offset mortgages, KiwiSaver taxes, insurance premiums, retirement debt, home affordability for young people…

Published on 1 year, 5 months ago

#26: 5 Biggest Stock Market Crashes, A Financial History Lesson

Season 2 Episode 8

In this weeks episode join us for an informative history lesson on the biggest stock market crashes throughout the 20th and 21st centuries. Starting with the infamous 1929 stock market crash that saw…

Published on 1 year, 5 months ago

#25: Client War Stories, Our Best and Worst Stories From Our Experience as Client Facing Advisers

We're mixing it up this week with something a bit different! 

In this episode, Tim and Brodie share some inspiring, heartwarming, and cautionary client "war stories" to help listeners relate to differ…

Published on 1 year, 6 months ago

#24: Jenny Cheevers - Mortgage and Home Ownership Insights from 26 Years of Experience in the Industry

Season 2 Episode 6

In this episode of the Dollars & Sense Podcast, hosts Tim Ellis and Brodie Haggerty have the privilege of interviewing  Jenny Cheevers, a qualified Mortgage Adviser with 26 years of experience in the…

Published on 1 year, 6 months ago

#23: The Symptoms of Common Financial Issues and Potential Solutions

Season 2 Episode 5

In this episode of the Dollars and Sense podcast, hosts Tim Ellis and Brodie Haggerty discuss common financial issues faced by clients. 

They address topics such as overwhelming debt, difficulty in ge…

Published on 1 year, 6 months ago

#22: Retirement Drawdown Strategies - Pros and Cons of Popular Approaches

In this episode of the Dollars and Sense podcast, hosts Tim Ellis and Brodie Haggerty dive deep into retirement drawdown plans. They discuss three common strategies used by financial advisers and exp…

Published on 1 year, 6 months ago

#21: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 3/3)

Season 2 Episode 3

This is the final episode of our three-part series on what it looks like working with a Financial Adviser. Following on from the theme of last week, this episode focuses on the key strategies we use …

Published on 1 year, 7 months ago

#20: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 2/3)

Season 2 Episode 2

Welcome to part two of our three-part series on what it looks like working with a Financial Adviser. Now that we've got the process out of the way, this episode focuses on the key strategies we use w…

Published on 1 year, 7 months ago