Podcast Episodes

#52 - [Express] Steps to follow when looking for a financial adviser

Over the last couple of days I've been posting about how financial advice works. I've had a few questions about what comes next, as in how do you actually get started. 

In this post I cover the act…

Published on 4 years, 11 months ago

#51 - [Express] Where does the value come from in financial advice?

Any purchase is a value exchange. You need to get more value than you pay for any product or service.

But if you haven't used an adviser in the past, it's hard to know where the value will come fro…

Published on 4 years, 11 months ago

#50 - [Express] How to choose a financial adviser

With over 22,000 financial advisers in Australia, choosing the perfect one to help you isn't easy.

There's licensing, advice areas, service models, charging strategies, aligned, vertically and hori…

Published on 4 years, 11 months ago

#49 - [Express] The most painful money mistakes I see

Consistently making the right money moves isn't easy.

And it doesn't come naturally. 

In fact, our psychology often sets us up for failure when it comes to making our money moves. 

In this post…

Published on 4 years, 11 months ago

#48 - [Express] The top three drivers of being successful with money

While there is no one set of 'perfect' money choices that any person can follow to be successful with money, there are some key things that every person needs to get right. 

In this post I cover th…

Published on 4 years, 11 months ago

#47 - [Express] How to choose the perfect super fund

Your super fund isn't something that needs a lot of attention, but some simple tweaks can make a difference of hundreds of thousands of dollars by the time you eventually are able to access your supe…

Published on 4 years, 11 months ago

#46 - [Express] How employee share options plans (ESOP) work

Employer share options plans or ESOP plans can be a pathway to that sweet pot of gold at the end of the rainbow that is sweet sweet startup millions. 

But you need to know the rules or you can get …

Published on 4 years, 11 months ago

#45 - [Express] How RSUs work and maximising restricted Stock unit plans

Restricted Stock Unit or RSU plans are an epic way to grow your investments and assets. 

But you need to know the rules, otherwise you end up blindsided with one surprise tax bill after another. I …

Published on 4 years, 11 months ago

#44 - [Express] How employee share purchase plans work ESPP

The rules and legalese on employee share purchase plans (or ESPPs/ESSs) can be tricky to understand, but if you don't take the right approach you can end up leaving money on the table. 

In this pos…

Published on 4 years, 11 months ago

#43 - [Express] Five steps to get the most out of your employer share plans

Employer share plans can be a way to rapidly accelerate your asset and investment building. But without the right strategy in place you can get blindsided by one tax bill after another, fall into som…

Published on 4 years, 11 months ago