Listen and Enjoy Now
Episode 119: Plan your Retirement Series
We are back! And can't wait to launch our "Plan Your Retirement Series".
This week Tim discusses the components that go into a good retirement plan.
Episode 118: Your Children - Financial Resilience & Investing
Over the past 118 episodes we have chatted to some amazing guests and we have 'cherry- picked' the highlights from our favourite interviews, brining a different theme each week.
This week, our theme is "Your Children - Financial Resilience & Investing"
Episode 117: Own your Health & Wellbeing
Over the past 117 episodes we have chatted to some amazing guests and we have cherry picked the highlights from our favourite interviews, brining a different theme each week.
This week, our theme is "Your Health & Wellbeing".
Episode 116: Why set goals??
Over the past 116 episodes we have chatted to some amazing guests and we have cherry picked the highlights from our favourite interviews, brining a different theme each week.
This week, our theme is "Why set goals?"
Episode 115: Who are you?
Over the past 115 episodes we have chatted to some amazing guests and we have cherry picked the highlights from our favourite interviews, brining a different theme each week.
This week, our theme is "Who are you?"
Episode 114: The Value of Life Cover Insurance
Welcome to a 4-part series that delves into each of the four Life Insurance products - Death Cover, Total & Permanent Disability, Income Protection and Trauma insurance.
This week our topic is Life Cover Insurance.
Episode 113: The Value of Total & Permanent Disability Insurance
Welcome to a 4-part series that delves into each of the four Life Insurance products - Death Cover, Total & Permanent Disability, Income Protection and Trauma insurance.
This week our topic is Total & Permanent Disability Insurance.
Episode 112: The Value of Income Protection Insurance
Welcome to a 4-part series that delves into each of the four Life Insurance products - Death Cover, Total & Permanent Disability, Income Protection and Trauma insurance.
This week our topic is Income Protection Insurance.
Episode 111: The Value of Trauma Insurance
Welcome to a 4-part series that delves into each of the four Life Insurance products - Death Cover, Total & Permanent Disability, Income Protection and Trauma insurance.
This week our topic is Trauma Insurance.
Episode 110: Home Cyber Security (Repeat)
The recent data breaches at Optus and Medibank have brought our potential Cyber vulnerabilities into the spotlight.
Earlier this year, Tim interviewed Fraser Jack, from the Cyber Collective and discussed the actions that we need to take to ensure that we reduce the risk of a Cyber attack in the home.
Episode 109: Your Super & Ethical Investing
3 in 5 Australians say they care deeply about environmental issues, yet only 1 in 5 hold responsible investments.
One possible reason for this misalignment is that many people don't understand Ethical investment.
Episode 108: 30 Day Saving Challenge - Check in & wrap up
Thanks for joining along with us the past 4 weeks of the 30-Day Savings Challenge.
This week Tim & Karen talk to two of our Money Mentees - Sophie & Shannan.
They tell us how they found the process, the challenges and the wins.
Episode 107: 30 Day Saving Challenge - What gets Measured, gets Managed
Measuring your savings progress is a vital component of you plan.
This is a process of Measure, Manage, Adjust, Repeat!
This week Karen and Tim discuss how frequently you should measure your progress, how to bring some fun and engagement to your progress meetings and how to deal with 'slip ups'.
Episode 106: 30 Day Saving Challenge - How to bridge the gap
This week Tim and Karen tackle the topic of how to bridge the gap between where you are today and where you want to be tomorrow.
If you have worked through the exercises in the initial 2 episodes, you will have established your cashflow surplus or deficit.
Episode 105: 30 Day Saving Challenge - Your Financial Reality Check (the Ugly Truth)
In week 2 of our 30-Day Savings challenge, we help you get clear on where you are today, financially, and learn the money metrics to measure your financial health.
How much do you actually spend? This week we help you 'get real' on this figure.
Episode 104: 30 Day Saving Challenge - Vision & Values - setting your Financial & Life goals
Money needs direction and purpose. Knowing what you value and being intentional about how you want to live your life and align your money is one of the first steps to taking control over your money.
In week 1 of the 30 Day Savings Challenge, Karen & Tim discuss the importance of having a very strong foundation for your goals.
Episode 103: How to Focus to be more Productive
They say that 'your focus determines your reality'. Our modern existence is full of distractions such as smart phones, emails, phone calls and unproductive meetings.
Do you feel focused on the things you need to achieve?
Episode 102: The benefits of an Education Bond
Trying to put children (sometimes multiple) through 12 years of education takes a big commitment. And in todays world, especially now we have increased cost of living, we need to try and optimise any advantage we can.
This week we explore the benefits of an Education Bond with Amy Parsons.
Episode 101: How to fund your children’s education - from Ground Zero
One of the most common goals we hear from people is that they want to give their kids the best possible start in life - a desire to provide them with a great education. education.
This desire is generally coupled with the follow up question, can we actually afford to do this? And if so, how?
Episode 100: Retirement - how much do you need?
"How much do I need to retire"? This is the most asked question of any financial adviser.
Of course, the answer is unique to your situation and there are many variables to consider.