Podcasts about financial advisers

Most people think they know what they earn. Salary. Hourly rate. Take-home pay. But that’s not the full picture. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore the idea of the 'true hourly wage,' and how it changes the way you think about work, money and the FIRE (financial independence, retire early) movement.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Governments can help create a framework for retirement savings, but they can't work out your individual retirement needs. Milford Wealth Management Adviser Liam Robertson explains to PJ and Matty from The Hits why it's important to work out your own number, based on the retirement lifestyle you want.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16. By 24 she had built a £10 million financial planning business. But the journey between those two moments nearly broke her.In this episode of Financial Planner Life, Sam Oakes sits down with Romany to hear the full story. How she grew up going to client meetings with her dad from the age of 11. How she dropped out of college at 16 and qualified as a mortgage adviser before most of her peers had finished their A-levels. How Quilter Financial Adviser School made a one-year exception to let her in early. And how, after becoming the UK's youngest financial adviser, she spent two to three years being told she would never succeed because she was a woman and nearly walked away from the profession entirely.The turning point came at a women in business networking event she almost cancelled. Six women around a table. One conversation. And the moment she realised it was not just her who did not fit into the industry. There was a whole community of people being left out of it. She went home that night and set up The Finance Woman.This is an episode for anyone early in their financial planning career who feels like they do not belong. For anyone who has been told they are not what the industry is looking for. And for anyone who wants to understand what it actually takes to build a financial planning business from scratch.The episode's key takeaways:How Romany dropped out of college at 16 and qualified as the UK's youngest financial adviser at 18What it was like growing up watching her dad build a mortgage business from his bedroomWhy Quilter Financial Adviser School made a one-year exception to let her in earlyThe comments she received from other advisers about being a woman in financial planningWhy trying to change her accent, wardrobe and language to fit in made things worseThe networking event she nearly cancelled that changed the direction of everythingHow one conversation with six women led to The Finance Woman being bornHow she built a £10 million financial planning business before the age of 24If you are building a financial planning career and feeling like you do not fit in, this is the episode to listen to.If you would like to find out more about Romany's work or get in touch, visit www.thefinancewoman.co.ukFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Fear & Greed is proud to share an episode of our sister podcast - How Do They Afford That? - out every Wednesday, wherever you get your podcasts.Most people aren’t bad with money. They just approach it in a certain way. And once you understand how you approach money, things start to make sense. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they go through five main money personalities, and how they can impact your financial future.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

In this episode of the Money Gains Podcast we welcome Pete Matthew from Meaningful Money to the show. Pete unpacks his "cash flow ladder" approach to retirement drawdown, explains why blanket de-risking near retirement can be a costly mistake, and shares the behavioural side of financial planning that most advice ignores. ---------

This isn't an episode about how to make a budget. Most households already have some form of a budget in place. This is about how to fix one that's not working. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they go through the common problems with budgets, and how to fix them.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

What exactly are index funds and what's the difference between passive and active management? Milford Wealth Management Adviser Gareth Stythe explains all to Toni, Jase and Sam on Coast.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working.Free LinkedIn Webinar - book here -  http://www.leadgenfs.co.uk/fpl    It's not the content. It's not the consistency. It's who they're connected to, what they're saying in messages, and whether they've ever stopped to define exactly who they're trying to reach. Get those three things wrong and LinkedIn produces nothing. Get them right and, as Louis Adkins puts it, consistent inputs get consistent outputs.In this episode of Financial Planner Life, Sam Oakes sits down with Louis Adkins, Founder of LeadGenFS, who started building his LinkedIn system at 19 during his second year of university. He was studying geography, had no marketing background, and no clients. His first break came through a friend's dad. By his third year he had a waiting list of 27 clients, built entirely from LinkedIn. He graduated and went straight into the business full time.In the last 12 months alone, LeadGenFS has worked with over 100 financial advisers, helping them generate 3 to 5 qualified appointments a week from LinkedIn. One adviser added £12 million in AUM in 12 months. Another booked 47 calls in 90 days. A third sent 20 messages, went for a shower, came back seven minutes later and had an interested reply waiting.Louis breaks down the full system in this episode. How to niche down so your message actually lands with the right people. Why automated outreach destroys trust and gets accounts banned. How to build content that speaks to clients rather than other advisers. How to generate ideas consistently from your own conversations. And how to use direct messages to convert your audience into booked appointments without opening with a pitch.He also covers why referrals, as good as they are, will never give you control over your own growth, and what to build instead as your primary source of new clients.The episode's key takeaways:Why referrals are a bonus, not a primary strategy, and what to build alongside themWhy 95% of financial advisers' LinkedIn connections are other advisers, not potential clientsWhy automated outreach gets accounts banned and never builds the trust needed to convertHow to niche down so your content and messages cut through to the right peopleWhy asking for business in the first message is like proposing on a first dateThe three legs of the LinkedIn system: connecting, content, and direct messagingHow to generate consistent content ideas from your own client conversationsThe three parts of every LinkedIn post: hook, value, and actionThe message priority ladder: who to contact first and in what orderWhy LinkedIn leads convert at around 30% versus 75% for referrals, and why that still makes LinkedIn the better primary sourceIf you are a financial adviser who wants to stop relying on referrals and start generating clients consistently, this is the episode to listen to.Louis has also put together a free resource for Financial Planner Life listeners: five of the best performing post templates from LeadGenFS, available athttp://www.leadgenfs.co.uk/fpl Want to build your personal brand and generate better client leads on LinkedIn? Sam Oakes and Louis Adkins are hosting a free webinar. Register here

Fear & Greed is proud to share an episode of our sister podcast - How Do They Afford That? - out every Wednesday, wherever you get your podcasts.If you lost your job tomorrow, how long could you comfortably last? A week? A month? Six months? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they walk through a guide to financial resilience - not fear, just preparation.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

It’s a new financial year. Fresh start. Clean slate. And while most people think about resetting in January… July is actually a pretty good financial checkpoint. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they set out six goals to help you finish 2026 in a stronger position than you started it.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Fear & Greed is proud to share an episode of our sister podcast - How Do They Afford That? - out every Wednesday, wherever you get your podcasts.You earn decent money. You’re doing okay. But somehow you don’t feel ahead. You’re not struggling — but you’re not building real freedom either. What’s going on? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore the middle-class money trap.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Getting the basics right can make a big difference when it comes to having access to money when your circumstances change.  Milford Financial Adviser Gareth Stythe talks to Toni, Jase and Sam on Coast, about how to prepare for life's curve-balls. Gareth uses a personal example from his own family to highlight the importance. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

If nothing changed with your money in five years, where would you be? If you made small changes to your money… where would you be? And if you made some BIG changes… where would you be in five years? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they take the five year test.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Money Monday Topic: Why the Bank of Mom and Dad needs an exit strategy Guest: Lana Johnson, Franchise Principal and Financial Adviser at Consult by Momentum

Fear & Greed is proud to share an episode of our sister podcast - How Do They Afford That? - out every Wednesday, wherever you get your podcasts.Property investing has changed in Australia. For so long, negative gearing was central to many investors' strategy. So what happens now that the rules are changing? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at property investing for passive income.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

What can a World War I fighter pilot teach you about investing? The Red Baron built his success on discipline, structure, and stacking the odds in his favour, but lost everything in a single moment of emotion. In this episode, Tim and Nick explore how investors face the same temptations, and why diversification, low costs, liquidity, and rebalancing matter most when markets feel easy. Tune in for a powerful reminder that the biggest risk to your wealth is not the market, it is your behaviour.(00:01:43) Nick's fascination with the Red Baron and personal connection(00:04:16) Core combat rules: stacking odds and disciplined decision making(00:08:26) Psychological edge: the significance of the red plane(00:11:51) Investing parallel: diversification as numerical superiority(00:13:07) Fees, liquidity, and the impact of cost on returns(00:15:03) Rebalancing and managing behavioural bias(00:17:09) Facing market downturns with discipline, not emotion(00:20:47) What led to the Red Baron's downfall(00:23:53) Lessons from his downfall: abandoning proven principles(00:25:17) Final lessons for investors: avoid overconfidence and stick to principlesNick Stewart (Ngāi Tahu, Ngāti Huirapa, Ngāti Māmoe, Ngāti Waitaha) is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance and KiwiSaver solutions.The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

Eligible KiwiSaver members can receive up to $260.72 a year from the government, but only if they meet the contribution threshold by 30 June. Milford Investor Services Associate Maddie Cruickshank shares the new eligibility requirements with PJ and Matty from The Hits, and outlines what you need to do to make sure you receive your $260.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Everyone has something they’re avoiding financially. Super. Insurance. Investing. A credit card statement. Even just opening the banking app. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they tackle financial avoidance, with a cheat sheet on how to get started on the most commonly delayed projects.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

From first homes to retirement, a new car or a rainy-day fund, different goals need different strategies – and different timelines. Milford Financial Adviser Nicky Reid joins Toni, Jase and Sam on Coast to explain how your timeframe can shape your approach to risk and investing. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice  

The conversation around property investing in Australia has changed. With changes to negative gearing underway, where does property fit into a wealth creation plan? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore property investing with a focus on generating passive income, rather than tax benefits.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Fear & Greed is proud to share an episode of our sister podcast - How Do They Afford That? - out every Wednesday, wherever you get your podcats.There's been a real spike in EV ownership lately, and not just because of the soaring cost of petrol and diesel. There are also some significant tax incentives - and while the federal government is planning to wind these back over the next few years, for now they're still in place. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at the costs and benefits of using a novated lease for a new electric vehicle.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

What happens when a “sure thing” goes spectacularly wrong? In this episode of AdviserTalk, Tim and Nick unpack Scotland's disastrous Darien Scheme, a moment when an entire nation bet its future on a single idea. Through this powerful historical story, they explore why high conviction often leads to dangerous concentration, how households repeat the same mistake today, and why resilience, diversification and liquidity matter more than confidence in any one plan.(00:01:46) Why Scotland's Darien Scheme felt like a sure thing(00:02:03) How a single investment led to the loss of Scottish independence(00:03:49) The original vision to control global trade through Panama(00:05:01) National pride and why so many people invested(00:06:58) How much of Scotland's wealth was really at stake(00:08:53) The reality on the ground, disease, conflict and isolation(00:09:36) Collapse of the scheme and national financial ruin(00:10:55) The household version of the Darien mistake(00:12:25) Modern examples of over concentration in family wealth(00:14:02) The key question every investor should ask about risk and resilienceNick Stewart (Ngāi Tahu, Ngāti Huirapa, Ngāti Māmoe, Ngāti Waitaha) is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance and KiwiSaver solutions.The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nzThe information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

What's the key to understanding why short-term movements don't matter as much as people think? Milford Wealth Management Adviser Liam Robertson shares about compounding returns and dollar-cost averaging with PJ and Matty from The Hits, and outlines why some funds underperform in the short term, but deliver in the long term. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

There's been a real spike in EV ownership lately, and not just because of the soaring cost of petrol and diesel. There are also some significant tax incentives - and while the federal government is planning to wind these back over the next few years, for now they're still in place. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at the costs and benefits of using a novated lease for a new electric vehicle.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

As retirement ages increase in Europe, Ireland looks set to follow suit.Denmark may have already legislated to raise the retirement age to 70 by 2040, but are there ways that we can financially prepare so that we don't have to work into our 70s?Joining Ciara Doherty to discuss is Padraic Kissane, Financial Adviser.

We spend a lot of time talking about saving, investing, building wealth, but it’s worth stopping and asking… what are we actually working for? More money? More freedom? More security? Something else entirely? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they take a closer look at what drives us financially, and how it can change your approach to saving, spending and investing.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation.Ben Mason form Kinvault did something about that. In this episode of Financial Planner Life, Sam sits down with Ben Mason, the founder of Kinvault, to discuss the technology he built to address one of the most overlooked risks in financial planning: intergenerational wealth transfer. Ben explains why AUM walks out the door on death, why families are being failed at their most vulnerable moments, and how a simple, white-labelled platform is changing both of those things at once.They get into the real numbers, why 25% of beneficiaries don't even know they can stay with the existing adviser, why only 4% of Gen X clients retain the family's financial adviser after inheriting, and why 90% of widows who do switch move to a female adviser. They also discuss what KinVault does for clients while they're still alive, why Ben believes this kind of solution will be a baseline industry expectation within five years, and the story of the adviser who lost £2.6 million over Christmas and called Ben in January to say he should have done it sooner.At £10 per household per year, the maths speak for themselves.Whether you manage a book of 200 clients or 2,000, if you haven't thought seriously about what happens to your AUM when your clients die, this is the episode to start with.In this episode, we discuss…Why 75% of AUM leaves on client death, and the three reasons behind itHow Kinvault builds a relationship with the next generation before it's ever neededWhat the platform does for clients during their lifetime, not just at the point of deathThe generational retention gap that should concern every adviser Why women are being left out of the financial planning process, and what that costs at the point of transferCost, implementation, and why this won't become shelfwareThe story of the adviser who lost £2.6 million over Christmas and signed up in JanuaryFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Entertaining can get expensive very quickly. Food, drinks, presentation - it all adds up. So today, how do you entertain well, without overspending? Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson are joined in the studio by Roger Bond from Dan Murphy's for a masterclass in choosing great wine at affordable prices, before Canna shares her top three tips for entertaining on a budget.Dan Murphy's is a supporter of this podcast.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

What happens if you change your finances by just $100 a week? Saving it. Investing it. Cutting it. Redirecting it. It doesn’t sound like much — but it adds up quickly. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore the $100-a-week experiment.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Why do so many people start investing… and then quit?In this episode, Ed and Andrew use a simple analogy – the gym – to explain why building wealth is less about knowledge… and more about behaviour. You'll learn:Why people who go to the gym are the best investors 5 similarities between going to the gym and investing The one thing you should do NOW if you've been putting it off for yearsMain idea? Getting ahead financially isn't about knowing more, it's about sticking with the basics long enough to see results. The people who succeed aren't perfect… they just don't quit.And check out our list of the Top 10 Financial Advisers in NZFor more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠

You start with good intentions - a new budget, or a goal to save more - and before you know it you're drowning in new accounts, apps and budgeting systems. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at whether we're making money too complicated - and how to simplify your finances.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Now that Jess has set her financial goals, how should she put her money to work so she can meet them?She knows she wants to invest, should she be saving too? What about superannuation?Financial Adviser, Glen Hare from Fox & Hare is back to help Jess figure out her priorities and allocate accordingly.Chapters: 00:00 What Would You Do With Extra Income00:43 Setting Goals That Actually Work03:11 Splitting $3k Wisely10:26 Investing For Long Term Wealth13:33 Why Super Is More Powerful Than You Think22:45 Turning Advice Into A Clear Plan26:37 How Real People Use Their MoneyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn't take into account any person's financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Why do some people seem to get ahead easily, while others feel like they’re constantly on the back foot? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at the role of financial luck... and just how to turn yours around.This episode is brought to you by PocketSmith. PocketSmith has a special deal for How Do They Afford That listeners — get 50% off your first two months of the Foundation or Flourish plans. Click here for more. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had.So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare.We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life.This recording was the first time the two had met and Glen takes Jess through the same process as any new client.But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting.Chapters: 00:00 Jess Faces First Advice Session05:15 Listener Andrew Shares His Turnaround10:25 Glen Maps Jess Money Goals16:25 Super, Insurance And Big Decisions22:17 Planning For An Unknown Future28:26 Dream Life By The WaterJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn't take into account any person's financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

This week the “Henssler Money Talks” hosts are focusing on What Everyone Is Asking, because for many investors, financial planning doesn't start with a grand strategy—it starts with the same practical questions coming up again and again, and the need for thoughtful, real-world guidance.We begin with one of the most important relationships in finance: the adviser: Should we shop for financial advisers and if so, how often? When looking for a financial adviser, what should you look for when interviewing them?From there, we take on a growing narrative: do you even need an adviser at all? If you've got a pension, Social Security, a 401(k), and steady income, can you simply piece it together with the help of the internet, AI, and a few trusted voices—or is there more beneath the surface?After the break, we address: Should I liquidate my rental property… or even my personal residence? We'll unpack what's really driving that conversation, and how to think through the trade-offs between cash flow, appreciation, taxes, and opportunity cost—especially when life circumstances begin to shift.We'll close with a foundational question that often gets overlooked: How much do you actually need to start investing? Because getting started is less about hitting a number and more about understanding the discipline behind it.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — April 25, 2026  |  Season 40, Episode 17Timestamps and Chapters9:48: Should I Shop for a Financial Adviser?16:27: Do I Even Need a Financial Adviser?21:08: Should I Pay Everything Off to Be Debt Free?31:25: Should I Liquidate My Property?40:32: How Much Do I Need to Start Investing?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

In this Order Pad episode, Candice Bourke breaks down the bull case for Netflix in 2026 and why this global streaming giant may still have double-digit upside ahead.While the stock has been relatively flat over the past 12 months, the fundamentals tell a very different story…Strong revenue growth

If you lost your job tomorrow, how long could you comfortably last? A week? A month? Six months? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they walk through a guide to financial resilience - not fear, just preparation.This episode is brought to you by PocketSmith. PocketSmith has a special deal for How Do They Afford That listeners — get 50% off your first two months of the Foundation or Flourish plans. Click here for more. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Most people aren’t bad with money. They just approach it in a certain way. And once you understand how you approach money, things start to make sense. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they go through five main money personalities, and how they can impact your financial future.This episode is brought to you by PocketSmith. PocketSmith has a special deal for How Do They Afford That listeners — get 50% off your first two months of the Foundation or Flourish plans. Click here for more. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.This episode breaks down:Why uranium is only part of the story and why enrichment is the real bottleneckHow Silex's laser enrichment technology is progressing towards commercialisationThe significance of TRL-6 milestone achievement and what it unlocksThe Paducah opportunity and why “tails re-enrichment” could be a game-changerThe growing role of US policy and funding in nuclear fuel securityWhy a cooling uranium price (~US$84–85/lb) actually strengthens the investment caseValuation insights, broker targets, and what needs to happen nextThe key risks, timelines, and milestone-driven upside potentialThis is not a broad market update it's a deep dive into one high-conviction idea, how it fits within a portfolio, and why sometimes the best investments are the ones worth revisiting as the thesis strengthens.As Felicity outlines, Silex sits at the intersection of:Nuclear energy's long-term structural growthWestern energy security and fuel independenceA critical, underappreciated choke point in the fuel cycle

Cost of living is the big challenge for everyone right now. From interest rates to just filling up the car - it’s tough. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they go through five ways to save on the cost of living. This episode is brought to you by PocketSmith. PocketSmith has a special deal for How Do They Afford That listeners — get 50% off your first two months of the Foundation or Flourish plans. Click here for more. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

If someone handed you $10,000 tomorrow — no strings attached — what would you do with it? Pay debt? Invest it? Blow it on a holiday? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore what that answer says about you — and what you probably should do. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

You earn decent money. You’re doing okay. But somehow you don’t feel ahead. You’re not struggling — but you’re not building real freedom either. What’s going on? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore the middle-class money trap. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

How do you have your dream holiday without a financial hangover to match? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at preparing for a holiday you'll truly enjoy - without any financial regret whatsoever. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

We’re talking about an investor’s secret weapon: debt recycling. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they go through the nuts and bolts of debt recycling: borrowing against a property in order to invest. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

It's March, which means it's time to manifest some money. At least that's the theory. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as Canna takes a slightly sceptical Michael Through 10 steps towards manifesting money. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

From Ozempic's soaring popularity to the top small-cap stocks held by Australia's best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun.Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and use code BPBP_TIX at checkout.In this episode:0:00 Ozempic's rise, share price drops, and the $130B weight loss drug industry3:05 Who's taking GLP-1 weight loss drugs? Shocking stats from the US5:13 Trump Rx: Disrupting the weight loss drug market7:03 Novo vs Eli Lilly: The weight loss drug battle heats up9:04 The private equity dilemma: Can retail investors access it?11:10 Portfolio review: Blair's diversified strategy + advice from Luke16:10 Small caps on the rise: Genesis Minerals, Hub24, Breville, and more19:32 Picking stocks with big upside potential: Insights from the small-cap managersGuide to Australian Small Caps: https://equitymates.com/general/small-cap-crossover-january-2026Stocks & ETFs mentioned in this episode: Novo Nordisk (NYSE:NVO), Eli Lilly (NYSE:LLY), Ozempic (Novo Nordisk), Wegovy (Novo Nordisk), Trump Rx, Genesis Minerals (ASX:GMD), Hub24 (ASX:HUB), Breville (ASX:BRG), Netwealth (ASX:NWL), Pinnacle Investment Management (ASX:PNI), Life360 (ASX:360), TPG Telecom (ASX:TPG), NextGen Energy (ASX:NGX), Interactive Brokers (NASDAQ:IBKR), Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA), Sprott Physical Uranium Trust (TSX:U.UN), Junior Uranium Miners ETF (NYSEARCA:URNM)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

This episode is for anyone who feels like they’re starting from zero. No savings, maybe some debt, no investments, and not sure where to begin. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore how to start (or start over) working with your money. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure tactics—and the key questions to ask before committing. Essential listening for anyone considering financial advice.   Shownotes: https://meaningfulmoney.tv/session609    Everything You Need To Know 04:00 - life vs product 05:18 - listens vs talks 06:40 - behaviour vs numbers 08:25 - clear vs vague 09:38 - plain English vs jargon 11:21 - transparent fees vs evasive costs 13:12 - probabilities vs certainties 14:48 - evidence based vs secret 'sauce' 16:15 - calm vs urgent 17:46 - facts first vs opinions first 19:50 - "I don't know" vs blagging 20:44 - written rationale vs 'trust me' 21:41 - respects advisers vs criticises advisers 23:40 - growth & protections vs chasing returns 25:31 - professional vs sloppy   Cheatsheet: https://meaningfulmoney.tv/adviser-checklist    Everything You Need To Do 29:18 - ignore unsolicited approaches 31:58 - verify they're legit 33:48 - get fees and scope in writing before committing 36:36 - first meeting questions 43:40 - pressure test  

This week we finish off our two-parter on how to become a financial adviser. In this session, we cover the 'softer' part of the job, the human side which is arguably MUCH more important than the hard numbers… Shownotes: https://meaningfulmoney.tv/session607   02:18 - Why Financial Planning Is Not About Money 05:30 - Planning vs Product  14:38 - The Core Human Skills of Great Advisers 25:50 - Behavioural Coaching (The Real Job) 33:15 - Judgement, Responsibility, and Pressure 38:31 - Ethics and Integrity in the Real World 47:57 - Who Thrives on the SOFT Side 50:05 - Bringing the Hard and Soft Together

This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make it look like a sexy profession, but as you can imagine, we have lots to say on the subject… Shownotes: https://meaningfulmoney.tv/session606  01:47 - What People Think Financial Advisers Do (and Why That's Incomplete) 07:25 - The Structure of a Modern Advice Firm 17:29 - Career Progression 22:31 - Qualifications and Regulation (The Reality, Not the Myth)  29:14 - Routes Into the Profession 37:20 - The Economics of Advice (High-Level) 46:39 - Who the HARD Side Will Appeal To