Listen and Enjoy Now
Episode 48: The Power of the Testamentary Trust
Have you heard the term Testamentary Trust?
In this episode, Tim chats to Tara Lucke about the power of a Testamentary Trust Will for everyday Australians and their families.
Tara likes to think of the Testamentary Trust Will as the super hero of estate planning, because they will save your family tax after you die, save your inheritance from divorce and bankruptcy risks and save young children from wasting their inheritance. What’s not to love?
Episode 47: Aspire Wealth Portal
These past 5 weeks we talked to experts about getting better planned in this financial year.
But where do you start? And how are you going to consolidate, view and track your financial world.
Look no further than The Aspire Wealth Portal.
Episode 46: SOFY - Managing your Cashflow
Your Cashflow is the cornerstone to you successfully managing money and allowing your to fulfil your Dreams and Goals.
To succeed in Mastering Your Cashflow you need to be far more intentional that simply setting a budget.
Episode 45: SOFY - How to Kick Emotional Spending
We live in a consumption-driven world where we’re celebrated for the things we have — gorgeous wardrobe, a new car, the latest mobile phone. We’re rarely applauded for intentional spending, choosing to save, or delaying gratification.
But there are long term consequences to continuing down an emotional spending path.
Episode 44: SOFY - Getting started on your Investment Journey
We all know that getting our money to working harder is a good thing!
But investing can seem complicated and risky or only for the rich. No longer!
Technology has brought quality investing within the reach of most of us.
But how do you get started?
Episode 43: SOFY - Finding the right Financial Adviser
Where do you start when searching for a Financial Adviser that is right for you and your needs?
Well look no further. Adviser Ratings is a website that is "the Travel Adviser of Financial Advisers".
Episode 42: SOFY - Planning your super contributions
The End of Financial Year has passed us again. Were you well organised this time around? Did you feel like you should have been more prepared?
Well here is your chance to get yourself well organised for THIS financial year.
Episode 41: Goals - Why, What, How & When
Setting and achieving goals is not easy. We fail many more times than we actually succeed. Why does this happen?
Tim discusses a few reasons why goals fail and provides the 'Why, What, How & When' framework to goal setting.
Episode 40: Understanding the Aged Care System
Understanding the Aged Care system can be daunting.
Often it is complex and confusing. There are big decisions to be made at a time when families are feeling emotional and vulnerable.
This week we talk to Louise Biti, co-founder and Director of Aged Care Steps, the leading business supporting professionals to implement advice solutions into their advice businesses in the areas of aged care and other related matters.
Episode 39: Divorce - Planning Solo
Divorce is a major life changing event. It can be a highly emotional time and one of high uncertainty.
Whilst dealing with these elements, those going through a divorce are making big, permanent decisions.
It is no wonder that it can take a big mental toll on people, and also influence the level of co-operation amongst parties.
Episode 38: The Economy and how it affects your life?
Do you ever wonder whether you should make an effort to better understand the economic data that is part of our daily news?
Wonder if there is an easy way to better understand this data and how it might affect your day to day life?
Then this episode is for you.
Episode 37: 7 Conditions to achieve ‘Your Flow’
How a flow mindset can help you achieve your goals, and how you can get it.
“Flow” is something that is highly sought after. Athletes pay sport psychologists big money to help them find and replicate flow in their mindset. We are told that if we “go with the flow” that things will work out naturally in our favour. So what is flow?
