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It's not just numbers

Business & Economics Podcasts

Some different perspectives around financial planning, life events and stuff....

Location:

United States

Description:

Some different perspectives around financial planning, life events and stuff....

Language:

English


Episodes
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Pain, adjust, refocus

2/2/2023
A chat this with with Sam Gibbons. Attitude is everything, you can either have a victim mentality or reset and refocus on the next stage in life. Sam was signed to a professional baseball contract as a young man: So quite a lot in a short amount of time, its really interesting to hear the difference in moving on, re setting his plans and succeeding. I hope you enjoy this chat as much as I did.

Duration:00:29:49

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The harder I worked, the luckier I got.

1/11/2023
Happy New year and welcome back to 2023. This week I speak to Jarryd Wood, a young man from Geelong, who is quite possibly living the (his) dream. Woody is current studying (at an outstanding school) and playing baseball in one of the toughest baseball competitions in the college world. We have a chat about a day in his life, we also discuss the principles that has got him to this point of his journey, and his drive which I am sure will provide him success in whatever endeavour he...

Duration:00:32:50

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Saint Ronny

12/14/2022
I catch up in this Episode with Ron Prasad. Ronny is quite possibly the kindest person on the planet. He is a counsellor, advocate, animal activist, trainer, coach and mentor. He is just a great person to be around. Please have a listen, support his cause where you can, and if you need help or assistance please see guidance. Beyond Blue 1300 22 4636 Lifeline 13 11 14

Duration:00:21:13

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Investing for a better world

11/28/2022
An interesting chat today with Devin O’Keefe Manager – Adviser Relationships (VIC & TAS) for Australian Ethical. Most people who listen regularly know we have a strong belief in ESG and ESG funds. I hope you find this interesting. Information discussed in this podcast provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances and read the...

Duration:00:23:23

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In for the long run.

11/10/2022
SEASON 3, EPISODE 1. A chat today with Peter Bell from Bellmont Securities. Peter is a co-founder and director of Bellmont Securities. He holds a Bachelor of Commerce (Economics & Finance) from the University of Wollongong, graduating with Distinction. A passionate value investor, Peter is responsible for Bellmont’s Buffett- style value investing portfolio - the Bellmont Classic Value Portfolio, as well as the ‘satellite’ portion of the Bellmont Consolidated Equities Portfolio. He also...

Duration:00:33:04

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It started as a building society

9/30/2022
This week I chat with Michael Watson, DIRECTOR, HEAD OF DISTRIBUTION APAC, from Latrobe Financial. A very interesting conversation about the market and the different product offerings of Latrobe Financial. I hope you enjoy, have a great week.

Duration:00:32:15

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Bad news sells newspapers

9/25/2022
After the AFL GF long weekend, please find a chat from Steve Maynes (Director Cumulus Financial Group and Mayneline Financial) about a variety of things. Some historical comparisons, interest rates and property market just to name a few. There is a fair bit to unpack. Enjoy your week.

Duration:00:27:49

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Equal weight isn't food related.

9/11/2022
This week we chat to Damon Gosen, Director of Business Development at Van Eck. An interesting perspective when we look at the current rate pressure in the market. There are so many different opinions in relation to rates, the property market and levels of exposure. I hope you enjoy Damon's chat.

Duration:00:21:17

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It's all legalese to me

8/30/2022
This week we have a chat to Jesse Rankine, Director at Wightons Lawyers about Estate Planning. This is a complex and often challenging area for families to discuss and implement effectively. Jesse is an accredited Wills and Estates specialist. As such, he is proficient in estate planning, probate and estate administration, and also various forms of estate litigation such as Will caveat matters and Testator Family Maintenance claims (“Part IV” claims). In relation to estate litigation, Jesse...

Duration:00:34:30

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It is what it is..

8/24/2022
This week I have a chat with one of the strongest women I know. The topic, is around the death of a spouse. Hopefully, this can provide some valuable insights to anybody else who is going through similar circumstances. Those who have walked the walk certainly have a different perspective on life. Thanks Molly.

Duration:00:31:15

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Ahh Liquid Gold

8/18/2022
This week we have a really interesting chat to Dan Brady CEO of MA Financial Group Hotel Management, and talk about the opportunity to invest into pubs.... I hope you enjoy. Redcape Hotel Group Management Ltd ACN 610 990 004 (AFSL 505932) (Responsible Entity) is the responsible entity of the Redcape Hotel Group (which comprises the stapled trusts being the Redcape Hotel Trust I ARSN 629 354 614 and Redcape Hotel Trust II ARSN 629 354 696) (Fund) and the issuer of the units in the Fund. The...

Duration:00:27:36

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Redundancy Blues

8/11/2022
I catch up this week with a good friend, who has just been through the redundancy cycle. We have a general chat about the process, and some considerations to work through. Thanks Rusty for your honesty and openness. I hope you enjoy.

Duration:00:30:05

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Foot and Mouth

7/29/2022
A chat this weekly with Steve Maynes from Mayneline Financial. Steve is a business partner of mine, a financial advisor and a cattle farmer. We discuss as part of our YouTube weekly wrap up, some of the implications of the current foot and mouth outbreak.

Duration:00:20:16

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Tax Time Tips

7/20/2022
A chat this week with Phil Proctor from Proctor Accounting. Tax time tips, its pretty self explanatory, but so many people get scared or confused when it comes down to tax. Some great insights from Phil about general tax advice, please speak to your specialist about your own circumstances, or contact Phil to discuss. Have a great week.

Duration:00:29:00

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Are we at the bottom yet?

7/13/2022
Season 2, Episode 1. I discuss this week a bit around opportunities, considerations and things to think about due to recent market turmoil. My guest is Damon Gosen, Director of Business Development at Van Eck. We will be catching up on a semi regular basis. I hope you enjoy.

Duration:00:31:08

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Why not retire in paradise?

5/16/2022
A chat with a mate, John Dempster, who with his wife and one of my business partners, Jenny, is planning on retiring to Bali. Yes there are always considerations around healthcare, accommodation, visas, work....but there is also considerations about lifestyle in retirement. For years many people in the USA have used Mexico, Guatemala, Panama etc as similar retirement destinations. Now Australians are starting to consider SE Asia as genuine retirement destinations. I hope it creates some...

Duration:00:44:19

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There is always something to look at

4/26/2022
A chat today with Kevin Bertoli (Co Portfolio manager at PM Capital). Very inciteful and informative conversation, also highlights how the PM Capital perspective may be different to their peers. I hope you find it interesting. The PM Capital Global Companies Fund (ARSN 092 434 618) (the Fund) is issued by PM Capital Limited (ABN 69 083 644 731, AFSL No. 230222) (PM Capital) in Australia and New Zealand only. This recording does not contain and should not be taken as containing any...

Duration:00:48:05

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Property Management Insight

4/20/2022
A chat this week, with a long time friend and colleague David Woolfall from Woolfall and Stone, about many things property and property management related. https://www.woolfallstone.com.au Dave has decades of property experience and has a different perspective about the how, where, when and why....this is why he runs such a good business. I hope you enjoy.

Duration:00:39:11

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Cashless Kids

4/13/2022
Educator – Speaker – Coach – Mentor – Author - Parent.......and a ripping bloke to match. A chat with Andy McNeilly, about many things, trying to unravel the world we live in. Cashless Kids and communication is probably the main take away. But, have a listen, you will come away feeling better about yourself, Andy is a ripper! I hope you enjoy this as much as I did.

Duration:00:36:11

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Private Equity Mate

4/7/2022
An interesting chat with Claire Smith from Schroders, discussing Schroders Specialist Private Equity. For anyone looking at returns in a market where it is hard to get yield, this is an interesting conversation. A little more tech speak than normal. I hope you find it interesting. “Interests in the Schroder Specialist Private Equity Fund (ARSN 131 418 025) (the Fund) are issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders). This...

Duration:00:35:26