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PODCAST

Financial Autonomy

Guidance Financial Services: Investing & Retirement Planning Experts

Plenty of podcasts focus on building wealth – and that"s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the different ways you can

business investing

All Episodes

06:52

Is Super Worth The Risk?

Financial Autonomy ·

2023/11/29

This week’s podcast is inspired by a question I got for my Ask an Expert column in the Fairfax press. A reader asked whether it was worth adding extra money to super given the balance goes up and down. She can put $5000 in one day, only to see the balance drop by that amount the next, causing her to feel like those savings just got flushed down the toilet. There are several different elements that are important to get your head around in thinking about this question, and the word count limit in the

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08:33

What is Factor Investing?

Financial Autonomy ·

2023/11/22

You've almost certainly heard of index investing, also sometimes called passive investing. Here investment portfolios are constructed to replicate I given a market. The weighting given to each individual stock is determined by the size of each company, its market capitalisation. So for instance in the Australian market, the largest allocation would be to BHP, then Commonwealth Bank, CSL, etc. The main alternative to index or passive investment is active investment. Here fund managers deploy various

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28:09

Money Mindset

Financial Autonomy ·

2023/11/15

A cancer diagnosis (in the midst of COVID), a career change, and starting a new business. This week I speak with Suzanne Alexander from Mindful Finances about how she helps her clients and the challenging journey she’s been on to accumulate the wisdom she’s now able to impart. ‌[Website] [Disclaimer]

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08:33

How to Save a House Deposit Whilst Also Paying Rent

Financial Autonomy ·

2023/11/08

Owning your own home is the goal for most of us. The security that comes with owning the roof over your head is a massive stress relief. It’s also almost certainly a good financial move in the long run, as you accumulate wealth through the combination of capital appreciation in the value of your home, and progressively paying down the debt. The challenge typically though, is getting on that first rung of the ladder. Often there isn’t a huge difference between mortgage repayments and rental payments,

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47:49

6 Figures in School Hours - The Self-Employment...

Financial Autonomy ·

2023/11/01

This week on the podcast I’m joined by Kate Toon, entrepreneur and digital marketing guru. Regular listeners will know that there are 3 pathways to achieving Financial Autonomy - investing in shares, investing in property, and running a business. This week's episode clearly fits into the running a business stream. Financial Autonomy is about having choices in life, and being your own boss can certainly enable that. But running a business is far from simple, which is why I’m very excited to chat

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11:17

When Do SMSFs Make Sense?

Financial Autonomy ·

2023/10/25

When does it make sense to move your superannuation savings into a Self Managed Super Fund? Is not shifting to an SMSF a wasted opportunity? Who should have a self-managed fund? This week we're going to get you answers to all these questions. So if you've ever wondered whether a Self Managed Super Fund is right for you, hopefully this week's episode we'll set you straight. [Website] [Disclaimer]

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31:14

Paying off your mortgage ASAP, with Serina Bird

Financial Autonomy ·

2023/10/18

This week I’m excited to have Serina Bird join me on the podcast. You may have come across her podcast, The Joyful Frugalista. Serina is here to talk about her new book - How to Pay off your mortgage in 10 years. So if paying off your mortgage is on your to-do list, listen up for some great tips and insights. [Website] [Disclaimer]

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07:44

What Are Annuities and What Role Do They Play in...

Financial Autonomy ·

2023/10/11

Annuities are a product most people have heard of but don't know exactly what they are or when to use them. With interest rates returning to more normal levels, annuities are coming out of the deep freeze. So this week I thought I’d take you through the basics of annuities so you have an appreciation for where they might have a use in your financial plan. [Website] [Disclaimer]

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38:51

Intergenerational wealth transfer with legal expert...

Financial Autonomy ·

2023/10/04

This week we're talking with Bryan Mitchell on all things intergenerational wealth transfer, and looking particularly at the question of whether a gift or a loan is the best way to pass wealth on to the next generation whilst you are still alive. Structuring the transfer of wealth as a loan might provide some level of asset protection in the event of a future divorce, but Bryan explains what is needed for such an arrangement to stand up in court. [Website] [Disclaimer]

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09:53

Planning for Retirement: Wealth-Building Strategies...

Financial Autonomy ·

2023/09/27

All of us will retire at some point, but with the pressures of mortgage repayments, school fees, and just living, it's common for people to give little thought to retirement planning until well into their 50s. So this week I thought I'd take the opportunity to cover off on a few key fundamentals that we regularly discuss with clients. Hopefully several of these you can tick off as done, but perhaps there are a few you hadn't considered that you might be able to nudge up your to-do list. [Website]

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28:23

Property Market Update with Jarrod McCabe

Financial Autonomy ·

2023/09/20

Jarrod McCabe is a director at Wakelin Property Advisory. Jarrod was on the podcast a couple of years back sharing his expertise. I’ve invited him back to get a read on the current property market. With interest rates looking like they may have peaked, it’s certainly an interesting time. https://wakelin.com.au/about-us/ [Website] [Disclaimer]

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10:42

Crushing Debt: A Guide to Paying Off Loans and...

Financial Autonomy ·

2023/09/13

In this episode, we will provide practical advice and techniques for professionals looking to tackle debt effectively, including debt consolidation, budgeting strategies, and tips for accelerating loan repayment. [Disclaimer] [Website]

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09:42

5 Key Steps to Building Wealth for Professionals in...

Financial Autonomy ·

2023/09/06

This week, we provide a step-by-step guide on how professionals can lay a strong foundation for building wealth, including budgeting, saving, investing, and planning for retirement. [Disclaimer] [Website]

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35:31

$4.5 Million Inheritance Lost in Ink Blot Mess -...

Financial Autonomy ·

2023/08/30

This week I chat with Katerina Peiros, estate planning lawyer from Hartwell Legal, about an interesting case that went through the courts recently. We’ll also have a broader discussion around what you need to be thinking about when making your estate planning arrangements. [Disclaimer] [Website]

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04:41

50% Return Once, or 8% Per Year for 10 Years - Which...

Financial Autonomy ·

2023/08/23

Which is better? A 50% return once, or an 8% return each year for 10 years? In this episode, we will go over this and the power of compounding. [Disclaimer] [Website]

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06:09

Where a Passive Income Goal Might Lead you Awry

Financial Autonomy ·

2023/08/16

Within the financial independence community, the concept of passive income frequently gets a lot of attention. Sometimes though, I find that its overemphasis leads to poor strategy decisions. So this week I wanted to explore where a passive income goal has the potential to lead you awry. [Disclaimer] [Website]

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09:24

Understanding Risk Profiles: Their Foundational Role...

Financial Autonomy ·

2023/08/09

This week, we're talking about all things risk profiles. What they are, how they work, what to do when you and your partner's risk profiles conflict, and much more. [Disclaimer] [Website]

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29:11

The Globe Trotting Career Changer

Financial Autonomy ·

2023/08/02

This week I chat with Mitch Potter on his financial autonomy journey - travel, starting an apprenticeship in his 30s, investing, and having plenty of fun along the way. [Disclaimer] [Website]

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05:30

Should I Invest or Leave My Money in Offset

Financial Autonomy ·

2023/07/26

With mortgage rates having leapt up this past year, the effective return savers receive by parking their money in an offset account is looking increasingly attractive. This has led to a question we're being asked more and more. Should I invest or just leave my money in the offset account? [Disclaimer] [Website]

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36:45

The Superannuation Landscape with Vanguard's Head of...

Financial Autonomy ·

2023/07/19

Today I’m talking with Shannon Nutter, Head of Vanguard Super, about the findings from their recent study - How Australia Retires. [Disclaimer] [Website]

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412 results

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