A Bite from The Money Sandwich podcast

While most know the name Grant Hackett well and remember his race for gold back at the 2000 Olympics in Sydney, but many would not know he is now the CEO of Generation Life Investment Bonds. For us in the Finance profession, investment bonds are one of those best kept secrets, which really everyone should know about. Anyone thinking of saving for a long term project such as their children's educat...

Do you know what to do if your parents need assistance, or need to move into aged care? Sometimes we can plan for this but more often than not, it is thrust upon us say with a major health issue and usually we are not prepared, don't know what to do or where to turn to for help. Today I'm talking with Louise Biti, the co-founder and Director of Aged Care Steps. Louise will be talking about the rea...

Listen to our guests share the best piece of advice they have learnt from friends and family over the years that have helped shape their lives and made them the success they are today. Some great gems and pieces of wisdom to learn from and share.

Are you tired of full-time work? Are you thinking about what's next? Transitioning to the next phase of your life can be really hard without the proper guidance and forward thinking. Today Marc talks with Natalie Yan-Chatonsky, the founder and CEO of Full Time Lives. Nat talks about transitioning to retirement, or as she says transitioning to full-time living. Hear Nat's five key ingredients to ac...

Any good life or financial plan has a safety net, as who knows what's around the corner! Estate planning is planning for the unknown and is more than just organising your Will. We want to make sure we don't leave any unnecessary legal and tax trouble for our loved ones. Today Marc talks with Katrina Brown, the Practice Director of Nautilus Law Group, who has been specialising in estate planning la...

Tim Henry is a financial adviser with a difference. Apart from running a very successful Melbourne based practice called Aspire Planning, he also hosts the very popular podcast The Grass is Greener. As he says in his podcast he discusses everyday financial challenges with inspiration and education to help people make awesome personal and financial decisions. Hear his thoughts and ideas for a comfo...

Chris and Wendy Sparks have always been ahead of their time, working remotely and acting on a sea change long before it became popular especially through COVID. Listen to their journey from busy executive and health professional, to their transition to the farm by the sea in beautiful south coast of NSW and now about to be fully retired. What worked, what surprised them and why they would never mo...

We all want a comfortable retirement and want our money to work harder for us. However, a lot of us don't want to take the risk when it comes to our investments. But is staying conservative causing more harm then taking on some risk? Today Marc speaks to Jody Fitzgerald, who is Head of Institutional Portfolio Management and Solutions at Morningstar. Jody speaks about the power of diversity in an i...

One of the biggest roadblocks to getting your money sorted is feeling that you have left it too late. After 30 years of being an adviser and helping many in their 50s and 60s, Marc knows this is rarely true, but the important thing is to take the first step and seek help. On today's episode Marc talks about some of the biggest myths when it comes to managing your money, planning for your retiremen...

The finance industry has slowly seen a cultural change from a once male dominated industry to a rise in women from both the professional side and from the side of seeking advice and coaching. Women in particular like today's guest has helped change the way we talk and educate about money matters for the better. Today Marc speaks to Julia Newbould, Managing Editor of Money Magazine, Australia's mos...

You've retired, now what? Planning for retirement is more than just getting your money sorted. You need to think about what you will do once you no longer work full-time. Today Marc speaks to his friend John Haslam and fellow member of the Sandwich Generation, who made the decision to retire in November 2020. He talks about the reality of retirement, what surprised him and what he needed to change...

Have you ever wondered what the property experts look for when buying property? Or maybe you want to know how to help your millennial children get into the property market? Today Marc speaks to David Hancock, director of Binnari Property. He talks all things property investment and how to think like a local when buying a property here or interstate.   Binnari Property https://binnari.com.au/ The M...

Want to know the top tips for money management from a combined 50 years of advice experience? Today Marc speaks to Jeff Thurecht, Personal Financial Adviser and Director of Evalesco Financial Services. Hear each of their top 3 tips on money and retirement, to help get your money working harder for you.   Evalesco Financial Services https://evalesco.com.au/ The Money Sandwich https://themoneysandwi...

Welcome to the very first episode of A Bite from the Money Sandwich. The podcast where we provide practical, easy-to-understand tips and ideas to help solve your money and retirement problems.