Dollars and Making Sense

Much has been said about stress in the workplace and its impact on health outcomes.  This week, Phillipa Hunt and I work through a 2 show format discussing the physiological impact of financial duress on the human body.  It is tough out there, and some kindness can go a long way.  Listen in to find out how.

We say hello to Philippa Hunt this week to discuss financial education.  The cost of advice is now through the roof, so is there a DIY way to get this happening, or are we to be fed to the wolves?  The Advice Industry changes are having an impact - and not always good.

Phil Osborne and Ray wrap up AIOFPs recent conference in Darwin.  What's happening with the Advice Industry in relation to the change of government and how does this affect you? @Radio Northern Beaches @FMRNB

Continuing our theme on estate planning, we are joined by Kirk Wilson, tax specialist from Tax & Super Australia to discuss the impact of Capital Gains Tax on assets and in particular inherited homes.  Kirk is a subject matter expert with over 30 years of hands on experience, and his views and guidance are invaluable. This educational interview is easy to understand and may save you bundl...

We catch up with Wise Girls Money's Phillipa Hunt and discuss her recently completed mental health survey* of the Advice community.  Sobering reading and the output will be shortly presented to the incoming Fin Svcs Minister, Stephen Jones as part of a new Albanese Labor government. Will the advice industry get lost in the noise?  So listen in and find out why FPs are invaluable on Dolla...

Finfluencers, who are they, WHAT are they.  ASIC has recently taken a rather large stick to them, and killed the online "advice" overnight.  Tune in this week as Philippa Hunt from Wise Girls Money and I dissect this online phenomena and why they were shut down.

An introduction to Bonds.  This week we're joined by Liz Moran from Fixed Income News Australia (FINA) to talk all about bonds and what's involved.  You know I'm an enthusiast when it comes to investing in this asset class, so who better to have talk about it than someone other than me!  Liz is a long time player in this space, and has some great ideas and tips around Bonds.

Wise Girls Money's Phillipa Hunt has recently completed a mental health survey* of the Advice community and it makes for fascinating, if not very concerning reading, particularly as we complete this current election cycle. Will the advice industry get lost in the noise?  After last weekend's debacle of a "leaders debate", highly likely so listen in and find out why FPs are invaluable on Dolla...

We're back, refreshed and fired up about BNPL - buy now, pay later. Devil or angel?  Phillipa Hunt and I explore the pros and cons of this incredibly popular way to purchase goods and services. Or is this yet another debt trap?  Have a listen and take the opportunity to listen to the experts on Dollars & Making Sense.

Financial advisers are an endangered species and the current government has done little to allay their fears nor abate their decline in membership and spiraling costs.  Why should you care?  Because having access to value for money advice will become increasingly important as we retire with more funds than ever before thanks to Keating's superannuation reforms.  Listen in as we chat...

Elderly women are being forced into more estate planning / end of life situations today because they are simply out living their male counterparts.  Couple this with the disturbing fact that elderly women are also more likely to be homeless and be subject to potentially abusive situations.  Join Phillipa Hunt from Wise Girls Money and Deena Janes from Elgen Estate Planning as we untangle...

Compliance in the advice & finance industry, is the "tail wagging the dog"?  This week we return to Phil Osborne, compliance expert and Responsible Manager, who has been taking a closer look.  There is more than meets the eye as we explore the wagging dog, fleas and all.

Philippa Hunt & Deena Janes join me this week to discuss women and wills.  Dying used to be easier and following on from last week's show, we focus on matriarchs continuing to bear the burden of having to manage estates in their final years and why this is happening.  Take the opportunity to listen to the experts on Dollars & Making Sense.

Over 75% of Australians today don't have a valid will.  This week we chat with Jonathan Elcombe and Deena Janes from LGen Estate Planning to find out why, and what we can do about it.  Dying used to be easier I'm sure, there is much to consider so take the opportunity to listen to the experts on Dollars & Making Sense.

So many people are now investing in Bitcoin & cryptocurrencies, but there are many traps for those who run their own Self Managed Super Funds (SMSFs), and we're not just talking about the tribulations of crypto investing alone.  This week we draw upon Natasha Panagis from Tax & Superannuation Australia , a superannuation expert on the pros and cons for SMSF trustees to ponder over.&nb...

Its been almost 30 years since compulsory superannuation was legislated by the Keating government, so why is it that so many people still don't have super with retirement around the corner, or already upon them? This week we delve into what and why we are in this situation with Philippa Hunt, founder of Wise Girls Money Magic, a website dedicated to financial education.

Can your mind set help or hinder your financial success?  This week we delve into what makes a great "money mind set" with Philippa Hunt, founder of Wise Girls Money Magic, a website dedicated to financial education.

Welcome back to 2022 Dollars & Making Sense is on air again.  This week we venture into Financial Therapy, based on a website that Philippa Hunt discovered.  Amazingly, the Americans have formalised this role as an official association and qualifications/calling, just like a Financial Planner, doctor or lawyer!  We discuss how this applies in an Australian setting.

We continue from last week's theme on "Couples & Money", and get back to Phillipa Hunt to continue her discussion and analysis of this subject.  Our final of this 3 part series and what an education this has been. Join us as we provide some excellent tips and advice about money and couples. This is our last recorded show for the year, we will revert to a "summer series" from next week unt...

We continue from last week's theme on "Couples & Money" part 2, this time the man's perspective with Phil Osborne and his take on this subject.  Part 2 of a 3 part series talking about money and couples.  What an education for me!! Join Phil Osborne and Ray Trevisan as we tackle some funny and thorny issues that surround money and couples.

When is it the right time to talk to your new love (or even your old love!) about money?  This week we start the first of a 3 part series talking about money and couples.  What an education for me!! Join Philippa Hunt and Ray Trevisan as we tackle some funny and thorny issues that surround money and couples.

How can you tell if the investment you're looking at is legit or not?  This week we tackle a question that is often asked of us, how can you tell if you're being scammed or not?  We're joined by Phil Osborne from Dirigere Advisory, a Compliance specialist who has seen more than his fair share of good investments and bad.  We'll cover off some of the obvious and less obvious "red fla...

If you fail to plan, you plan to fail!  This week we discuss ACTUALLY reaching your financial goals, because a goal without a plan is just a wish - sound familiar?  Join me with Philippa Hunt from Wise Girls Money Magic to put some reality around your goals and plan and really make a difference Join us on Dollars & Making Sense, a weekly show about money, finance and investing.

Peter Johnston from the AIOFP joins us again after our last discussion about the Hayne Royal Commission.  This time we discuss the Compensation Scheme of Last Resort and why the CSLR is so important to be critically reviewed before it is legislated by the Morrison government.  Find out if this scheme applies to you, and how you file a compliant if you feel wronged by a financial institut...

Phil Osborne joins me at the microphone this week to discuss how to deal with Covid Stress, and come out the other side in better shape than coming in.  Did we plan well for this one in a 100 year event or not?  What lessons can we learn for the next time, and will we have to wait another 100 years for an equally momentous occasion or something big just around the corner?  Join us o...