It's No Secret

Aaaand we're back with another Money Moments episode featuring Caitlyn Parker. Caitlyn is a Customer Success Manager, a Wellingtonian (at heart) and most importantly, a great friend. With over a decade of experience in the financial services and start-up space, Caitlyn has helped thousands of customers through their investing and savings journey.  In this episode, Caitlyn shares: Her relation...

In today's podcast episode, we’ll be chatting about where you can put your spare cash.  From the Official Cash Rate (OCR) rising and halting to the changes in the rate of inflation,  a lot has happened this year in the world of money.  So we thought that we'd check in on how a few of our favourite asset classes are doing. Specifically, we chatted about: What the current landscape is acro...

In today's podcast episode, we’ll be chatting about another *potentially* spicy topic - politics! Well, not politics as in strong opinions. Instead, we'll be focusing more on the policies of the newly formed government. Since Christopher Luxon was newly sworn in, there has been a lot of media coverage surrounding the recently released 100-day action plan. So we want to discuss a few high...

In today's podcast episode, we’ll be chatting about a very spicy topic, which is why your home is for living in and not for growing wealth. This statement is one that came from a certain Instagram post from the Guardian sharing that ‘ Australian housing wealth is meaningless, destructive and fundamentally changing our society : ” Cat jumped on the IG stories, and had a great response to this...

It's that time of the year – wedding season is in full swing! Whether you're riding the high of a recent engagement, knee-deep in your wedding planning, or know someone about to get married, we're here with some golden tips to elevate your wedding experience. Specifically, we chat about: A sneak peek into Cat's wedding planning journey – what she thought vs. what went down. Spo...

In today's podcast, we have a snippet of an unaired episode that was too good not to share. In this bonus episode, Cat shares how her husband, Luke almost lost $100,000 in his Australian Super. And no, we're not talking about market movements or poor investment choices. This was all because of a transfer error with the fund provider, it went MIA. We also chat about: The year-long process...

Hi friends! We're back after a wee break, just in time to get you through the Christmas break (and give you something to do when you’re fed up with your families, #soznotsoz). What better way to kick things off than with a Money Moments episode with us (Cat & Christine), getting you up to speed on what's been happening in our financial lives. The last one was in Feb 2024 - wow! In th...

Today on the podcast we are joined by Chelsea Traver, Founder & Investment Adviser at Evergreen Advice. Chelsea brings over a decade of experience in the financial space and has a strong background in investment analysis, specialising in Fixed Interest and Socially Responsible Investing. After years of working as an investment analyst, she shifted her focus to working directly with clients, he...

What are the common money misconceptions you've heard before? In this episode, we're bunking a few that we believe don't always stand true. It's #MoneyMonth in NZ during August; A yearly campaign run by Te Ara Ahunga Ora Retirement Commission (Sorted NZ). Money Month helps Kiwis maximise their money in a way that’s relevant in the current climate. To celebrate, we're debun...

As Kiwis, we’re savers at heart. Generally speaking, we tend to rely on savings accounts to grow your short-term money. But are there investment funds that might also be suitable for getting you to the same goals?  *Cash Funds enter the room*  The funds that Cat reckons are getting a glow-up in 2023.  So what are these types of funds, why use them and how do they compare to savings accounts? We co...

Recently, Kernel hosted an event in collaboration with Lighthouse Financial, Haigh Lyon, and Edwards & Co. all about the exciting world of investing for your family. And one of the panellists in this event actually happens to be our very own co-host, Cat! Tune into this special episode as Cat adds her unique insights on how parents can set their families up for success. We were also lucky to h...

On today’s podcast, we're back at it again with Insurance Specialist & Financial Adviser, Carley Ellis to dive into the financial side of all things unfortunate. If you haven't listened to part one, stop right now and go back to our previous episode. It's one not to miss. Plus this podcast will probably make a little more sense after listening to the first one. Specifically, we...

On today’s podcast, we're joined by Insurance Specialist & Financial Adviser Carley Ellis to dive into the financial side of death.  As a topic that isn't often openly talked about, today we have an honest chat about ensuring the cost of death - those around you, and yours - don't lead to having a large impact on your situation, particularly in a time of grieving.   Specifically...

Today on the podcast we are joined by Daphne van der Oord, Head of Australia and New Zealand at S&P Dow Jones Indices. Daphne has an impressive career spanning 20 years, after graduating with a Bachelor of Science in Economics and History and a Master’s Degree in Applied Finance. Daphne has worked at many international financial institutions you may have heard of; Man Investments, ING, Credit...

You might've noticed that there is a new KiwiSaver provider on the block, this time offering a unique opportunity to DIY your KiwiSaver.  On today's podcast we chat about what this entails, the pros and cons and whether DIY'ing your KiwiSaver is something you might like to consider.  Specifically, we speak about:  Finding the sweet spot with how engaged you are with your KiwiSaver;...

After reflecting on our episodes this year so far, we wanted to pick out what we feel are our favourite moments so far.  In this episode, we chat about:  Reframing how we think about "living pay cheque to pay cheque" Whether side hustles are worth it or not, especially in tech  Modeling financial behaviour for your kids, particularly as a couple  Tips for job hunting in today's clim...

Back by popular demand is our friend and Recruitment Partner, Rose-Marie (Rosey) Nathan , to chat about navigating your career through a recession.  With over 20 years of experience across various industries, Rosey has a deep understanding of the needs and goals of both candidates and organisations. She's our go-to for all things career & money.  In this episode, Rosey answers all your ca...

In today's Money Moments episode, we're joined by Rachel Arcos, Automation Engineer, avid podcast listener, and big financial spreadsheet fan! Immigrating to NZ when she was young, we chat to Rachel about her and her family's experience with money growing up. From how this played into her career choice, and the way she manages money as an individual and now in a couple.  In this epi...

Whether we're in a recession or not, a lot of us will probably agree that our budgets are feeling a bit tighter lately, and you're not wrong. From groceries all the way to mortgages, many Kiwis are feeling more and more worried about their money situations. But what can you do during more expensive times like this? Tune into this episode where we'll be chatting through exactly that....

Helloooo and welcome to this episode of Money Moments, where we chat with real Kiwis about their experiences with money. Today, we've got Tim Rodriguez, Marketing Coordinator and  Gen Z'er spilling the tea on his personal finance journey. Tim's love for all things business and finance inspired him to prioritize his personal finance journey right out of uni - so much so he even ended...

In today's Money Moments episode, we're joined by Ryan Potter, friend, Senior Front End Developer, and all round good guy.  We chat to Ryan about his journey with money - the good and the not-so-good - plus dig into what he's learned in his 10+ year career as a developer.  Specifically, we chat about: What it was like graduating into a recession in NZ and starting at $33k in 2010  H...

Aaand we're back for part two of our creating a financial plan series with Lighthouse Financial .  If you haven't listened to part one, stop right now and go back to our previous episode. It's one not to miss. Plus this podcast will probably make a lot more sense after listening to the first one too. Without further ado, let's jump right back in as Christine and her partner Oll...

Our podcast is all about having real, honest conversations about money. We believe that talking openly about our personal finances is the first step to building a better financial future for ourselves and our community. That's why this week and next, we're bringing you a two-part financial planning series in collaboration with Lighthouse Financial .  Christine and her partner Ollie are p...

Today on the podcast Cat is joined by Tim Edwards, the Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). Tim hails from London and has vast experience working in derivatives all through to global equities. His team crunch data on over 2 million indices per day! In this episode we cover: The history of S&P Dow Jones Indices and why it was...

Hello and welcome to a super special episode of It's No Secret - why is it so special you may ask? It's because we have a few milestones that we'll be celebrating! Firstly, today is the two-year anniversary of the podcast (woohoo!). Can you believe that it’s been two years already since we’ve been chatting away? The second milestone is that we are juuust about to hit 100k downloads...