Tim Ellis & Brodie Haggerty

The Dollars & Sense Podcast

Business EN ↓ 79 episodes

The Dollars & Sense Podcast: Smart Finance for Kiwis in Their Prime Tired of generic money advice that doesn't fit your life? Hosted by qualified NZ financial advisers Tim Ellis and Brodie Haggerty, this podcast cuts through the noise to deliver real-talk financial literacy for New Zealanders in their mid-30s to late-40s. Whether you're growing your wealth, protecting assets amid rising costs, or planning for family milestones like buying a home or prepping for retirement, we've got actionable strategies tailored to Kiwi realities—think IRD tax hacks, KiwiSaver tweaks, and recession-proof inve...

Author

Tim Ellis & Brodie Haggerty

Episodes

#4: Strategic Investing: Lump Sum, Monthly, or Timing the Market? 10.10.2023 32:23

Send us Fan Mail Join Tim and Brodie for this week's three financial topics! We'll kick things off by diving into lump sum investing vs. dollar cost averaging vs. market timing. After that, we'll dissect the current landscape of rising mortgage interest rates. And to top it all off, stay tuned for our expert tips on quick financial wins that can supercharge your wealth-building jour...

#3: Unpacking the Pros and Cons of Socially Responsible Investing 02.10.2023 36:20

Send us Fan Mail This week we explore three exciting financial topics; The pros and cons of socially responsible investing, what a Financial Adviser is and who could benefit from one, and finally we address the common question "why not just invest in the S&P500?" Topic Timestamps 1:15 - Socially Responsible Investing (SRI/ESG) 13:25 - "What is a Financial Adviser?&q...

#2: NZ Financial Literacy - Could You Pass This Test? 26.09.2023 37:55

Send us Fan Mail Let's dive into today's topics: Mandatory financial education in New Zealand schools, building an education fund for your children, investing in term deposits vs equities, a de-jargoning session, and finally; the rising costs of insurance, why it's happening and what you can do about it. "How financially literate is New Zealand?" "How to pay for my ch...

#1: DIY KiwiSavers, Are You Better Than The Average Investor? 18.09.2023 33:28

Send us Fan Mail Today on the first episode of The Dollars & Sense Podcast, we're delving into DIY KiwiSavers, using your KiwiSaver balance for rental bonds, how to find trustworthy financial advice, and building a secure future while having fun along the way. "Is taking control of my KiwiSaver a good idea?" "Should I use my KiwiSaver balance for a rental bond?" &quo...