The Wealth Collective Podcast

The Wealth Collective

Business EN ↓ 149 episodes

The Wealth Collective Podcast by Pekada is all about making money simple. Hosted by financial advisers Pete Pennicott and Zac Masters, you will be getting expert insights, tips and views on investing and personal finance whilst having a laugh along the way.

Author

The Wealth Collective Podcast

Category

Business

Latest episode

Nov 14, 2023

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Episodes

Financial moves to make in your 30's - Episode 149 14.11.2023

In this episode Pete & Zac discuss the financial moves you make in your thirties, off the back of Zac recently turning 30. As always, if you have any questions email us at connect@pekada.com.au and follow us on our ⁠Facebook⁠ and ⁠Instagram⁠ for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as m...

Financial Predictions for 2023 - Episode 148 23.12.2022

In this episode Pete & Zac discuss there financial predictions for 2023 in the last episode for the year! Thank you to our loyal listeners for this year and as always, please send through any questions! As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love...

Tips for dealing with financial stress - Episode 147 19.12.2022

In this episode Pete & Zac discuss tips for dealing with financial stress off the back of some worrying data of late. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many peopl...

Selling investments to fund a family home - Episode 146 11.12.2022

In this episode Pete & Zac discuss what you should be thinking about when selling your investments to fund your family home.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help...

Should your investments change with your age? - Episode 145 25.11.2022

On this week's episode, Pete & Zac discuss whether or not you should move your investments as you age. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

The value of time - Episode 144 18.11.2022

On this week's episode, Pete & Zac discuss the value of time in your financial plan. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Minimizing Capital Gains Tax - Episode 143 11.11.2022

On this week's episode, Pete & Zac discuss different ways to minimize capital gains tax. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Federal Budget - October 2022 - Episode 142 26.10.2022

On this week's episode, Pete & Zac discuss federal treasurer Jim Chalmer's first budget. The economic outlook that was included within the budget along with some of the superannuation, tax and social security implications.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you givi...

How does inflation impact your financial plan? - Episode 141 21.10.2022

On this week's episode, Pete & Zac discuss the buzz word of 2022, inflation! They take a look at how inflation can impact upon your financial plan.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can...

Using leave entitlements to kick start your retirement - Episode 140 13.10.2022

On this week's episode, Pete & Zac discuss how to utilize your leave entitlements to kick start your retirement! As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as...

How are behaviors and emotions impact our investing - Episode 139 09.10.2022

On this week's episode, Pete & Zac discuss how are behaviors and emotions can impact on our investing! As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Avoiding financial scams - Episode 138 29.09.2022

On this week's episode, Pete & Zac discuss financial scams and how to avoid them, especially topical with the Optus data hack at the forefront of peoples minds! As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that...

Financial strategies for your final working years - Episode 137 25.09.2022

On this week's episode, Pete & Zac discuss financial strategies for your final working years. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

What to do with rising interest rates - Episode 136 18.09.2022

On this week's episode, Pete & Zac discuss rising interest rates and things you should consider during these times.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many p...

Intergenerational wealth transfer & end of life planning - Episode 135 09.09.2022

On this week's episode, Pete & Zac discuss intergenerational wealth transfers and end of life planning. We look at superannuation death benefits tax, estate planning and early gifting.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast...

How much do I need to retire? - Episode 134 04.09.2022

On this week's episode, Pete & Zac discuss some recent studies around how much is needed for retirement and how you can try to figure out what is right for you. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that...

Why values are important when building your financial plan - Episode 133 26.08.2022

On this week's episode, Pete & Zac discuss values based advice and why values are important when building your financial plan.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and hel...

The psychology of spending - Episode 132 18.08.2022

On this week's episode, Pete & Zac take a look at the psychology of spending and how to spend in a positive way.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many peop...

Insurance myths busted - Episode 131 04.08.2022

On this week's episode Pete & Zac bust their biggest insurance myths. They discuss life insurance, total and permanent disablement, trauma and income protection.  As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around...

Top 5 new financial year tips! - Episode 130 31.07.2022

On this week's episode Pete & Zac run through their top 5 tips for the new financial year to make sure it starts off the right way! As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help...

The importance of asset allocation - Episode 129 15.07.2022

On this week's episode Pete & Zac run through the importance of asset allocation. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Property market update with Andrew Date - Episode 128 05.07.2022

On today's episode, Zac Masters from Pekada is joined by Andrew Date from Industry Insiders to discuss what is happening in the property market at the moment, especially off the back of today's 0.5% interest rate hike from the RBA.  Andrew is the founder of Industry Insider has been helping clients navigate buying and selling in the residential space in Melbourne, Bayside & The Mornington...

Financial red flags for a relationship - Episode 127 28.06.2022

In this weeks episode, Pete Pennicott and Zac Masters from Pekada take a look at a few financial red flags for a relationship. They look at what these can mean for your relationship long term and your own personal goals and values. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you givin...

Investing in a bear market - Episode 126 21.06.2022

We're back!  On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They also take a look at what you should be doing with your investments and financial plan during these times.  Blogs mentioned: https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-market/ - Ben Ca...

Top 10 Financial Planning Jargon Terms - Episode 125 04.10.2021

On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms. As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

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