Wealthlab AU

The Wealthlab Podcast (Aust)

Business EN ↓ 82 episodes

Phil and Scott discuss the world of financial planning, superannuation and how we think about growing and protecting your money.

Author

Wealthlab AU

Episodes

Ask the Experts: Your Questions Before Seeing a Financial Planner | Episode 33 09.10.2023 27:53

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Curious about taking charge of your financial future? Wondering what to ask before meetin...

Wealthlab pod!🎙️Ep32 Tackling an essential concept to understand — Your Investor Risk Profile. 💼🎯 13.07.2023 19:50

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /We delve into the crux of what an investor's risk profile is, how it shapes your inve...

"The Wealthlab Podcast with Phil and Scott"! 🎙️ Ep#31, reviewing a Statement of Advice (SOA). 📄💡 23.06.2023 28:28

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Join us as Phil takes a deep dive into a dummy SOA, explaining its purpose and what it co...

Unlocking Financial Freedom: Debt Snowball Strategy & TPA's Explained Wealthlab Podcast #Ep29 26.05.2023 20:14

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Welcome back to "The Wealthlab Podcast with Phil and Scott"! This week we'r...

Welcome to Episode 28 of the WealthLab Podcast, hosted by your financial friends, Scott and Phil! 05.05.2023 19:44

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /🎙️ Welcome to Episode 27 of the WealthLab Podcast, hosted by your financial friends, Scot...

The Wealthlab podcast is back and discussing our best cashflow tool. Ep.27 with Scott and Phil!💰💸 01.05.2023 15:49

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/🎙️ Exciting news! The Wealthlab podcast is back with more expert insights on wealth building and cashflow management. Tune in now and join the conversation! #Wealthlab #podcast #investing #financialfreedom

What to expect from your financial planner & paying debt off. Podcast Ep.26 with Scott and Phil!💰💸 19.04.2023 20:42

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Looking to take control of your finances? Join Phil and Scott on The Wealthlab Podcast as...

Money, Mindfulness, and Easter Delights: Wealthlab Podcast Ep. 25 with Scott and Phil!" 🐰💰💸 05.04.2023 11:56

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Welcome to Episode 25 of the Wealthlab Podcast, hosted by Scott and Phil from Wealthlab!...

Risk & your money. Plus a weird thing in the mail from an estate agent. The Wealthlab Series ep 24 27.03.2023 12:22

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Welcome to episode 24 of the Wealthlab podcast. In this episode, we dive into the topic o...

Not spending enough & being mindful with you money - The Wealthlab Professional Series Episode 22 27.02.2023 14:48

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Are you afraid to spend your retirement money even when you can afford it? Join Scott Jac...

4 questions to ask BEFORE you retire! - The Wealthlab Professional Series 20.02.2023 13:08

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Welcome to the Professional Series, a podcast by Scott Jackson and Phil Sproule from Weal...

The Wealthlab Professional Series - Kelly bet, future of advice and losing money in crypto with a SMSF! 10.02.2023 17:39

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Join Scott and Phil, two experienced financial planners, as they delve into the world of...

The Wealthlab Professional Series - Episode 19 02.02.2023 8:36

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Welcome to the Professional Series, your source for some things finance and investment. J...

Ep. 18 - Holding a winning mindset with Gary Ayres 19.07.2021 29:08

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab / Description: Our guest today is Gary Ayres and he is a former Australian rules footba...

Ep. 16 - With the Crypto Kiwi. It's relevance to our system, how crypto can work and ideas for the future. 28.06.2021 23:31

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab / Description: Our guest today is Sarn Elliot from Taupo, NZ. Sarn became known within h...

Ep. 15 - NZ Property growth, Family office investing and how disipline can help with investing 09.05.2021 25:40

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab / Our guest today is Patrick Fogarty from Aucklands The Private Office. Patrick is a hig...

Ep. 14 - 3 of 3, Financial planning. "Going international with NZ's Patrick Fogarty." 07.04.2021 17:18

Ep. 13 - 2 of 3, Financial planning. "Going international with UK's Greg Moss." 29.03.2021 26:08

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab / Our guest today is Greg Moss from Eleven.2 He's a Chartered Financial Planner and F...

Ep. 12 - 1 of 3, Financial planning. "I’m a financial planner, don’t judge me." 19.02.2021 24:32

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab / Our guest today is Scott Malcolm from Money Mechanics and a good friend of the podcast...

Ep. 11 - Improve your Networking with Richard Cholewick 06.02.2021 36:56

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Richard is the Partnerships Manager at Benjamin & Benjamin Insurance Group and we LOV...

Ep. 10.5 Welcome to the new year, and season 2! 06.02.2021 1:20

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Welcome to the brand-new season of #theprofessionalseries! I'm back with a fully rech...

Ep. 10 - A beginners guide to whisky, investing and picking a one that you'll love! 13.11.2020 40:20

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Why listen to this podcast? You want to learn more about Whisky and how it relates to th...

Ep. 9 - Trademarks, get your own one the easy way 30.10.2020 14:28

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /When I needed help - my main man ZANE came rolling in! If you own a business or know a bu...

Ep. 8 - What to Do When you need a lawyer with Michel Margalit, Principal at Margalit Injury Lawyers 23.10.2020 33:08

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /In this episode, Michel talks to us about how the legal profession can support you or you...

Ep. 7 - What to Do in a Real Crisis with Allan, The Crisis Guy 29.09.2020 31:26

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /In this episode, Allan Briggs from the Crisis Shield talks to us about how to be protecte...