Financial Autonomy

This week I chat with Chris Panteli on his transition from fish and chip shop owner to blogger. Chris shares a tonne here on what he's learned, mistakes he's made, and blogging can make you money. Check out Chris's blog at  www.lifeupswing.com [Disclaimer]

The financial world is full of acronyms. In today's episode we're going to decipher as many of these as we can find. What's TLA you ask? It stands from Three Letter Acronym and came out of an inside joke in my CBA days (Commonwealth Bank of Australia) pointing t the fact that every major initiative had to be quickly abbreviated to a TLA, causing internal communications to resemble some weird coded...

This week I speak with Scott O'Neill, director from Rethink Investing, buyers agent for commercial property.   [Disclaimer]

When it comes to stock market investment, buying is easy, selling is hard. It's interesting how there's always so much talk about exciting new opportunities and yet rarely is the exit plan discussed. Well, let's address this common investment strategy oversight and help you decide when it's time to sell your shares.   [Disclaimer]

If you've been listening to this podcast for a while, and certainly if you've read my book, you'll be aware that we adhere to a framework in helping people gain choice. A core element of that framework is the three pathways. The entire Financial Autonomy framework, and in particular these three pathways, are the product of my 20 odd years as a practising financial planner. I've observed how hundre...

In this week's episode, Paul goes through the different asset classes and how they can be used to create an investment portfolio that is right for you.   [Disclaimer]

This week I chat with Deferit Co-founder Mat Blas. We discuss the start-up scene in Australia, and Mat's first-hand experience in getting a disruptive new business off the ground. www.deferit.com   [Disclaimer]

Receiving an inheritance can often come with plenty of baggage attached. The most obvious is that someone has had to die, usually someone very close to you, for you to be the beneficiary of this financial gift. But the challenges don't end there. Many of the clients I work with engage us following the receipt of an inheritance. We often have discussions around an awareness that a close relative wo...

In this episode, we talk with Emily Wallace about trends in the property market in Australia. She gives very useful insights into how we as investors, homeowners, or people looking to get into the market may want to position ourselves.   [Disclaimer]

After 10 consecutive months of gains, the Australian share market declined in September, heralding a period of volatility that continues today. There is never a single catalyst driving markets, instead, there's a confluence of views that tend to drive either positive or negative momentum. But in this most recent period of volatility, there has been one factor receiving the bulk of the finger-point...

In this episode, I chat with Jillian Johnsrud, host of the Every Day Courage podcast and author of a new book Fire the Haters. The focus of our discussion is the evolution of FIRE. Jillian and her husband retired early and Jillian shares her experiences. Find Jillian on Twitter and Insta: @jillianjohnsrud www.jillianjohnsrud.com/book www.jillianjohnsrud.com/mini   [Disclaimer]

A lot has changed in the investment universe over the past 5 years or so, and the SMSF landscape has been particularly impacted. In this episode, Paul discusses the usefulness of self-managed super funds in the current climate. When are they appropriate? When can they be less than ideal? Why are they becoming less common? All this and more will be covered.   [Disclaimer]

This week Paul talks to Glen James of the My Millennial Money podcast. Glen has recently released a book - Sort Your Money Out & Get Invested (check it out here ), a comprehensive guide to all things money management in Glen's uniquely engaging style.   We discuss the Investor vs Saver mindset Glen's "Money House" concept Money Hacks and plenty more. A great fun episode that you're sure to enjoy....

In this episode, Paul reveals the steps needed to reach millionaire status. While perhaps not as massive as it used to be, reaching this milestone is still very impressive and worth celebrating. Through the strategies outlined, hopefully it is a status you will be able to achieve.   [ Disclaimer ]

In this episode, Paul talks to Chris Tate about all things trading. Chris is a very insightful, experienced trader so there's a lot to get out of this one. We hope you enjoy! Chris Tate is from Trading Game: https://www.tradinggame.com.au/   [ Disclaimer ]

Today we're going to explore a strategy element that has application to both the stock and property pathways. We're talking here about gearing. Gearing means borrowing to invest. Gearing is a way to increase your risk, and we know that risk and reward are inextricably linked. We also know that there's no such thing as a free lunch, and higher risk, whilst helpful in providing the potential for hig...

This week I chat with career transition expert Erin Devlin. Erin had a career with the Australian Ballet from an early age, but at age 21 needed to reinvent herself. Today she runs two different businesses help people succeed in making a job or career change. In this interview Erin shares some fantastic hard-won advice on how you can succeed in your career. Link:  people2people | Recruit Top Talen...

Perhaps you've heard of ARK, or its founder Cathie Wood. They're frequently mentioned in passing on stock market related podcasts or in press. Justin and I regularly mention both of them in Market Noise . But if you're like me, you perhaps only know a little of the surface level story. So I thought I'd take the time to use this wonderous thing we call the internet to learn all that I could about A...

The US Federal Reserve met last Friday for their annual Jackson Hole meeting. This is closely watched by markets for the future direction of US monetary policy and interest rates. This week I download what was said and the impacts on us here in Australia with co-host of The BIP Show Podcast James Whelan. General Advice Warning .

Most employers have discovered that having workers work from home can be just as productive as having them come into the office. At the same time, employees have discovered the benefits of more flexible work practices, and some of the challenges. This week I chat with Vanessa Marrama on how we can all get the most out of this massive shift in working life.   [Disclaimer]

Financial Autonomy, this podcast and blog, exists to help you gain choice in life. To succeed with this goal, we need to put ourselves into a position of financial strength – debt paid off, investments generating income, and superannuation well-funded for our latter years. And none of that happens if our income doesn't exceed our expenses. This is the definition of savings – the portion of our inc...

This week Paul talks to Danielle Ecuyer, author of Shareplicity - A simple approach to share investing and Shareplicity 2 - A guide to investing in US stock markets. In this episode, Danielle shares her expertise primarily in the area of investing in US stocks. Danielle has a lot of experience in this field and is certainly someone to listen to if you are interested in investing in the US - or eve...

Australia's wealth is disproportionately distributed to those over 60, with a sharp rise in property prices being the primary culprit. But whilst we're all living longer, science hasn't yet found a way to grant us eternal lives, and so eventually that wealth will be transferred down to subsequent generations. Receiving an inheritance can be financially life-altering. Having helped clients manage t...

This week I'm chatting to Sarah Hawley, an entrepreneur in the remote working space. Remote working COULD be the one good thing to come out of the COVID pandemic for those seeking Financial Autonomy and gaining choice, so let's work out how to get the most out of it.   https://www.linkedin.com/in/sarahriegelhuth?trk=people-guest_people_search-card   https://twitter.com/sarahhawley__   https://sara...

In this episode, Paul looks at why it can be so hard to stick to the investing principles we all know to generally be the best course of action. With the constant barrage of information, it can be hard to not be swept up in it all and use faulty investment strategies. How can we learn to stick to the principles we know to be in our best interest?   [Disclaimer]