Oct 25, 2023
When does it make sense to move your superannuation savings into a Self Managed Super Fund? Is not shifting to an SMSF a wasted opportunity? Who should have a self-managed fund?
This week we're going to get you answers to all these questions. So if you've ever wondered whether a Self Managed Super Fund is right for you,...
Oct 18, 2023
This week I’m excited to have Serina Bird join me on the podcast. You may have come across her podcast, The Joyful Frugalista.
Serina is here to talk about her new book - How to Pay off your mortgage in 10 years.
So if paying off your mortgage is on your to-do list, listen up for some great tips and insights.
Oct 11, 2023
Annuities are a product most people have heard of but don't know exactly what they are or when to use them. With interest rates returning to more normal levels, annuities are coming out of the deep freeze. So this week I thought I’d take you through the basics of annuities so you have an appreciation for where they...
Oct 4, 2023
This week we're talking with Bryan Mitchell on all things intergenerational wealth transfer, and looking particularly at the question of whether a gift or a loan is the best way to pass wealth on to the next generation whilst you are still alive.
Structuring the transfer of wealth as a loan might provide some level of...