How can Millennials, Gen Z and Gen Y get ahead of the game financially? episode artwork

EPISODE · Mar 20, 2025 · 45 MIN

How can Millennials, Gen Z and Gen Y get ahead of the game financially?

from The Purposeful Investor

Ask a question or send feedbackJoining us today is financial professional and wealth strategist Tim Andrew; that's right—David's son is here in the studio. Tim shares his personal journey into financial literacy, providing a practical guide for young adults, from childhood money lessons at the dinner table to navigating the challenges of budgeting, property investment, and long-term wealth-building. Learn how to structure your finances, avoid common money traps, and make smarter financial decisions—whether saving for a home, managing cash flow, or planning long-term investments—a must-listen for young professionals looking to build financial security.(0:05 - 0:10) Tim’s early money memories: financial conversations at home(0:10 - 0:15) Budgeting strategies and the ‘bucketing’ method for saving(0:15 - 0:20) Credit cards, borrowing power, and why Tim stopped using one(0:20 - 0:25) Property investment(0:25 - 0:30) Lessons learned from financial mistakes (0:30 - 0:35) Understanding long-term investing, index funds, and compounding returns(0:35 - 0:40) Superannuation: understanding its value and common mistakesThe Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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Ask a question or send feedback Joining us today is financial professional and wealth strategist Tim Andrew; that's right—David's son is here in the studio. Tim shares his personal journey into financial literacy, providing a practical guide for young adults, from childhood money lessons at the dinner table to navigating the challenges of budgeting, property investment, and long-term wealth-building. Learn how to structure your finances, avoid common money traps, and make smarter ...

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How can Millennials, Gen Z and Gen Y get ahead of the game financially?

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