PODCAST · business
Dollars and Making Sense
by Ray Trevisan
A weekly radio show and podcast about money, finance and investing. Broadcast weekly on community Radio Northern Beaches (www.rnb.org.au), and nationally throughout Australia on the Community Radio Network (www.cbaa.org.au).With a focus on education, no sales talk - we're all about empowering our listeners to reach their financial goals. Each week we welcome special guests that are experts in their field whether it be tax, investing, super, budgeting, finance, share trading.We also discuss the softer skills and issues in and around mental health, financial stress & well being.
Episodes
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Investing with AI - Part 2 Next Steps
Following on from the very popular interview with Nathan Hood at the Australian Shareholders Association on Investing with Artificial Intelligence, of course we had to do part 2!! There are many skeptics out there and I am being converted now as a user of some of these engines. We follow up my…
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Reversionary Pensions
First things 1st - what is a reversionary pension? Glad you asked and we're glad we have Stuart Sheary, subject matter expert from the Institute of Financial Professionals of Australia (www.ifpa.com.au) along to explain the pros and cons of having a pension in place and what it means to...
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Borrowing with Super
Limited Recourse Borrowing Arrangements (LRBA) are a popular tool for SMSF Trustees to invest in property, however new tax changes have recently been legislated from 10 Aug 2026. So what exactly does this mean? We welcome Stuart Sheary from the Institute of Financial Professionals of Australia...
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Panic in Govt Bonds
Liz Moran, editor of Fixed Income News Australia (www.fina.com.au) joins us after a 3 year hiatus to rediscover government bonds. Why? There is panic in the bond markets at this time, and understanding why will also help all investors and citizens alike as to why they have such fundamental sway…
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Crisis? What Crisis?
Jen Richardson, financial counselor, accountant and former financial planner revisits us to work through some cost of living issues. Crisis? What crisis, we ask - there are many things we aren't able to control, but information is power. Jen provides some great primers into how to get on top of,...
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Granny Flats
Thinking of bringing in Mum and/or into your home via a Granny Flat arrangement? We welcome back Justin Bott from Services Australia to explain the old truism that "the devil is in the detail". Having had first hand experience as a FIS officer, Justin has a wealth of experience to bring to our…
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Kids & Money
How to teach your kids about money before the habits stick - great opening from our Financial counselor - Jen Richardson, joining us from her accounting practise in the Hunter Valley in NSW. From an early age, instilling sound life habits around money and managing finances is important. It…
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Pension Updates - 1 July 2026
Into the new financial year and if you haven't noticed yet, there have been changes afoot, not only in your take home pay, but if you're receiving a government payment, there are changes there as well. We welcome back Juston Bott, media information officer from Services Australia (CentreLink) to...
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How to Get Out of Debt
We welcome back Jen Robinson, an accountant by trade and an experienced Financial Counselor from the Hunter region of NSW. This week we visit the troublesome topic of debt, how we get into it, and most importantly how to get out of debt. We cover off "good debt" and "bad debt", and what kind of...
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Investing with AI
This week, ASA membership manager, Nathan Hood joins us discussing what's near and dear to his heart, using AI when investing. There are many skeptics out there, (me included), and this discussion is a sobering and realistic view of what AI can really achieve without overstating or promising…
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Life Insurance Inside Super
While Australia's superannuation retirement system is the envy of many countries around the world, so many Australians are still not aware of what is available as standard offerings within their super funds. Today we explore the various components of Life Insurance cover within superannuation...
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The Impact of Menopause
A troubling subject that has been swept under the carpet for too long. This week, Lina Saliba, Chief Customer & Marketing Officer from MetLife Australia joins us to discuss a recent study of the financial and health impact of menopause and perimenopause on Australian women. The study involving…
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When to Retire
Understanding retirement age is rather important. Is it 60, 65 or 67? or none of the above? Justin Bott from Services Australia joins us to discuss some interesting considerations when deciding on when to retire. Money is just a small part of the equation, albeit important! We need to consider...
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CentrePay & GoodShep
Justin Bott, media information officer from Services Australia is back with us and covering off information that is brand new to me and possibly many others out there. There is a budgeting and cash management tool available for all Services Australia payments recipients called Centrepay...
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Capital Gains & Budget 2026
Kirk Wilson, subject matter expert from the Institute of Financial Professionals of Australia (www.ifpa.com.au) joins us to work through the myriad of changes introduced in this year's Federal budget surrounding Capital Gains Tax (CGT). Bringing down some of the most dramatic changes in tax law...
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Australian Shareholders Association
Rachel Waterhouse, CEO of the ASA was last on the show in 2023. Much has happened since then, and it has been too long since we've caught up with what's happened in that time. Shareholder advocacy, community investor groups, ongoing financial education are all part of the ASA delivers to its...
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Gender Super Gap
Jen Richardson is a Newcastle based accountant, former financial planner who has a passion for educating those who need help in money, budgeting and finance. Now being an accountant doesn't always mean you know a lot about making money. Jen explains some of the poorest money managers she's ever…
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Timing Your Super Contributions Part 2
We continue our series on timing your superannuation contributions with Stuart Sheary from the Institute of Financial Professionals of Australia (www.ifpa.com.au). This week we pick up on last week's theme and continue to discuss reversionary pensions, contribution strategies and ensuring you…
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Timing Your Super Contributions
Stuart Sheary from the Institute of Financial Professionals of Australia (www.ifpa.com.au) joins us for part 1 of a 2 part series on how to develop a contribution strategy for your concessional and non-concessional contributions for your super, and why timings these contributions will become...
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Super Changes July 2026 - Part 2
Natasha Panagis, superannuation expert for IFPA (www.ifpa.com.au) joins me this week to work through an expansive show in the second part covering the major changes happening in our superannuation system. Part 2 will cover changes in SMSF compliance, changes in contribution caps for CCs and NCCs,...
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Div296 Timing
Michelle Griffiths, a CPA and a FP rolled into one, a rare gem, and we're pleased to have her on the show discussing some nuance around the new Div296 legislation coming into play from 1 July 2026. Natasha and Stuart from IFPA have explained the facts, now we have a different perspective from...
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Super Dependents
Stuart Sheary, subject matter expert from IFPA (Institute of Financial Professionals of Australia) joins us as we start navigating through some major changes in our superannuation system. Much vaunted since compulsory super came in 30+ years ago, it can get increasingly complex. Determining who…
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Super Changes Part 1 - Div296
Natasha Panagis, superannuation expert for IFPA (www.ifpa.com.au) joins me this week to work through an expansive show in 2 parts covering the major changes happening in our superannuation system. Part 1 will cover changes in Div 296 (I told you they wouldn't tax unrealised gains!) for super...
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International Women's Day
With International Women's Day being recently celebrated, we welcome back long time contributor to the show, Philippa Hunt from Wise Girls Money. We're discussing progress in women's financial literacy, education and the continuing trend of independent women striking out on their own, despite…
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Reverse Mortgages
This week, Justin Bott, Media Information Office from Services Australia (also known as Centrelink) comes on to discuss the pros and cons of reverse mortgages. For many that have all their assets tied up in the family home, this could be a valuable way to unlock much needed cash flow. But buyer...
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Aged Pension 1.01
There are many misconceptions about the Aged Pension, who can access it, who is entitled to it, and what are the rules that surround applying for, and getting the Aged Pension. This week, we welcome back Justin Bott, Media Information Officer from Services Australia, (better known as Centrelink)....
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Travelling Pensioners
Are you a travelling pensioner? Then tune in to listen to Justin Bott from Services Australia explain what is, and is not permissable under the Age Pension travel rules and regulations. Valuable information for grey nomads, both locally and internationally.
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Medicare Unclaimed Money
There's a lot of money sitting in the Medicare coffers at the moment that belongs to Australians who never bothered to claim their rebate. Tune in to listen to Justin Bott from Services Australia explain what to do, and how to retreive money that is rightfully yours.
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Redundancy & Tax
Stuart Sheary from the Institute of Financial Professionals of Australia (www.ifpa.com.au) is back and this time, we're covering off what happens to your tax bill should you be made redundant or decide to volunteer to become redundant. The rules and details are important if you want to receive…
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Unrealised Gains in Super
After 2 years and more of political turmoil and much debate, the government has changed its mind on taxing unrealised gains in Super and introduced some taxation tiers as well. We're joined by Natasha Panagis, subject matter expert from the Institute of Financial Professionals Australia...
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Buying a First Home with Super
A number of election cycles have passed, and Super is usually mentioned as a political football. But today, we chat with Stuart Sheary, expert from the Institute of Financial Professionals of Australia (www.ifpa.com.au) to work through the details of the First Home Buyers Super Save Scheme…
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Couples & Financial Agreements
Ian McLeod, principal of RP Emery Legal Agreements returns to chat to us about financial agreements. Last year we featured 2 shows about binding financial agreements and prenuptial agreements which garnered a LOT of discussion and views. In today's interview, we focus on timing of agreements and...
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Who's Investing in Crypto?
Anna Venonnen from Coredata returns from her very insightful research last year about crypto investing. Having recently completed a research article for Coredata in "Trends in Crypto Investing", what better way to find out then to go straight to the source. Anna's whitepaper is available on this...
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Super & NCC Caps Part 2
This week, we follow up with part 2 of what is the difference between non-concessional contributions and concessional contributions in our superannuation system. Natasha Panagis knows what she's talking about, so tune in to find out if for any range of reasons you over contribute without even...
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Pensioners Making Income
Stuart Sheary from IFPA (www.ifpa.com.au) joins us to work through a range of potential options that pensioners might consider to supplement their income. Not everyone has the comfort of a fully loaded super account, and Stuart's suggestions are well worth considering when a number of them won't...
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Super & CC Caps Part 1
What is the difference between non-concessional contributions and concessional contributions in our superannuation system? This week, Natasha Panagis, subject matter expert from IFPA (www.ifpa.com.au) joins us to discuss the differences and what happens if you exceed the limits in place. Its not...
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Future2 & Financial Literacy Pt 2
Philippa Hunt from Wise Girls Money continues in Part 2 of the Future 2 Grants program and how it is being rolled out to a program of over 40s and under 40s women. What are the key components of the program including the "why", not just the "how". Tune in to find out what the future of the…
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Future2 & Financial Literacy
Philippa Hunt from Wise Girls Money makes a welcome return to discuss the Future2 grants program and the strides being taken to assist women in need and promoting financial literacy. True to the idiom, feed a village fish, they eat for a day, teach them how to fish sustainably, they feed…
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Private Credit is Hot
We welcome a new contributor, Nick Raphaely, Co-CEO and Co-Founder of AltX, a private credit provider that has a strong history. In this show we look for some clarity on why Private Credit is all of a sudden the hottest topic in town. Given private credit has been around for well over 20 years,...
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The Bank of Mum & Dad
Can your parents help you buy a home or gift money or assets without affecting their payments or estate planning? After listening to this episode featuring Justin Bott, Media Information Officer from Services Australia (Centrelink) you're likely to think that is NOT the case. There is impact...
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Couples Fighting over Money Part 2
We continue our discussion on dealing with couples that fight over money and the causes and potential solutions. Drawing on some excellent research from the Journal of Social & Personal Relationships done in 2023, we discuss important issues around themes in a couple including fairness, equality...
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Scamwatch & Services Australia
Justin Bott, Media Information Officer from Services Australia (Centrelink) is welcomed back as Scam Awareness week comes and goes. A great refresher on what to do and NOT do to avoid being scammed. The losses keep accumulating, and don't think you're immune, even the brightest, savviest out…
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Couples Fighting Over Money
We welcome back Queen Chilenga, a financial social worker providing education and coaching in the Kalgoorlie community is eastern WA. Queen has first hand experience in dealing with couples that fight over money and the causes and potential solutions. Drawing on some excellent research from the...
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Super Tax Recalibrating
Maybe there's a silver lining to the proposed super tax. Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures. Maybe the sky isn't falling down around our ears at this time? Check this...
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Trump 2.0
A year ago Biden was still in the presidential race, Trump had been shot and Albo was written off by the media as a lost cause. So what's happened in 12 months, and what's the impact on investing, money supply, interest rates and the general outlook? We welcome back CEO of Coredata, of the…
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What is Private Credit?
We welcome a new guest this week, Paul Miron from MSquared Capital who will explain what is private credit. Why is it so popular now and what are some key requirements to keep in mind when considering investing in this emerging asset class. Private credit is not new however the growth of the…
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Super Contributions Catches
We welcome back Stuart Sheary, subject matter expert from the Institute of Financial Professionals Australia (www.ifpa.com.au) to discuss what are the common tips and traps surrounding contributions to your retirement (superannuation!). There is much discussion at this time around proposed...
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Notifiable Events - Svcs Australia
If you're getting payments from Services Australia, its part of your responsibilities to let them know when things change. It may surprise you, but the government don't monitor everything you do, and no, they can't read your minds either. We welcome back Justin Bott, Community Information Officer...
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$3m Super Tax Div 296
What is the $3m super cap all about? We welcome back Stuart Sheary, subject matter expert from IFPA (www.ifpa.com.au) to help explain all the proposed changes that are being legislated later this year when parliarment resits. Is the sky falling down, or are we right to be concerned. Is this just…
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Tax Time & Govt Payments
Now is the time to be preparing for your tax returns and if you're receiving a government payment of any sort, we have Justin Bott from Services Australia to explain what needs to be done. There are certain things you can do to make those tasks easier which includes the government website and…
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ABOUT THIS SHOW
A weekly radio show and podcast about money, finance and investing. Broadcast weekly on community Radio Northern Beaches (www.rnb.org.au), and nationally throughout Australia on the Community Radio Network (www.cbaa.org.au).With a focus on education, no sales talk - we're all about empowering our listeners to reach their financial goals. Each week we welcome special guests that are experts in their field whether it be tax, investing, super, budgeting, finance, share trading.We also discuss the softer skills and issues in and around mental health, financial stress & well being.
HOSTED BY
Ray Trevisan
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Frequently Asked Questions
How many episodes does Dollars and Making Sense have?
Dollars and Making Sense currently has 198 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Dollars and Making Sense about?
A weekly radio show and podcast about money, finance and investing. Broadcast weekly on community Radio Northern Beaches (www.rnb.org.au), and nationally throughout Australia on the Community Radio Network (www.cbaa.org.au).With a focus on education, no sales talk - we're all about empowering our...
How often does Dollars and Making Sense release new episodes?
Dollars and Making Sense publishes regularly with 198 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Dollars and Making Sense?
You can listen to Dollars and Making Sense on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Dollars and Making Sense?
Dollars and Making Sense is created and hosted by Ray Trevisan.
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