PODCAST · education
James Wrigley
by James Wrigley
Melbourne based Financial Adviser, James Wrigley, sharing conversations. LinkedIn - https://www.linkedin.com/in/james-wrigley/About Me - https://about.me/jameswrigleyTwitter - https://twitter.com/the_wriglerFirst Financial - https://firstfinancial.com.au/james-wrigley/
Episodes
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Early 40’s - can or should we be doing more?
I’ve been doing lots of work with people in their early 40’s here I discuss the work I’ve been doing with those clients.
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My take on putting yourself out there online
Many (including me) are hesitant to put themselves out there online, I’d encourage you to do it though. Don’t let perfect get in the way of progress.
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Clubhouse - Money Matters w/ John Cachia
Joined by fellow financial adviser John Cachia for our first attempt at hosting a Clubhouse room.
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The risk of not taking enough risk
How is not taking enough risk a risk in itself?
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Making those New Year Resolutions Stick
How to make those New Year Resolutions Stick
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Hello & welcome to 2021
Welcome to 2021
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December Daily #11
Earning good money but feel like it just disappears? Here I explain how to take back control
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December Daily #10
Thank you for being part of my year.
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December Daily #9
With Tommy McCubbin host of channel 9’s The Rebound
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December Daily #8
The unexpected costs of a knock down & rebuild
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December Daily #7
Intro to the aged care system
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December Daily #6
Exploring Centrelink benefits beyond the age pension.
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December Daily #5
Podcasts & YouTube channels I subscribe to
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December Daily #4
Catch up with friend & financial planning colleague Shaun Albert
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December Daily #3
How much do you really need?
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December Daily #2
So your investments have done well in the last few months, now what?
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December Daily #1
December Daily #1
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Ep 37 - Bryan Phillips on joining his father-in-law in business
In this episode I’m joined by Bryan Phillips. Many years ago Bryan & I worked together, now Bryan is a Director of owners corporation management firm Tideways. It’s a business he’s built up with this father-in-law over the last 8 years to now service in excess of 100 apartment buildings. Bryan...
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Ep 36 - small business CGT concessions
Today’s episode looks into the tax concessions available to anyone selling a small business. If you own a small business you need to know about these concessions.
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Ep 35 - investing outside of your business
Business owners can often get caught up reinvesting everything back into their business but then things like COVID can happen. Here I explore how & when to start investing outside of your business.
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Ep 34 - Friday ramblings by myself
In today’s podcast I speak openly about things going on in my life an what I’m noticing around the place
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Ep 33 - Jason Weeks of Vendorable
Jason is the CEO & Co-founder of Vendorable, a real estate services platform bringing together agents, managers, brokers in one place for those who need their services.
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Ep 32 - super pension cap problems
Having problems with the $1.6M pension cap is much more likely than you might initially think. In this episode of the podcast I deep dive into the issues and suggest some solutions. Enjoy.
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Ep 31 - financial literacy topics for your children
Something that comes up very often, discussion about investing for or on behalf of children. Along with how can we educate children about money when we all just two and go.
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Ep 30 - Kieran Hoare SMSF specialist lawyer
Kieran is a director Merthyr Law in Brisbane, we sit down to chat about how things are going during COVID, has the flood of estate planning enquiries dies down and what’s changed in the law to make things easier for us all right now.
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Ep 29 - Jonathan Chan eBay reseller
Jonathan goes into how he got into reselling and how he’s been able to give up his day job of being a mortgage broker to concentrate on his eBay stores.
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Ep 28 - buying your family home
Lots of questions & comments coming through on either purchasing or upgrading your family home so in today’s episode that’s exactly what I explore.
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Ep 27 - redundancy & retirement due to COVID-19
A deep dive into why, if you’ve retired or been made redundant during COVID-19 you should be looking to set up your super & pension arrangements sooner rather than later.
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Ep 26 - HomeBuilder program explained
A deep dive look into the HomeBuilder program https://treasury.gov.au/sites/default/files/2020-06/Fact_sheet_HomeBuilder.pdf
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Ep 25 - Josh Lambert on employee wellbeing
Josh runs a business called Pinnacle Health Group which in turn runs corporate wellness centres for some of Australia’s biggest businesses. In this chat Josh shares what those businesses are doing for employee wellbeing at the moment & also with the early stages of a transition back into the office.
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Ep 24 - Robert Tadros on digital marketing
Robert runs digital agency Impressive. He shares how he’s managing during isolation, the importance of keeping routine, how his team is going and the current state of online marketing whilst we are all spending more time than ever online.
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Ep 23 - Emily Wallace on the state of the property market
Emily runs a property advocate business helping clients buy principal residences. Emily shares her real world view of what’s going on in the property market & it’s very different from what the media would lead you to believe.
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Ep 22 - Craig Bigelow on the personal insurance landscape, automation & Facebook messenger bots
Craig is a personal insurance broker & has gone to great lengths to bring about a level of automation within his business. We chat about that as well as the insurance landscape during COVID.
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Episode 21 - Brent Valle on making the most of isolation & getting yourself right
Brent sold his tech business a little while back, went through a separation and has spent a lot of time getting himself right. Now helps many others getting themselves right. Whilst recently launching a new tech business during isolation.
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Ep 20 - Nathaniel Lee on automation, bots & robo advice
Nathaniel runs his own business out of Hong Kong and is also a lecturer at Swinburne Uni in the area of automation. Really interesting chat on that the computers are doing & is it really going to do us all out of a job.
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Ep 19 - what I’m doing with my own money
Solo on the podcast today sharing 3 main things I’m doing with my own money at the moment.
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Ep 18 - Lior Harel on medicinal cannabis
Lior Harel on medical cannabis in Australia.
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Ep 17 - Barry LaValley on taking the time to prioritise your life
Barry LaValley is well known in financial planning circles having presented at many conferences around the world. It was a real pleasure to have him as my guest.
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Ep 16 - Mo Hamdouna on brand activations & managing a team remotely
Mo Hamdouna of Mo works
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Ep 15 - Nathan Taddeo on dealing with the banks during Coronavirus
Nathan joins me for today’s episode & I’m sure you’ll hear his passion for education really shine through. Like many at the moment his phone has been ringing hot trying to help those in need, particularly around this 6 month loan holiday that’s being spoken about. Hope you enjoy.
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Ep 14 - Mike Mortlock on property depreciation & costing
Mike founded the business with his business partner some years ago. Today they have a team covering most of Australia who helps with costing estimates of property projects & depreciation schedules. This episode is one for you property investors. Enjoy.
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Ep 13 - Mitch Goldberg with a US take on Coronavirus
Mitch is a financial adviser in the NY area. At the time of recording this he was in lockdown with his family. Mitch provides a US perspective on what we are all going through and what his clients are doing.
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Ep 12 - Daniel Gold on changes to bank lending during Coronavirus
Daniel Gold is more than your typical mortgage broker. Based in Melbourne he’s very active in helping clients with their long term property planning. In this episode Daniel shares how the banks have changed their lending in the current economic environment.
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Ep 11 - James d’Apice on litigation & coffee and a case note
James d’Apice is a Sydney based commercial & litigation lawyer who’s found a level of fame through social media for his coffee and a case note series. James shares what it’s like for him working from home and what might happen to his series if the courses stop handing down judgements.
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Ep 10 - Christopher Sant on Cybersecurity whilst working from home
Chris joined me on LinkedIn Live to discuss among other things, some simple steps we can all take to be a little bit more secure whilst we work from home. Enjoy.
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Ep 9 - Ellie O’Collins on transitioning to work from home
Website designer Ellie shares some tips on working from home.
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Daily - 17 March 2020
Daily ramblings
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Daily - 13 March 2020
Daily ramblings
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Daily - 10 March 2020
Daily rant
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Daily - 7 March 2020
Daily ramblings
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ABOUT THIS SHOW
Melbourne based Financial Adviser, James Wrigley, sharing conversations. LinkedIn - https://www.linkedin.com/in/james-wrigley/About Me - https://about.me/jameswrigleyTwitter - https://twitter.com/the_wriglerFirst Financial - https://firstfinancial.com.au/james-wrigley/
HOSTED BY
James Wrigley
CATEGORIES
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