PODCAST · business
Managed Money
by James Cruz
Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, independent, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.
Episodes
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A positive claims experience for Specified Injury.
A portfolio of personal protection policies are generally utilised within a comprehensive wealth management plan to ensure that wealth plans are kept on track in the event of a major illness or injury. Today I highlight a recent case study where we had a positive claims experience for a client…
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Market downturns...not if but when.
Listen in as James explains how Evolution Financial planning are re-balancing and actively managing client portfolios. There has been an extended period of double digit, market linked returns. While investors can become complacent when returns are attractive, this causes James more concern as...
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What advice suits your family business?
Listen in as James Cruz explains the different types of advice that family business owners can access and why a virtual family office is best suited for family businesses. A comprehensive tailored offering is worth the relationship and having one firm in your corner to help you stay financially...
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What's your idea of retirement?
Listen in as James Cruz explains how a retirement should be thought of. Many think of retirement as the period post working. The reason we focus on growing capital for retirement is this should be an exciting time filled with enjoyment and purpose. Consider the first 30 years of your life as the...
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Money Mindset to grow wealth.
Listen in as James Cruz explains how the actual money mindset that you are using maybe inhibiting your wealth plans. You may not want to be the richest person in the cemetery but you can alter your state of mind to grow wealth. James will explain how he was influenced by Noel Whittaker, Nick…
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How much do you need for Retirement?
Hear how James explains what is considered a comfortable amount for retirement and how a combination of capital and Centrelink can produce great results. Click here to read the article that James refers to so you can see how close you are to funding a 30 year retirement. Feel free to leave a...
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The RISK of the sharemarket.
One of the main concerns I hear when looking to plan a retirement income stream with family businesses is that the "stockmarket is risky." While this old chestnut might get a run, it really is a cry for more information. Clients only get one chance at retirement and after a lifelong legacy of...
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What is Managed Money?
Listen as James Cruz explains the concept of Managed Money and how it relates to building towards a retirement of confidence and certainty. A retirement whereby you never worry about money in this phase of your lives.
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Case Study: Unwinding poor advice.
Let me take you through what poor advice looks like and how to unwind it to get back on track ASAP. If you are listening via Anchor.fm then make sure you listen to my surprise song that I have included at the end of the podcast.
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Take a step forward with Managed Money.
Let's get the conversation going on how to retire right. Check my initial thoughts on where I see the Financial Planning industry and how I will be looking to help those who require advice for a confident retirement. Tune in and listen to case studies and stories on how we manage assets and work...
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ABOUT THIS SHOW
Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, independent, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.
HOSTED BY
James Cruz
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Frequently Asked Questions
How many episodes does Managed Money have?
Managed Money currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Managed Money about?
Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, independent, transparent and not linked to product sales. Pay for the advice...
How often does Managed Money release new episodes?
Managed Money has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Managed Money?
You can listen to Managed Money 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 Managed Money?
Managed Money is created and hosted by James Cruz.
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