All Episodes

8 Habits Successful clients share (and 4 Habits that don't make the difference)

The $75 Billion Question: Is SpaceX Worth It?

Which Tax Pill do you want to swallow?

From $0 to $120 Billion: The Evolution of KiwiSaver

The “Now and Then” Exercise That Creates Better Financial Decisions

When Financial Advice Fees Go Too Far

Are Expensive Funds Delivering Better Results?

The Real Cost of S&P 500 ETFs (It’s Not What You Think)

The Hidden Risks of Early Retirement — with Taylor Schulte

Q1 2026 Market Recap: What Actually Happened

You Retire… Then Lose Half Your Money. Now What?

3 Ways Index Funds Make Gains in a Bear Market

The Key to a More Effective Financial Plan

The 10 Days That Could Delay Your Retirement by a Decade

Dividend Investing in Modern Portfolios

Why Good People Avoid Financial Planning and Regret It Later

Gold and the Long Game: Does It Really Belong in a Portfolio?

Why a Reserve Fund Changes the Way You Think, Invest, and Live

2025 In Review. What just happened and what actually matters?

The Most Misunderstood Part of KiwiSaver Performance

Following Up on NZ’s Health Insurance Crisis: The Latest Developments

Exposed: The Marketing Tactics Behind Modern Investment Snake Oil

Your Wealth Philosophy vs. Reality: Taraia Robin Breaks It Down

The AI Bubble: Hype or the Next Market Crash?

Second Marriages, Trusts, and Contracting Out — Part 2 with Hannah Carter

Blended Families & Second Marriages: The Legal Must-Knows with Hannah Carter

Why Revolving Mortgages Keep You Stuck on the Financial Treadmill

Tick Boxes Don’t Build Wealth

The Hidden Costs of Investing

Breaking the Home Bias: Why Global Diversification Wins for Your Portfolio

NZ Medical Premiums set to Sky Rocket in 2025

#47: Trumps Tariffs, Should We Panic?

#46 Is that a Goal or a Strategy?

#45: The Power of Small Caps - What Does History Say About Investing in Small Companies?

#44: Talking All Things Interest

BE RIGHT BACK!

#43: Investment Is Supposed To Be Boring!

#42: Investing In Hype Stocks, Is It Worth The Risk?

#41: Donald Trump or Kamala Harris: What Will Happen With Stock Portfolios?

#40: SEASON THREE COMING SOON - A Quick Update / Future Plans

#39: "Well Mr / Mrs Client, That Depends"

#38: A FREE RESOURCE Breaking Down Your Insurance Policy/Renewal Letter

#37: Helping Kiwi Mums and Empowering Them With Knowledge and Guidance!

#36: The 7 Simple Rules for Long-Term Investing

#35: Head to Head - Reverse Annuity Mortgages, Are They a Good Idea or Last Resort?

#34: The Power of Habits - Are they Getting You Closer or Taking You Further Away?

#33: Recession - Finally Starting To Feel The Effects, So What Can You Do About It?

#32: Inflation in 2024, Why The Numbers Don't Match Our Experience

#31: The 8 Great Investment Mistakes, Are You Guilty Of These?

#30: Lawyer Anna Seabrook On Property With Friends, Relationship Agreements, Trusts, and WIlls.

#29: Property Or Shares, What's The Best Way To Build Your Wealth?

#28: Money Personalities, What Does Your Money Personality Say About You?

#27: Financial MythBusters - Young People Can't Get Into a House? Breaking Down Common Financial Myths

#26: 5 Biggest Stock Market Crashes, A Financial History Lesson

#25: Client War Stories, Our Best and Worst Stories From Our Experience as Client Facing Advisers

#24: Jenny Cheevers - Mortgage and Home Ownership Insights from 26 Years of Experience in the Industry

#23: The Symptoms of Common Financial Issues and Potential Solutions

#22: Retirement Drawdown Strategies - Pros and Cons of Popular Approaches

#21: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 3/3)

#20: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 2/3)

#19: What Does Working With a Financial Adviser Actually Look Like? Process (Part 1/3)

#18: Our Controversial View on Cryptocurrency, and Why Investments Don't Matter

#17: Blake Chamberlain - Accounting and Wealth Management, Beyond The Balance Sheet

#16: Dave Copson - Head of Growth at Booster, All Things KiwiSaver & Financial Literacy

#15: Ben Brinkerhoff - Consilium Head of Advice, The Investment Philosophy They Never Teach You

#14: Why You Should Not Invest in Gold...

#13: Jesse Abolins - Wrap Innovations, Unwrapping Successful Business Ownership

#12: John Killick - Founder of FoxPlan, 50 Years of Wisdom in Financial Services

#11: How to Succeed with New Years Resolutions

#10: "KiwiSaver Loses $1B on Negative Returns" - Media Fearmongering Unpacked

#9: Kane Chamberlain - Qualified Builder, The Do's and Dont's of Building Your Wealth with Property

#8: Increase Mortgage Payments or Invest: Which is Better?

#7: "Economists Have Predicted 9 of the Last 5 Recessions" - Block Out The Noise.

#6: When More Isn't Better: Lifestyle Creep

#5: The Eighth Wonder of the World: Compound Interest

#4: Strategic Investing: Lump Sum, Monthly, or Timing the Market?

#3: Unpacking the Pros and Cons of Socially Responsible Investing

#2: NZ Financial Literacy - Could You Pass This Test?

#1: DIY KiwiSavers, Are You Better Than The Average Investor?