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© 2024 The Dollars & Sense Podcast
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Hosted by qualified Financial Advisers Tim Ellis and Brodie Haggerty. The goal is to increase the financial literacy of New Zealanders.
35 Episodes
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This week Tim and Brodie go head to head on Reverse Annuity Mortgages. What are they? Are they a suitable option in retirement, or should they be seen as a last resort? You've probably heard the term "you can't eat your house" and cash flow can be an issue for people in retirement, so is a Reverse Annuity Mortgage a sensible option or should you stay well away from them?Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us t...
Habits, not one-time choices, determine someone's position in life. This week we explore studies showing how anticipation of a reward creates habits more than the reward itself and link it to common financial habits we see working with clients. How can we use this information to break bad financial habits and form better ones, and how do we implement these changes?Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cove...
This week we have a straightforward discussion about the dreaded 'R' word, recession. It certainly feels like we've been dancing around the word for years now, but now we are actually starting to feel the effects. Redundancies, high interest rates, inflation, falling house prices to name a few. So what defines a recession, how does it actually impact people's lives, and more importantly - what can you do about it?Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, sugg...
Inflation is on everyone's mind these days. But what exactly is it, how is it calculated, and why does it feel worse than the official numbers suggest? Join us this week to explore why many Kiwis feel like inflation is higher than what we may be seeing in the media or driven by a government agenda. Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nzFor More Dollars &...
What are the 8 great mistakes, who is prone to them, and how do you overcome them? This week we dive head first into the world of investment and what we believe to be the biggest mistakes people do when it comes to investing, us included! Are you making any of these mistakes or have you been guilty in the past?Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nzFor More Dolla...
Welcome to Anna Seabrook who joins the podcast this week to discuss legal topics related to property, relationships, and estate planning! We talk about the conveyancing process when buying/selling property, what to watch out for when going into property with partners or friends, relationship property agreements, trusts, contracting out agreements, and wills. We thoroughly enjoyed having Anna from Hayman Lawyers on the show, and if you have any questions or would like to talk to Anna about you...
Do you know what your money personality is? This week, Tim and Brodie discuss the different money personalities which you can find at sorted.org and look at the pros and cons of each personality. Understanding how we think about and interact with money can be incredibly helpful with changing financial behaviors and making smarter decisions.Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: po...
This week Tim and Brodie debunk common financial myths that they hear as advisers. Covering offset mortgages, KiwiSaver taxes, insurance premiums, retirement debt, home affordability for young people, and more. Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nzFor More Dollars & Sense Content: Click HereListen to all The Dollars & Sense Podcasts: Click HereThe...
In this weeks episode join us for an informative history lesson on the biggest stock market crashes throughout the 20th and 21st centuries. Starting with the infamous 1929 stock market crash that saw the Dow Jones plummet 89% over several years right through to the short-lived 2020 coronavirus crash.Throughout the episode, hosts Tim and Brodie provide context around the factors leading to each crash, the extent of the declines, how long it took markets to recover, and what we can learn from t...
In this episode of the Dollars & Sense Podcast, hosts Tim Ellis and Brodie Haggerty have the privilege of interviewing Jenny Cheevers, a qualified Mortgage Adviser with 26 years of experience in the industry. Jenny shares insights into what she's learnt over the years and explains the home buying process, from getting pre-approved to closing. She shares tips on maintaining good credit and encourages listeners not to lose hope in their journey of getting on the property ladder.F...
In this episode of the Dollars and Sense podcast, hosts Tim Ellis and Brodie Haggerty discuss common financial issues faced by clients. They address topics such as overwhelming debt, difficulty in getting ahead financially, challenges in involving partners in financial matters, concerns about helping financially irresponsible children, and the dilemma of diversifying company shares. The hosts delve into the underlying causes of these issues and provide potential solutions to help listene...
This is the final episode of our three-part series on what it looks like working with a Financial Adviser. Following on from the theme of last week, this episode focuses on the key strategies we use when providing financial advice. This week we focus on confidence through investment management and certainty through risk management. Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podca...
Welcome to part two of our three-part series on what it looks like working with a Financial Adviser. Now that we've got the process out of the way, this episode focuses on the key strategies we use when providing financial advice. This week we focus on the first strategy in our system - cash management. Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nzFor More Dollars...
Welcome to the second season of The Dollars and Sense Podcast!Reflecting on some of the highlights of our first season, we're cranking up the dial on practical guidance for grappling with real-life challenges as we shine a spotlight on the six-step process of financial advice, and what that means for clients.We wanted to answer the questions - what does working with a Financial Adviser look like, and what are some of the key strategies throughout the process that our listeners can benefit fro...
Welcome to another episode of The Dollars & Sense Podcast, where it is our mission to increase the financial literacy of our listeners with our experience as qualified Financial Advisers.On this week's episode of the podcast, join Tim and Brodie as they talk through a frequently requested topic - Cryptocurrency! They also spend time unpacking their argument that "investments don't matter" and why they think this.Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, s...
This week Tim & Brodie welcome Blake Chamberlain, Director of FoxPlan Accounting & Wealth Management.Not just about the numbers, Blake believes in going beyond the data to make it clear what clients businesses need to accomplish so they can obtain the lifestyle they work so hard towards.In this episode, we chat about why Blake became an accountant, and why he does things differently to a lot of the industry. We look at who needs an accountant, and what the different types are, as well...
This week Brodie and Tim welcome Dave Copson, Head of Growth at Booster to The Dollars and Sense Podcast. Booster is one of the leading KiwiSaver providers in New Zealand, and one of the default government providers. Winning a plethora of awards over the years, such as being recognised as a Responsible Investment Leader by RIAA, and winner of the Canstar Outstanding Value – Aggressive KiwiSaver Fund in 2021 to name a few.Dave is an integral part of the reason for Boosters success over th...
This week Brodie and Tim welcome Ben Brinkerhoff from Consilium to The Dollars and Sense Podcast. Ben has spent time in the US as a Senior Economic Consultant at Bates White, Economic Manager at Qatar Economic Zones, COO at Index Fund Advisers.With his extensive industry experience, we chat about the importance of independent advice, all things investment philosophy, and the future of investment in New Zealand. This episode is packed with great insights and we were incredibly grateful to have...
On this week's episode of The Dollars & Sense Podcast, join Tim and Brodie as they have a chat about why you should avoid investing in gold, how to navigate inheritance, and a quick math lesson on what standard deviation is and why it matters in investing.Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nzFor More Dollars & Sense Content: Click HereListen to all The ...
Jump into this week's episode with special guest Jesse Abolins to hear all about how he runs his successful car wrapping business in Wellington. Discover how both mindset and planning play an important role in business ownership!Visit Jesse's Website: Click HereFollow Jesse's Business: Click HereUpcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nzFor More Dollars & Sense ...
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