Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point.
I believe ... More
Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point.
I believe ... More
Available Episodes
5 of 306
Michael Kemp - The Ulysses Contract
This week I have the pleasure of welcoming Michael Kemp onto the podcast. Michael's working life has bounced between dentistry and financial markets, sometimes doing both at the same time! For 9 years he was the chief investment analyst for Scott Pape’s newsletter. Michael has recently released his third book - The Ulysses Contact - how to never worry about the share market again. [Website] [Disclaimer]
31/05/2023
51:48
Why Long Term Investors Must Understand Mean Reversion
I try my best to avoid financial jargon, but “mean reversion” is one piece of jargon well worth being acquainted with. The “mean” is just a fancy way of saying the average. The concept of mean reversion then, is that investments and markets tend to want to pull back to their average over time. This week we’re going to dig into what mean reversion is, and perhaps more importantly, its implications for you as a long term investor. [Disclaimer] [Website]
24/05/2023
6:40
Financial Modelling and Scenario Analysis with Jacob Kettler
This week we’re talking all things financial modeling with Jacob Kettler from Intelliflo. [Disclaimer] [Website]
17/05/2023
31:04
Alternatives to Retiring Early
Often when I ask new clients when they would like to be able to retire the answer is “tomorrow”, with a smile and a chuckle. Retiring as early as possible is seen by many as the pinnacle of financial success. This is interesting, because if you had someone who had been made redundant and was finding it difficult to get back into the workforce - early retirement but not at a time of their choosing - they're unlikely to be in a happy state. This week I want to explore a few alternatives to retiring early, and some reasons why you might like to consider these as part of your plans. If early retirement is the choice in life that you’re shooting for, go for it, by all means. But if your deeper goal is to live a happy and healthy life, perhaps these alternatives might provide a viable way forward for you. [Disclaimer] [Website]
10/05/2023
9:39
Strategies for Achieving Career Change Success
This week we’re talking career change. For many of the clients that we work with, the choice being pursued is a career change, usually because the job they’re in is not making them happy. Sometimes it might be following a redundancy. Now our area of expertise is around the finances, so our focus is on how to make the career change possible financially. But there’s a whole lot more to a successful career change than just the dollars. I’m joined this week by Kate Richardson. Kate is an Executive Career Coach, who orchestrated her very own career change 4 years ago. Today she helps people like you and me succeed in their very own career transition. Link: www.katerichardson.co [Disclaimer] [Website]
Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point.
I believe what most of us actually want is to have choice.
Choice in how much time we give to income-producing activities.
Choice about what those income-producing activities are.
Choice about where we live.
Choice about when we retire.
Choice about the ways we use our money to produce happiness.
In the Financial Autonomy podcast, I explore the different ways you can gain choice - from investing in stocks to becoming self-employed, starting a side hustle, or buying an investment property. I share learnings I've gained working with clients for over 20 years as a Certified Financial Planner, and interview others with interesting insights or experiences in gaining choice in life.