Planning Your Financial Future
Welcome to episode 14 of The Numbers Game podcast. In this episode we chat about taking the emotion out of money and what it's really like working with a financial planner.
The Numbers Game · Jason Robinson, Martin Vidakovic, Nick Reilly
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Show Notes
Welcome to episode 14 of The Numbers Game podcast. In this episode we chat about taking the emotion out of money and what it's really like working with a financial planner.
On this episode, we discuss:
Jasons book recommendation:
- No Rules Rules: Netflix and the Culture of Reinvention Book by Erin Meyer and Reed Hastings
Reading The Play:
- Un-Employment in Australia is down
- Should you lock in a fixed interest rate for your mortgage?
- Buying a commercial property through your business
- The importance of strategy
Losing it:
- Not understanding your strategy and long term plan
- Risk of shifting your super to cash
- How to find a financial advisor
- Insurance is a long term plan
- Asking the hard questions
What it's like working with a Financial Advisor
- Understanding your financial goals
- Leaving a legacy
- Removing the emotion from money
- Understanding which fund is right for you
- The shift in the financial planning industry
Send us an email: [email protected]
The Numbers Game is brought to you by Future Advisory & Inovayt.
Hosts:
Nick Reilly
Jason Robinson
Martin Vidakovic
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