13 episodes

Do you want to get your financial house in order? Are you seeking greater financial security so that you can focus on what you really want to do in life ? This podcast marries financial education with tips on how to change your “everyday money habits”. With over 20 years experience across financial services I will be exploring the foundations of money and will be bringing in industry experts whom I know and trust to share their wisdom and expertise .... let’s do this!

The Good Money Habits Podcast goodmoneyhabits

    • Self-Improvement
    • 4.9 • 15 Ratings

Do you want to get your financial house in order? Are you seeking greater financial security so that you can focus on what you really want to do in life ? This podcast marries financial education with tips on how to change your “everyday money habits”. With over 20 years experience across financial services I will be exploring the foundations of money and will be bringing in industry experts whom I know and trust to share their wisdom and expertise .... let’s do this!

    Good Money Habits Episode 13 - Cashflow Management for Small Business with Dean Gilkison and Iggy Moro

    Good Money Habits Episode 13 - Cashflow Management for Small Business with Dean Gilkison and Iggy Moro

    ASIC nominate inadequate cash flow as the number one reason why businesses fail and According to the ABS – approximately 60% of small businesses cease within their first three years of operation. Sobering statistics that have no doubt been amplified with countless businesses having been negatively affected by Covid 19.Good Cashflow management is one of the most fundamental elements of running a financially sound business and often the most under-rated and overlooked. In this episode, I am joined by Dean Gilkison, Director at The Gilkison Group and Iggy Moro, Director at Walker Wayland.  Join us as we unpick how to tackle this critical success factor for small business. 

    • 29 min
    Good Money Habits - Episode 12 - Navigating Divorce with Donna Lee Powell

    Good Money Habits - Episode 12 - Navigating Divorce with Donna Lee Powell

    According to Relationships Australia research, financial stress is the number one cause of relationship breakdown. As we sit in the middle of a pandemic, the economic scarring is becoming evident with indicators like unemployment now sitting at elevated levels and for some the situation will sadly worsen as the government temporary support measures are slowly withdrawn. So given that backdrop, talking through the factors that lead to divorce, what you can do to prepare and ways in which you can get support and advice is something that we feel is needed right now. Join me as I chat with Donna who specialises in helping her clients navigate the divorce maze.

    • 26 min
    Good Money Habits Episode 11 -The fundamentals of portfolio construction with David Dix

    Good Money Habits Episode 11 -The fundamentals of portfolio construction with David Dix

    In this episode, Trish Prince joins me in the studio to interview David Dix from Atrium Funds Management as we dig into the fundamentals of portfolio construction. Investing is not a "one size fits all" and in this episode we explore some of key factors and elements that should be taken into consideration when designing investment portfolios. 

    • 25 min
    Good Money Habits - Episode 10 - Exploring The World of Funds Management with Magellan Asset Management

    Good Money Habits - Episode 10 - Exploring The World of Funds Management with Magellan Asset Management

    In this episode we explore the world of funds management. What is it exactly and just what do fund managers actually do? Virahi Ross, Head of Research at Magellan, a portfolio manager and member of the Magellan Investment Committee and Emma Cook - Key Account Manager join me as I take a peak under the bonnet of one of Australia's leading fund managers.  

    • 36 min
    Good Money Habits - Episode 9 - Navigating the Aged Care Maze with Brenda Will

    Good Money Habits - Episode 9 - Navigating the Aged Care Maze with Brenda Will

    In this episode I chat with Brenda Wills from DLP Life Design, as she shares her wisdom and knowledge by helping to explain the choices and services that are available for aged care in Australia. Whilst Aged care can tend to be confronting, emotional, expensive and complex , there are steps you can take to make the journey smoother and indeed manageable. Join me as Brenda and I chat (in easy to understand language) about how the system works, tips on how to make the process simpler and more affordable and perhaps most importantly - some ideas on how to address the emotional issues that go hand in hand with this life transition.   

    • 25 min
    Good Money Habits Episode 8 Exploring Robo Advice with Pat Garrett

    Good Money Habits Episode 8 Exploring Robo Advice with Pat Garrett

    According to Statista – assets managed by robo-advisors globally is expected to grow at an annual rate of 26%. It is projected that over the next four years, we will see ~ $25 billion invested via Roboadvice platforms!  In this episode we chat with Pat Garrett the Co-Founder and Co-CEO of Six Park to chat about what Robo Advice is, the marriage between technology and human advice and where things are heading in this fast evolving space.

    • 31 min

Customer Reviews

4.9 out of 5
15 Ratings

15 Ratings

Fudgybear123 ,

A must listen to Podcast

The best podcast I have listened to this year. Can’t recommend it enough. So informative with some common sense approaches and fabulous advice for now and beyond. A great start to managing finances and makes a lot of sense out of what has always been so confusing and overwhelming . A must for teenagers, especially episode 8, robo advise.

Chariscampbell ,

Accessible & tangible financial literacy

Jules digest 20+ years of financial knowledge into bite size, tangible and most importantly, actionable pieces of advice that any listener can implement in their life. A must listen for anyone seeking financial security, regardless of how many zeros you have in your bank account.

thegolfer01 ,

Great stuff

Brilliant Jules!!

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