19 Oct · Video

The Great Wealth Transfer: Why families need to talk about money now with Evan Lucas

Australia is entering one of the largest intergenerational wealth transfers in its history. But while trillions of dollars are expected to change hands, there's one question families aren't asking enough: what happens to our relationships when money gets involved? In this episode of Money & a Good Life, Tribeca Financial CEO Ryan Watson joins economic commentator, author and behavioural finance specialist Evan Lucas to challenge the traditional idea of intergenerational wealth. Together, they explore why wealth should be about more than inheritance, property and investment portfolios. It's about family connection, financial education, honest conversations and building a legacy that lasts beyond one generation. From Australia's discomfort with discussing money to the financial habits we inherit from our parents, Evan and Ryan unpack the emotional and cultural barriers that prevent families from talking openly about their financial future. They also explore Tribeca's approach to connected family wealth, why taking a 100-year view changes financial decisions and how building wealth means very little if you're not living a good life along the way. In this episode, we discuss: Why intergenerational wealth is about more than passing down moneyAustralia's cultural discomfort with talking about family financesHow to protect family relationships during wealth transfersThe importance of having financial conversations before inheritanceWhy a 50 to 100-year family wealth strategy can change your perspectiveHow childhood experiences shape our financial behaviourWhy financial literacy should start at home and in schoolsThe difference between being wealthy and feeling financially secureHow financial advice can support families across multiple generationsWhy having enough money isn't the same as living a good lifeWhether you're building wealth, preparing for retirement, supporting ageing parents or thinking about the legacy you'll leave your children, this conversation offers a different way to think about money. Because the most valuable thing you pass on might not be your wealth. It might be the conversations you have about it. Connect with Evan Lucas Evan Lucas is an Australian economic commentator, behavioural finance specialist, author of Mind Over Money and host of Exchanges with Evan Lucas. LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/ Website: https://evanlucas.com.au/ Instagram: https://www.instagram.com/evanlucas_/ Podcast: https://podcasts.apple.com/au/podcast/exchanges-with-evan-lucas/id1796919532 Connect with Tribeca Financial Tribeca Financial helps Australian individuals and families develop greater financial security, freedom of choice and confidence to live their version of a good life. Website: https://www.tribecafinancial.com.au/ Family Wealth: https://www.tribecafinancial.com.au/tribeca-family-wealth/ LinkedIn: https://www.linkedin.com/company/tribecafinancial/ Ryan Watson, CEO & Founder: https://www.linkedin.com/in/r-watson/ Listen to more episodes of Money & a Good Life on your favourite podcast platform. Here's to your Good Life. And thanks for listening. Important information Tribeca Collective Pty Ltd, ABN 54 604 005 209, trading as Tribeca Financial, has been appointed as a Corporate Authorised Representative (CAR No. 1008603) of My Dedicated Advisory. My Good Life® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their personal circumstances before making financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia and pays respect to Elders past and present.

5 Oct · Video

Why personal insurance is important with Rick Foster

Most of us insure our house, car, contents and even our phones. But what about our ability to earn an income? In this deeply personal episode of Money & a Good Life, Tribeca Financial’s Rachael Holder and Ryan Watson sit down with longtime Tribeca client, writer and men’s mental health advocate Rick Foster to explore what happens when your health unexpectedly affects your ability to work. Rick spent years building creative agency Tank alongside his wife and business partners. As the business grew, so did the pressure. Eventually, severe anxiety left him unable to continue working in the same capacity. What followed was not only a mental health recovery journey, but a real-world example of why financial protection can matter long before you think you’ll ever need it. Rick shares how income protection insurance, TPD insurance and key person insurance helped provide financial security for himself, his family and his business while he stepped away to focus on his health. He also reflects on the importance of having financial advisers advocating for him throughout a difficult and sometimes complex insurance claims process. The conversation also explores the strong connection between financial wellbeing and mental health, the pressures many business owners place on themselves, and why asking for help can be an act of strength rather than weakness. Rick’s recovery eventually brought him back to his love of writing and inspired him to create the children’s picture book Why Worry Wally, designed to help children understand that worries are normal and give them practical ways to talk about and manage them. In this episode: Why personal insurance can be important for business owners and familiesRick’s experience with anxiety, burnout and stepping away from workHow income protection supported his recoveryThe role of TPD and key person insuranceWhy having an adviser advocate during an insurance claim can make a differenceThe connection between financial stress and mental wellbeingWhy men can find it difficult to speak openly about mental healthRecognising the signs of anxiety before they become overwhelmingFinding balance, purpose and a healthier relationship with workHow Rick created Why Worry Wally to help children talk about anxiety and worriesWhat “a good life” means to Rick todayRick’s experience is a powerful reminder that good financial advice is not only about investments, numbers or retirement planning. Sometimes, it is about putting protections in place that allow you to focus on your health, your family and your future when life does not go to plan. If you own a business, have a family relying on your income, or simply haven’t reviewed your personal insurance for some time, this episode offers an important perspective on the value of planning ahead. Links & resources Tribeca Financial: https://www.tribecafinancial.com.au/ Rick Foster: https://whyworrywally.com/ Why Worry Wally?: https://whyworrywally.com/why-worry-wally Buy Why Worry Wally?: https://whyworrywally.com/buywally/whyworrywallybook Money & a Good Life is brought to you by Tribeca Financial. Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

21 Sept

Why art is for everyone with Andy Dinan

Art galleries can feel intimidating. White rooms full of expensive things. Quiet. Full of breakable things. A space that seems to signal: "You probably don't belong here." But what if that feeling is completely wrong? In this episode of Money & a Good Life, Steph and Ryan sit down with Andy Dinan—founder of MARS Gallery and ADA Art Consulting, and someone who's championed emerging and mid-career Australian artists for more than 20 years through over 700 exhibitions. Andy believes art is for everyone. That collecting doesn't require a fortune. And that buying something you love might actually be one of the most rewarding ways you can spend money. She also started one of Melbourne's best-known galleries despite never having worked in a gallery before—which is quite the origin story. What we talk about: How Andy went from pushing a pram into a gallery to opening her own.Why so many people feel intimidated by galleries and the art world.Why collecting art isn't just for wealthy people.The value of buying art you genuinely love.Why Andy encourages people to look for a long time before buying anything.Whether art should be viewed as an investment.The role art can play in shaping communities and public spaces.Why Andy believes philanthropy should be accessible to everyone, regardless of what they can afford to give.Whether you've been collecting for years or have never set foot in a gallery, this conversation is a reminder that art isn't about expertise or status. Sometimes it's simply about finding something you love and bringing it into your life. Here's to your Good Life. And thanks for listening. You can find us at https://www.tribecafinancial.com.au/ Our guest: Andy Dinan, founder of MARS Gallery and ADA Art Consulting Connect with Andy on LinkedIn Visit Andy’s website Follow MARS gallery on Instagram Our hosts: Ryan Watson, CEO, Tribeca Financial Connect with Ryan here Stephanie Coombes, podcast expert and media strategist Connect with Steph here Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

7 Sept

Creating an intentional life with Angela Ceberano

Most of us grow up believing that if we work hard enough, plan carefully enough and want something badly enough, we'll eventually get there. But life doesn't always follow the plan. In this episode of Money & a Good Life, Angela Ceberano shares the story behind her success in business, her IVF journey, and how both experiences changed the way she thinks about ambition, happiness and what truly matters. After building one of Australia's leading independent PR agencies and enduring 20 rounds of IVF over almost a decade, Angela has learned that some of life's biggest lessons come from the things we can't control. We talk about: Building a successful business from the ground up.The hidden cost of success and the sacrifices that often come with it.What nearly a decade of IVF taught Angela about resilience and uncertainty.Why sharing her fertility journey publicly became so important.The emotional and financial realities of IVF.How becoming a mother changed her definition of success.What intentional living looks like in practice and why rest is part of the work.This is a conversation about perseverance, perspective and learning to define success on your own terms, even when life takes you somewhere you never expected to go. Here's to your Good Life. And thanks for listening. You can find us at https://www.tribecafinancial.com.au/ Our guest: Angela Ceberano, Managing Director, Flourish PR Connect with Angela on LinkedIn Follow Angela on Instagram Learn more about Flourish PR Our hosts: Ryan Watson, CEO, Tribeca Financial Connect with Ryan here Stephanie Coombes, podcast expert and media strategist Connect with Steph here Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

24 Aug

What families pass on, beyond money with Damon Kitney

Every family has stories. Some get passed down through generations. Others are forgotten over time. But whether we realise it or not, those stories can shape the way we think about money, success, work, family and what's possible for our future. In this episode of Money & a Good Life, we sit down with Damon Kitney, journalist, author and storyteller, who has spent decades documenting some of Australia's most successful families. Through those conversations, he's discovered that while passing on wealth is important, passing on values, purpose and family stories can be even more powerful. We talk about: Why family stories matter more than many people realise.The role stories play in shaping beliefs about money, work and success.What Damon has learned from interviewing some of Australia's most successful families.Why passing on values can be harder than passing on wealth.How family history can contribute to a sense of identity and belonging.The challenges families face when navigating wealth, succession and legacy.Why preserving stories may be one of the most important gifts we leave future generations.Whether your family story spans generations or starts with you, this conversation is a reminder that the things we pass on aren't always financial. Sometimes the stories themselves become part of our legacy. Here's to your Good Life. And thanks for listening. You can find us at https://www.tribecafinancial.com.au/ Our guest: Damon Kitney, Journalist & Author Connect with Damon on LinkedIn Learn more about Damon here Our hosts: Ryan Watson, CEO, Tribeca Financial Connect with Ryan here Stephanie Coombes, podcast expert and media strategist Connect with Steph here Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

10 Aug

Being tired is costing you more than you think with Lisa Maltman

Sleep is something we all do, yet many of us don't give it much thought until we're not getting enough of it. And when that happens, the effects don't just show up as feeling tired. Sleep can influence everything from our mood and relationships to our productivity, mental health and ability to make good decisions. In this episode of Money & a Good Life, Lisa Maltman joins us to unpack why sleep matters more than we think and what we can do to improve it. We talk about: Why so many Australians aren't getting enough sleep.The impact poor sleep can have on mood, memory, creativity and mental health.The surprising link between sleep and financial wellbeing.How sleep deprivation affects decision-making, planning and risk-taking.Why tracking your sleep isn't always the answer.The relationship between financial stress and poor sleep.Whether naps are actually good for us.Whether you're struggling with sleep yourself or simply curious about how it impacts your everyday life, this episode is full of practical insights that might just help you rest a little easier. Here's to your Good Life. And thanks for listening. You can find us at https://www.tribecafinancial.com.au/ Our guest: Lisa Maltman, sleep educator Connect with Lisa on LinkedIn Visit The Sleep Connection website Our hosts: Ryan Watson, CEO, Tribeca Financial Connect with Ryan here Stephanie Coombes, podcast expert and media strategist Connect with Steph here Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

27 Jul

Retire with purpose with Kim & Prue Watty

Most people spend decades planning financially for retirement. But what about everything else? The routines that shape your days. The sense of purpose that comes from your work. The connections, structure and identity you've built over a lifetime. In this episode of Money & a Good Life, we sit down with Prue and Dr Kim Watty, co-founders of The Main Act, to explore what happens when people retire without thinking about what comes next. Drawing on both personal experience and years of research, they share why creating a fulfilling retirement requires more than financial preparation, and how purpose, connection and community can play just as important a role. We talk about: Why retirement can be more challenging than many people expect.The loss of structure, identity and purpose that often comes with leaving work.Why financial preparedness is only one part of a successful retirement.The importance of thinking about what you want your next chapter to look like.The unique transitions many women experience throughout life and retirement.Why community, creativity, contribution and connection matter so much.How to move from simply retiring from something to retiring towards something.Whether retirement is right around the corner or still years away, this conversation is a reminder that a good retirement isn't just about having enough money. It's also about creating a life you're excited to wake up to. Here's to your Good Life. And thanks for listening. You can find us at https://www.tribecafinancial.com.au/ Our guest: Dr Kim Watty & Prue Watty Connect with Kim Watty on LinkedIn , connect with Prue Watty on LinkedIn Visit The Main Act website Our hosts: Ryan Watson, CEO, Tribeca Financial Connect with Ryan here Stephanie Coombes, podcast expert and media strategist Connect with Steph here Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

13 Jul

The real value of financial advice with Thabojan Rasiah

Most people think financial advice is about investments, returns and building wealth. While those things matter, they're often only part of the story. Some of the biggest benefits of advice come from having clarity, confidence and a plan that supports the life you want to live. In this episode, we sit down with Thabojan Rasiah to explore the real value of financial advice and why money is often just the vehicle, not the destination. From defining what matters most to making major life decisions with confidence, it's about helping people use money in a way that supports the life they want to live. We talk about: The difference between the financial and non-financial value of advice.Why so many people are drifting financially without a clear sense of where they're heading.How long-term cash flow modelling helps people make big life decisions with confidence.The role values and purpose play in financial planning.Why not all debt is bad, and when it can be a useful tool.How to find an adviser you can genuinely trust.What Thabojan has learned from helping hundreds of people navigate life's biggest decisions.Whether you're working towards a specific goal or simply trying to make smarter decisions with your money, this episode is a reminder that good financial planning starts with understanding what matters most to you. Here's to your Good Life. And thanks for listening. You can find us at https://www.tribecafinancial.com.au/ Our guest: Thabojan Rasiah Connect with Thabojan LinkedIn Visit Thabojan’s website Our hosts: Ryan Watson, CEO, Tribeca Financial Connect with Ryan here Stephanie Coombes, podcast expert and media strategist Connect with Steph here Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd. Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions. Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

Money & a Good Life

The Great Wealth Transfer: Why families need to talk about money now with Evan Lucas

Why personal insurance is important with Rick Foster

Why art is for everyone with Andy Dinan

Creating an intentional life with Angela Ceberano

What families pass on, beyond money with Damon Kitney

Being tired is costing you more than you think with Lisa Maltman

Retire with purpose with Kim & Prue Watty

The real value of financial advice with Thabojan Rasiah

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Money & a Good Life

Episodes

The Great Wealth Transfer: Why families need to talk about money now with Evan Lucas

Why personal insurance is important with Rick Foster

Why art is for everyone with Andy Dinan

Creating an intentional life with Angela Ceberano

What families pass on, beyond money with Damon Kitney

Being tired is costing you more than you think with Lisa Maltman

Retire with purpose with Kim & Prue Watty

The real value of financial advice with Thabojan Rasiah

About

Information

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