A Lawyer and Financial Advisor Walk into a bar

Alex and David
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A Lawyer and Financial Advisor Walk into a bar

A Lawyer and Financial Advisor Walk into a bar, but then what happens? Join Alex Martin (the lawyer) and Dave Murdoch (the financial advisor) as they discuss how to get the most out of your business, your money and your life – with some laughs in between. With these two on board, you can expect equal measures of insightful anecdotes, great advice and bad jokes - well, two out of three ain’t too bad right?

  1. 15 FEB

    Renting: Is it an option for your whole life?

    Are you struggling to make your way into the property market and unsure if owning a home is possible for you? Is buying a home the be-all and end-all? What other favourable options are there if it isn't for you?Join Alex and Dave as they discuss the challenges of the current property market, pro’s and con’s of buying vs renting, possible alternate routes to get into the market, and factors that influence and impact an individual's decision to buy or rent long-term.As always, it is always incr...

    24 min

  2. 1 FEB

    Consumer Law - Do you know your obligations?

    Do you know your rights and obligations under consumer law?As a business owner, it is important to know your obligations when selling goods and services. Individuals should also be aware of their rights as consumers. Join Alex and Dave they delve into consumer law, in particular what does/doesn’t fall under consumer law, examples of the warranties which apply, the obligations of business owners selling goods and services and the rights consumers have.#consumerlaw #WealthActivism #l...

    13 min

  3. 18 JAN

    Should I set up a Self-Managed Super Fund?

    Should I set up a self-managed super fund?The question is – what is the purpose? Why do you want to do it? Is it appropriate for your circumstances?Alex and Dave are back for 2024 and in this episode they discuss examples of when it is appropriate to set up a self-managed super fund, how self-managed super funds work and what is actually involved, and the obligations and potential implications that you should consider before taking the leap.#WealthActivism #legal #podcast #melbourne #smsf #bu...

    23 min

  4. 07/12/2023

    Do I Need Financial Advice?

    There is a common misconception that financial advice is only for the ultra-wealthy, and often this comes from people not truly understanding the nature of financial advice and what it involves. Lending, risk assessment, retirement planning, estate planning, investment advice, tax minimisation strategies…it’s a lot broader than most people think. The value that individuals, couples, family groups and business owners receive comes in many forms, but ultimately it’s the opportunitie...

    31 min

  5. 23/11/2023

    Workplace Investigations

    At what point does an incident at work require an investigation? And as a business owner, what are your obligations?When a situation arises at work, whether it be in the physical working environment, online or even at a work related event, there needs to be a process so that all parties involved are treated fairly and that the resolution is appropriate and accepted by all.In this episode, Alex and Dave talk through the process of workplace investigations – who should conduct the investi...

    21 min

  6. 09/11/2023

    Does your business have a Dispute Resolution Process?

    How does your business handle conflict?We are all wired differently, and therefore conflicts and disputes will inevitably arise. Whether it’s between employees, business partners or with suppliers, knowing what to do when conflict arises is key in resolving the situation with an outcome that’s best for everyone.Join Alex and Dave in this latest episode as they discuss how your business can implement an effective dispute resolution process using documentation and policies that can be use...

    25 min

  7. 26/10/2023

    Psychology in Business - Who do you partner with?

    Are you a big picture person or someone who dwells on the detail? An introvert or extrovert? Process driven by what has worked in the past or an up and coming enthusiast ready to rock the boat?!Whether it’s choosing a business partner, employee or even a client, understanding different personality types is essential to the future success of that relationship. By using and understanding the science and psychology that sits behind the modelling that has been done in this area,...

    28 min

  8. 12/10/2023

    Returning to the Office: What are your people saying?

    Love it or loathe it, working from home has been a hot topic since the pandemic hit, and it appears employers and employees alike are split on their preferences.Whilst it doesn’t affect all businesses, it can be quite challenging for business owners who were forced to conduct their businesses remotely during the pandemic and now want their employees back onsite. So what’s the solution? It often depends on the type of business and its ongoing operational requirements, as well as th...

    19 min
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About

A Lawyer and Financial Advisor Walk into a bar, but then what happens? Join Alex Martin (the lawyer) and Dave Murdoch (the financial advisor) as they discuss how to get the most out of your business, your money and your life – with some laughs in between. With these two on board, you can expect equal measures of insightful anecdotes, great advice and bad jokes - well, two out of three ain’t too bad right?

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