The Bucket List Accountant

David Patterson

The Bucketlist Accountant helps you bridge the gap between financial security and chasing epic dreams. Join David Patterson, a certified financial expert passionate about living life to the fullest, as he cracks the code on managing your money for your present and future. David is an accountant with a difference. He combines the concept of bucket lists for your personal and professional life. For small business owners in particular, he examines the business and how it impacts you and your family. David Patterson is the Bucket List Accountant: https://www.bucketlistaccountant.com.au/ Produced by Podcasts Done For You: https://www.commtogether.com.au/podcasts-done-for-you/

  1. Planning Your Dream Whale Watching Adventure

    08/19/2025

    Planning Your Dream Whale Watching Adventure

    In this episode, David shares his recent bucket list adventure to the Head of the Bight in South Australia, where he and his wife Tammy experienced the magnificent southern right whales in their natural nursery. This wasn't just a holiday—it was the fulfilment of a long-held bucket list dream that required careful planning, financial preparation, and a commitment to fully disconnecting from work. David reveals: How to financially prepare for significant bucket list adventures without stressWhy the journey itself is just as important as the destinationPractical strategies for disconnecting from work to fully enjoy your experiencesThe importance of budgeting for unexpected opportunities during your adventures Quotes from the Episode"It was important that we broke that trip up as much as possible... finding destinations along the way that had points of interest for us was important." "I've made that conscious decision to enjoy my holidays and my breaks. I've found it a lot easier to switch off and then when I get back, just switch back on again." "We had a really good idea of how much the trip was going to cost... and then to have money aside for unexpected things that popped up along the way." #BucketListAccountant #WhaleWatching #BucketListTravel #FinancialPlanning #TravelPlanning #WorkLifeBalance #AdventureTravel Key Moments 00:40 David's Whale Watching Experience 03:16 Planning the Journey 08:00 Switching Off and Enjoying the Holiday 11:58 Financial Planning for Bucket List Trips 17:43 Reflecting on the Experience 19:12 Conclusion Contact details: David Patterson on LinkedIn The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams. Subscribe now and get ready to take control of your money and your life! Co-host: Anthony Perl Produced by: 'Podcasts Done for You'

    20 min

About

The Bucketlist Accountant helps you bridge the gap between financial security and chasing epic dreams. Join David Patterson, a certified financial expert passionate about living life to the fullest, as he cracks the code on managing your money for your present and future. David is an accountant with a difference. He combines the concept of bucket lists for your personal and professional life. For small business owners in particular, he examines the business and how it impacts you and your family. David Patterson is the Bucket List Accountant: https://www.bucketlistaccountant.com.au/ Produced by Podcasts Done For You: https://www.commtogether.com.au/podcasts-done-for-you/