Money Talk, Real Talk

Money Talk, Real Talk

Real talk, expert tips & bold actions to change your money story in mid-life and beyond. Hosted by Suzanne Alexander and Trish Gregory. The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any PPDS and TMD of any financial product discussed, and consider obtaining professional advice appropriate for your needs.

  1. Investing Without Intimidation: The Mid‑Life Woman’s Beginner Framework

    2d ago

    Investing Without Intimidation: The Mid‑Life Woman’s Beginner Framework

    Investing has traditionally been marketed as a male-dominated field, which can create a barrier for women. Many women are conditioned to believe they’re not capable investors, leading to a fear of making mistakes. This fear of failure can be paralysing and is often exaggerated when considering midlife, where the stakes feel higher.Join Suzanne & Trish as they demystify investing for women, addressing common myths, the importance of starting early, and practical pathways to build wealth confidently. Perfect for those feeling left behind or intimidated by the market.Enjoy!Suzanne & Trish XEmail: moneytalkrealtalkpod@gmail.comDisclaimer:The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    39 min
  2. Tax Planning isn't dodgy: Here's what you're missing

    Jun 21

    Tax Planning isn't dodgy: Here's what you're missing

    Does tax planning sound dodgy, or feel complicated? In this episode of Money Talk, Real Talk, Trish and Suzanne pull back the curtains and show you what tax planning is really about, and why everyday Australians like you should be paying attention. The truth is - tax planning isn't about loopholes - it's about understanding the system and making some smart decisions before the end of the financial year. In this episode we cover: - the difference between tax avoidance and tax planning - simple strategies like super contributions and salary packaging - why timing (especially before 30 June) matters a lot - how to structure your income and assets with greater efficiency - when you should consider getting an accountant involved. but more importantly, we unpack the emotional side of tax - the fear - the avoidance - the confusion that keeps so many people from taking action Enjoy x Trish & Suzanne Email: moneytalkrealtalkpod@gmail.com Disclaimer: The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    25 min
  3. Divorce, Death & Downsizing: The hidden tax bills behind life's biggest moments

    Jun 14

    Divorce, Death & Downsizing: The hidden tax bills behind life's biggest moments

    We tend to think about tax as something that shows up once a year… but the reality? Some of the biggest tax consequences come from the biggest moments in your life. In this episode of Money Talk, Real Talk, Trish and Suzanne unpack the hidden tax implications behind life-changing events like: Separation and divorceInheriting money or propertyDownsizing your homeIllness, injury, and insurance payoutsRedundancy and job lossIn reality, tax doesn’t follow what feels fair… it follows legal structure, timing, and ownership. Through real examples and practical explanations, they reveal why: A “50/50” divorce settlement isn’t always equalThe family home can create very different outcomes to sharesInheritance can come with future tax surprisesInsurance payouts and super withdrawals may be taxed differently than you expectThis episode is about helping you pause before making irreversible decisions—and understanding the financial impact behind emotional ones. Because a little knowledge now could save you tens (or hundreds) of thousands later. Enjoy! Suzanne & Trish X Email: moneytalkrealtalkpod@gmail.com Disclaimer: The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    31 min

  4. Jun 7

    Deductions Deep Dive: What Women in Mid‑Life Can Actually Claim

    Tax time rolls around every year, and somehow we’re all expected to just… know what we can and can’t claim. Join us as we chat about all things deductions, helping you make sense of what can and can't be deducted. Links: https://www.ato.gov.au/individuals-and-families/income-deductions-offsets-and-records/deductions-you-can-claim Enjoy! Suzanne & Trish X Email: moneytalkrealtalkpod@gmail.com Disclaimer: The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    21 min
  5. Tax 101: The Grown‑Up Guide You Should’ve Been Taught in School

    May 31

    Tax 101: The Grown‑Up Guide You Should’ve Been Taught in School

    Welcome to Tax 101: The guide we wish we'd all been taught in school. Enjoy! Suzanne & Trish X Email: moneytalkrealtalkpod@gmail.com Disclaimer: The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    34 min
  6. Navigating Stress Burnout and Building a Business Jessica Brady

    May 24

    Navigating Stress Burnout and Building a Business Jessica Brady

    Join us as we chat with Jessica Brady, award‑winning financial educator, business founder and author of Get Growing. Jess is a powerhouse in helping women build values‑aligned businesses while navigating the stress, identity shifts and vulnerability that come with entrepreneurship. You can connect with Jess here: https://www.instagram.com/jessbrady_financialadvice/ https://jessicabrady.com.au/ https://www.linkedin.com/in/jessica-brady-21165812/ Her book is Get Growing: A No-Nonsense Guide to Cultivating Wealth and Financial Freedom Enjoy! Suzanne & Trish X Email: moneytalkrealtalkpod@gmail.com Disclaimer: The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    35 min

  7. May 17

    Budget Breakdown: Key Changes Impacting Mid-Life Women

    We break down the recent Australian federal budget, focusing on its implications for women in midlife, including cost of living relief, healthcare, housing, and aged care. The federal budget can often feel overwhelming, especially with all the numbers and headlines. But understanding its implications is crucial, particularly for women in midlife. In this post, we’ll break down the essential elements of the budget, focusing on what it means for you and how you might navigate the changes.Enjoy!Suzanne & Trish XResources mention in the episode:Australian Government Budget 2026 - https://budget.gov.au/Safe Steps - https://safesteps.org.au/our-services/Email: moneytalkrealtalkpod@gmail.comDisclaimer:The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    33 min

  8. May 10

    The Hidden Impact of Financial Stress

    Join us as we unpack the hidden physical cost of ongoing financial pressure. We explore how financial stress impacts the physical body, including why our weight changes and how inflammation and exhaustion aren’t personal failures, but biological responses to chronic stress. Enjoy! Suzanne & Trish X Email: moneytalkrealtalkpod@gmail.com Disclaimer: The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

    31 min
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About

Real talk, expert tips & bold actions to change your money story in mid-life and beyond. Hosted by Suzanne Alexander and Trish Gregory. The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any PPDS and TMD of any financial product discussed, and consider obtaining professional advice appropriate for your needs.

Information

  • Creator
    Money Talk, Real Talk
  • Years Active
    2025 - 2026
  • Episodes
    47
  • Rating
    Explicit
  • Copyright
    © Money Talk, Real Talk
  • Show Website
    Money Talk, Real Talk