16 episodes

Join Financial Adviser, Trish Gregory, as she interviews military spouses to crowdsource the best tips and tricks to help them take control of their finances. Passionate about helping people to become financially independent and feel confident about their financial situation, Trish and her guests weave money lessons into their compelling conversations.


To continue the conversation, go to the MilSpouse Money Facebook page: https://www.facebook.com/groups/milspousemoney/


DISCLAIMER: Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

MilSpouse Money Trish Gregory

    • Business
    • 5.0 • 1 Rating

Join Financial Adviser, Trish Gregory, as she interviews military spouses to crowdsource the best tips and tricks to help them take control of their finances. Passionate about helping people to become financially independent and feel confident about their financial situation, Trish and her guests weave money lessons into their compelling conversations.


To continue the conversation, go to the MilSpouse Money Facebook page: https://www.facebook.com/groups/milspousemoney/


DISCLAIMER: Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

    Talking Exchange Traded Funds with Mai Platts from Betashares

    Talking Exchange Traded Funds with Mai Platts from Betashares

    Today we talk with Mai Platts from Betashares about the basics of ETFs (Exchange Traded Funds). Mai takes us through what an ETF is, how they work, and some important things to consider not just with ETFs but also individual stocks and managed funds. We also answer a very important question that concerns people - what happens if the fund manager is no longer in operation, what happens to an individual's shareholdings.

    Resources mentioned in the episode:
    Betashares.com.au
    Morningstar.com.au

    To continue the conversation, go to the MilSpouse Money Facebook group: https://www.facebook.com/groups/milspousemoney/ or follow along to our MilSpouse Money the Podcast page: https://www.facebook.com/MilSpouseMoney


    DISCLAIMER:
    Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

    • 36 min
    Successful transitions - setting your family up for financial success post Military with Wayne Bemet

    Successful transitions - setting your family up for financial success post Military with Wayne Bemet

    We talk with Wayne, a veteran and fellow financial planner about how to set your military family up for financial success to prepare for life post-military.
    We cover how Wayne used the military as a vehicle to set himself up for financial success, how to prepare for a transition from the military whether that's by choice or by necessity, the importance of paying attention to your entitlements as well as who to talk to if things go pear-shaped. Wayne has some great tips for the military spouse and how you can make sure you're getting the right information you need to support your partner to transition while making sure you're across everything you need to know including all the benefits and the entitlements.


    Resources/businesses mentioned in the podcast:
    You can find Wayne at National Service Financial https://nationalservicefinancial.com.au/
    Defence Community Organisation https://www.defence.gov.au/dco/, https://www.defence.gov.au/DCO/Transition/
    Department of Veterans Affairs https://www.dva.gov.au/civilian-life/transition-civilian-life
    CTAS https://clik.dva.gov.au/rehabilitation-policy-library/4-adf-rehabilitation-programs/44-interaction-ctas-goal-3-clients/441-career-transition-assistance-scheme-ctas
    DHOAS https://www.dhoas.gov.au/
    Transition Seminars https://www.defence.gov.au/DCO/Transition/YourTransition/seminars.asp
    Finding an advocate https://www.dva.gov.au/civilian-life/finding-advocate
    HPAS https://pay-conditions.defence.gov.au/buying-home-using-home-purchase-assistance-scheme-hpas
    Defence Health https://www.defencehealth.com.au/
    3CIR https://www.3cir.com/services/
    The Veteran Life podcast https://nationalservicefinancial.com.au/podcasts/


    To continue the conversation, go to the MilSpouse Money Facebook group: https://www.facebook.com/groups/milspousemoney/ or follow along to our MilSpouse Money the Podcast page: https://www.facebook.com/MilSpouseMoney


    DISCLAIMER:
    Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.
    #defence #navy #raaf #army #airforce #medicaldischarge #milspousemoney #transition #dhoas #ctas #military #money #investing #msbs #savings...

    • 41 min
    What does a Financial Planner do for you?

    What does a Financial Planner do for you?

    Today your host Trish Gregory, a Financial Planner, takes you through what a financial planner is, what they do and what you can expect from them. She also provides some valuable tips on how to choose the right Financial Planner/Adviser for you and some things to look out for when talking with a Financial Planner/Adviser

    LINKS MENTIONED IN THE EPISODE:
    ASIC Financial Adviser Register: https://asic.gov.au/for-finance-professionals/afs-licensees/financial-advisers-register/
    ASIC MoneySmart - Financial Counsellor: https://moneysmart.gov.au/glossary/financial-counsellor

    To continue the conversation, go to the MilSpouse Money Facebook group: https://www.facebook.com/groups/milspousemoney/ or follow along to our MilSpouse Money the Podcast page: https://www.facebook.com/MilSpouseMoney


    DISCLAIMER:
    Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

    • 25 min
    First Home Super Saver Scheme with Jess Mitchell

    First Home Super Saver Scheme with Jess Mitchell

    We talk with Jess who recently used the First Home Super Saver Scheme (FHSSS) to purchase her first home with her husband about the ins and outs of the scheme, why or when you might use it, and whether it can be used in conjunction with any other military or civilian benefits. There are some important considerations we go over including DFRDB and MSBS super schemes as well as the psychological benefit of using a scheme like this.
    If you're looking to save for your first home, have a listen.

    To continue the conversation, go to the MilSpouse Money Facebook group: https://www.facebook.com/groups/milspousemoney/ or follow along to our MilSpouse Money the Podcast page: https://www.facebook.com/MilSpouseMoney


    DISCLAIMER:
    Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

    • 26 min
    Medical issues hindering promotions and careers with Karen Maus

    Medical issues hindering promotions and careers with Karen Maus

    We chat with Karen about how her health challenges (including 2 kidney transplants and being in a coma!) have affected her and her military husband's earning potential. Karen shares her and her husband's early smart money decisions and how they impacted some very dark health times. We discuss her travels around Australia and internationally and she rounds out the conversation with an important lesson we both think everyone should hear.
    If you haven't given any thought to how your health and earning potential intersect, this is episode is a must-listen.

    To continue the conversation, go to the MilSpouse Money Facebook group: https://www.facebook.com/groups/milspousemoney/ or follow along to our MilSpouse Money the Podcast page: https://www.facebook.com/MilSpouseMoney

    DISCLAIMER:
    Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

    • 39 min
    From early money influences to financial security with Lyndsay Freeman

    From early money influences to financial security with Lyndsay Freeman

    If you're a parent you'll love this episode! On International Women's Day 2021 we talk with Lyndsay Freeman about how early money influences have led to her financial security. She tells us the differences between her parents' money styles, how her mother introduced the concept of money and delayed gratification at an early age as well as how she was strongly 'nudged' to avoid lifestyle creep once her income increased.
    If you've ever wondered if talking about money with your children makes a difference, make sure you listen to this jam-packed episode.

    To continue the conversation, go to the MilSpouse Money Facebook group: https://www.facebook.com/groups/milspousemoney/ or follow along to our MilSpouse Money the Podcast page: https://www.facebook.com/MilSpouseMoney


    DISCLAIMER:
    Any information or advice contained in the podcast is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the information or advice is suitable for your personal situation. Any products mentioned in this podcast are not to be taken as recommendations, before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

    • 35 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

ktaylor127 ,

A gift of expertise + entertainment

Trish is passionate about helping military and veteran spouses plan for their financial future, and this podcast brings so much value to the unique Mil spouse lifestyle! She and her guests approach important topics with expertise, levity and real world examples of how military and veteran spouses tackle specific financial situations to create their own financial future.

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