Financial Secrets Revealed

Amanda Cassar

The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacies they'd like to leave behind.  Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license.  Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels.Season 1 interviews those who appeared in the book.Season 2 shines the spotlight on Financial Abuse.Season 3 we Meet the Experts. This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs. Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.

  1. 07/01/2024

    Liquid Gold: Navigating The World of Whiskey Cask Investing with Stephen Bailey

    Curious about investing in whisky casks and whether Scotch whisky could play a role in an alternative investment portfolio? In this episode of Financial Secrets Revealed, Amanda Cassar sits down with Stephen Bailey, Scottish whisky investment specialist and former financial adviser, to explore the world of whisky cask investing and collectible assets. From understanding entry costs to potential returns, holding periods, and exit strategies, Stephen shares insights into what investors should consider before adding "the water of life" to their portfolio. Whether you're a whisky enthusiast, an investor looking for portfolio diversification, or simply curious about alternative assets beyond shares and property, this episode offers an introduction to one of the more unique investment opportunities available today. In this episode, we discuss: • What whisky cask investing is and how it works • Entry points for first-time investors • Typical investment timeframes • Potential risks and rewards • Exit strategies and liquidity considerations • The growing global demand for Scotch whisky • Whether whisky can complement a diversified investment portfolio Scotch whisky remains one of the world's most recognised premium exports, with global demand continuing to grow and collectors and investors increasingly exploring whisky casks as an alternative asset class. About Stephen Bailey Stephen Bailey is a Scottish whisky investment specialist and former financial adviser who combines industry knowledge with a passion for Scotch whisky and cask investments. About Financial Secrets Revealed Financial Secrets Revealed is a podcast featuring conversations with business leaders, financial experts, and industry professionals who share insights, experiences, and practical strategies to help listeners make more informed financial decisions. ⚠️ Disclaimer This podcast is provided for general information and educational purposes only and does not take into account your personal objectives, financial situation, or needs. Nothing discussed in this episode should be considered personal financial advice. Always seek professional advice from a qualified financial adviser before making investment decisions. #WhiskyInvestment #ScotchWhisky #AlternativeInvestments #InvestmentPodcast #FinancialSecretsRevealed #AmandaCassar #WealthManagement #PortfolioDiversification #Investing #WhiskyCasks   Listen to more episodes from Financial Secrets Revealed    Connect with Amanda Cassar:  • Amanda Cassar Official Website: https://amandacassar.com.au • Wealth Planning Partners: https://www.wealthplanningpartners.com.au • Trusted Aged Care: https://trustedagedcare.com.au  Connect with Stephen Bailey:  • Whisky Cask Club: https://whiskycaskclub.com  Explore the book:  • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble) Support the show

    Liquid Gold: Navigating The World of Whiskey Cask Investing with Stephen Bailey
  2. 06/04/2024

    Legacy by Design: Mastering Asset Protection and Generational Wealth with Scherrie Prince

    What happens if you don't have a will or estate plan?  In this episode of the Financial Secrets Revealed podcast, host Amanda Cassar speaks with Scherrie Prince, attorney, asset protection coach, and business strategist, about why estate planning is one of the most important steps in protecting your family, your business, and your financial legacy.  Inspired by her own family's experience with inheritance disputes following the loss of close relatives, Scherrie shares how the absence of proper estate planning can lead to unnecessary stress, conflict, financial hardship, and unintended outcomes.  In this episode, you'll learn:  • Why every adult should have an estate plan  • The role of wills and trusts in protecting your assets  • How asset protection fits into long-term wealth planning  • Common estate planning mistakes and how to avoid them  • Why business owners should align their business and estate plans  • Practical steps to help protect your family and financial legacy  Whether you're building wealth, running a business, or planning for future generations, this conversation highlights why proactive estate planning is essential for preserving what you've worked hard to create.  About the Guest  Scherrie Prince is an attorney, asset protection coach, and educator who helps entrepreneurs and business owners integrate business planning with estate planning to safeguard their assets and create lasting financial security. With extensive experience in estate planning, asset protection, and business strategy, she empowers individuals to make informed decisions about protecting their wealth and legacy.  About Financial Secrets Revealed  Financial Secrets Revealed is a podcast featuring conversations with financial experts, investment professionals, business leaders, authors, and industry specialists, helping Australians make smarter financial decisions through practical education and expert insights.  General Information Only  This podcast is provided for general educational purposes only and does not take into account your personal objectives, financial situation, or needs. It should not be considered financial or legal advice. Estate planning and asset protection strategies vary based on individual circumstances and applicable laws. Always seek advice from qualified legal and financial professionals before making decisions.  👍 If you found this episode helpful, please like, subscribe, and share it with someone planning their estate, protecting their assets, or preparing their family's financial future.  #EstatePlanning #AssetProtection #Wills #Trusts #Inheritance #LegacyPlanning #BusinessSuccession #PersonalFinance #FinancialSecretsRevealed #AmandaCassar  Connect with Scherrie LinkedIn: https://www.linkedin.com/in/scherriespeaks/ Website: https://scherrieprince.com/ YouTube: https://www.youtube.com/@PlayBigFasterPodcast Facebook: https://www.facebook.com/scherrie.prince.1 Instagram: @scherriespeaks Connect with Amanda Cassar Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice. Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians. Connect with Amanda: • Amanda Cassar | https://amandacassar.com.au • Wealth Planning Partners | https://www.wealthplanningpartners.com.au • Trusted Aged Care Services | https://trustedagedcare.com.au • Adviser Ratings Profile | https://www.adviserratings.com.au/ Explore the book:  • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble) Support the show

    Legacy by Design: Mastering Asset Protection and Generational Wealth with Scherrie Prince
  3. 05/28/2024

    The Wealth of Generosity: From Cancer Survivor to Financial Expert with Bob DePasquale

    Can generosity become a competitive advantage in business?  In this episode of the Financial Secrets Revealed podcast, host Amanda Cassar is joined by Bob DePasquale, speaker, author, and business strategist known as The Generosity Guy, to explore how generosity, authentic relationships, and a service-first mindset can create stronger businesses, better leadership, and long-term success.  Drawing on his own life experiences—including overcoming cancer as a young adult and navigating major personal and global challenges—Bob shares how those experiences shaped his philosophy that giving creates value for everyone involved.  In this episode, you'll learn:  • Why generosity can strengthen business relationships  • How a service-first mindset builds trust and customer loyalty  • The connection between leadership and generosity  • Why creating value for others often leads to long-term success  • How generosity can improve workplace culture and team engagement  • Practical ways to incorporate generosity into your business and everyday life  Whether you're a business owner, entrepreneur, leader, financial professional, or simply looking to build stronger relationships, this conversation offers practical insights into creating success through purpose, trust, and meaningful human connection.  About the Guest  Bob DePasquale is a speaker, author, and business consultant who helps organisations build stronger cultures, attract loyal customers, and develop high-performing teams through the principles of generosity, authentic leadership, and relationship-building.  About Financial Secrets Revealed  Financial Secrets Revealed is a podcast featuring conversations with financial experts, investment professionals, business leaders, authors, and industry specialists, helping Australians make smarter financial decisions through practical education and expert insights.  General Information Only  This podcast is provided for general educational purposes only and does not take into account your personal objectives, financial situation, or needs. It should not be considered personal financial or business advice. Always seek professional advice appropriate to your individual circumstances before making financial or business decisions.  👍 If you enjoyed this episode, please like, subscribe, and share it with someone interested in leadership, business growth, entrepreneurship, or personal development.  #Leadership #BusinessGrowth #Generosity #Entrepreneurship #CustomerExperience #BusinessSuccess #PersonalDevelopment #FinancialSecretsRevealed #AmandaCassar #BobDePasquale  Connect with Chris LinkedIn: https://www.linkedin.com/in/bobdepasquale/ Website: https://www.bobdepasquale.com/ Speaking of Impact on Apple Podcasts: https://podcasts.apple.com/us/podcast/speaking-of-impact/id1524489491 Amazon.com: https://www.amazon.com/Personal-Finance-Public-World-Technology/dp/1637306652 Connect with Amanda Cassar Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice. Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians. Connect with Amanda: • Amanda Cassar | https://amandacassar.com.au • Wealth Planning Partners | https://www.wealthplanningpartners.com.au • Trusted Aged Care Services | https://trustedagedcare.com.au • Adviser Ratings Profile | https://www.adviserratings.com.au/ Explore the book:  • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble) Support the show

    The Wealth of Generosity: From Cancer Survivor to Financial Expert with Bob DePasquale

Ratings & Reviews

5
out of 5
2 Ratings

About

The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacies they'd like to leave behind.  Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license.  Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels.Season 1 interviews those who appeared in the book.Season 2 shines the spotlight on Financial Abuse.Season 3 we Meet the Experts. This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs. Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.