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

    FSR Season 3 – Stephen Bailey

    Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Stephen Bailey, Scottish Whisky Investment Specialist from Melbourne, to discuss investment in the fabulous drop. Stephen is a former financial adviser, who like me – enjoys a wee dram now and then.  His personal preferences in the golden drop sparked further interest in investing in cask whisky from Scotland. Stephen discusses how to get in at an entry level, time frames, possible returns and exit strategies – all which need to be taken into consideration when wanting to invest in the water of life - whisky.  Global demand for whisky (Uisge Beatha) is still expected to grow by 5% until at least 2034.  In 2023, 43 bottles of scotch were sold globally, every second! We discuss how to take that leap from loving your favourite tipple to investing for the longer term.  Do you think you’ll give a dram about investing in whisky? We’re enjoying Meeting the Professionals in Season 3 and wrapping up with Stephen and an alternate option – whisky! This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser. Offer  Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com) Connect with Stephen Stephen Bailey | LinkedIn  Stephen Bailey - LinkedIn profile Whisky Cask Club: Overview | LinkedIn Whisky Cask Club | Scottish Single Malt | Whisky Cask Investments – Website Welcome to the Scotch Whisky Association (scotch-whisky.org.uk) Follow  Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn Websites:  https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show

    34 min
  2. 06/04/2024

    FSR Season 3 – Scherrie Prince

    Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets with Scherrie Prince who lost her mother whilst still a minor, and then her grandparents.  After their passing, the absence of a will or trust set off a series of painful conflicts among her family resulting in one aunt losing her rightful inheritance due to inadequate financial guidance and crippling debt. Scherrie L. Prince is an attorney and asset protection coach who teaches entrepreneurs how to merge their business plan with their estate plan to create a moat around their assets. For over a decade she has taught, led, and counseled entrepreneurs at every phase of their business. Scherrie has the keen ability to deliver uncommonly original and useful tools in a dynamic and engaging way. She brings to your audience experience in asset protection, estate planning, and business planning. We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about the importance of asset protection and having the right mindset to get through what needs to be done. This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser. Offer  Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com) Connect with Scherrie Scherrie L. Prince | LinkedIn Scherrie Prince LinkedIn profile Asset Protection Blueprint Webinar | Safeguard Your Assets & Privacy (scherrieprince.com)  Website Scherrie L. Prince - YouTube  Scherrie’s You Tube site – Play. Big. Faster. Facebook  Follow Scherrie on Facebook  Scherrie L. Prince | Attorney. Speaker. Coach. (@scherriespeaks) Instagram Follow  Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn Websites:  https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show

    33 min
  3. 05/28/2024

    FSR Season 3 – Bob DePasquale

    Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Bob DePasquale, the Generosity Guy. Bob shares the lessons he learned in college and now runs with the mantra – giving is receiving.  2001 was a massive year for Bob, not only with a diagnosis of cancer at 18, but the end of life as we knew it with the destruction of the Twin Towers.  Bob now helps growth-oriented organisations attract top talent and the most loyal customers. We discuss why generosity is important, and the key to good business is to offer more than what is expected.  That means offering more to your executives, partners and customers.  Generosity makes all parties involved feel good and best of all, it’s contagious. We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed learning more about generosity with Bob DePasquale. This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser. Offer  Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com) Connect with Chris Bob DePasquale, CFP®CAP® "The Generosity Guy" 😃 | LinkedIn Bob DePasquale LinkedIn profile Bob DePasquale  Bob’s Website Speaking of Impact on Apple Podcasts Speaking of Impact Podcast Amazon.com: Personal Finance in a Public World: How Technology, Social Media, and Ads Affect Your Money Decisions: 9781637306659: DePasquale, Bob: Books Personal Finance in a Public World – Bob’s Book   Follow  Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn Websites:  https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Financial Adviser - Amanda Cassar (adviserratings.com.au)Support the show

    32 min

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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.