The Dollars & Sense Podcast

Tim Ellis & Brodie Haggerty

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Hosted by qualified Financial Advisers Tim Ellis and Brodie Haggerty. The goal is to increase the financial literacy of New Zealanders.

JUN 25

#39: "Well Mr / Mrs Client, That Depends"

If you've ever engaged with a Financial Adviser and asked a question, chances are that you've heard "well that depends!"Slowing down the decision process and taking some extra time can be frustrating when you just want to "get cracking with things". This episode, Tim attempts to answer why advisers might want to ask a few more questions before rushing to an answer. Tim dives into the most common questions that are asked from new and existing clients such as,Should I repay debt or invest ...

29 min
JUN 18

#38: A FREE RESOURCE Breaking Down Your Insurance Policy/Renewal Letter

When was the last time you opened your annual renewal letter for your personal insurance? Even if you do open them, we know from reviewing insurances with clients that all the different terms and names get confused, mistaken or completely forgotten.This weeks episode is designed to be a useful resource to save and replay each time you feel the need to review your insurance to ensure you can review with more confidence and understand what you're actually paying for. Tim breaks down t...

33 min
JUN 12

#37: Helping Kiwi Mums and Empowering Them With Knowledge and Guidance!

In this weeks episode, we introduce Financial Adviser Terri Watson!Terri describes her passion for helping Mums gain better financial literacy and how she helps empower them with tools and confidence to improve their comfort and confidence with all things money.From humble backgrounds and personal struggles, Terri has managed to empower her own self and shares the experience which ultimately lead to her life long passion of sharing her knowledge to Mums in order to improve theirs and their fa...

38 min
JUN 4

#36: The 7 Simple Rules for Long-Term Investing

You've probably heard these "Rules" mentioned plenty of times before.......This week, Tim and Brodie discuss the 7 rules of investing: diversify, focus on long term, don't time the market, control costs, stay disciplined, don't react to past performance, and regularly review your goals. If you're looking to learn in more detail what these simple rules actually mean or why they are important to long term success, listen in and challenge your current thinking with the perspective of two fi...

40 min
MAY 28

#35: Head to Head - Reverse Annuity Mortgages, Are They a Good Idea or Last Resort?

This week Tim and Brodie go head to head on Reverse Annuity Mortgages. What are they? Are they a suitable option in retirement, or should they be seen as a last resort? You've probably heard the term "you can't eat your house" and cash flow can be an issue for people in retirement, so is a Reverse Annuity Mortgage a sensible option or should you stay well away from them?Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us t...

42 min
MAY 21

#34: The Power of Habits - Are they Getting You Closer or Taking You Further Away?

Habits, not one-time choices, determine someone's position in life. This week we explore studies showing how anticipation of a reward creates habits more than the reward itself and link it to common financial habits we see working with clients. How can we use this information to break bad financial habits and form better ones, and how do we implement these changes?Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cove...

38 min
MAY 14

#33: Recession - Finally Starting To Feel The Effects, So What Can You Do About It?

This week we have a straightforward discussion about the dreaded 'R' word, recession. It certainly feels like we've been dancing around the word for years now, but now we are actually starting to feel the effects. Redundancies, high interest rates, inflation, falling house prices to name a few. So what defines a recession, how does it actually impact people's lives, and more importantly - what can you do about it?Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, sugg...

31 min
MAY 7

#32: Inflation in 2024, Why The Numbers Don't Match Our Experience

Inflation is on everyone's mind these days. But what exactly is it, how is it calculated, and why does it feel worse than the official numbers suggest? Join us this week to explore why many Kiwis feel like inflation is higher than what we may be seeing in the media or driven by a government agenda. Upcoming Seminars: https://foxplan.nz/foxplan-eventsIf you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nzFor More Dollars &...

36 min

See All (39)

Hosted by qualified Financial Advisers Tim Ellis and Brodie Haggerty. The goal is to increase the financial literacy of New Zealanders.

Creator

Tim Ellis & Brodie Haggerty
Years Active

2023 - 2024
Episodes

39
Rating

Clean
Show Website

The Dollars & Sense Podcast

The Dollars & Sense Podcast

Episodes

#39: "Well Mr / Mrs Client, That Depends"

#38: A FREE RESOURCE Breaking Down Your Insurance Policy/Renewal Letter

#37: Helping Kiwi Mums and Empowering Them With Knowledge and Guidance!

#36: The 7 Simple Rules for Long-Term Investing

#35: Head to Head - Reverse Annuity Mortgages, Are They a Good Idea or Last Resort?

#34: The Power of Habits - Are they Getting You Closer or Taking You Further Away?

#33: Recession - Finally Starting To Feel The Effects, So What Can You Do About It?

#32: Inflation in 2024, Why The Numbers Don't Match Our Experience

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