42 episodes

Hey there, money-savvy folks of Melbourne! Are you ready to take charge of your financial future and achieve wealth and freedom? Then look no further than the Wealthlab podcast!

Join us, Scott and Phil, as we dive deep into the principles of building wealth and unlocking your financial potential. We know that every day, we make important decisions about our money, from earning and spending to saving, investing, and even giving it away. And as financial planners, we're here to share our expert insights and help you make your money work for you.

Wealthlab Podcast Wealthlabau

    • Business

Hey there, money-savvy folks of Melbourne! Are you ready to take charge of your financial future and achieve wealth and freedom? Then look no further than the Wealthlab podcast!

Join us, Scott and Phil, as we dive deep into the principles of building wealth and unlocking your financial potential. We know that every day, we make important decisions about our money, from earning and spending to saving, investing, and even giving it away. And as financial planners, we're here to share our expert insights and help you make your money work for you.

    Ep 43: Giving with Purpose - Aligning Your Wealth and Values for Maximum Impact ๐Ÿ’ฐโค๏ธ | WealthLab Podcast ๐Ÿ’ธ

    Ep 43: Giving with Purpose - Aligning Your Wealth and Values for Maximum Impact ๐Ÿ’ฐโค๏ธ | WealthLab Podcast ๐Ÿ’ธ

    ๐ŸŽง In this thought-provoking episode of the WealthLab Podcast, Scott and Phil dive deep into the world of charitable giving and explore how it fits into a comprehensive financial plan. ๐Ÿ’ฐโค๏ธ

    Scott kicks things off by discussing the key concepts from the book "Die with Zero" by Bill Perkins, which challenges traditional notions of saving and spending. Together, they explore how intentional giving throughout one's life can lead to a greater sense of purpose and fulfillment. ๐Ÿ“š๐Ÿ’ก

    Phil shares his personal experience of donating his time to the local surf life saving club, highlighting the emotional rewards of giving back to the community. ๐Ÿ„โ€โ™‚๏ธ๐Ÿ‘ This sparks a conversation about the various ways to make a difference, from volunteering time and skills to making strategic financial contributions. ๐Ÿ’ก๐Ÿ’ธ

    The duo then cracks into the practical aspects of incorporating charitable giving into a financial plan, including setting giving goals, choosing meaningful causes, and tax benefits. ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ๐Ÿ’

    Throughout the episode, Scott and Phil emphasise the importance of finding a balance between personal financial security and philanthropic pursuits. They offer valuable insights on how to make giving a part of one's financial journey without compromising long-term goals. ๐ŸŽฏ๐Ÿ’ฐ

    Whether you're a seasoned investor or just starting to think about your financial future, this episode will inspire you to consider the power of giving and its potential to enrich your life and the lives of others. Tune in now and discover how you can align your wealth with your values and make a lasting impact! ๐ŸŒŸ๐Ÿ’–

    Remember to like, subscribe, and share the WealthLab Podcast with your friends and family. Join us on this journey to financial success and making a difference in the world! ๐Ÿ‘๐Ÿ‘ฅ

    #WealthLabPodcast #CharitableGiving #DieWithZero #FinancialPlanning #MakingADifference ๐ŸŽ™๏ธ๐Ÿ’ธ๐Ÿ’ก


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    • 19 min
    Ep 42: Crypto, Rates, and ESG - Our Hot Takes on Today's Sizzling Topics ๐Ÿ”ฅ๐ŸŽ™๏ธ | WealthLab Podcast ๐Ÿ’ธ๐Ÿ’ก

    Ep 42: Crypto, Rates, and ESG - Our Hot Takes on Today's Sizzling Topics ๐Ÿ”ฅ๐ŸŽ™๏ธ | WealthLab Podcast ๐Ÿ’ธ๐Ÿ’ก

    Get ready for a ride as Scott and Phil dive into the 2 hot topics in finance! ๐ŸŒก๏ธ๐ŸŽข In this episode, our dynamic duo shares their unfiltered opinions on the crypto craze, the future of finance, and the ESG investing debate. ๐Ÿ’ธ๐ŸŒฟ

    Will crypto revolutionise the world, or is it just a flash in the pan? ๐Ÿช™๐Ÿ” Scott and Phil explore the potential of blockchain technology and its impact on everything from property transactions to decentralised finance. ๐Ÿ ๐Ÿ’ป

    Next up, the duo tackles the burning question on everyone's mind: where are interest rates headed? ๐Ÿ“ˆ๐Ÿ’ธ Brace yourself for some bold predictions (just kidding we are not sure our selves! that probably won't keep you on the edge of your seat! ๐Ÿ˜ฎ๐Ÿ’บ

    Finally, Scott and Phil dive into the controversial world of ESG investing. ๐ŸŒ๐Ÿ’ฐ Is it just a box-ticking exercise, or can it make a real difference? Our hosts share their thoughts on the challenges and opportunities of investing with a conscience. ๐Ÿค”โœจ

    Tune in for an episode packed with laughs, lessons, and a healthy dose of financial wisdom! ๐ŸŽง๐Ÿ˜„ Don't forget to like, subscribe, and join the conversation! ๐Ÿ‘๐Ÿ’ฌ

    Disclaimer: The views expressed in this podcast are solely those of the hosts and do not constitute financial advice. Always consult with a qualified professional before making investment decisions. ๐Ÿ“๐Ÿ’ผ


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    • 16 min
    Join Scott and Phil in Episode 41 of the WealthLab Podcast as they unravel the complexities of Self-Managed Super Funds (SMSFs)

    Join Scott and Phil in Episode 41 of the WealthLab Podcast as they unravel the complexities of Self-Managed Super Funds (SMSFs)

    In this episode, we delve deep into what SMSFs are, their benefits, and the challenges they present.



    Plus, don't miss our expert insights on how to leverage your super for property investment, ensuring a more controlled and potentially lucrative retirement strategy. Whether you're a seasoned investor or just starting, this episode is packed with valuable tips and advice to supercharge your wealth journey. Tune in to navigate the path to financial independence with the WealthLab Podcast ๐Ÿ ๐Ÿ’ฐ๐ŸŽ™๏ธโœจ."




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    • 18 min
    ๐ŸŒŸ Join Phil & Scott as we chat about an AFSL change. ๐Ÿงญ What does it mean for you? We're making financial services clearer, one episode at a time! ๐ŸŽ™๏ธ๐Ÿ’ผ #WealthLab๐ŸŽง Episode 40 of the WealthLab Pod!

    ๐ŸŒŸ Join Phil & Scott as we chat about an AFSL change. ๐Ÿงญ What does it mean for you? We're making financial services clearer, one episode at a time! ๐ŸŽ™๏ธ๐Ÿ’ผ #WealthLab๐ŸŽง Episode 40 of the WealthLab Pod!

    Dive into Episode 40 of the WealthLab Podcast ๐ŸŽ™๏ธ๐Ÿ’ผ as Phil and Scott unveil our AFSL evolution ๐ŸŒŸ๐Ÿงญ. Discover what the Australian Financial Services Licence means for us and, most importantly, for you. No jargon, just clarity on our journey forward. #WealthLabPodcast #AFSLEvolution ๐ŸŽง




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    • 9 min
    2023 Unwrapped: Economic Hits & Misses ๐Ÿ“ˆ | WealthLab Podcast Episode 39 ๐ŸŽง

    2023 Unwrapped: Economic Hits & Misses ๐Ÿ“ˆ | WealthLab Podcast Episode 39 ๐ŸŽง

    In this exciting WealthLab Podcast Episode 39, Scott Jackson and Phil Sproule take you on a journey through the financial highs and lows of 2023. ๐Ÿš€ From analysing Australia's economic shifts to dissecting investment trends, this episode is a treasure trove of insights. Scott kicks off with a sharp look at the year's economic overview, examining interest rates and market changes. ๐ŸŒ Phil then takes the wheel, sharing compelling personal finance success stories and common financial blunders to avoid. ๐Ÿ›‘

    The duo wraps up with forward-thinking strategies and predictions for 2024, focusing on staying ahead in a dynamic economic landscape.

    ๐ŸŒ Whether you're fine-tuning your financial plan or just love staying on top of economic trends, this episode is a must-listen! Tune in and equip yourself with the knowledge to navigate the financial waters of 2024 confidently. ๐ŸŽง๐Ÿ’ผExplore the podcast



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    • 24 min
    Exploring Super Drawdowns: Age, Viability, and Retirement Planning ๐ŸŒŸ Ep. 38 with Scott & Phil ๐ŸŽง

    Exploring Super Drawdowns: Age, Viability, and Retirement Planning ๐ŸŒŸ Ep. 38 with Scott & Phil ๐ŸŽง

    Dive into the world of superannuation drawdowns in this episode ๐Ÿ“ˆ. Discover the age requirements for accessing your super, and whether it's a wise choice for your future ๐Ÿ’ฐ. Scott breaks down the numbers for a comfortable retirement with an insightful calculation ๐Ÿงฎ. Plus, we discuss the potential upsides of keeping your balance invested for long-term growth ๐Ÿš€. Tune in for valuable financial insights and strategies ๐Ÿ“Š.

    #SuperannuationSavvy ๐ŸŽ“ #RetirementReady ๐Ÿ–๏ธ #WealthLabWisdom ๐Ÿ’ก #FinancialFutureFocused ๐Ÿ”ฎ"




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    • 8 min

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