In this episode of the Dollars and Sense podcast, hosts Tim Ellis and Brodie Haggerty discuss common financial issues faced by clients.
They address topics such as overwhelming debt, difficulty in getting ahead financially, challenges in involving partners in financial matters, concerns about helping financially irresponsible children, and the dilemma of diversifying company shares. The hosts delve into the underlying causes of these issues and provide potential solutions to help listeners overcome them.
Emphasizing the importance of proactive financial planning, setting clear goals, effective risk management, open communication with partners, and making informed decisions about insurance and investments.
If you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nz
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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure
