Welcome to episode 14 of The Numbers Game podcast. In this episode we chat about taking the emotion out of money and what it's really like working with a financial planner.
On this episode, we discuss:
Jasons book recommendation:
- No Rules Rules: Netflix and the Culture of Reinvention Book by Erin Meyer and Reed Hastings
Reading The Play:
- Un-Employment in Australia is down
- Should you lock in a fixed interest rate for your mortgage?
- Buying a commercial property through your business
- The importance of strategy
Losing it:
- Not understanding your strategy and long term plan
- Risk of shifting your super to cash
- How to find a financial advisor
- Insurance is a long term plan
- Asking the hard questions
What it's like working with a Financial Advisor
- Understanding your financial goals
- Leaving a legacy
- Removing the emotion from money
- Understanding which fund is right for you
- The shift in the financial planning industry
Send us an email: hello@thenumbersgamepodcast.com.au
The Numbers Game is brought to you by Future Advisory & Inovayt.
Hosts:
Nick Reilly
Jason Robinson
Martin Vidakovic