Shows
It's Never About MoneyTaking a Deep Dive Into My Long-Term Health [Joe Stephan]Welcome to Episode 81 of It's Never About Money. To conclude this health-focused season, I'm doing something a little different – and frankly, it's pretty confronting. Because of my family history of stroke, cancer and high blood pressure, I've long carried a belief that I wouldn't live a long life. That mindset has shaped the way I live, work, manage money and plan for the future – but it's always been driven by fear rather than fact. So I decided to change that. I recently undertook the HealthScreen Plat...
2026-05-1747 min
It's Never About MoneyDecoding the formula for being healthy, happy and present dad [James Stephan]This episode is a little different. When we decided to focus this season of It's Never About Money on health, I knew there was one conversation I needed to have. My brother James has always been someone I admire, but his approach to exercise and self-improvement continues to surprise me in its intensity and consistency. In this conversation I try to understand the why behind the way he lives. We could not be more different in how we think, plan and move through the world, yet we share the same history, the same family story and...
2026-03-2925 min
It's Never About MoneyThe Business Case for Wellbeing [Dr. Patrick Aouad]Imagine if your employer supported you to be your healthiest, sharpest, most energised self – not just in the office, but at home as well. Not simply a fruit bowl in the kitchen or the occasional wellbeing webinar, but meaningful, integrated support: access to doctors, psychologists, dietitians and performance coaches, alongside practical tools to help you manage stress, improve sleep and reduce your risk of chronic disease. In this episode of It's Never About Money, I'm joined by Dr Patrick Aouad, specialist neurologist and Founder and CEO of CU Health, Australia's leading he...
2026-03-151h 08
It's Never About MoneyWhy Nutrition Matters More Than You Think [Jackie Bowker]Many of us think of nutrition as something separate from the rest of life – what you eat on one side, and how you feel, think and perform on the other. But this week, I sat down with Jackie Bowker, award-winning functional nutritionist, PhD candidate and CEO of the Global Feel Better Institute, to explore why food is so often the missing link between energy, mood, sleep and decision-making – and why it underpins everything from health to wealth. Jackie shares her journey into nutrition, which began after years of riding a blood sugar...
2026-02-2257 min
It's Never About MoneyWhat If Financial Advice Was About Living Well? [Mark Hedderman]I met Mark Hedderman at the FAAA Congress in Perth, and it didn't take long to realise we were aligned. Beyond the Irish accent, Mark brings a deeply human view of financial advice – one shaped by family, his own experience, and a belief that money is the vehicle, not the destination. In this week's episode of It's Never About Money, we explore why financial advice needs to move beyond numbers and net worth, and towards wellbeing, health, purpose and connection. Mark shares how his family's story – including his father's cancer diagnosis just months into retirement – reshap...
2026-02-081h 03
It's Never About MoneyTalking with a Sleep Expert About the Rhythms That Run Your Life [Simon Joosten]Sleep shapes every part of my life, yet I used to think about it only when it stopped working. This week, I had the chance to sit down with Associate Professor Simon Joosten, one of Australia's leading clinician scientists in respiratory and sleep medicine, to explore why sleep matters so much and what we can all do to protect it. Simon combines deep clinical experience with world class research, and our conversation opened my eyes to just how interconnected sleep is with memory, mood, attention and long-term health. We talked about why consistent timing can...
2026-01-251h 08
It's Never About MoneyWhat if science could show you how long and how well you'll live? [Heather Holmes]What if science could show you how long and how well you'll live? In this conversation, Joe Stephan speaks with Heather Holmes, Co-Founder and CEO of Halo, a longevity and healthspan assessment tool helping people understand how genetics, lifestyle, and environment shape their future wellbeing. They explore how Halo combines data with human insight - turning family health history, lifestyle habits and environmental influences into practical knowledge that can improve both health outcomes and financial decisions. Heather shares the personal experiences that inspired her to create Halo...
2026-01-1254 min
It's Never About MoneyWhy Willpower Isn't Enough (and What Really Builds Habits) [Bevan James Eyles]Stop saying "I'm not a runner." Use this reframe instead: "I'm a Grade 1 runner." This changes it from being an all-or-nothing proposition. It is also redefining what success looks like. For a Grade 1 runner, simply getting outside once or twice a week without hurting themselves is a success. That simple reframe can be enough to change behaviour, and build confidence and momentum. Bevan James Eyles, in my latest conversation for It's Never About Money, struck me as someone full of practical advice like this. Having wrestled with...
2025-12-1449 min
It's Never About MoneyI asked 9 financial advisers how money affects health. Here is what they told meAt the 2025 FAAA Congress, I walked the floor with one question in mind. How does money influence health? What followed was a series of thoughtful, honest and sometimes surprising conversations with advisers from across Australia. In this roaming special, you will hear from nine advisers who work at the intersection of finance, behaviour and wellbeing. Together, they reveal how financial stress quietly erodes health, how clarity changes the way people live, and why good advice often becomes a health intervention long before clients realise it. We talk about avoidance, overwork, life...
2025-12-0131 min
It's Never About MoneyWhy Hormone Health is Stuck in the Dark Ages [Ceri Cashell]Hormones influence every system in the body. So why are they so often overlooked in mainstream healthcare? In this episode, Dr Ceri Cashell joins Joe Stephan to bust myths, explore why hormone health is decades behind, and share practical steps for protecting your wellbeing. We cover: Why "sex hormones" is a misleading term The mental health conditions that may be hormone-related How poor hormonal balance can derail your work and relationships Environmental factors quietly disrupting your health What to ask your GP if...
2025-11-1649 min
It's Never About MoneyDon't believe everything you think [Hannah Conkey]In this episode of It's Never About Money, Joe speaks with neuroscience strategist and executive coach Hannah Conkey, Founder & CEO of Mind Pilot. Hannah works with CEOs and executive teams to rewire the way they think, feel, and lead — helping them optimise decision making, improve wellbeing, and unlock new levels of performance. Together, they explore: Why most of our thoughts are just old processes on autopilot, and how to rewire them The hidden influence of environment and biology on financial and life decisions Breaking the "hustle first" mi...
2025-11-0257 min
It's Never About MoneyWired for Curiosity [Joe Stephan]Over the years, It's Never About Money has quietly become one of the most meaningful things I do. Not because of how often I publish or how many people listen, but because of what it allows me to explore: curiosity, health, purpose, legacy, and how money fits into all of it. This episode is a little different. In this opening episode, I talk about how the podcast started, what I have learned through the mic, and why this season, focused on health, feels especially important.
2025-10-2031 min
It's Never About MoneyPunting on Purpose: Finding Meaning Beyond the NFL [Daron K Roberts]On this episode of It's Never About Money, I am joined by Daron K. Roberts, a former NFL coach and award-winning college professor. Named as a "Top 20 Global Speaker" in 2024, Daron's clients range from professional sports teams to Fortune 100 companies. Join us as Daron shares his inspiring journey from law student, to NFL coach, to being a "Top 20 Global Speaker". This episode explores the challenges of major life transitions, the value of genuine support, and the importance of aligning professional pursuits with personal passions. Daron's reflections on family, identity, and reconnecting with his heritage a...
2025-02-161h 14
It's Never About MoneyMoney, Family, and Fairness: Building Legacies That Last [Philip Pryor]On this episode of It's Never About Money, I am joined by Philip Pryor, CEO and founder of Family Business Central. With over 28 years of experience advising family businesses across New Zealand, Australia, London, and New York, Phil blends his expertise in family psychology, change management, and business strategy to help families thrive personally and professionally. In our conversation, Phil discusses how family harmony and strong relationships are crucial to both business success and personal well-being. We explore themes like the interplay between money and family dynamics, the importance of fairness versus equality, and how...
2025-02-021h 02
It's Never About MoneyLeading with Purpose: Transforming Australia's Non-Profit Sector [Rachael McLennan]On this episode of It's Never About Money, I am joined by Rachael McLennan, the CEO and co-founder of People for Purpose. For over a decade, People for Purpose has championed outstanding leadership and governance in Australian charities—a cause close to Rachael's heart. In our conversation, Rachael shares her inspiring journey into philanthropy, her experiences as the founding CEO of Australian Philanthropic Services, and her insights on how strong leadership can transform charitable organisations. We delve into the significance of governance, the role of mentorship in empowering young people, and the growth of private ph...
2025-01-2054 min
It's Never About MoneyMoney Stories: Unpacking Financial Psychology [Shaun Maslyk]On this episode of It's Never About Money, I am joined by Shaun Maslyk, a trained and practising Certified Financial Planner® and Certified Financial Behavior Specialist®. Shaun integrates psychology, positive psychology, and coaching psychology theories to help people understand their money stories and flourish beyond their finances. In our conversation Shaun shares his journey into financial psychology, the relationship between money and happiness, and the concept of financial flashpoints - highly emotional events from childhood that shape our financial behaviours. We also discuss the PERMA model of well-being, which includes five key pillars: Positive Emotions, Eng...
2025-01-061h 06
It's Never About MoneyThe Golden Quest: Your Journey to a Rich Life [David Delisle & Julian Stephan]In this episode of It's Never About Money, I welcome David Delisle. David is founder of The Awesome Stuff™, an Amazon bestselling author, entrepreneur, real estate investor, speaker, and most importantly, a dad. This episode is centred around David's book, The Golden Quest, as we discuss teaching financial literacy to children and how to live a richer life with what is most important to you. We are also joined by my 7 year old nephew, Julian, who has read David's book and had some interesting thoughts to share. This is a must listen for anyone wanting to...
2024-12-0856 min
It's Never About MoneyBuilding a Legacy of Generosity [Peter Winneke]In this episode of It's Never About Money, I welcome Peter Winneke, author of Give While You Live. With over 20 years of experience in strategic philanthropy, Peter has established more than 100 philanthropic family foundations and has served in leadership roles with several prominent foundations in Australia. In our conversation we discuss the importance of impactful giving and the current state of the philanthropic sector in Australia. Peter offers insights on best practices to enhance charitable contributions, shares his journey into philanthropy, and the culture of family giving. Tune in for an enlightening discussion on generosity a...
2024-11-2456 min
It's Never About MoneyTalking with a Cancer Expert: Why It's Not All Bad News [Alain Bestavros]In this episode of It's Never About Money, I am joined by Dr Alain Bestavros, a renowned oncologist and haematologist, based in Montreal, Canada. He has been a cornerstone at the Integrated Cancer Centre at Laval, and also serves as an adjunct Professor and leading researcher at the McGill University. He also happens to be my cousin. In this wide ranging and at times deeply personal conversation, we discuss the causes of cancer, how it can impact a person's life and those around them, the links between stress and cancer, and how it is...
2024-11-111h 16
It's Never About MoneyEmpowering the Next Generation with Financial Education [Simon Brown]In this episode of It's Never About Money, I am joined by Simon Brown, co-CEO of Banqer. Banqer is a leading financial education platform that has reached over half a million school students across Australasia. In his role, Simon combines his deep passion for finance, technology, and education to empower teachers and elevate students' financial literacy and overall well-being. In our conversation, we dive into the challenges and triumphs of teaching financial literacy in the digital age, with Banqer leading the way in making financial education both accessible and engaging in schools. We also explore t...
2024-10-2839 min
It's Never About MoneyFamily & Community Giving: Time, Talent, or Treasure [Maya Marcus]In this episode of It's Never About Money, I am joined by Maya Marcus, CEO of Kids in Philanthropy. Kids in Philanthropy is a not for profit focused on supporting young people experiencing disadvantage by empowering the next generation of Australians to be philanthropists; giving their time, talent and treasure to those in need. In this episode we explore the impact children can make through socially responsible causes and charitable giving. We discuss the importance of engaging the next generation in giving their time, talent, and treasure to support those in need, and ho...
2024-10-1445 min
It's Never About MoneyTightwads and Spendthrifts: Exploring Money and Relationships [Scott Rick]In this episode of It's Never About Money, I am joined by Scott Rick, Associate Professor of Marketing at the University of Michigan’s Ross School of Business. Scott's research, which spans across marketing, psychology, economics, and neuroscience, provides a science-based guide to understanding and transforming how we manage money in relationships. In our conversation, we delve into a number of topics raised in Scott’s book, "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships." Leaving no stone unturned, we discuss what it means to be a tightwad vs a spendthrift, communal vs excha...
2024-04-0959 minIt's Never About MoneyTightwads and Spendthrifts: Exploring Money and Relationships [Scott Rick]In this episode of It's Never About Money, I am joined by Scott Rick, Associate Professor of Marketing at the University of Michigan's Ross School of Business. Scott's research, which spans across marketing, psychology, economics, and neuroscience, provides a science-based guide to understanding and transforming how we manage money in relationships. In our conversation, we delve into a number of topics raised in Scott's book, "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships." Leaving no stone unturned, we discuss what it means to be a tightwad vs a spendthrift, communal vs exchange relationships a...
2024-04-0959 min
It's Never About MoneyThe Five Forms of Family Capital [Alex Kirby]In this episode of It's Never About Money, I am joined by Alex Kirby, Founder and CEO of Total Family Management. A visionary leader based in the Washington DC-Baltimore area, Alex established Total Family Management in 2022, driven by the belief that family is central to everyone's life. In our conversation we navigate the complex terrain of aligning family values, social fitness, the importance of nurturing personal relationships, and utilising the five forms of family capital to enhance not just individual wealth but also the social and emotional fabric that unites a family. It was...
2024-03-2659 minIt's Never About MoneyThe Five Forms of Family Capital [Alex Kirby]In this episode of It’s Never About Money, I am joined by Alex Kirby, Founder and CEO of Total Family Management. A visionary leader based in the Washington DC-Baltimore area, Alex established Total Family Management in 2022, driven by the belief that family is central to everyone's life. In our conversation we navigate the complex terrain of aligning family values, social fitness, the importance of nurturing personal relationships, and utilising the five forms of family capital to enhance not just individual wealth but also the social and emotional fabric that unites a family. It wa...
2024-03-2659 min
It's Never About MoneyThankyou: Using Entrepreneurship For Social Good [Daniel Flynn]In this episode of It's Never About Money, I am joined by Daniel Flynn, co-founder and managing director of one of Australia's most successful startups, Thankyou. Thankyou's products are stocked by major retailers in Australia, with every product contributing to helping end global poverty. To date, Thankyou has raised over $17 million to impact the lives of people across 22 countries. In our conversation, we explore the transformative power of turning entrepreneurial spirit into a beacon for social good. We also discuss the role of faith and fulfilment in shaping Daniels profound decision making at a...
2024-03-1224 minIt's Never About MoneyThankyou: Using Entrepreneurship For Social Good [Daniel Flynn]In this episode of It’s Never About Money, I am joined by Daniel Flynn, co-founder and managing director of one of Australia’s most successful startups, Thankyou. Thankyou’s products are stocked by major retailers in Australia, with every product contributing to helping end global poverty. To date, Thankyou has raised over $17 million to impact the lives of people across 22 countries. In our conversation, we explore the transformative power of turning entrepreneurial spirit into a beacon for social good. We also discuss the role of faith and fulfilment in shaping Daniels profound decision...
2024-03-1224 min
It's Never About MoneyThe Power Of Structured Giving [David Ward]This week on It’s Never About Money, I am joined by David Ward, the Technical Director of Australian Philanthropic Services (APS). David worked in banking for nearly 20 years before moving into the philanthropy sector. In that time, he held senior positions at ANZ, including Chief Economist (New Zealand). David is a director of several Private Ancillary Funds and is Chairman of the Australian Philanthropic Services Foundation, APS’s Public Ancillary Fund. In this episode, David shares his journey from the financial sector to the world of philanthropy. We delve into the concept of str...
2024-02-2758 minIt's Never About MoneyThe Power Of Structured Giving [David Ward]This week on It's Never About Money, I am joined by David Ward, the Technical Director of Australian Philanthropic Services (APS). David worked in banking for nearly 20 years before moving into the philanthropy sector. In that time, he held senior positions at ANZ, including Chief Economist (New Zealand). David is a director of several Private Ancillary Funds and is Chairman of the Australian Philanthropic Services Foundation, APS's Public Ancillary Fund. In this episode, David shares his journey from the financial sector to the world of philanthropy. We delve into the concept of structured gi...
2024-02-2758 min
It's Never About MoneyWell-being: The Equilibrium of Hedonic and Eudaimonic Happiness [Lisa Williams]This week on It's Never About Money, I am joined by Associate Professor Lisa A. Williams. Lisa is a social psychologist whose research explores how emotions shape and are shaped by social processes. Specifically, her research focuses on the adaptive functions of positive social emotions such as pride and gratitude. In our conversation, we explored well-being and the relationship between happiness and meaning. Lisa explains what hedonic well-being and eudaimonic well-being are, and why it is important to have a healthy balance of both. We also talk about the pursuit of more (income, thi...
2024-02-131h 02It's Never About MoneyWell-being: The Equilibrium of Hedonic and Eudaimonic Happiness [Lisa Williams]This week on It’s Never About Money, I am joined by Associate Professor Lisa A. Williams. Lisa is a social psychologist whose research explores how emotions shape and are shaped by social processes. Specifically, her research focuses on the adaptive functions of positive social emotions such as pride and gratitude. In our conversation, we explored well-being and the relationship between happiness and meaning. Lisa explains what hedonic well-being and eudaimonic well-being are, and why it is important to have a healthy balance of both. We also talk about the pursuit of more (incom...
2024-02-131h 02
It's Never About MoneyExploring Health, Habits and Careers [Dr Amantha Imber]In this episode of It's Never About Money, I am joined by Dr. Amanda Imber, an organisational psychologist and founder of behavioural science consultancy, Inventium. Amantha is also the host of the popular business podcast, How I Work, and the author of three international best-selling books. In our conversation we discuss Amantha's most recent book, The Health Habit, and delve into topics such as health, habits, and the four day work week. Tune in to gain insights from Dr. Amantha Imber's expertise and learn how to cultivate a healthy lifestyle and successful career. Enj...
2024-01-3053 minIt's Never About MoneyExploring Health, Habits and Careers [Dr Amantha Imber]In this episode of It's Never About Money, I am joined by Dr. Amanda Imber, an organisational psychologist and founder of behavioural science consultancy, Inventium. Amantha is also the host of the popular business podcast, How I Work, and the author of three international best-selling books. In our conversation we discuss Amantha's most recent book, The Health Habit, and delve into topics such as health, habits, and the four day work week. Tune in to gain insights from Dr. Amantha Imber's expertise and learn how to cultivate a healthy lifestyle and successful career. Enj...
2024-01-3053 min
It's Never About MoneyOne Man's Search for Fulfilment [Alastair Henry]In this episode of It's Never About Money, I am joined by author Alastair Henry. Alastair immigrated to Canada at a young age and built a successful career in the corporate sector. He retired at 57, but disillusioned with the passivity of retirement, he shed his material possessions and went to live for two years with a small First Nations band in a remote fly-in location in the Northwest Territories. Our conversation delves into the idea of finding meaning and fulfilment beyond conventional measures of success. Alastair is a true storyteller and has an in...
2024-01-161h 03It's Never About MoneyOne Man’s Search for Fulfilment [Alastair Henry]In this episode of It’s Never About Money, I am joined by author Alastair Henry. Alastair immigrated to Canada at a young age and built a successful career in the corporate sector. He retired at 57, but disillusioned with the passivity of retirement, he shed his material possessions and went to live for two years with a small First Nations band in a remote fly-in location in the Northwest Territories. Our conversation delves into the idea of finding meaning and fulfilment beyond conventional measures of success. Alastair is a true storyteller and has an i...
2024-01-161h 03
It's Never About MoneyPatterns of Change [Stephen Scheeler]This week on It's Never About Money, I am joined by Stephen Scheeler. Stephen is the former Facebook CEO for Australia and New Zealand, where he guided Facebook's rise from quirky startup to media and technology titan. Today, he is the co-founder and CEO of the Omniscient A.I. – the world leader in using A.I. to decode the human brain. We talk about patterns of change and the ability to be adaptive, flexible and resilient. We trace this theme from Stephen's career with Facebook and the rise of social media, all the way...
2023-12-121h 02It's Never About MoneyPatterns of Change [Stephen Scheeler]This week on It’s Never About Money, I am joined by Stephen Scheeler. Stephen is the former Facebook CEO for Australia and New Zealand, where he guided Facebook’s rise from quirky startup to media and technology titan. Today, he is the co-founder and CEO of the Omniscient A.I. – the world leader in using A.I. to decode the human brain. We talk about patterns of change and the ability to be adaptive, flexible and resilient. We trace this theme from Stephen’s career with Facebook and the rise of social media, al...
2023-12-121h 02
It's Never About MoneyFinancial Literacy in the Asia-Pacific region [Darian Clark]In this episode of It's Never About Money, we welcome Darian Clark. Darian is CEO of the financial inclusion NGO, the Credit Union Foundation of Australia (CUFA), where he drives a dynamic program portfolio across the Asia-Pacific to support the economic development and resilience of disadvantaged communities. Darian draws from his almost 20 years of development experience in the Asia-Pacific as we talk about cultural challenges and opportunities in economic development in the region. We discuss financial security, financial literacy and how to address the basic needs of the less fortunate. It was...
2023-11-281h 07It's Never About MoneyFinancial Literacy in the Asia-Pacific region [Darian Clark]In this episode of It’s Never About Money, we welcome Darian Clark. Darian is CEO of the financial inclusion NGO, the Credit Union Foundation of Australia (CUFA), where he drives a dynamic program portfolio across the Asia-Pacific to support the economic development and resilience of disadvantaged communities. Darian draws from his almost 20 years of development experience in the Asia-Pacific as we talk about cultural challenges and opportunities in economic development in the region. We discuss financial security, financial literacy and how to address the basic needs of the less fortunate. It was...
2023-11-281h 07
It's Never About MoneyMeaning, Money, Fulfilment, and Impact [Travis Shelton]Welcome to Season 4 of It’s Never About Money! To kick off this season, I am taking stock of the journey we’ve taken over the last 2 or so years. And what better way to do that than to showcase a conversation I had with Travis Shelton on his podcast Meaning Over Money. This episode is different from our previous episodes. In episode 49, I was asking questions of my American counterpart, Travis, but in this episode, the tables have turned and I am answering his questions. The result is an incredible conversation with a like-minded indiv...
2023-11-1759 min
It's Never About MoneyMeaning, Money, Fulfilment, and Impact [Travis Shelton]Welcome to Season 4 of It’s Never About Money! To kick off this season, I am taking stock of the journey we’ve taken over the last 2 or so years. And what better way to do that than to showcase a conversation I had with Travis Shelton on his podcast Meaning Over Money. This episode is different from our previous episodes. In episode 49, I was asking questions of my American counterpart, Travis, but in this episode, the tables have turned and I am answering his questions. The result is an incredible conversation with a like-minded indiv...
2023-11-1359 minIt's Never About MoneyMeaning, Money, Fulfilment, and Impact [Travis Shelton]Welcome to Season 4 of It's Never About Money! To kick off this season, I am taking stock of the journey we've taken over the last 2 or so years. And what better way to do that than to showcase a conversation I had with Travis Shelton on his podcast Meaning Over Money. This episode is different from our previous episodes. In episode 49, I was asking questions of my American counterpart, Travis, but in this episode, the tables have turned and I am answering his questions. The result is an incredible conversation with a like-minded individual that s...
2023-11-1359 min
It's Never About MoneyOrange Sky: More Than Just A Mobile Laundry [Nic Marchesi] In this episode of It’s Never About Money, I am joined by Nic Marchesi. Nic is the Co-Founder and Chief Delta Officer (CDO) of Orange Sky - the world's first free mobile laundry and shower service for people experiencing homelessness. Nic was the recipient of 2016 Young Australian of the Year and 2020 Order of Australia Medallist. He’s an entrepreneur, an innovator and a storyteller. In our conversation we talk about how Orange Sky is more than just a laundry and shower service, it’s a space for community and connectivity. I thoroughly enjoyed this chat and I hope...
2023-07-1152 minIt's Never About MoneyOrange Sky: More Than Just A Mobile Laundry [Nic Marchesi] In this episode of It's Never About Money, I am joined by Nic Marchesi. Nic is the Co-Founder and Chief Delta Officer (CDO) of Orange Sky - the world's first free mobile laundry and shower service for people experiencing homelessness. Nic was the recipient of 2016 Young Australian of the Year and 2020 Order of Australia Medallist. He's an entrepreneur, an innovator and a storyteller. In our conversation we talk about how Orange Sky is more than just a laundry and shower service, it's a space for community and connectivity. I thoroughly enjoyed this chat and I hope you...
2023-07-1152 min
It's Never About MoneyThe Pursuit of Meaning [Travis Shelton] This was one of my favourite episodes of It’s Never About Money to record. I sat down with Travis Shelton, who is a professional financial coach, speaker, writer, and host of the Meaning Over Money podcast. The Meaning Over Money podcast aligns completely with this podcast’s philosophy and values. So much so that when we were organising the recording, his publicist said, “I have found the Australian version of Meaning Over Money.” We talked about the pursuit of meaning, the hedonic treadmill, and the science behind happiness and money. This is a must listen f...
2023-06-2755 minIt's Never About MoneyThe Pursuit of Meaning [Travis Shelton] This was one of my favourite episodes of It's Never About Money to record. I sat down with Travis Shelton, who is a professional financial coach, speaker, writer, and host of the Meaning Over Money podcast. The Meaning Over Money podcast aligns completely with this podcast's philosophy and values. So much so that when we were organising the recording, his publicist said, "I have found the Australian version of Meaning Over Money." We talked about the pursuit of meaning, the hedonic treadmill, and the science behind happiness and money. This is a must listen for...
2023-06-2755 min
It's Never About MoneyConnecting Meaning & Money Through Technology [Santiago Burridge] In this episode of It’s Never About Money I’m joined by Santiago Burridge. Santi is a 25-year industry leader whose career has had one main aim: to improve people's lives for the better. Lumiant, which he founded in 2021, was at the heart of this conversation. It’s an advice engagement and client experience platform, with the simple aim of making advice more accessible to non-financial clients, who have typically been ignored by the profession. Our conversation covers the problems with product-driven advice, Artificial Intelligence and Financial Advice 3.0 - a phrase coined during the episod...
2023-06-1554 minIt's Never About MoneyConnecting Meaning & Money Through Technology [Santiago Burridge] In this episode of It's Never About Money I'm joined by Santiago Burridge. Santi is a 25-year industry leader whose career has had one main aim: to improve people's lives for the better. Lumiant, which he founded in 2021, was at the heart of this conversation. It's an advice engagement and client experience platform, with the simple aim of making advice more accessible to non-financial clients, who have typically been ignored by the profession. Our conversation covers the problems with product-driven advice, Artificial Intelligence and Financial Advice 3.0 - a phrase coined during the episode. It was...
2023-06-1554 min
It's Never About MoneyMusic Lessons, Mature Age Students and Meaning [Michael Avery] In this episode of It’s Never About Money, I am joined by Michael Avery. Michael is director of Richmond Music Academy and is a good friend of mine. Michael joins me in my brand new podcast studio to discuss his experiences in teaching music and running the academy, of which I am a student. We talk about finding meaning in life through music - not just in music itself, but actually learning it - and the importance of learning as an adult. This is a thoroughly refreshing conversation that I believe has a lot of value. En...
2023-06-0138 minIt's Never About MoneyMusic Lessons, Mature Age Students and Meaning [Michael Avery] In this episode of It's Never About Money, I am joined by Michael Avery. Michael is director of Richmond Music Academy and is a good friend of mine. Michael joins me in my brand new podcast studio to discuss his experiences in teaching music and running the academy, of which I am a student. We talk about finding meaning in life through music - not just in music itself, but actually learning it - and the importance of learning as an adult. This is a thoroughly refreshing conversation that I believe has a lot of value. Enjoy!
2023-06-0138 min
It's Never About MoneyIs Capitalism A Dirty Word? [Allan English] In this episode of It’s Never About Money, I am joined by Allan English AM. Allan is the Founder and former CEO of ASX-listed hospitality company, Silver Chef. In 2010, Allan stepped down as CEO of Silver Chef and transferred 50% of his shares to form the capital base of the English Family Foundation. Allan has been nationally recognised for his continued work in the Philanthropic sector and in 2020 he was honoured by being awarded with an Order of Australia AM for Philanthropy and services to the community. In this episode we talk about social entrepreneurship, the power to...
2023-05-1645 minIt's Never About MoneyIs Capitalism A Dirty Word? [Allan English] In this episode of It's Never About Money, I am joined by Allan English AM. Allan is the Founder and former CEO of ASX-listed hospitality company, Silver Chef. In 2010, Allan stepped down as CEO of Silver Chef and transferred 50% of his shares to form the capital base of the English Family Foundation. Allan has been nationally recognised for his continued work in the Philanthropic sector and in 2020 he was honoured by being awarded with an Order of Australia AM for Philanthropy and services to the community. In this episode we talk about social entrepreneurship, the power to...
2023-05-1645 min
It's Never About MoneyThe Intersection of Health and Finance [William Johns] In this episode of It's Never About Money, I am joined by WIlliam Johns, a certified Financial Planner and disability expert. He is the CEO and founder of Health & Finance Integrated, a financial planning firm, and ClaimRight, a life and disability insurance claims handling service. William is committed to making a positive impact on the lives of people with disabilities by providing comprehensive financial solutions that cater to their unique needs. We talk about financial guidance for people living with disabilities, empathy burnout, and transferring passion into something that makes money. FIND OUT MORE:
2023-05-0247 minIt's Never About MoneyThe Intersection of Health and Finance [William Johns] In this episode of It’s Never About Money, I am joined by WIlliam Johns, a certified Financial Planner and disability expert. He is the CEO and founder of Health & Finance Integrated, a financial planning firm, and ClaimRight, a life and disability insurance claims handling service. William is committed to making a positive impact on the lives of people with disabilities by providing comprehensive financial solutions that cater to their unique needs. We talk about financial guidance for people living with disabilities, empathy burnout, and transferring passion into something that makes money. FIND OUT MORE:
2023-05-0247 min
It's Never About MoneyGiving Effectively to Effective Charities [Henry Howard] In this episode of It’s Never About Money, I am joined by Dr Henry Howard, a young Australian doctor who has devoted himself to make a positive impact on the world. In his first year working as a doctor in 2021, he dedicated 50% of my income to effective charities. Now, he’s pledged to donate 10% of his income to effective charities for the rest of his life. We talk about effective giving, empathy burnout, and getting joy from the simple things in life (like a chocolate biscuit and a cup of tea). This was a trul...
2023-04-1850 minIt's Never About MoneyGiving Effectively to Effective Charities [Henry Howard] In this episode of It's Never About Money, I am joined by Dr Henry Howard, a young Australian doctor who has devoted himself to make a positive impact on the world. In his first year working as a doctor in 2021, he dedicated 50% of my income to effective charities. Now, he's pledged to donate 10% of his income to effective charities for the rest of his life. We talk about effective giving, empathy burnout, and getting joy from the simple things in life (like a chocolate biscuit and a cup of tea). This was a truly fascinating...
2023-04-1850 min
It's Never About MoneyLearning Life's Lessons Through AFL [Nick Maxwell] As a society, we tend to glamourise achievements and outcomes. We rarely place as much importance on hard work and short term sacrifices that are required to meet our longer term goals. In this episode, I am joined by Nick Maxwell, Collingwood Football Club Premiership captain. Nick's story is filled with hurdles and setbacks, but his inner belief, drive and resilience helped him forge a highly successful AFL career. Now, Nick has translated a lot of his learnings as AFL captain into his business ventures and into his leadership positions with the Storm, GWS and...
2023-04-031h 05It's Never About MoneyLearning Life’s Lessons Through AFL [Nick Maxwell] As a society, we tend to glamourise achievements and outcomes. We rarely place as much importance on hard work and short term sacrifices that are required to meet our longer term goals. In this episode, I am joined by Nick Maxwell, Collingwood Football Club Premiership captain. Nick’s story is filled with hurdles and setbacks, but his inner belief, drive and resilience helped him forge a highly successful AFL career. Now, Nick has translated a lot of his learnings as AFL captain into his business ventures and into his leadership positions with the Storm, GWS an...
2023-04-031h 05
It's Never About MoneyThe Key To Living is Giving [Kylie Wallace and Jess Bowman]In this episode of It’s Never About Money, I’m joined by Kylie Wallace and Jess Bowman of Seedling Giving. Seedling Giving is a matchmaking service that provides one-on-one Charity Matching, where experienced philanthropic advisors learn about your values, passions, life experiences and tailor a giving opportunity specific to you. Kylie, Jess and I talk about matching a person’s values and goals to a charity that they can support, giving as a practice, and the importance of instilling the value of giving at a young age. This is an important podcast and is...
2023-03-2158 minIt's Never About MoneyThe Key To Living is Giving [Kylie Wallace and Jess Bowman]In this episode of It's Never About Money, I'm joined by Kylie Wallace and Jess Bowman of Seedling Giving. Seedling Giving is a matchmaking service that provides one-on-one Charity Matching, where experienced philanthropic advisors learn about your values, passions, life experiences and tailor a giving opportunity specific to you. Kylie, Jess and I talk about matching a person's values and goals to a charity that they can support, giving as a practice, and the importance of instilling the value of giving at a young age. This is an important podcast and is applicable...
2023-03-2158 min
It's Never About MoneyHustle & Heart [Brook McCarthy] In this episode of It’s Never About Money, I’m joined by Brook McCarthy from Hustle and Heart - a training college, community and worldwide movement of like-minded people who want more from their businesses. Brook is a business coach and marketing trainer, as well as a speaker and a facilitator. We discuss how Brook’s experiences as a tour leader in Vietnam and Cambodia exposed her to locals who were entrepreneurial as a matter of survival. We also discuss how important corporate social responsibility is and how a small business can start impacting the community from t...
2023-02-2758 minIt's Never About MoneyHustle & Heart [Brook McCarthy] In this episode of It's Never About Money, I'm joined by Brook McCarthy from Hustle and Heart - a training college, community and worldwide movement of like-minded people who want more from their businesses. Brook is a business coach and marketing trainer, as well as a speaker and a facilitator. We discuss how Brook's experiences as a tour leader in Vietnam and Cambodia exposed her to locals who were entrepreneurial as a matter of survival. We also discuss how important corporate social responsibility is and how a small business can start impacting the community from the get...
2023-02-2758 min
It's Never About MoneyHow to Successfully Fail at Succession [Trevor & Michael Back]This week we sat down with father and son duo, Trevor and Michael Back. Trevor is a former management consultant and real-estate principal, who recently sold his Sydney Raine & Horne franchise and is now in the process of transitioning into retirement. His son, Michael, runs Human to Human - a consultancy business that helps good financial advice businesses become great, one human interaction at a time. In this episode we talk about how to successfully fail in business succession. We discuss the conversations the two had about their family business’s succession, Michael’s decision not to take...
2022-10-111h 05It's Never About MoneyHow to Successfully Fail at Succession [Trevor & Michael Back]This week we sat down with father and son duo, Trevor and Michael Back. Trevor is a former management consultant and real-estate principal, who recently sold his Sydney Raine & Horne franchise and is now in the process of transitioning into retirement. His son, Michael, runs Human to Human - a consultancy business that helps good financial advice businesses become great, one human interaction at a time. In this episode we talk about how to successfully fail in business succession. We discuss the conversations the two had about their family business's succession, Michael's decision not to take over...
2022-10-111h 05
It's Never About MoneyFinding Meaning in Work [Dan Cumberland]Dan Cumberland is the host of The Meaning Movement Podcast and Founder of VideoSnap.io. In this episode, we discuss a number of frameworks and models to help people who just feel… stuck. These frameworks can help people to change their mindset or, sometimes, change lanes altogether. Have you ever thought about the connection between what you do and its deeper purpose? Or do you think that repetitive and mundane weekday tasks aren’t allowing you to thrive? If so, this episode is for you! Enjoy. FIND OUT MORE:
2022-09-2758 minIt's Never About MoneyFinding Meaning in Work [Dan Cumberland]Dan Cumberland is the host of The Meaning Movement Podcast and Founder of VideoSnap.io. In this episode, we discuss a number of frameworks and models to help people who just feel… stuck. These frameworks can help people to change their mindset or, sometimes, change lanes altogether. Have you ever thought about the connection between what you do and its deeper purpose? Or do you think that repetitive and mundane weekday tasks aren't allowing you to thrive? If so, this episode is for you! Enjoy. FIND OUT MORE: > Th...
2022-09-2758 min
It's Never About MoneyMoney Mindset [Amie Baker]This week we’re joined by Amie Baker. Amie is the director and financial advisor at Rekab Advice. She is also a money mindset coach and helps people understand their habits, behaviours and relationship with money. In this episode, we talk about: understanding your own relationship with money the various money narratives how a person’s background plays a part in how they feel about money, and how to alter your path if you have self-limiting beliefs. FIND OUT MORE: Facebook: https://www.facebook.com/RekabAdvice/ Instagram: https://www.instagram.com...
2022-08-181h 02It's Never About MoneyMoney Mindset [Amie Baker]This week we're joined by Amie Baker. Amie is the director and financial advisor at Rekab Advice. She is also a money mindset coach and helps people understand their habits, behaviours and relationship with money. In this episode, we talk about: understanding your own relationship with money the various money narratives how a person's background plays a part in how they feel about money, and how to alter your path if you have self-limiting beliefs. FIND OUT MORE: Facebook: https://www.facebook.com/RekabAdvice/ Instagram: https://www.instagram.com/rekab...
2022-08-181h 02
It's Never About MoneyMeaning Over Money [Simon Griffiths]This week we are joined by Simon Griffiths. An entrepreneur, driver of social change and co-founder and CEO of Who Gives A Crap - a profit-for-purpose toilet paper company that uses 50% of its profits to build toilets in the developing world. We explored the question of whether meaning trumps money in your working life. We talk about how Simon came up with the idea of selling toilet paper to help raise global hygiene and sanitation standards. Simon also shares his marketing tips for creating a compelling and engaging brand. Our agenda is to spread the message that...
2022-07-2754 minIt's Never About MoneyMeaning Over Money [Simon Griffiths]This week we are joined by Simon Griffiths. An entrepreneur, driver of social change and co-founder and CEO of Who Gives A Crap - a profit-for-purpose toilet paper company that uses 50% of its profits to build toilets in the developing world. We explored the question of whether meaning trumps money in your working life. We talk about how Simon came up with the idea of selling toilet paper to help raise global hygiene and sanitation standards. Simon also shares his marketing tips for creating a compelling and engaging brand. Our agenda is to spread the message that...
2022-07-2754 min
It's Never About MoneyBeing Courageous in Life and Business [Jordan Fogarty]In this episode we are joined by Jordan Fogarty. Jordan is an award-winning entrepreneur, and Founder and CEO of Australian specialist Web 3.0 strategy and delivery company, Be Media. Be Media is the go-to-market arm of Animoca Brands, the global leader in blockchain, gaming and Web3.0. We talk about a life transformational event that happened to Jordan and how he used it as an impetus to change his business, his impact on the community and himself. FIND OUT MORE: Facebook: https://www.facebook.com/bemediagroupaus/ LinkedIn: https://www.linkedin.com/company/be-media-group Website: www...
2022-07-1348 minIt's Never About MoneyBeing Courageous in Life and Business [Jordan Fogarty]In this episode we are joined by Jordan Fogarty. Jordan is an award-winning entrepreneur, and Founder and CEO of Australian specialist Web 3.0 strategy and delivery company, Be Media. Be Media is the go-to-market arm of Animoca Brands, the global leader in blockchain, gaming and Web3.0. We talk about a life transformational event that happened to Jordan and how he used it as an impetus to change his business, his impact on the community and himself. FIND OUT MORE: Facebook: https://www.facebook.com/bemediagroupaus/ LinkedIn: https://www.linkedin.com/company/be-media-group Website: www...
2022-07-1348 min
It's Never About MoneyHarnessing Creativity [James Gatling]This week we are joined by James Gatling. James Gatling is lead guitarist in Brisbane band, WAAX. WAAX have just finished recording their second album, At Least I’m Free, which comes out on August 5th via Dew Process/Universal. In this episode we talked about developing passion and prioritising creativity over commercialisation. We talked about what it takes to build and maintain a sustainable career in the arts. Enjoy the episode! FIND OUT MORE: Facebook: https://www.facebook.com/WAAXBAND Instagram: https://www.instagram.com/flamesgatling & https://www.instagram.com/waax_band YouTube: https://www.youtube.co...
2022-06-2948 minIt's Never About MoneyHarnessing Creativity [James Gatling]This week we are joined by James Gatling. James Gatling is lead guitarist in Brisbane band, WAAX. WAAX have just finished recording their second album, At Least I'm Free, which comes out on August 5th via Dew Process/Universal. In this episode we talked about developing passion and prioritising creativity over commercialisation. We talked about what it takes to build and maintain a sustainable career in the arts. Enjoy the episode! FIND OUT MORE: Facebook: https://www.facebook.com/WAAXBAND Instagram: https://www.instagram.com/flamesgatling & https://www.instagram.com/waax_band YouTube: https://www.youtube.com...
2022-06-2948 min
It's Never About MoneyThe Third Space® [Adam Fraser]Dr Adam Fraser is a peak performance researcher, professional speaker, author and consultant who partners with various universities to further our knowledge in the areas of performance, culture and wellbeing. In this episode, we speak about micro transitions, the concept of The Third Space® and mental wellness. We also speak about the issues facing the financial advisor communities and draw parallels between it and the business owner community. FIND OUT MORE: > Facebook: https://www.facebook.com/DrAdamFraser > Instagram: https://www.instagram.com/dradamfraser/ > Twitter: https://twitter.com/DrAdamFraser > LinkedIn: https://www.linkedin.com/in/dradamfraser/ > Website: www.dradamfraser.c...
2022-06-021h 00It's Never About MoneyThe Third Space® [Adam Fraser]Dr Adam Fraser is a peak performance researcher, professional speaker, author and consultant who partners with various universities to further our knowledge in the areas of performance, culture and wellbeing. In this episode, we speak about micro transitions, the concept of The Third Space® and mental wellness. We also speak about the issues facing the financial advisor communities and draw parallels between it and the business owner community. FIND OUT MORE: > Facebook: https://www.facebook.com/DrAdamFraser > Instagram: https://www.instagram.com/dradamfraser/ > Twitter: https://twitter.com/DrAdamFraser > LinkedIn: https://www.linkedin.com/in/dradamfraser/ > Website: www.dradamfraser.c...
2022-06-021h 00
It's Never About MoneyEducating Young Entrepreneurs [Matt Heine]In this episode we sat down with Matt Heine. Matt is Joint Managing Director of Netwealth, an ASX-listed financial services and technology company, started by his family to service investors and the wealth management industry. In this episode, we speak about young entrepreneurs and a family's ability to transfer wealth creation education from one generation to the next. We talk about managing and dealing with the challenges of an ASX-listed company whilst also being attentive to your young family. DISCLAIMER Please note that the information contained in this episode is general in nature and does not take into...
2022-05-2052 minIt's Never About MoneyEducating Young Entrepreneurs [Matt Heine]In this episode we sat down with Matt Heine. Matt is Joint Managing Director of Netwealth, an ASX-listed financial services and technology company, started by his family to service investors and the wealth management industry. In this episode, we speak about young entrepreneurs and a family’s ability to transfer wealth creation education from one generation to the next. We talk about managing and dealing with the challenges of an ASX-listed company whilst also being attentive to your young family. DISCLAIMER Please note that the information contained in this episode is general in nature and does not take in...
2022-05-2052 min
It's Never About MoneyNavigating Life's Transitions [Aynsley Jurson]This week we sat down with Divorce Coach and Financial Transitionist, Aynsley Jurson. Aynsley draws on her experience as a former Financial Adviser, her specialist training and skills as a Certified Financial Transitionist®, a CDC Certified Divorce Coach® and a CDC Certified Separation & Recovery Coach®. She believes in merging expertise with empathy to create a healthy, empowering divorce experience. We talked about her work in helping people make the transition through divorce so that they can manage the journey emotionally, mentally and financially. FIND OUT MORE: > Website: https://www.aynsleyjurson.com > LinkedIn: https://www.linkedin.com/in...
2022-05-051h 00It's Never About MoneyNavigating Life's Transitions [Aynsley Jurson]This week we sat down with Divorce Coach and Financial Transitionist, Aynsley Jurson. Aynsley draws on her experience as a former Financial Adviser, her specialist training and skills as a Certified Financial Transitionist®, a CDC Certified Divorce Coach® and a CDC Certified Separation & Recovery Coach®. She believes in merging expertise with empathy to create a healthy, empowering divorce experience. We talked about her work in helping people make the transition through divorce so that they can manage the journey emotionally, mentally and financially. FIND OUT MORE: > Website: https://www.aynsleyjurson.com > LinkedIn: https://www.linkedin.com/in...
2022-05-051h 00
It's Never About MoneyThe Stewardship and Storytelling of Multigenerational Wealth [Mike Boyd]Mike Boyd is the co-owner and CEO of the Vroom group, founder of Prosura Insurance, investor at Mudbrick Capital, an active YPO member and host of the Business of Family Podcast. Mike is a forward thinking entrepreneur with incredible insights and knowledge of multi-generational wealth and family business. This episode traverses a spectrum of topics including family constitutions, stewardship and multi-generational storytelling. FIND OUT MORE: > Twitter: https://twitter.com/mikeboyd > LinkedIn: https://www.linkedin.com/in/mikeboyd08/ > Websites: >> https://mikeboyd.com.au/ >> https://www.businessoffamily.net/ >> https://www.realvision.com/shows/the-interview/videos/generational-wealth-how-to-preserve-and-grow-your-money ABOUT: Joe...
2022-04-191h 00It's Never About MoneyThe Stewardship and Storytelling of Multigenerational Wealth [Mike Boyd]Mike Boyd is the co-owner and CEO of the Vroom group, founder of Prosura Insurance, investor at Mudbrick Capital, an active YPO member and host of the Business of Family Podcast. Mike is a forward thinking entrepreneur with incredible insights and knowledge of multi-generational wealth and family business. This episode traverses a spectrum of topics including family constitutions, stewardship and multi-generational storytelling. FIND OUT MORE: > Twitter: https://twitter.com/mikeboyd > LinkedIn: https://www.linkedin.com/in/mikeboyd08/ > Websites: >> https://mikeboyd.com.au/ >> https://www.businessoffamily.net/ >> https://www.realvision.com/shows/the-interview/videos/generational-wealth-how-to-preserve-and-grow-your-money ABOUT: Joe...
2022-04-191h 00
It's Never About MoneyPrioritising Yourself: Navigating Mental Health and Careers [Patrick O'Connor]Patrick O’Connor is a former Financial Planner, a human rights activist, a self-described severe mental illness survivor and Founder of The Killing Zone. He is the author of The Prescribed Deaths report, which exposes how pharmaceutical companies have illegally excluded deadly side effects from Australian prescription medication warnings, for over 20 years. We talk about how we pulled the plug on his career as a Financial Adviser, started a journey to discover a better way to talk about and treat mental health. CONNECT WITH PATRICK: > Twitter: https://twitter.com/Patrick_OCONNR > LinkedIn: https://www.linkedin.com/in/patrickoconnorexeclife/
2022-04-0546 minIt's Never About MoneyPrioritising Yourself: Navigating Mental Health and Careers [Patrick O'Connor]Patrick O'Connor is a former Financial Planner, a human rights activist, a self-described severe mental illness survivor and Founder of The Killing Zone. He is the author of The Prescribed Deaths report, which exposes how pharmaceutical companies have illegally excluded deadly side effects from Australian prescription medication warnings, for over 20 years. We talk about how we pulled the plug on his career as a Financial Adviser, started a journey to discover a better way to talk about and treat mental health. CONNECT WITH PATRICK: > Twitter: https://twitter.com/Patrick_OCONNR > LinkedIn: https://www.linkedin.com/in/patrickoconnorexeclife/ ...
2022-04-0546 min
It's Never About MoneyPhilanthropy and Giving - Part 2 [Dr Wendy Scaife]This is part 2 of our discussion with Dr Wendy Scaife. Wendy is an Associate Professor and Director at the Australian Centre for Philanthropy and Nonprofit Studies at QUT. She has been involved in the nonprofit and philanthropy sector for more than three decades. She has dedicated her life to philanthropy and has researched the many ways that people give, especially in a planned versus spontaneous way. We discussed philanthropy, how families can give in better ways, business giving and giving through estates after death. FIND OUT MORE: > Website: https://research.qut.edu.au/australian-centre-for-philanthropy-and-nonprofit-studies/ > LinkedIn: https://www.linkedin...
2022-03-2140 minIt's Never About MoneyPhilanthropy and Giving - Part 2 [Dr Wendy Scaife]This is part 2 of our discussion with Dr Wendy Scaife. Wendy is an Associate Professor and Director at the Australian Centre for Philanthropy and Nonprofit Studies at QUT. She has been involved in the nonprofit and philanthropy sector for more than three decades. She has dedicated her life to philanthropy and has researched the many ways that people give, especially in a planned versus spontaneous way. We discussed philanthropy, how families can give in better ways, business giving and giving through estates after death. FIND OUT MORE: > Website: https://research.qut.edu.au/australian-centre-for-philanthropy-and-nonprofit-studies/ > LinkedIn: https://www.linkedin...
2022-03-2140 min
It's Never About MoneyPhilanthropy and Giving - Part 1 [Dr Wendy Scaife]Dr Wendy Scaife is an Associate Professor and Director at the Australian Centre for Philanthropy and Nonprofit Studies at the Queensland University of Technology (QUT). She has been involved in the non-profit and philanthropy sector for more than three decades and has dedicated her life to philanthropy through researching the many ways that people give, especially in a planned versus spontaneous way. We discussed philanthropy, how families can give in better ways, business giving and giving through estates after death. This is part 1 of a two episode discussion with Dr Wendy Scaife about philanthropy and the importance of giving. ...
2022-03-0747 minIt's Never About MoneyPhilanthropy and Giving - Part 1 [Dr Wendy Scaife]Dr Wendy Scaife is an Associate Professor and Director at the Australian Centre for Philanthropy and Nonprofit Studies at the Queensland University of Technology (QUT). She has been involved in the non-profit and philanthropy sector for more than three decades and has dedicated her life to philanthropy through researching the many ways that people give, especially in a planned versus spontaneous way. We discussed philanthropy, how families can give in better ways, business giving and giving through estates after death. This is part 1 of a two episode discussion with Dr Wendy Scaife about philanthropy and the importance of giving. ...
2022-03-0747 min
It's Never About MoneyUnderstanding ESG [Nathan Fradley]This week we sat down with Nathan Fradley to discuss environmental, social and governance considerations for business owners and investors. As well as being a Financial Advisor with Tribeca Financial, Nathan is also Director of Ethos ESG - a values-based investment tool that helps you understand investments and how their ethics align with your own. In this episode we talk about ethical vs impact investing and how ESG isn't necessarily about ethics, but rather a risk management strategy. This conversation covers everything from plastic packaging on toothbrushes, to modern slavery in supply chains, and everything in between. DISCLAIMER: P...
2022-02-2149 minIt's Never About MoneyUnderstanding ESG [Nathan Fradley]This week we sat down with Nathan Fradley to discuss environmental, social and governance considerations for business owners and investors. As well as being a Financial Advisor with Tribeca Financial, Nathan is also Director of Ethos ESG - a values-based investment tool that helps you understand investments and how their ethics align with your own. In this episode we talk about ethical vs impact investing and how ESG isn’t necessarily about ethics, but rather a risk management strategy. This conversation covers everything from plastic packaging on toothbrushes, to modern slavery in supply chains, and everything in between. DISCLAIMER:
2022-02-2149 min
It's Never About MoneyA Meeting of Two Advisors - Part 2 [Dale Scally]This week we sat down with Dale Scally. Dale has been a finance professional for 23 years and a business owner and director for 11 years. As a Financial Advisor, Dale specialised in wealth management, investment portfolio construction, and strategic financial planning. Dale recently transitioned out of financial advising and evolved his career into business coaching with the objective to assist the financial services sector to innovate, evolve and flourish such that it can further enhance the financial lives of the Australian and global population. We sat down as two finance professionals, drawing upon our differing and unique experiences as well as t...
2022-02-0735 minIt's Never About MoneyA Meeting of Two Advisors - Part 2 [Dale Scally]This week we sat down with Dale Scally. Dale has been a finance professional for 23 years and a business owner and director for 11 years. As a Financial Advisor, Dale specialised in wealth management, investment portfolio construction, and strategic financial planning. Dale recently transitioned out of financial advising and evolved his career into business coaching with the objective to assist the financial services sector to innovate, evolve and flourish such that it can further enhance the financial lives of the Australian and global population. We sat down as two finance professionals, drawing upon our differing and unique experiences as well as t...
2022-02-0735 min
It's Never About MoneyA Meeting of Two Advisors - Part 1 [Dale Scally]This week we sat down with Dale Scally. Dale has been a financial professional for 23 years and a business owner and director for 11 years. As a financial advisor, Dale specialised in wealth management, investment portfolio construction, and strategic financial planning. Dale recently transitioned out of financial advising and evolved his career into business coaching with the objective to assist the financial services sector to innovate, evolve and flourish such that it can further enhance the financial lives of the Australian and global population. We sat down as two financial professionals, drawing upon our differing and unique experiences as well as t...
2022-01-2448 minIt's Never About MoneyA Meeting of Two Advisors - Part 1 [Dale Scally]This week we sat down with Dale Scally. Dale has been a financial professional for 23 years and a business owner and director for 11 years. As a financial advisor, Dale specialised in wealth management, investment portfolio construction, and strategic financial planning. Dale recently transitioned out of financial advising and evolved his career into business coaching with the objective to assist the financial services sector to innovate, evolve and flourish such that it can further enhance the financial lives of the Australian and global population. We sat down as two financial professionals, drawing upon our differing and unique experiences as well as t...
2022-01-2448 min
It's Never About MoneyFocusing on What Matters [Albert Pisconeri]This week we sat down with Albert Pisconeri. Albert is a Director of Pisconeri Fine Foods and Wines, a third generation family owned business operating in continental foods, wines and kitchenware, servicing supermarkets, cafés, and restaurants. In 2000, Pisconeri Fine Foods and Wines became a part of Countrywide Food Service Distributors and Albert was appointed to the board in 2020. In this episode we discuss succession planning, work-life balance and the transition into retirement. Albert reflects on his 47 years of involvement in the business and stresses the importance of family, social life and health. FIND OUT MORE: > Website: https://w...
2021-12-1547 minIt's Never About MoneyFocusing on What Matters [Albert Pisconeri]This week we sat down with Albert Pisconeri. Albert is a Director of Pisconeri Fine Foods and Wines, a third generation family owned business operating in continental foods, wines and kitchenware, servicing supermarkets, cafés, and restaurants. In 2000, Pisconeri Fine Foods and Wines became a part of Countrywide Food Service Distributors and Albert was appointed to the board in 2020. In this episode we discuss succession planning, work-life balance and the transition into retirement. Albert reflects on his 47 years of involvement in the business and stresses the importance of family, social life and health. FIND OUT MORE: > Website: https://w...
2021-12-1547 min
It's Never About MoneySuccession is a Marathon, Not a Sprint [Rob Di Martino]This week we sat down with Rob Di Martino, director and partner of Del Re National Food Group, alongside his cousins Mark, Rick and Danny. Del Re National is a broad range foodservice distributor that works all across metropolitan Melbourne and regional Victoria. In this episode, we discuss Rob's family business and his succession planning. We cover how he's facilitating a smooth succession, what the next generation looks like and how to maintain business continuity throughout the transition. I find Rob's approach to business management both personable and pragmatic. I hope you enjoy this week's episode of It's Never About...
2021-12-0750 minIt's Never About MoneySuccession is a Marathon, Not a Sprint [Rob Di Martino]This week we sat down with Rob Di Martino, director and partner of Del Re National Food Group, alongside his cousins Mark, Rick and Danny. Del Re National is a broad range foodservice distributor that works all across metropolitan Melbourne and regional Victoria. In this episode, we discuss Rob’s family business and his succession planning. We cover how he’s facilitating a smooth succession, what the next generation looks like and how to maintain business continuity throughout the transition. I find Rob’s approach to business management both personable and pragmatic. I hope you enjoy this week’s episode of It’s...
2021-12-0750 min
It's Never About MoneyWelcome to It's Never About Money [Joe Stephan]For me, my motivation hasn’t been about wealth, or acquiring things. It’s always been about time, and legacy. Think about it. Time is the resource we need to spend with the people we love, or that we can use to look after our own health. It’s what we always wish we have more of when a family member falls ill. And it’s time that we always take for granted, as business owners. We focus all our efforts on building our business, creating our legacy, that we don’t think about anything outside of this. We a...
2020-10-1923 minIt's Never About MoneyWelcome to It's Never About Money [Joe Stephan]For me, my motivation hasn't been about wealth, or acquiring things. It's always been about time, and legacy. Think about it. Time is the resource we need to spend with the people we love, or that we can use to look after our own health. It's what we always wish we have more of when a family member falls ill. And it's time that we always take for granted, as business owners. We focus all our efforts on building our business, creating our legacy, that we don't think about anything outside of this. We always think we'll...
2020-10-1923 min