Shows
The Wealthlab Podcast (Aust)The Psychology of MoneyIf you’re over 55, your biggest financial risk isn’t the share market or interest rates, it’s your behaviour. At this stage of life, retirement success is less about chasing returns and more about managing your mindset, your spending patterns, and your investment decisions. In this solo episode, Scott explores the psychology of money and how it impacts Australians approaching or entering retirement. With average super balances often sitting below what’s needed for a fully self-funded retirement, the difference between confidence and stress often comes down to behaviour, not just numbers. You’ll learn:...
2026-02-1909 min
The Wealthlab Podcast (Aust)Is “Free” Super Fund Advice Really in Your Best Interest?Find out more → https://wealthlab.scoreapp.com/ or book in a complimentary chat https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Your super fund might be offering “free financial advice” but what if that advice quietly costs you over $100,000 in retirement income? In this episode, we unpack a real case where limited advice inside a super fund led to a costly Age Pension mistake.You’ll learn: - What “intra-fund” advice actually covers — and what it legally cannot advise on - Why retirement planning requires considering both partners, not just one super account - How moving sup...
2026-02-1217 min
The Wealthlab Podcast (Aust)How the Age Pension Really Works (With Real Case Studies)Find out more → https://wealthlab.scoreapp.com/ or book in a complimentary chat https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Superannuation, the Age Pension and tax rules can feel like a minefield and one wrong move can cost you tens of thousands of dollars. In this episode, we walk through real-life case studies that show how small timing and structure decisions can dramatically change your tax bill and pension outcome.You’ll learn: - How delaying the sale of an investment property by weeks or months can significantly reduce capital gains tax - Why sell...
2026-02-0522 min
The Wealthlab Podcast (Aust)Market Chaos, Rising Rates & Why Smart Investors Don’t Panic (2026 Market Outlook)Find out more → https://wealthlab.scoreapp.com/ or book in a complimentary chat https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Markets are volatile, interest rates may be rising, and the news feels chaotic but what does that actually mean for your retirement plans? In this episode, we unpack why reacting to headlines can quietly damage your super and long-term income, especially in the years leading into retirement.You’ll learn:Why trying to “time the market” often reduces long-term returns, even if you avoid some downturnsHow missing just a handful...
2026-01-2917 min
The Wealthlab Podcast (Aust)Super vs Inheritance: How Death and Gifting Impact Your PensionFind out more → https://wealthlab.scoreapp.com/ or book in a complimentary chat https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /What actually happens to your superannuation when you pass away, and how can gifting money to kids impact your age pension? In this episode, we unpack the often misunderstood intersection between super, inheritance planning, and Centrelink pension eligibility.You’ll learn:- How super is treated after death, and who really gets it- What the “gifting rules” mean for retirees helping out family- W...
2026-01-2219 min
The Wealthlab Podcast (Aust)Gold in Your Portfolio: Is it Still a Safe Haven for Aussie Retirees?General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Is gold still worth holding in 2026 — or is it just financial nostalgia?In this episode of the Wealthlab Podcast, we break down the real story behind gold and silver as part of your retirement strategy.We’re dissecting whether gold still offers Australian retirees a true safe haven amidst market volatility, examining its hist...
2026-01-1318 min
The Wealthlab Podcast (Aust)Gold in Your Portfolio: Is it Still a Safe Haven for Aussie Retirees?General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /Is gold still worth holding in 2026, or is it just financial nostalgia?In this episode of the Wealthlab Podcast, we break down the real story behind gold and silver as part of your retirement strategy.We’re dissecting whether gold still offers Australian retirees a true safe haven amidst market volatility, examining its hi...
2026-01-1219 min
The Wealthlab Podcast (Aust)Clips from Our Favourite Moments in 2025General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-p... Find out more → https://wealthlab.scoreapp.com/ Book in a complimentary chat here → https://meetings.hubspot.com/jkarauri... / 2025 Recap: Best Advice & Moments of the YearIn this episode, we’re sharing the best moments and advice from WealthLab’s most impactful episodes of 2025! Whether you're starting to plan for retirement or looking to refine your strategy, we've got actionable insights for you.Tune in for:✅ The financial truths you need t...
2025-12-3125 min
The Wealthlab Podcast (Aust)2025 Financial Wins & Losses: Key Retirement Lessons We LearnedGeneral Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/Find out more → https://wealthlab.scoreapp.com/Book in a complimentary chat here → https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /What actually worked in 2025? And what should you leave behind before stepping into 2026?In this wrap-up episode, We reflect on the year in finance, client stories, wins, and challenges. From rising cost-of-living pressures to surprising super changes (or lack of), they share real conversations from behind the scenes — and what they’re advising...
2025-12-2424 min
The Wealthlab Podcast (Aust)The Digital Nomads' Retirement: Can You Live Anywhere Affordably?General Advice Only:Read our Privacy Policy, Fees and AFSL accreditations here:https://wealthlab.com.au/compliance-policies/👉 Find out more about Wealthlab:https://wealthlab.scoreapp.com/📅 Book a complimentary chat:https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlabIs a borderless retirement really as affordable as it looks?The dream of retiring anywhere in the world has never been more appealing. From tropical beaches in Thailand to historic towns in Portugal or vibrant cities across Mexico, the idea of a low-cost, freedom-filled retirement overseas is hea...
2025-12-2025 min
The Wealthlab Podcast (Aust)Can we compare super using only with free DIY tools?✅ Worried you're not on track to retire on your terms? Book a free strategy call today → https://meetings.hubspot.com/jkarauria/super-review-intro-call-with-jordan 🎯 Find out more with our quiz? Take our 60-second quiz → https://wealthlab.scoreapp.com/ 🌐 Learn more at https://wealthlab.com.au/Summary In this episode, Scott and Phil explore various financial planning tools, particularly focusing on superannuation comparison tools. They navigate through government and private tools, discussing their effectiveness and usability. The conversation also delves into risk profiling and the importance of understanding investment strategies. Scott & Phil emphasise the need for professional advice in na...
2025-08-2924 min
Wealthlab PodcastWhat 10+ Years in Financial Advice Taught Us10+ years. Hundreds of client conversations. Market cycles, lessons, mistakes, and plenty of cringe-worthy photos.Want to know if you're on track for retirement? Take our free 2-minute quiz: https://wealthlab.scoreapp.com/In this episode, Scott, Phil, and Jordan take you behind the scenes to reflect on over a decade in the world of financial advice, wealth management, and running Wealthlab. It’s part throwback, part wisdom, and fully real.We share:📈 What’s changed (and what hasn’t) in financial advice since 2012💬 The most common client questions we hear🛑 How to spot a dodgy advisor — and check if yours is even lic...
2025-07-3116 minWealthlab PodcastEP 54: We Tried to Find the Worst Super Fund — Here’s What HappenedHow bad can a super fund really be?In this Wealthlab episode, Scott and Phil go on a mission to find the worst performing super fund in Australia using the official MySuper comparison tools. What starts out as a simple data search quickly spirals into a frustrating (and hilarious) deep dive into just how broken these tools really are.Using the ATO's YourSuper comparison tool, industry websites, and default lifecycle fund disclosures, they uncover:- Misleading return ranges (some as wide as 3%–6.5% for 10-year performance!)- Lifecycle options th...
2025-06-2415 minWealthlab PodcastEP 53: The Future of AI: Innovation or Overhyped Bubble?Is AI the future, or have we hit peak hype?In this episode of the WealthLab Podcast, Scott and Phil break down the AI boom, Big Tech’s recent pullback, and whether the AI bubble is about to pop. With Microsoft and Apple scaling back AI investments, and an explosion of AI-powered startups with sky-high valuations, is this the start of a reality check? Or is AI just evolving into something more specialized?What You’ll Learn in This Episode:✅ Is AI still a good investment, or is the...
2025-02-2816 minWealthlab PodcastEP 52: Why Your Net Worth Explodes After $100K (and How to Reach It)Why is the first $100K the hardest? And why does your wealth seem to grow so much faster after reaching it?In this episode of the WealthLab Podcast, Scott and Phil break down the psychology, math, and strategy behind hitting your first $100K in savings and investments. We explore compound interest, the snowball effect, and why your net worth skyrockets after $100K.What You'll Learn in This Episode:✅ Why the first $100K takes the longest—and how to speed it up✅ How compound interest and time w...
2025-02-1316 minWealthlab PodcastEP 51: Trump Coin, Meme Economies, and the Value of Money: A Wild Ride
Trump Meme Coin is Making Waves! But is it a smart investment or just another grift? In this episode of the WealthLab Podcast, Scott and Phil break down the Trump Coin phenomenon, covering how to buy Trump coin, price predictions, and whether it's worth the hype.
🔥 Key Topics Covered:
What is Trump Meme Coin, and why is it trending?
How to buy Trump Coin (including Binance & other platforms)
Trump Coin Price Prediction – Speculation or serious investment?
The risks of meme coins & market manipulation
Should you buy Trump Coin, or is it just another pump-and-dump?
With over $44 billion in trading volum...
2025-01-2911 minWealthlab PodcastEP 50: 2024 Wrapped: Lessons, Wins, and What's Next for WealthlabIn this special year-end episode, Scott and Phil take a deep dive into 2024’s biggest lessons, trends, and surprises. From Christmas spending patterns and how they reflect broader economic behaviors to property market dynamics and the challenges of supply vs. demand, this episode delivers a comprehensive review of the year.
We also discuss the rise of AI and its parallels to the early internet boom, explore the energy landscape and the shift toward renewables, and reflect on what these trends mean for you as an investor.
Key topics include:
The power of budgeting and ca...
2024-12-2320 minWealthlab PodcastEP 49: Why Looking Poor Can Help You Build Real Wealth
In this episode of the WealthLab podcast, Scott and Phil tackle a surprising concept: why looking poor might actually be the key to building lasting wealth. They break down the dangers of trying to “keep up with the Joneses,” the financial traps of status signaling, and how focusing on real financial goals can lead to freedom and security.
Join us as we explore:
How the wealthy think differently about money.
The pitfalls of the “hedonic treadmill” and how to escape it.
Why frugal living beats flashy purchases for long-term success.
Real-world examples of avoiding unnecessary debt and redirecting resources toward b...
2024-11-2920 min
Scam GoddessThe Wolf of Wall Street w/ Conan O'Brien [Re-Release]Conan O'Brien, the man with "con" in his name, helps Laci discuss stock market manipulator Jordan Belfort who was famously portrayed by Leonardo DiCaprio in the Wolf of Wall Street. Along the way, Laci tries to teach Conan how to sound less like a cop (hint: it doesn’t work). Stay schemin' con-gregation! (Originally Released 10/26/2020) Buy Laci's book “Scam Goddess: Lessons from a Life of Cons, Grifts and Schemes":https://www.hachettebookgroup.com/titles/laci-mosley/scam-goddess/9780762484652/?lens=running-press Follow on Instagram:Scam Goddess Pod: @scamgoddesspodLac...
2024-11-121h 04
Finance This, Property ThatEpisode 13 - Finance This, Property That - Dion Fernandes With Phil and Scott from WealthLabPodcast Synopsis:In this 38-minute episode of Finance This, Property That, host Dion Fernandes dives into the world of Self-Managed Super Funds (SMSFs) with special guests Scott and Phil from Wealth Lab. The trio breaks down the basics of SMSFs, covering how they work, the types of investments they allow, and the lending opportunities available. They also discuss the potential risks and benefits of SMSF property investments, why strategic planning is crucial, and the importance of seeking professional advice before jumping into the world of SMSFs.Episode Breakdown:[00:00] – Introduction: Dion introduces Scott and Phil from We...
2024-09-1738 min
Finance This, Property ThatEpisode 9 - Finance This, Property That - Dion Fernandes With Phil and Scott from WealthLabEpisode Title: Empowering Financial Legacies with Phil and Scott from WealthLabHost: Dion FernandesGuests: Phil and Scott from WealthLabEpisode Duration: 36 minutesSynopsis:In this episode of Finance This, Property That, host Dion Fernandes is joined by Phil and Scott from WealthLab, a prominent financial planning firm based in Melbourne. They discuss the foundation and growth of WealthLab, the benefits of remote financial planning, and how personalized strategies can help clients achieve their financial goals. The conversation also...
2024-08-2036 minWealthlab PodcastEpisode 46: How to Invest Smart in 2024 | Are MDAs the Right Choice for You?
In this insightful episode of the WealthLab Podcast, Scott and Phil are joined by Nick Poisson-Rivière from Haven Wealth, a seasoned expert in financial services with over 25 years of experience. Together, they dive deep into the investment landscape for 2024, focusing on how you can invest smart with the right strategies tailored to your financial goals.
Managed Discretionary Accounts (MDAs) are at the forefront of this discussion, offering a smart investment solution that can help you boost your portfolio with personalized management, market flexibility, and enhanced risk management. MDAs are investment accounts where a professional manager makes buy, sell, a...
2024-08-2026 minWealthlab PodcastEpisode 45: Budgeting Myths Exposed! Insights from Cashflow Coach Hannah | Wealthlab Podcast
In this episode of the Wealthlab Podcast, we dive deep into the world of budgeting with expert cashflow coach Hannah. Discover the truth behind common budgeting myths and learn how to take control of your finances with effective cashflow management. Hannah also sheds light on the broader role of mortgage brokers, beyond just securing home loans. Whether you’re struggling with spending habits, looking for financial advice, or curious about cashflow coaching, this episode offers valuable insights to help you navigate your financial journey.
2024-08-1422 minWealthlab PodcastEp 44: Are We Headed for a Market Surge with Trump? | Wealthlab Podacast💸In this explosive episode of The Wealth Lab podcast, Scott Jackson and Phil Sproule dive into the shocking developments in US politics and their potential impact on your superannuation. With Joe Biden's unexpected withdrawal and Donald Trump's likely return to the presidency, we're breaking down what this means for Aussie investors.
Discover:
How Trump's previous tenure saw a 70% increase in the S&P 500
The potential for interest rate cuts and asset appreciation
What Trump's return could mean for US-Australia and US-China relations
How these global shifts might influence your super balance
Plus, get our expert...
2024-07-2412 minWealthlab PodcastEp 43: Giving with Purpose - Aligning Your Wealth and Values for Maximum Impact 💰❤️ | WealthLab Podcast 💸
🎧 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. 💰❤️
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. 📚💡
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. 🏄♂️👏...
2024-04-2219 minWealthlab PodcastEp 42: Crypto, Rates, and ESG - Our Hot Takes on Today's Sizzling Topics 🔥🎙️ | WealthLab Podcast 💸💡Get ready for a ride as Scott and Phil dive into the 2 hot topics in finance! 🌡️🎢 In this episode, our dynamic duo shares their unfiltered opinions on the crypto craze, the future of finance, and the ESG investing debate. 💸🌿
Will crypto revolutionise the world, or is it just a flash in the pan? 🪙🔍 Scott and Phil explore the potential of blockchain technology and its impact on everything from property transactions to decentralised finance. 🏠💻
Next up, the duo tackles the burning question on everyone's mind: where are interest rates headed? 📈💸 Brace yourself for some bold predictions (just kidding we are not sure our selves! that probab...
2024-04-0416 minWealthlab PodcastJoin 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 🏠💰🎙️✨."
2024-02-2618 min
Wealthlab Podcast🌟 Join Phil & Scott as we chat about an AFSL change. 🧭 What does it mean for you? We're making financial services clearer, one episode at a time! 🎙️💼 #WealthLab🎧 Episode 40 of the WealthLab Pod!
Dive into Episode 40 of the WealthLab Podcast 🎙️💼 as Phil and Scott unveil our AFSL evolution 🌟🧭. 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 🎧
2024-02-0509 minWealthlab Podcast2023 Unwrapped: Economic Hits & Misses 📈 | WealthLab Podcast Episode 39 🎧
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. 🚀 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. 🌏 Phil then takes the wheel, sharing compelling personal finance success stories and common financial blunders to avoid. 🛑
The duo wraps up with forward-thinking strategies and predictions for 2024, focusing on staying ahead in a dynamic economic landscape.
🌐 Whether you're fine-tuning your financial plan or just...
2024-01-0924 minWealthlab PodcastIs Your Insurance a Rip-Off? Let's Find Out! | Episode 37Do you really understand the ins and outs of your policies? Scott and Phil break down key terms, shedding light on how these definitions can impact your coverage.
Don't miss this eye-opening episode that will empower you to take control of your insurance and ensure you're not getting ripped off. Your financial future could depend on it.
Tune in now to gain a better understanding of your insurance policies.
Check out our previous episodes, also available on Spotify: https://podcasters.spotify.com/pod/show/wealthlab
For more financial...
2023-11-2619 min
Wealthlab PodcastStay Alert: Learn to Spot SMS and Online Scams | Episode 36
In Episode 36 of the Wealthlab Podcast, we're taking a deep dive into a critical topic: financial scams. Our hosts, Scott and Phil, are on a mission to help you stay safe in the digital age.
You've probably encountered those annoying spam emails and too-good-to-be-true offers promising huge returns with no risk. These scams are everywhere, targeting people who are just trying to manage their money wisely.
This episode is about giving you real-life examples of these scams to watch out for. Scott and Phil break down the warning signs and tactics used by scammers, making sure you can spot...
2023-11-2613 min
Wealthlab PodcastRetirement Dreams vs. Debt Realities: What's Your Priority? | Episode 35
In Episode #35 of the Wealthlab Podcast, our hosts, Scott and Phil, dig into a big financial decision: Saving for Retirement or Treating Yourself?
Are you wrestling with how to manage your money between securing your future and enjoying life's little luxuries like a fancy vacation, a new car, or other indulgences?
Find out how these choices can greatly affect your big life goals. Join in and get clarity on one of life's most important questions.
Don't miss out on our episodes, also available on YouTube:
Wealthlab Financial Advisors - YouTube
For more financial wisdom, visit our website: https://wealthlab...
2023-10-0912 min
Wealthlab PodcastWhat is Superannuation? Experts Easily Discuss in Under 15 Minutes | Episode 34
In this episode, our hosts, Scott and Phil, talk about superannuation and how it can affect retirement planning. They clear up common misunderstandings and show you how superannuation can truly help you with your financial goals.
Join Scott and Phil as they break down the complexities and provide easy-to-understand insights.
Tune in now!
You can also watch our episodes on YouTube:
Wealthlab Financial Advisors - YouTube
Or contact us directly at our social media accounts:
Website: http://wealthlab.com.au
Facebook: https://www.facebook.com/wealthlabAU/
LinkedIn: https://au.linkedin.com/company/wealt...
Twitter: https://www.instagram.com/WealthLabAU
...
2023-10-0914 minWealthlab PodcastWealthlab pod!🎙️Ep32 Tackling an essential concept to understand — Your Investor Risk Profile. 💼🎯We delve into the crux of what an investor's risk profile is, how it shapes your investment strategy, and why it's absolutely crucial for both new and experienced investors. 📊🧭
Phil and Scott will walk you through the process of determining your risk profile, explaining its impact on your investments and overall financial plan. We'll also discuss the importance of re-evaluating your risk profile over time and how it can help you stay aligned with your financial goals. 💰🏆
So whether you're just starting your investment journey or you're a seasoned investor, understanding your risk profile is key to wealth management. 🚀
Tune in to Epis...
2023-07-1319 min
Wealthlab Podcast"The Wealthlab Podcast with Phil and Scott"! 🎙️ Ep#31, reviewing a Statement of Advice (SOA). 📄💡Join us as Phil takes a deep dive into a dummy SOA, explaining its purpose and what it contains. Each section is simplified and its impact on your financial plan made. 📚💼
Then, get ready as Scott highlights what he finds crucial in an SOA, and also those parts which may not carry as much weight as you think. Get his view to help you navigate your SOA with confidence! 💪🧠
Understanding your SOA can be a huge step towards becoming more organised with your finances. 🎯💰 So tune in, and let's embark on this journey towards financial enlightenment together! 🚀
Don't forget to like 👍, subscribe...
2023-06-2328 min
Wealthlab PodcastUnlocking Financial Freedom: Debt Snowball Strategy & TPA's Explained Wealthlab Podcast #Ep29Welcome back to "The Wealthlab Podcast with Phil and Scott"! This week we're digging deep into some financial strategies that could truly change your life.
First up, Phil shares his favorite spreadsheet that he uses with clients — a meticulously designed tool centered around the "debt snowball method". This incredibly useful tool can help you save money, reduce your debt, and achieve a sense of financial freedom you've only ever dreamed about. He also drops some hard-earned wisdom on how to stay committed to your financial journey, even when the going gets tough.
Later in the episode, Scott takes us th...
2023-05-2620 minWealthlab PodcastWelcome to Episode 28 of the WealthLab Podcast, hosted by your financial friends, Scott and Phil!
🎙️ Welcome to Episode 27 of the WealthLab Podcast, hosted by your financial friends, Scott and Phil! In this insightful episode, we dive into the world of rising interest rates and share our expert perspectives on how to prepare your finances for a refinance. Don't miss out on the valuable tips and strategies we discuss that could help you save thousands on your mortgage! 🏠💰
📈 In this episode, you'll learn about:
The current state of the economy and the reasons behind rising interest rates
How higher interest rates impact your mortgage and refinancing options
Our top strategies for getting your money in order to secur...
2023-05-0519 minWealthlab PodcastThe Wealthlab podcast is back and discussing our best cashflow tool. Ep.27 with Scott and Phil!💰💸🎙️ Exciting news! The Wealthlab podcast is back with more expert insights on wealth building and cashflow management. Tune in now and join the conversation! #Wealthlab #podcast #investing #financialfreedom
2023-05-0115 min
Wealthlab PodcastWhat to expect from your financial planner & paying debt off. Podcast Ep.26 with Scott and Phil!💰💸Looking to take control of your finances? Join Phil and Scott on The Wealthlab Podcast as they explore the ins and outs of personal finance. In this episode, they delve into the important topic of choosing the right financial planner and what to expect from the process. They also break down the popular debt snowball method, giving you a clear understanding of how it can help you get out of debt faster. Whether you're a seasoned investor or just starting to dip your toes into the world of personal finance, this podcast has something for you. Tune in to...
2023-04-1920 min
Wealthlab PodcastMoney, Mindfulness, and Easter Delights: Wealthlab Podcast Ep. 25 with Scott and Phil!" 🐰💰💸
Welcome to Episode 25 of the Wealthlab Podcast, hosted by Scott and Phil from Wealthlab! In this episode, we're diving into the topic of mindful spending and uncovering the mystery of how Aussies tend to splurge during the Easter break. Get ready for a fun and insightful conversation that will make you think twice about your spending habits!
We'll kick things off by exploring the concept of mindful spending - what it means, why it's important, and how it can help you achieve your financial goals. Scott and Phil will share their own experiences and tips on how to be...
2023-04-0511 min
Wealthlab PodcastRisk & your money. Plus a weird thing in the mail from an estate agent. The Wealthlab Series ep 24Welcome to episode 24 of the Wealthlab podcast. In this episode, we dive into the topic of risk in financial planning with our guests Scott Jackson and Phil Sproule from Wealthlab. We explore the different ways we can assess and manage risk in investments and financial planning.
We also discuss the importance of diversifying your portfolio and how this can help reduce risk. Scott and Phil share some insights on how they help their clients build diversified portfolios that align with their financial goals.
In addition, we touch on a recent letter that some real estate agents have been sending...
2023-03-2712 min
Wealthlab PodcastNot spending enough & being mindful with you money - The Wealthlab Professional Series Episode 22Are you afraid to spend your retirement money even when you can afford it? Join Scott Jackson and Phil Sproule from WealthLab as they explore the psychology of post-retirement finances in episode 22 of The Professional Series podcast. They'll also expose the dangers of misleading Google ads and encourage mindful spending. Don't miss out!" #PostRetirementFinances #GoogleAds #MindfulSpending #TheProfessionalSeries #wealthlabspodcast
General advice only: Any advice on this video is general nature only and has not been tailored to your personal objectives, financial situation or needs. Please seek personal advice prior to acting on any information you may consider. To be...
2023-02-2714 min
Wealthlab Podcast4 questions to ask BEFORE you retire! - The Wealthlab Professional SeriesWelcome to the Professional Series, a podcast by Scott Jackson and Phil Sproule from WealthLab. In this episode, we delve into important financial topics that can help you make informed decisions for a better financial future. Firstly, we will be discussing the four important questions you should ask your partner before retiring. Retirement can be a daunting and exciting time, and it's essential to be on the same page as your partner. We will explore some of the crucial topics to consider before making the big decision to retire. Next, we will share our insights on investing a hypothetical 100K...
2023-02-2013 min
Wealthlab PodcastThe Wealthlab Professional Series - Kelly bet, future of advice and losing money in crypto with a SMSF!Join Scott and Phil, two experienced financial planners, as they delve into the world of finance and investment. In this episode of the Financial Planning podcast, they discuss the Kelly Bet Principle, a mathematical formula for optimising the size of your bets in relation to your bankroll. The two experts also review the quality of financial advice in the news, losing money in crypto with a SMSF and clients trying to negotiate their fees. Find out if this is a bad move and maybe what you can do to make sure you're getting the advice for your money with...
2023-02-1017 min
Wealthlab PodcastThe Wealthlab Professional Series - Episode 19Welcome to the Professional Series, your source for some things finance and investment. Join host Scott Jackson and Senior Financial Planner Phil Spurel as they dive into the world of money management and share their insights on being disciplined, avoiding the gambler's fallacy, and sticking to a well considered investment strategy. In today's episode, we discuss, Scott's hot take on betting and why it maybe silly. We also discuss the asset class distribution chat that Phil runs through, looking at different assets and their annual returns over time. Whether you're a seasoned investor or just starting out, this podcast co...
2023-02-0208 min
The Unstoppable Mind Podcast with Mary Lou RodriguezEpisode 42 | The Biggest Question I Get Asked | The Unstoppable Mind Podcast with Mary Lou RodriguezWishing everyone a Happy Thanksgiving this month! Check out the incredible BLACK FRIDAY OFFERS! Get access to over 50% OFFF! https://www.marylourodriguez.com/neuroscienceofwealthworkshopseries - NEUROSCIENCE OF WEALTHhttps://www.marylourodriguez.com/digitalhypnotherapylibrary - DIGITAL HYPNOTHERAPY LIBRARY https://www.marylourodriguez.com/hypnothriveblackfriday - BLACK FRIDAY SPECIAL HYPNOTHRIVE LIVE & NON-LIVE EDITIONhttps://www.marylourodriguez.com/wealthlabCheck this episode on how to empower yourself to release fear. Website: https://www.marylourodriguez.comFollow me on social: https://www.instag...
2022-11-2222 minThe Unstoppable Mind Podcast with Mary Lou RodriguezEpisode 41 | Broke Mary Lou | The Unstoppable Mind Podcast with Mary Lou RodriguezRegister for The Subconcious Success Lab! You're once in a lifetime opportunity to receive FREE coaching from me! https://www.marylourodriguez.com/wealthlabCheck this episode on how to empower yourself to release fear. Website: https://www.marylourodriguez.comFollow me on social: https://www.instagram.com/marylouhypnotizesyou/https://www.facebook.com/Marylouhypnotizesyouhttps://www.tiktok.com/@marylouhypnotizesyouhttps://www.youtube.com/channel/UCyTeaC078Osc0zk3B-SKD-AaDownload your FREE Hypnosis Audio! https://www.marylourodriguez.com/14dayunstoppableconfidencehypnosisaudioJOIN...
2022-11-1620 minWealthlab PodcastEp. 18 - Holding a winning mindset with Gary AyresThe question we want to have answered from today's Podcast is this. "How a winning mindset can change our lives."Description: Our guest today is Gary Ayres and he is a former Australian rules footballer and senior coach for the VFL team Port Melbourne Football club. Beginning his AFL career in 1978 Gary played 269 games and kicked 70 goals. He was part of a total of 5 premiership teams – 1983, 1986, 1988, 1989, and 1991. Winning the Norm Smith Medal twice.Within the VFL Gary is the longest-serving coach in the club's history at Port Melbourne and has...
2021-07-1929 minWealthlab PodcastEp. 16 - With the Crypto Kiwi. It's relevance to our system, how crypto can work and ideas for the future.The question we want to have answered from today's Podcast is this. "What's the point of Cryptocurrency and should I bother learning more about it?"Description: Our guest today is Sarn Elliot from Taupo, NZ. Sarn became known within his community for creating his own radio show when he was 15 years old and the 'pirate radio station' shut down 2 years later. Sarn runs the Crypto Kiwi Youtube channel & has some strong views on the future of finance. We have invited him to join us today to have input as he represents a young voice and...
2021-06-2923 minWealthlab PodcastEp. 15 - NZ Property growth, Family office investing and how disipline can help with investingThe question we want to have answered from today's Podcast is this. "What's a private office type financial planner like?"Description: Our guest today is Patrick Fogarty from Aucklands The Private Office. Patrick is a highly experienced investment professional based in New Zealand and with a decade of experience in the UK. Having worked for some of the world’s largest investment management companies, Patrick brings a wealth of knowledge to The Private Office and is passionate about communicating the principles of successful investing. Whilst in the UK Patrick developed skills as a p...
2021-05-0925 minWealthlab PodcastEp. 13 - 2 of 3, Financial planning. "Going international with UK's Greg Moss."The question we want to have answered from today's Podcast is this. "What can we learn from the UK financial planning community?"Description: Our guest today is Greg Moss from Eleven.2 He's a Chartered Financial Planner and Fellow of the Personal Financial Society, with 18 years of experience advising clients.In Greg's words "Personal finance is an undemocratic space. There is a supply and demand imbalance and an asymmetry of information which, historically, the finance industry has taken advantage of. He is passionate about democratising finance through his work for clients, which is...
2021-03-2926 minWealthlab PodcastEp. 12 - 1 of 3, Financial planning. "I’m a financial planner, don’t judge me."The questions we want to have answered from today's Podcast is this. "I'm already relatively savvy financially. How can a financial planner help me?" Description: Our guest today is Scott Malcolm from Money Mechanics and a good friend of the podcast. He's business has been running for over a decade across Canberra and Melbourne & we love his focus on mindset. His work around the emotions and unpacking the decisions we make towards money. In this episode, we discuss some things we see wrong and what we can do to help Australians wi...
2021-02-1924 minWealthlab PodcastEp. 11 - Improve your Networking with Richard CholewickDescriptionRichard is the Partnerships Manager at Benjamin & Benjamin Insurance Group and we LOVED having him on today. He's been a fantastic connecting for many of our clients and it's great to have sat him down to pick his brains. The questions we want to have answered are "Do you want to improve your networking, influence or just get in touch with that seemingly impossible person?" #theprofessionalseries. Richard is in our view one of the best networkers we have ever come across and we are so lucky to have him...
2021-02-0636 min
Wealthlab PodcastEp. 10.5 Welcome to the new year, and season 2!Welcome to the brand-new season of #theprofessionalseries! I'm back with a fully recharged vibe, business and bringing you even more value. Wealthlab was set up in a pandemic and this podcast is a testament to resilience and new ideas. I meet a lot of amazing people and through the podcast series, my aim is to introduce you to some of their ideas. As well as finding out what makes them tick, we will explore some of their learnings and suggestions that are relevant to professionals wanting to improve your finances and business.I hope you l...
2021-02-0601 min
Wealthlab PodcastEp. 10 - A beginners guide to whisky, investing and picking a one that you'll love!Why listen to this podcast? You want to learn more about Whisky and how it relates to the world of investing, tasting and the business of importing spirits? Then we have the episode for you! Learn more about the whisky process and how to pick a whisky that you actually like and not one that you're TOLD to drink because it's fashionable. Craig's ideas on investing in whisky bottles.Non "scotch" whisky drinking and what Craig looks for when he is importing new brands in to Australia for us to enjoy!Craig thanks so much and...
2020-11-1340 min
Scam GoddessThe Lupine Liar w/ Conan O’BrienBreaking news, con-gregation! No, not that there's water on the moon. Conan O'Brien is on the show to welcome Scam Goddess into the Team Coco podcast family! Conan and Laci talk through Jordan Belfort of Wolf of Wall Street fame, and Laci teaches Conan how to sound less like a cop. It doesn't work. Stay schemin! Research by Sharilyn Vera. Sources:https://www.businessinsider.com/revisiting-jordan-belfort-the-wolf-of-wall-street-2010-3#who-is-jordan-belfort-1https://www.investopedia.com/investing/who-is-jordan-belfort/#:~:text=Belfort%20has%20been%20accused%20of,months%20before%20he%20was%20releasedht...
2020-10-271h 04
YouTheFuture10. How to find your passion and monetize it with 10x Mentor : Durvesh Yadav.Durvesh Yadav is a 3rd year college student, digital entrepreneur or an intrapreneur, who works in the field of Social Media. Seen on WealthLab and various other platforms. He is currently working with India's no. 1 breakthrough strategist CoachBSR in a partnership.
He is from Uttar Pradesh, India.
This episode was recorded during our Mental Health Webinar series in the month. In this episode, Durvesh (10x Mentor) talks about how he turned his side hustle into his full time business. He also talks about how you can find your passion and how you can monetize your side hustle.
Money management, focusing on y...
2020-07-1846 min