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Couple Goals: Making money work in a relationship
Join us for a candid discussion on managing finances as a couple… We explore the dynamics of handling money when there’s a single breadwinner, aligning financial goals, and seeking advice when needed. Discover the keys to understanding each other’s money stories, navigating crucial conversations, and tackling tensions in relationships caused by finances. Tune in for insights on building financial harmony in your relationship! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Retirement is more about coffee than overseas holidays
Just as the name of this podcast implies, retirement is often more about the simple pleasures than the big, costly dreams we might have imagined during our working years. This week we welcome Rachael Todman to the podcast! As a Financial Adviser and partner at Consortium Private Wealth and brings her wealth of knowledge to the table with Rob to discuss all things retirement and retirement spending. To view the video version of this episode visit https://youtu.be/eD-V1n4FJMk?si=6si55qqs8xkQBiFv Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Investment Deep Dive: Microsoft
In this first episode of a new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman dive into all things Microsoft from an investment standpoint. They explore 9 key aspects of this tech giant’s business, from its diverse product range to its cloud dominance, analysing what makes Microsoft a leader in innovation. With discussions on its financials, investment potential, and why it remains a top choice for investors, this episode offers valuable insights into one of the most influential companies in the world. Please Note: This is not a buy, nor sell, recommendation. This is general information only. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Age Gaps in Retirement
Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social security benefits, retirement savings strategies, and the management of insurance and healthcare costs. We’ll delve into the impact on lifestyle and travel, the importance of updated wills and medical directives, and explore both the challenges and benefits of building social circles and community engagement across different age groups. Tune in for financial insights and relatable client stories … Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Finding your ideal Financial Adviser
In this episode, we walk you through the essential steps to finding the right financial adviser for you. From using online tools (like Adviser Ratings and Google Reviews), and seeking recommendations from professionals, to the importance of selecting an adviser who prioritises client education and fee transparency, we cover it all. Qualifications such as a bachelor’s degree and ongoing professional development are key, and we recommend the use of resources like the MoneySmart Adviser Register for credential verification. Whether you’re planning retirement or managing investments, this episode equips you with the knowledge to confidently select an adviser who fits your needs. To view the video version of this episode visit https://youtu.be/LjMJsXuBl-M?si=Mv4b2L6PrWzUmmqF Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.