Goals based advice: The psychology of financial goal setting

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…

Going through a separation or divorce can feel overwhelming, emotionally and financially. In this episode, Rob Goudie and Rachael Todman discuss how to make calmer, smarter financial decisions during a…

Unlock the secrets to investing for minors in our latest episode! From adult-managed trusts to tax rules, we’ve got you covered. Discover strategies to mitigate tax impact and explore alternative…