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Financial Autonomy - From spinning your wheels to moving ahead with purpose – Episode 106

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August 14, 2019

From spinning your wheels to moving ahead with purpose – Episode 106

It’s so easy to just float along. If it ain’t broke don’t fix it is not just a good approach to raising toddlers, it can be a whole of life game plan. But there will come a day when you’re sick of going sideways. When rinse and repeat just won’t cut it anymore. Whether it … Continued

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July 24, 2019

IFA Award Nomination

Honored to be selected as a finalist in the Practice Principal of the Year category. The ifa Excellence Awards is Australia’s only awards benchmarking the success and quality of the independent financial advice sector.

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July 3, 2019

Listener Q & A – Episode 100

Thanks for joining us for another Financial Autonomy episode. We’ve got a bit of a change in the normal routine today, because today is Episode 100 and I don’t want to pass through that milestone without doing something a little bit special. I’ve asked our Gaining Choice subscribers for their top Financial Autonomy questions. I’ve … Continued

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Property

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Self-Employment & Side Hustles

Superannuation

June 12, 2019

Financial Autonomy and the 8 Levels of Financial Freedom – Episode 97

Writer David Rae, in a great article in Forbes magazine, identified the disconnect between the early retirement through extreme frugality crowd, and the mainstream of society who want to enjoy life without financial constraints.  He identified 8 levels of financial freedom. A ladder that we progress along to gain more and more choice and freedom. … Continued

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May 22, 2019

The Value of Education – Episode 94

When it comes to gaining choice, there’s few more powerful enablers than increased skills. Financial Autonomy is about gaining control and choice over your life – not enduring a working life that is unfulfilling. It’s about getting the most out of the one precious life that we are allotted. In this post, we’re going to … Continued

Investment

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Self-Employment & Side Hustles

March 5, 2019

Financial Independence in Australia – Episode 83

Job security isn’t what it once was. The trend toward contracting, outsourcing and the gig economy, combined with technological automation and increasingly, artificial intelligence, means the need for us to be emotionally and financially resilient has never been higher.  Emotional resiliency isn’t something I’m qualified to speak on, but financial resiliency – financial independence – is of course … Continued

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Self-Employment & Side Hustles

Superannuation

February 13, 2019

Why your parent’s financial plan won’t work for you – Episode 80

If retirement is a decade or more away, it’s tempting to look at your parents and perhaps grandparents in retirement and figure, well, they seem to be getting along fine, I’ll just have what they’re having.  But there’s two key factors that have underpinned your parents retirement, that will look vastly different in your retirement – the Age … Continued

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Superannuation

January 2, 2019

How to get your partner engaged in your Financial Autonomy goal – Episode 74

 A significant reason many people don’t achieve Financial Autonomy is because they get pigeonholed into a certain life. They define themselves in certain ways, and often this flows from the role they’ve developed in their marriage or significant relationship. Some people worry about how their partner will react if they want to choose a … Continued

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December 26, 2018

The pay yourself first strategy – Episode 73

 Have trouble building up a nest egg? Struggling to build up enough cash to start investing? Hate the idea of a detailed budget? If you answered yes to any of these questions, then the Pay Yourself First strategy could be for you. The idea of Pay Yourself First is not new – Google tells … Continued

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December 19, 2018

Net Worth – how and why – Episode 72

 Remember back in your school days where every few weeks you’d have a test, then at the end of the year there would be an exam. I have kids in high school now and I can tell you the framework hasn’t changed. So why all this measurement? It’s all about assessing progress. If you … Continued

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November 28, 2018

Money can’t buy happiness … or can it? – Episode 69

 In his thought provoking book The Geometry of Wealth, author Brian Portnoy observes “Does money buy happiness? The answer to that question can be summarised as Yes, Not really, It depends”. Intuitively none of us like ambiguous answers like this, but here, it successfully illustrates the complexity inherent in the question. After all, what … Continued

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November 21, 2018

Financial Fundamentals – the 6 essential foundation stones for financial success – Episode 68

 Today’s episode flows from a meeting I had last week with one of you guys, a member of the Financial Autonomy community. For reasons of privacy, of course I won’t use her real name, so let’s call her Jenny. It was a first time meeting, and in it Jenny observed that she felt she … Continued

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