Afleveringen
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In this milestone episode, Kelsey is joined by Leanne Abela and Joseph Schepis of Pearsons Family Law, who bring 40+ years of experience each to a frank, practical conversation about family law and asset protection. Together, they cut through the confusion and debunk common myths that stop people from planning with confidence.
From pre-nups and property division to settlements, asset protection, and gifting property to children, this episode breaks down what really matters - before things get complicated. Whether youโre planning for the future or protecting what youโve built, this is essential listening for couples, families, and anyone serious about long-term security.
Topics covered:
Pre-nuptial agreements: what they do (and donโt) protectProperty division & settlements explainedAsset protection strategiesGifting property to children - pitfalls and planning tipsTrustsRESOURCES
Pearsons Family Lawyers Melbourne
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๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #pearsonsfamilylaw #assetprotection #familylaw #prenup
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale & Kelsey demystify term deposits - one of the simplest tools to grow your savings. We break down what they are, how they work, and who theyโre best suited for, from cautious savers to those looking for guaranteed returns without market volatility.
Youโll also hear the key pros and cons: the comfort of fixed interest and capital security versus the tradeโoff of limited access and potentially lower returns compared to other investments. Whether youโre new to investing or considering where to park your cash, this episode will help you decide if a term deposit fits your financial strategy.
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๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #termdeposits #interestrates #splitspaces #launchpadstudios
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Zijn er afleveringen die ontbreken?
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Welcome to the first episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ of 2026. In this episode, Teneale travels through some of the most dramatic moments in financial history - the Great Depression, the Global Financial Crisis, and the COVIDโ19 crash - to uncover timeless lessons about building and preserving wealth.
Across every crisis, one pattern stands out: markets fall fastโฆbut they often rebound even faster. And for investors, missing just a handful of the marketโs best days can mean missing out on the recovery entirely. We break down why staying invested - even when it feels uncomfortable - is one of the most powerful wealth strategies available.
๐ท๐๐ ๐๐๐๐๐๐๐๐ ๐๐๐ฃ๐๐ ๐ก๐๐๐ , ๐๐๐ก ๐๐๐๐๐ก๐๐ฃ๐ ๐๐๐๐ ๐๐ข๐๐๐ ๐๐๐ ๐ก๐๐๐ ๐ค๐๐๐๐กโ.
Join us as we explore the real stories, the historical data, and the key takeaways that help investors navigate uncertainty with confidence. If youโre looking to deepen your long-term investment mindset, this episode is for you.
Find us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #wealthlessons #financialhistory #investorlessons
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The festive season is just around the corner, but for some, itโs not always the most wonderful time of the yearโespecially when the average Christmas spend sits between $1,200 and $1,500. In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale and Kelsey dive into the financial realities of the holidays and share practical tips to keep your budget in check.
They also explore the 5 Love LanguagesโWords of Affirmation, Acts of Service, Receiving Gifts, Quality Time, and Physical Touchโand how understanding them can make this season more meaningful without overspending.
Plus, discover how AI tools can help you manage your finances, investments, superannuation, and even set achievable goals for the new year.
Tune in for insights that will help you celebrate smarter and start 2026 on the right foot!
RESOURCES
The 5 Love Languages โ Gary Chapman
Find us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #newyearfinancialhangover #christmasspending #5lovelanguages #budget #splitspaces #launchpadstudios
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In a profession built on trust, how do you know your financial adviser is truly acting in your best interest?
In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Kelsey and Teneale unpack what it means to be a fiduciaryโa role bound by legal and ethical obligations to protect your financial wellbeing. They explore how to identify fiduciary advisers and why it matters more than ever.
The collapse of Shield and First Guardian Master Funds has left over 12,000 retirement accounts impacted and $1.2 billion in assets liquidated. What went wrong? And what happens when advisers fail in their duty?
Tune in as we discuss:
The fiduciary standard and how to spot itThe role of CEFEX accreditation in safeguarding your investmentsWhether you're planning for retirement or simply want to protect your wealth, this episode is a must-listen.
RESOURCES
Alman Partners' CEFEX Interview
CEFEX | Fiduciary Excellence at Investment Advisory Firms
Find us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #investmentfiduciary #trust #professionalconduct #cefex #splitspaces #launchpadstudios
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Kelsey sits down with Ashleigh Thompson, Financial Adviser at Alman Partners, to unpack the realities of a midlife financial crisis. From impulsive spending to chasing short-term gratification, they explore how emotional decisions in your 40s and 50s can derail long-term financial security.
Ashleigh shares insights into the psychology behind midlife money moves, why people feel the urge to โcatch upโ or โlive it up,โ and how to spot the warning signs before itโs too late. Whether you're feeling stuck, restless, or just wondering if your financial habits are shifting, this episode offers clarity, compassion, and practical tips.
Find us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #midlifefinancialcrisis #midlifecrisis #impulsivespending #smartmoneydecisions #splitspaces #launchpadstudios
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They say the first generation earns it, the second enjoys it, and the third burns it - but it doesnโt have to be that way. In this thought-provoking episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale & Kelsey explore how families can break the cycle by focusing not just on wealth creation, but on the values that sustain it across generations.
Join us as we dive into the mindsets and principles that build lasting wealth, the power of family money meetings, and the importance of intentional gifting. What are you teaching your children about money management, generosity, and responsibility? Discover practical ways to pass on financial wisdom and values that endure far beyond the balance sheet.
RESOURCES
Legacy Letter Template
Values-Based Financial Planning, Bill Bachrach
Find us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #personalvalues #inheritance #intergenerationalwealthtransfer #moneyvalues #splitspaces #launchpadstudios
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Kelsey explores the hidden costs of burnout in our hyper-connected world. From brain fog and fatigue to emotional and physical strain, burnout affects more than just our productivity - it impacts our overall well-being.
Why do we push ourselves to the edge? And how can stepping back actually move us forward?
Tune in as Kelsey shares insights on the link between rest and fulfilment, and offers practical tips to help you avoid burnout and live a more balanced, energised life.
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๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #burnout #worklifebalance #metime #stressedout #splitspaces #launchpadstudios
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In this thought-provoking episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ Kelsey & Teneale dive into the age-old question: Does money change people? Teneale kicks things off with some late-night online shopping confessions and practical tips, setting the stage for a deeper conversation about the power and pitfalls of wealth.
From the freedom and security that money can bring, to the stress it sometimes relieves - or creates - they explore both sides of the coin. The discussion touches on the generosity that wealth can enable, the temptation of superiority, and the surprising paradox between earned and inherited riches.
They also unpack the emotional rollercoaster of sudden wealth (hello, lotto winners!) and bring it all back to what really matters: your personal values.
Whether you're building your fortune or just curious about how money shapes us, this episode offers insight and a fresh perspective on what it means to be truly wealthy.
RESOURCES
Wealth Experience Ep 6 โ The Psychology of Money
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๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #doesmoneychangepeople #moneypersonalities #powerandmoney #moneypsychology #valuesvswealth #splitspaces #launchpadstudios
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Are you currently in the market for a new car? Are you considering a lease? Discover the benefits and drawbacks of car leasing in this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐.
Join Teneale and Kelsey as they investigate the pros & cons of leasing a car, including taxes and all of those extra fees included in your purchase price.
๐ป๐๐๐ ๐๐ ๐๐๐ ๐๐!
Find us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #carleasing #buyinganewcar #splitspaces #launchpadstudios
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In our 40th episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Kelsey dives into some of the common mistakes that business owners make in their own financial situations. Whether itโs mixing business and personal expenses, neglecting their own finances, or not having a retirement plan other than the business, Kelsey counts down the top 6 mistakes she comes across as a Financial Adviser.
๐๐ ๐ฒ๐จ๐ฎ ๐๐ซ๐ ๐ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ฐ๐ง๐๐ซ, ๐ฆ๐๐ค๐ ๐ฌ๐ฎ๐ซ๐ ๐ง๐จ๐ญ ๐ญ๐จ ๐ฆ๐ข๐ฌ๐ฌ ๐ญ๐ก๐ข๐ฌ ๐๐ฉ๐ข๐ฌ๐จ๐๐!
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๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #businessowner #financialmistakes #almanpartners40years #splitspaces #launchpadstudios
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale is joined by special guest, Ben Brinkerhoff - Head of Advice for Consilium in New Zealand. Ben imparts some of the investment and economic wisdom that he has attained through his 20+ years of experience in the profession.
Discussing investment fundamentals, wealth-eroding investor behaviour, and the value of having a trusted financial adviser helping you steer your ship, Ben is a captivating speaker.
Be sure to tune into this episode of Wealth Experience today!
RESOURCES
The 7-Question Retirement Strategy, Ep 459 Ben Brinkerhoff - Podcasts NZ: New Zealand Podcasts
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #benbrinkerhoff #consiliumnz #investmentwisdom #splitspaces #launchpadstudios
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Can AI generate better financial advice than a qualified and experienced Financial Adviser?
In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale and Kelsey pull apart a financial advice generated by AI. This great scenario was put forward to us by Alman Partnersโ Client Service Officer, Jodie Coates wanting to understand the difference between the 2 outputs.
Tune in to Wealth Experience as we dive into the results.
*DSS Guide refers to Department of Social Services Guide.
RESOURCES
MoneySmart Calculators & Tools
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #aifinancialadvice #financialadvice #humaninadvice #splitspaces #launchpadstudios
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For our first episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ for 2025, Kelsey is back to join Teneale in discussing the correlation between elections and market returns, and the results may surprise you.
2024 was a big year for elections around the world, with 76 countries or 60% of the worldโs population voting. With so many changes happening across the globe, it left many wondering about their finances and the stability of share markets.
Be sure not to miss the first Wealth Experience podcast for 2025.
RESOURCES
https://www.alman.com.au/wp-content/uploads/2025/02/Dimensional-Fund-Advisors-The-Election-Question.pdf
https://www.dimensional.com/au-en/insights/how-much-impact-does-the-president-have-on-stocks
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #electionsandmarkets #sharemarkets #marketreturns
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale is joined by special guest, Founder of Alman Partners, Scott Alman. After 40 years in business, with 2 successful firms to his name, Scott discusses the ups and downs of business ownership, covering topics such as how you know you have a good team behind you and being a leader.
Scott also provides some helpful tips to those wanting to begin a business and his plans for his next chapter.
If you are considering starting a business, this is the episode for you.
RESOURCES
Episode 19: The Gift of Giving - Philanthropy
HOME - Mackay Community Foundation
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #scottalman #entrepreneuriallessons #businessownership
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๐ด๐๐ ๐ฆ๐๐ข ๐๐๐๐ ๐๐๐๐๐๐๐ ๐ ๐ก๐๐๐ก๐๐๐ ๐ ๐๐๐๐๐๐ฆ ๐๐ ๐๐ฅ๐๐๐๐๐๐๐ ๐ฆ๐๐ข๐ ๐๐ฅ๐๐ ๐ก๐๐๐ ๐๐๐? ๐ป๐๐ฃ๐ ๐ฆ๐๐ข ๐๐๐๐๐ฆ๐๐ ๐ฆ๐๐ข๐ ๐๐๐๐๐ ๐๐ข๐ ๐ก๐ ๐ฆ๐๐ข๐ ๐๐๐๐๐๐๐๐๐ ๐ ๐๐ก๐ข๐๐ก๐๐๐ ๐๐ ๐กโ๐ ๐๐ข๐๐๐๐๐ก ๐๐๐๐๐๐๐๐ ๐๐๐ฃ๐๐๐๐๐๐๐๐ก?
In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale & Kelsey discuss the financial considerations to starting a family, covering the dreaded โBโ word (budgets), the importance of communication between partners and your insurance/private health needs.
The ladies cover maternity/paternity leave entitlements, either via your employer or Centrelink, how these entitlements relate to your tax position, and the areas Centrelink considers for eligibility (work test and family income).
Are you financially prepared? Tune in to this episode of Wealth Experience today to start your new family life on the right foot.
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #startingafamily #familylifefinances #financialplanning #maternityleave #paternityleave
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ Kelsey & Teneale discuss how successful people spend their time. Looking into the common trends of how millionaires spend their day, it turns out that a considerable amount have a sacred morning ritual - dedicating time for mind, body and soul. Exercise proves invaluable, clearing the mind and improving focus, as well as strengthen the body.
Working early in the morning and without interruption, can be more productive as this is the time when you have more focus and higher cognitive ability, allowing you to complete your Most Important Tasks (MIT).
Join Teneale and Kelsey to discover more tips on how to live like a millionaire!
RESOURCES
Episode 19: The Gift of Giving - Philanthropy
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #livelikeamillionaire #168hours
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In this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Kelsey interviews special guest, Teneale Laister, Business Partner and Senior Financial Adviser of Alman Partners True Wealth.
We find out if she practices what she preaches and if she does in fact have her own financial adviser. Talking about everything financial from cash flow, credit cards, offset arrangements and business accounts, the ladies cover the importance of having a close circle of professionals supporting you.
If you have wondered about the benefits of having a trusted financial adviser in your life, hear it from the horseโs mouth in this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐.
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #financialadviser #financialadvice
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๐๐๐ ๐ก ๐๐๐๐๐๐ ๐๐๐ฃ๐ ๐กโ๐ ๐๐๐๐ ๐๐ ๐๐๐ก๐ก๐๐๐ ๐๐๐โ ๐๐ข๐๐๐๐๐ฆ, ๐๐ข๐ก โ๐๐ค ๐๐๐ ๐๐ฆ ๐๐๐ ๐กโ๐๐ ๐ ๐ ๐โ๐๐๐๐ ?
Kelsey & Teneale dive into the various schemes out there that promise to get you rich quick! The ladies discuss pressure sales tactics and how you should always be wary of anything that advertises high returns with low effort over a short period of time.
Covering pyramid schemes and cryptocurrency, Teneale and Kelsey cover the 2 golden rules for successful investing, and the relation of risk & return.
Join us in this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ to stay up to date on informed investing!
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #getrichquickschemes #investments
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We have all heard Benjamin Franklinโs famous quote: โโฆ๐๐ ๐กโ๐๐ ๐ค๐๐๐๐ ๐๐๐กโ๐๐๐ ๐๐๐ ๐๐ ๐ ๐๐๐ ๐ก๐ ๐๐ ๐๐๐๐ก๐๐๐, ๐๐ฅ๐๐๐๐ก ๐๐๐๐กโ ๐๐๐ ๐ก๐๐ฅ๐๐ ,โ and in this episode of ๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, Teneale & Kelsey try to convince us that taxes are in fact a good thing!
After all, they do play a surprisingly beneficial role in society. From funding essential public services like schools, hospitals, and infrastructure, taxes are the backbone of a functioning society.
Kelsey & Teneale discuss the importance of tax planning for both individuals and businesses, along with covering what a Div7a loan is. Tax rates do change from time to time, and there can be complexities depending on your circumstances. It can be a wise decision to engage a tax specialist or accountant.
Wealth Experience: Podcast - Alman PartnersFind us on:
๐ฃ๐ผ๐ฑ๐ฏ๐ฒ๐ฎ๐ป, ๐ฆ๐ฝ๐ผ๐๐ถ๐ณ๐, ๐๐บ๐ฎ๐๐ผ๐ป ๐ ๐๐๐ถ๐ฐ, ๐ฃ๐น๐ฎ๐๐ฒ๐ฟ๐๐ , ๐๐ฝ๐ฝ๐น๐ฒ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐๐
๐๐๐๐ฅ๐ญ๐ก ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐, a podcast by expert financial advisory firm, ๐ด๐๐๐๐ ๐๐๐๐ก๐๐๐๐ ๐๐๐ข๐ ๐๐๐๐๐กโ.
Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
AP Direct Invest - Alman Partners
#wealthexperiencepodcast #almanpartners #truewealth #taxplanning #taxisgood
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