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Join Aden and David as they dive deep into the provocative concept of "dying with zero" from Bill Perkins' groundbreaking book. Discover how strategic spending, investing in experiences, and challenging traditional saving mindsets can help you live a more meaningful life. Learn practical strategies to balance financial security with creating lifelong memories, and gain insights into breaking free from the fear of spending. Whether you're planning for retirement or seeking to maximise your life's potential, this episode offers a fresh perspective on wealth, time, and personal fulfillment.

• 00:00 - 05:12 Introduction and "Die with Zero" Concept Overview
• 05:12 - 11:37 Understanding the Philosophy of Purposeful Spending
• 11:37 - 17:54 Psychological Barriers to Spending Money
• 17:54 - 24:16 Generational Differences in Financial Thinking
• 24:16 - 32:41 Practical Strategies for Investing in Experiences
• 32:41 - 39:05 Retirement Spending and the "Go-Go Years"
• 39:05 - 45:22 Client Stories and Real-World Financial Insights
• 45:22 - 50:00 Conclusion and Key Takeaways on Purposeful Wealth Management

Additional resources:

• Read, Die with Zero.
• The Power of Dreaming.

The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. 

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.