In this episode of The Enriched Wealth Podcast, host Kris Tatt sits down with Emmy Mulholland, Partner and General Manager of Tax and Accounting at Strategem. Emmy shares her inspiring journey from an unconventional path to becoming a trusted advisor for small businesses, and how she turns numbers into meaningful stories for her clients.

With over a decade of experience, Emmy reflects on the rewarding aspects of working closely with business owners, helping them navigate their financial challenges, and empowering them to achieve long-term success. She discusses the unique blend of strategic planning, tax compliance, and people skills needed to build and sustain strong client relationships.

Whether you’re a business owner, budding entrepreneur, or simply curious about the behind-the-scenes of accounting, this episode offers valuable insights into how accountants play a pivotal role in shaping the future of businesses.

Tune in for Emmy’s expert advice on everything from cash flow management to succession planning, and learn why building relationships with your accountant can be one of the most enriching aspects of your business journey.

Don't miss out on this engaging conversation!

This time, we’re tackling crucial topics that can shape your financial future: investments, retirement, and aged care planning.

Join host Kris Tatt as he chats with Daniel Nalder, Senior Associate at Strategem, to explore:

Building a balanced investment strategy that aligns with your goals

The benefits and challenges of managed accounts in today’s market

Key considerations for retirement planning and maximising your superannuation

Navigating the complexities of aged care financial decisions

Practical advice for protecting and growing your wealth over the long term

Whether you’re planning for retirement, looking to optimise your investment portfolio, or supporting an ageing loved one, this episode provides valuable insights and strategies to help you take control of your financial future.

Tune in now, and take the next step towards enriched wealth!

Welcome to another episode of the Enriched Wealth Podcast with Kris Tatt. In this episode, we tackle a topic on everyone’s mind: the cost of living. As prices rise and economic conditions shift, it’s essential to understand the dynamics at play and how they affect our daily lives.

In this episode, we cover:

• The factors contributing to the current cost of living crisis

Kris shares personal stories and quotes from thought leaders like Simon Sinek to illustrate how rethinking our values and spending habits can lead to a more fulfilling and financially stable life. By focusing on what truly matters and taking proactive steps, you can navigate the challenges of rising costs and build a resilient financial future.

Join us for this insightful discussion and equip yourself with the tools and mindset needed to thrive despite the economic pressures. Listen now and take the first steps towards financial resilience and well-being.

We're thrilled to kick off our journey with you by diving into a fundamental topic that can make all the difference in your financial journey: goal setting.

In this episode, we explore how consistency in goal setting and habit formation can distinguish successful individuals in the financial realm from those who struggle. We delve into the importance of having clear, specific goals and the actions necessary to achieve them. Drawing analogies from fitness and personal anecdotes, we illustrate how setting measurable goals can lead to significant progress and long-term success.

Join us as we discuss:

• The role of consistency in achieving financial success

Whether you're aiming to pay off debt, save for retirement, or improve your overall financial health, this episode provides valuable insights and actionable advice to help you stay focused and achieve your goals. Grab a notepad, write down your goals, and start taking consistent steps towards financial success with us.

Tune in now and begin your journey to enriched wealth!

TRANSCRIPT & SHOW NOTES | www.strategem.com.au/podcast/episode-1

ADDITIONAL RESOURCES: - Instant Calculator | How much Super will you have to fund your retirement? www.strategem.com.au/retirement-calculator - Tax Planning Guide | www.strategem.com.au/tax-planning-guide - Personal Budget Spreadsheet | www.strategem.com.au/personal-budget-spreadsheet - DIY Business Audit | www.strategem.com.au/strategem-business-audit

Welcome to the Enriched Wealth Podcast, brought to you by Stratagem and hosted by myself, Kris Tatt. We are a group of financial planners and accountants who want to bring new value knowledge, tools, strategies and techniques to help you on your financial journey to freedom. We believe that we have the knowledge and the experts. We want to introduce you to stories. We want you to hear from people within our industry and other industries that we believe can help you and your journey.

Financial freedom. We want to go on this with you and we want you to come and listen and learn and and be inspired. Let's get into it.