Finance Hour on J-Air

Finance Hour on J-Air

By Reuben ZelwerBusinessInvesting
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Finance Hour on J-Air episodes

  • Episode 21- Beware the black swan

    A black swan event is a metaphor that describes an event that comes as a surprise, has a major effect, and is often inappropriately rationalized after the fact with the benefit of hindsight.

    In this week's episode we discuss.

    • Whether one can ever predict a black swan event?
    • Was the 1987 sharemarket crash a black swan event? What about the GFC?
    • How can investors safegaurd their portfolio in the face of uncertainty? Our interview guest Tim Farrelly has some strong views which are well worth listening to.

    If you are enjoying the Finance Hour, please leave us a review on Itunes. For previous episodes go to our  website 

    See omnystudio.com/listener for privacy information.

    41 min
  • Episode 20- Combining business and charitable work with Chris Cuffe

    In this week's edition of the Finance Hour I interview Chris Cuffe who is the head of Australian Philanthropic Services and a previous CEO of Colonial First State.

    Chris has been able to combine his business and philanthropic work in a way that very few people can. In this episode you will learn about

    • The genesis of the managed funds industry (as we know it) in Australia.
    • How Chris motivated his staff whilst navigating a number of ownership changes at Colonial First State.
    • Why Chris ultimately left the corporate world to pursue his philanthropic interests
    • The role of private and public ancillary funds play in helping donors make an impact with their giving.
    • How the Third Link Growth Fund has provided great returns for investors and generated millions of dollars of donations for charities

    And be sure to listed to the end for Chris's top 3 tips on managing your career.

    If you are enjoying the Finance Hour, please leave us a review on Itunes. For previous episodes go to our  website

     

     

    See omnystudio.com/listener for privacy information.

    49 min
  • Episode 19- Scale Me Up - A guide for business owners to do things better, easier and faster

    This is a must listen episode if you aspire to or run a small or medium sized business and want to learn how to use technology accelerate your business growth without adding the costs (or headache).

    I interview Stewart Bell of Audere Coaching and Consulting  who is passionate about helping business owner use technology do things better, easier and faster. The result? Maximise your profits and free your time to do what is most important. In this episode you will learn:

    • Stuart's path to business coaching (hint. he comes from a long line of business owners)
    • How the 4 hour work week by Tim Ferriss inspired Stuart to leave his corporate job.
    • Key learnings from a recent trip to Silicon Valley.
    • Whether technology widens or narrows the gap between big and small businesses.
    • Stuart's views on remote staff and outsourcing.
    • Stuart's top 3 technology apps to make your life a whole lot easier!

    And don't forget to listet all the way to the end for my Propellorhead of the week where I discuss the value of automatic insurance you may get when you join a new employer or super fund.

    Like what you have heard? Please subscribe the The Finance Hour on Itunes and leave me a review. 

    See omnystudio.com/listener for privacy information.

    49 min
  • Episode 18- Where Have All The Jobs Gone??

    In this podcast, I interview Doron Paluch of Burgess Paluch Legal Recruitment. Listen in to discover

    • How Doron transitioned from a career as a Lawyer to recruiting.
    • Starting from scratch in London.
    • The move from being an employee to starting a business with his partner, Paul Burgess.
    • How the job market has changes in Doron's 20 years in recruitment and what lies ahead.

    Make sure you listen all the way to the end for a special section called "liar liar pants on fire" and in my propellorhead of the week, I discuss kids banking accounts.

    Leave your feedback by email [email protected] or on our Facebook page 

    See omnystudio.com/listener for privacy information.

    46 min
  • Episode 17- Beam Me Up Scottie

    In this week's episode I am joined by Michael Chew of Orange Wealth and we explore the emerging financial technology (fintech) sector which (at least on the surface) is making it easier and cheaper to manage our finances. We ask the hard questions about these developments.

    1. Are they simplfying our financial lives?
    2. Do they help us make better financial decisions?

    Tune in to get the low down on

    • Progress in internet banking apps.
    • Demystifying Block Chain.
    • Peer to peer lending (Society One).
    • How Paypal has changed our lives forever.
    • Acorns micro-investing.
    • Pocketbook cashflow management.

    Your feedback is always welcome on the Adapt Wealth facebook page or by emailing [email protected].

    Reuben Zelwer

     

    See omnystudio.com/listener for privacy information.

    51 min
  • Episode 16- Come Fly With Me

    In our second episode broadcast from the new swanky  J-Air studio at Balaclava junction:

    • Craig Bigelow makes a come back to tell us about he managed (or mismanaged) his money on his recent European trip with his partner, Carly. Safe to say they left alot of unhappy waiters.
    • Reuben discusses his "cashless" New Zealand ski trip and the mistakes he made taking money from an ATM in Thailand.
    • The feature interview with Aharaon Adelist of OnYa points tells you everything you need to know about the frequent flyer points world including; which credit cards to use, tips on how to get the flights you want (hint: plan early) and how to get the best value when using them.

    Your feedback always welcome at [email protected] 

    See omnystudio.com/listener for privacy information.

    44 min
  • Episode 15- Putting It All Together

    The Finance Hour is back after a 4 week break as the J-Air studio was relocated to the heart of Caulfield!

    In this week's episode

    • Reuben gives his take on the scandals at Commonwealth Bank.
    • We discuss the challenges iof investing in an environment  low interest rates and volatile sharemarkets.
    • Reuben talks to Jon Reilly of Implemented Portfolios about their process of forecasting investment returns and building investment portfolios.
    • We discuss the impact of Trump's twittering obsession on investment markets.
    •  In 'propellor head of the week' Reuben gives some strong views about the insurance sold by banks when you take out a mortgage. 
    • We welcome your feedback at [email protected], or on the Adapt Wealth facebook page.

    See omnystudio.com/listener for privacy information.

    31 min
  • Episode 14 - Our love affair with term deposits

    This is the second episode in our series "Keep it simple stupid". Today we interview Stephen Jewell of Australian Money Market which is a leading Australain term deposit broker. In this episode you will learn:

    • What is behind Australia’s love affair with term deposits?
    • Are all bank and credit unions created the same?
    • What is the correlation between term deposits and sharemarket volatility?
    • How to maximise returns on term deposits without drowning in paperwork
    • Why 6 and 12 month term deposits the most popular time frame.

    See omnystudio.com/listener for privacy information.

    34 min
  • Episode 13- Keep it simple stupid!

    In this episode we discuss the benefits of clear and simple investment strategies.

    Our focus is on Exchanged Traded Funds (ETFs) which have risen in popularity over the last several years and offer investors a low cost and transparent way to access sharemarket returns.

    Our guest today is Damon Gosen, Vice President Business Development at Van Eck asset managers whic is one of the leading global providers of Exchange Traded Funds.

    And don't forget our Propellorhead of the which explains how to turn your small shareholdings into a tax deductible donation.

    See omnystudio.com/listener for privacy information.

    36 min
  • Episode 12 of the Finance Hour- Can You Bank On It?

    With the arrival of the bank super tax and peaking of the property market, what can investors expect from bank shares going forward?

    In this episode Reuben talks banks with two investment experts, Tim Farrelly and Roger Mongomery. Essential listening if you are a bank investor, depositor or borrower (and who isn't!)

    See omnystudio.com/listener for privacy information.

    38 min

About Finance Hour on J-Air

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Financial planner and principal of Adapt Wealth Management, Reuben Zelwer simplifies the world of finance and give you the information, tricks and tips to get ahead.