Money Talk, Real Talk

In this episode, Dr. Dionne Payne shares how women, especially midlife women, can leverage property in creative, impactful ways to build wealth and ensure dignity for vulnerable populations.

Whether you're feeling stuck outside the property market or looking for innovative strategies to grow your assets, this conversation reveals how thinking outside the box makes all the difference.

Links discussed:

https://www.women4homes.com/

https://www.linkedin.com/in/dionnepayn/ 

https://binge.com.au/en-AU/movie-detail/sold-who-broke-the-australian-dream/ArticleId:eeb37sfpb7mpup2cejk0gu9wo/81nirn5w39y26orotyjcwue118 

Enjoy x

Trish & Suzanne

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

Join Trish and Suzanne as they chat with Jordan Vaka on Rebuilding Post Divorce.

Links discussed:

https://www.instagram.com/planningsolofp/

https://au.linkedin.com/company/planningsolo

https://www.facebook.com/planningsolo

https://www.youtube.com/@planningsolo1018

Website https://www.planningsolo.com.au/

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

Join Trish and Suzanne as they chat with Laura Furiosi from The Divorce Course on how to navigate the legal Pathways and key decisions.

Links discussed:

Website - https://www.thedivorcecourse.com.au/

Podcast - https://open.spotify.com/show/6nkZUryzIeOI229h3wwvl1?si=4d8181a44a274d1b

1800 Respect -

https://1800respect.org.au/

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this week's episode Trish and Suzanne explore cashflow, child support and what to take into consideration when navigating a separation and becoming a single parent.

Links discussed:

1800respect.org.au

https://www.dss.gov.au/safety-programs-prevention-and-evidence/leaving-violence-program 

https://safesteps.org.au/ 

https://goodshep.org.au/services/family-counselling/ 

https://www.fairwork.gov.au/leave/family-and-domestic-violence-leave 

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this episode we're delving into resetting your money plan after separation with Gemma Mitchell - Money Coach and Financial Literacy Advocate.

Gemma's book - The Money Reset can be purchased here - https://www.amazon.com.au/Money-Reset-Take-Control-Your/dp/1394346166

LinkedIn - https://au.linkedin.com/in/gemma-mitchell

Instagram - https://www.instagram.com/gemmamitchell.finance/?hl=en

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this episode of Money Talk, Real Talk, Suzanne Alexander and Trish Gregory delve into what happens to your super when you die.

Spoiler - it doesn't automatically go to your Will.

We discuss binding death benefit nominations, reversionary pension and the tax bill that can come to your adult children when they get your super.

This episode is about protecting your loved ones and making sure your wishes stick.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this episode of Money Talk, Real Talk, Suzanne Alexander and Trish Gregory speak with Pascale Hellier to discuss the intricacies of superannuation, focusing on the differences between retail super funds and self-managed super funds (SMSFs). Pascale explains the flexibility and responsibilities that come with managing an SMSF, including the types of assets that can be held and the importance of having a solid investment strategy. The conversation also delves into the tax efficiencies associated with superannuation and the long-term strategies necessary for effective retirement planning. Additionally, Pascale highlights the regulatory landscape surrounding SMSFs and the importance of compliance.

Enjoy!Suzanne & Trish

RESOURCES:https://www.linkedin.com/in/pascale-helyar/

https://www.instagram.com/dare.to.be_rich/

https://growmymoney.com.au/

Rich Woman Poor Woman Book - https://majorstreet.com.au/collections/all/products/rich-woman-poor-woman-br-i-small-by-pascale-helyar-moray-i-small (use code MINDFUL for a 25% discount)

Email: [email protected]

Disclaimer:The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this episode of Money Talk, Real Talk, Suzanne Alexander and insurance expert Trish Gregory delve into the complexities of insurance within superannuation.

We discuss the implications of having insurance inside super, the pros and cons of different insurance options, and the recent changes in regulations that affect coverage.

The conversation emphasises the importance of understanding insurance policies, making informed decisions about coverage, and the potential risks of cancellation due to inactivity.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

Co-hosts Trish Gregory and Suzanne Alexander welcome financial educator and superannuation superstar Jenny Rolfe-Wallace as they talk about the basics of superannuation, risk profiles and product disclosure statements.

If super has ever felt overwhelming or out of reach, this episode is for you.

Enjoy!

Suzanne & Trish

Email: [email protected]

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

In this episode we're delving into the Eight Money Types created by Deborah Price, Founder of the Money Coaching Institute .

Listen in to learn how understanding these can transform the way you earn, spend, save and invest.

Enjoy!

Suzanne & Trish

Email: [email protected]

Money Type Quiz: https://mindfulfinances.com.au/take-money-type-quiz/

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd  trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.