Welcome to episode 14 of The Numbers Game podcast. In this episode we chat about taking the emotion out of money and what it's really like working with a financial planner. 

On this episode, we discuss:

Jasons book recommendation:

• No Rules Rules: Netflix and the Culture of Reinvention Book by Erin Meyer and Reed Hastings

Reading The Play:

• Un-Employment in Australia is down
• Should you lock in a fixed interest rate for your mortgage?
• Buying a commercial property through your business
• The importance of strategy

Losing it:

• Not understanding your strategy and long term plan
• Risk of shifting your super to cash
• How to find a financial advisor
• Insurance is a long term plan
• Asking the hard questions

What it's like working with a Financial Advisor

• Understanding your financial goals
• Leaving a legacy
• Removing the emotion from money
• Understanding which fund is right for you
• The shift in the financial planning industry

Send us an email: [email protected]

The Numbers Game is brought to you by Future Advisory & Inovayt.

Hosts:
Nick Reilly 
Jason Robinson
Martin Vidakovic

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