Rich with Purpose

In this episode, Thabojan Rasiah speaks with Carl Richards, the creator of the Sketch Guy column in the New York Times. They explore the concept of real financial planning as opposed to the product focused approach used by so many financial advisors globally and why starting with one's purpose is the only way to truly achieve everything that is most important to you. They also talk about the challenges that humans face when trying to invest and why we are not built to be good at investing which leads us to the conversation about how humans need to think in order to be good at investing. You will learn about how to invest, particularly when markets are scary and uncertain, which is almost always, by the way, and make sure you listen to the end where we challenge the idea that more money is better. https://behaviorgap.com/

In today's episode, Thabojan speaks to Barry Lavalley, President of the Retirement Lifestyle Center. Barry has spent over 35 years in the North, American financial services industry. He is also a leading educator on the retirement transition. They explore the concept of retirement and how most people define it and think about it. The psychological aspects of retirement and those life issues that directly relate to the financial decisions that you must consider. Barry's website https://www.retirementlifestyle.com/ Dr Martin Seligman: PERMA Theory of Wellbeing https://ppc.sas.upenn.edu/learn-more/perma-theory-well-being-and-perma-workshops

In today's episode, Thabojan speaks to Kristen Hatt, the director of WoledgeHatt Buyer Advocates. They explore all the things real estate - the decision making process, the techniques and strategies when buying, and the trips and traps to be aware of. What sets Kristen apart is her focus and passion for helping clients achieve what they want and meet all their needs. She also shares about her own purpose and how she is going about achieving it. www.woledgehatt.com.au

In today's episode, Thabojan speaks with Peter Mancell, the founder of Mancell Financial Group and the Managing Director of FYG Planners. They discuss the importance of a structured approach to building wealth and the benefits of focusing on the qualitative elements of money and purpose. From his 40 years experience as a financial adviser, Peter shares real-life stories of clients who have benefited from this approach to live a purpose-driven life.

Today Thabojan speaks with David Haintz managing director of Global Adviser Alpha. David's years of experience both as a leading adviser and now consultant shines through in this episode. As he unpacks the above and below the line thinking when it comes to making financial decisions that are filled with purpose and meaning.

Today, Thabojan speaks with Clayton Daniel managing director of XY Adviser, a social media platform dedicated to driving the positive evolution of financial advice. As host of the XY Podcast, Clayton has interviewed hundreds of financial advisers worldwid and in today's episode he shares with us the varying service offerings and nuisances that make up an advice firm, so that you can make an informed decision when choosing the right adviser for you.

Today, Thabojan speaks with Baz Gardner founder of The Social Advisor. In this episode we delve into the concept of money and purpose. Baz shares how he has helped hundreds of individuals and businesses to disrupt their decision-making framework, which has in turn created more than a billion dollars of additional value for his clients. We also talk about the benefits of understanding yourself, your motivations and biases and how this affects both performance and individual fulfillment.

Welcome to Rich with Purpose podcast. The finance podcast focused on your values and your purpose. If you want to take the complex world of money, and learn how to make smart decisions so that you can achieve all of the things that are important to you.