The Dollars & Sense Podcast

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We all know that a home bias has kept the All Blacks streak alive at Eden Park against The Springboks..... But is a home bias critical to a New Zealand domiciled managed fund or KiwiSaver fund?

In Season 4, Episode 2 of the Dollars and Cents Podcast, Tim Ellis explores the concept of home bias in investing, focusing on the heavy allocation to New Zealand and Australian stocks in KiwiSaver and managed funds.  Discover 5 reasons why a globally diversified portfolio needs to be considered. 

Tune in for key insights on portfolio design and the importance of rebalancing for long-term success! 

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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Tim Ellis says: ‘80% premium hikes are nuts!’ 

Season 4, Episode 1 dives into NZ’s medical cost crisis—50% claim surges, 93.4% insurer payouts, and 3 hacks to save for 30s-40s Kiwis. Subscribe for weekly wealth tips! #NZHealthInsurance #MedicalCostsNZ #KiwiFinance

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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In this episode we address the growing speculation and panic the markets have seen due to trade wars. Have we seen this before and what happened? Should you be doing anything with your investments as a reaction?

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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Goals versus Strategies - What's the difference?

Hands up if you have said you have a goal to be mortgage free!
Hands up if you have a goal to own "X" amount of properties!

Are those really goals, or are they strategies to help you achieve the REAL goal?

Tune in to this weeks episode where Tim and Brodie discuss the difference between a Goal and a Strategy and why it is so important to differentiate the two when considering financial planning.
 

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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In this episode, we dive into the world of small-cap investing and explore why it’s often overlooked by mainstream investors. We challenge the conventional wisdom that favors large-cap stocks, and discuss how small-cap investments can diversify your portfolio and bring significant returns over time. 

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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This week, we are discussing interest (woohoo). We explore the risks involved with term deposits, which have generally been seen as "risk-free" by the public, mortgage interest rates, and more.  

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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We'll be back with more episodes next week, here's a quick update from Tim. 

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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The popular image of investing tends to be formed by movie dramas like ‘Wolf of Wall Street’, ‘The Big Short’ or 'Margin Call'

In truth, however, success in long-term investing is more likely due to a slow and steady approach with minimal drama. This weeks Podcast lists explores the benefits of opting for ‘boredom’ over excitement when it comes to investing.

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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Nifty Fifty, FAANG, MAMAA, Magnificent Seven. Over the years there are always companies that shoot the lights out in the stock market, so much so that we end up giving them nicknames. But are these stocks overvalued and should you buy them at their peaks? 

We explore concentration risk in this episode and ask some key questions for investors to consider: Do I already hold it? Why should I expect a return? And what are the costs?

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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Trump or Harris?
Republican or Democrat?
How will my portfolio or the share market react to the eventual winner and does it even matter? Tune in this week as we tackle politics and investments leading up to the November election.

If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected]

For More Dollars & Sense Content: Click Here

Listen to all The Dollars & Sense Podcasts: Click Here

The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure