The Dollars & Sense Podcast

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Just a quick one today team, we are back and sharing with you what our plans are going forward, who we are targeting with our new episodes, and what we learnt from the first two seasons. As always we appreciate your feedback and support.. Lets go! 

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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If you've ever engaged with a Financial Adviser and asked a question, chances are that you've heard "well that depends!"

Slowing down the decision process and taking some extra time can be frustrating when you just want to "get cracking with things". This episode, Tim attempts to answer why advisers might want to ask a few more questions before rushing to an answer. 

Tim dives into the most common questions that are asked from new and existing clients such as,

Should I repay debt or invest more?
Should I sell my property?
Should I buy a property?
Should I increase my KiwiSaver contribution?
Should I change my KiwiSaver fund?
Am i doing all the right things?


In this episode, you will hear about,

• What else needs to be considered
• Why that might be important
• Some alternative solutions that need to be ruled out

If you're thinking about engaging a financial adviser to ask questions that are specific to your needs, listen to this episode prior to you meeting.

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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When was the last time you opened your annual renewal letter for your personal insurance? 

Even if you do open them, we know from reviewing insurances with clients that all the different terms and names get confused, mistaken or completely forgotten.

This weeks episode is designed to be a useful resource to save and replay each time you feel the need to review your insurance to ensure you can review with more confidence and understand what you're actually paying for. 

Tim breaks down the intricate details of the 5 most commonly purchased insurance products so you can know what you're looking at!

If you feel you could sharpen your financial awareness around complicated insurance policies, tune in and put this knowledge in your tool kit for making smarter financial decisions!

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 weeks episode, we introduce Financial Adviser Terri Watson!

Terri describes her passion for helping Mums gain better financial literacy and how she helps empower them with tools and confidence to improve their comfort and confidence with all things money.

From humble backgrounds and personal struggles, Terri has managed to empower her own self and shares the experience which ultimately lead to her life long passion of sharing her knowledge to Mums in order to improve theirs and their families lives.

If you're looking to gain some helpful insights and relatable stories, tune in!

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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You've probably heard these "Rules" mentioned plenty of times before.......

This week, Tim and Brodie discuss the 7 rules of investing: diversify, focus on long term, don't time the market, control costs, stay disciplined, don't react to past performance, and regularly review your goals. 

If you're looking to learn in more detail what these simple rules actually mean or why they are important to long term success, listen in and challenge your current thinking with the perspective of two financial advisers.

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 Tim and Brodie go head to head on Reverse Annuity Mortgages. What are they? Are they a suitable option in retirement, or should they be seen as a last resort? 

You've probably heard the term "you can't eat your house" and cash flow can be an issue for people in retirement, so is a Reverse Annuity Mortgage a sensible option or should you stay well away from them?

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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Habits, not one-time choices, determine someone's position in life. This week we explore studies showing how anticipation of a reward creates habits more than the reward itself and link it to common financial habits we see working with clients. 

How can we use this information to break bad financial habits and form better ones, and how do we implement these changes?

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 have a straightforward discussion about the dreaded 'R' word, recession. It certainly feels like we've been dancing around the word for years now, but now we are actually starting to feel the effects. Redundancies, high interest rates, inflation, falling house prices to name a few. So what defines a recession, how does it actually impact people's lives, and more importantly - what can you do about it?

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 

Send us Fan Mail

Inflation is on everyone's mind these days. But what exactly is it, how is it calculated, and why does it feel worse than the official numbers suggest? Join us this week to explore why many Kiwis feel like inflation is higher than what we may be seeing in the media or driven by a government agenda. 

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 

Send us Fan Mail

What are the 8 great mistakes, who is prone to them, and how do you overcome them? This week we dive head first into the world of investment and what we believe to be the biggest mistakes people do when it comes to investing, us included! Are you making any of these mistakes or have you been guilty in the past?

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