The Dollars & Sense Podcast

By Tim Ellis & Brodie Haggerty

The Dollars & Sense Podcast: Smart Finance for Kiwis in Their Prime

Tired of generic money advice that doesn't fit your life? Hosted by qualified NZ financial advisers T

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FAQs about The Dollars & Sense Podcast:

How many episodes does The Dollars & Sense Podcast have?

The podcast currently has 67 episodes available.

The Dollars & Sense Podcast episodes:

January 23, 2024 #17: Blake Chamberlain - Accounting and Wealth Management, Beyond The Balance Sheet
This week Tim & Brodie welcome Blake Chamberlain, Director of FoxPlan Accounting & Wealth Management.

Not just about the numbers, Blake believes in going beyond the data to make it clear what clients businesses need to accomplish so they can obtain the lifestyle they work so hard towards.

In this episode, we chat about why Blake became an accountant, and why he does things differently to a lot of the industry. We look at who needs an accountant, and what the different types are, as well as some handy things to do or to avoid for anyone looking to get into business for themselves.

We are incredibly grateful to have Blake on the show and have the privilege of working with him at FoxPlan. If you've got any questions for Blake, Tim, or Brodie, send them to: [email protected]

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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39min
January 16, 2024 #16: Dave Copson - Head of Growth at Booster, All Things KiwiSaver & Financial Literacy
This week Brodie and Tim welcome Dave Copson, Head of Growth at Booster to The Dollars and Sense Podcast.

Booster is one of the leading KiwiSaver providers in New Zealand, and one of the default government providers. Winning a plethora of awards over the years, such as being recognised as a Responsible Investment Leader by RIAA, and winner of the Canstar Outstanding Value – Aggressive KiwiSaver Fund in 2021 to name a few.

Dave is an integral part of the reason for Boosters success over the years, and we were excited to have him on to discuss all things KiwiSaver, why financial literacy is so important for Kiwis, and what he's seen and learnt over the years in his role.

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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53min
January 09, 2024 #15: Ben Brinkerhoff - Consilium Head of Advice, The Investment Philosophy They Never Teach You
This week Brodie and Tim welcome Ben Brinkerhoff from Consilium to The Dollars and Sense Podcast. Ben has spent time in the US as a Senior Economic Consultant at Bates White, Economic Manager at Qatar Economic Zones, COO at Index Fund Advisers.

With his extensive industry experience, we chat about the importance of independent advice, all things investment philosophy, and the future of investment in New Zealand. This episode is packed with great insights and we were incredibly grateful to have Ben share his wealth of knowledge on this weeks episode.

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

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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48min
December 19, 2023 #14: Why You Should Not Invest in Gold...
On this week's episode of The Dollars & Sense Podcast, join Tim and Brodie as they have a chat about why you should avoid investing in gold, how to navigate inheritance, and a quick math lesson on what standard deviation is and why it matters in 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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35min
December 12, 2023 #13: Jesse Abolins - Wrap Innovations, Unwrapping Successful Business Ownership
Jump into this week's episode with special guest Jesse Abolins to hear all about how he runs his successful car wrapping business in Wellington. Discover how both mindset and planning play an important role in business ownership!

Visit Jesse's Website: Click Here

Follow Jesse's Business: Click Here

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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39min
December 05, 2023 #12: John Killick - Founder of FoxPlan, 50 Years of Wisdom in Financial Services
This week Brodie and Tim welcome John Killick to The Dollars and Sense Podcast to talk about John's fascinating perspectives on the financial services industry, exploring his journey as a Financial Planner and the unique experiences that paved the way for his chosen path.

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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44min
November 28, 2023 #11: How to Succeed with New Years Resolutions
On this episode of The Dollars and Sense Podcast, Brodie and Tim discuss some condusive strategies for achieving your goals New Years resolutions, whether or not you need medical insurance, and they end it off with financial mistakes; both their own and ones they've seen.

Topic Timestamps
1:35 - New Years Resolutions
13:56 - Medical Insurance, Do You Need It?
28:00 - Biggest Financial Mistakes
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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36min
November 21, 2023 #10: "KiwiSaver Loses $1B on Negative Returns" - Media Fearmongering Unpacked
On this week's episode of The Dollars & Sense Podcast, Tim and Brodie discuss the difference between a loss in your investments and a drop in value, whether or not you should contribute more to your KiwiSaver, and finish it off with multiple fund managers - good or bad?

Topic Timestamps
1:45 - The Difference Between Loss and Drop in Value
14:33 - KiwiSaver Contribution Rates
22:15 - Multiple Fund Managers
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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30min
November 14, 2023 #9: Kane Chamberlain - Qualified Builder, The Do's and Dont's of Building Your Wealth with Property
In this special episode of The Dollars & Sense Podcast, Brodie and Tim welcome their first guest; the Founder/Owner of BIM Projects Limited, Kane Chamberlain. With 20 years of experience, Kane is a local expert in residential building. He is the proud owner of a 100% New Zealand-owned company.

Brodie and Tim take this opportunity to get the answers to questions you might want to know related to building your own home or investment property, who needs to be involved, the common pitfalls, finding a trustworthy builder, industry trends, and much more.

If you have some questions that aren't answered in the podcast, you can get in touch with Kane at BIM Projects Limited:

Website: buildinfomod.com
Ph Number: 022 318 7440 | Monday – Friday
Email: [email protected]

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

...more
33min
November 07, 2023 #8: Increase Mortgage Payments or Invest: Which is Better?
This week on The Dollars & Sense Podcast, Brodie and Tim discuss the financial implications of going down to one income, exploring whether you should pay more off your mortgage rather than investing while interest rates are high, and financial wellbeing in the workplace.

Topic Timestamps
1:20 - Going down to one income
10:50 - Paying down your mortgage or investing
21:55 - Financial wellbeing in the workplace
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

...more
31min

FAQs about The Dollars & Sense Podcast:

How many episodes does The Dollars & Sense Podcast have?

The podcast currently has 67 episodes available.