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The Dollars & Sense Podcast episodes
- #20: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 2/3)
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Welcome to part two of our three-part series on what it looks like working with a Financial Adviser. Now that we've got the process out of the way, this episode focuses on the key strategies we use when providing financial advice. This week we focus on the first strategy in our system - cash management.
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/disclosure24 min - #19: What Does Working With a Financial Adviser Actually Look Like? Process (Part 1/3)
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Welcome to the second season of The Dollars and Sense Podcast!
Reflecting on some of the highlights of our first season, we're cranking up the dial on practical guidance for grappling with real-life challenges as we shine a spotlight on the six-step process of financial advice, and what that means for clients.
We wanted to answer the questions - what does working with a Financial Adviser look like, and what are some of the key strategies throughout the process that our listeners can benefit from?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/disclosure38 min - #18: Our Controversial View on Cryptocurrency, and Why Investments Don't Matter
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Welcome to another episode of The Dollars & Sense Podcast, where it is our mission to increase the financial literacy of our listeners with our experience as qualified Financial Advisers.
On this week's episode of the podcast, join Tim and Brodie as they talk through a frequently requested topic - Cryptocurrency! They also spend time unpacking their argument that "investments don't matter" and why they think this.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/disclosure39 min - #17: Blake Chamberlain - Accounting and Wealth Management, Beyond The Balance Sheet
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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/disclosure39 min - #16: Dave Copson - Head of Growth at Booster, All Things KiwiSaver & Financial Literacy
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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/disclosure53 min - #15: Ben Brinkerhoff - Consilium Head of Advice, The Investment Philosophy They Never Teach You
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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/disclosureIf 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/disclosure48 min - #14: Why You Should Not Invest in Gold...
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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/disclosure35 min - #13: Jesse Abolins - Wrap Innovations, Unwrapping Successful Business Ownership
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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 HereIf 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/disclosure39 min - #12: John Killick - Founder of FoxPlan, 50 Years of Wisdom in Financial Services
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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/disclosure44 min - #11: How to Succeed with New Years Resolutions
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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 MistakesIf 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/disclosure36 min
About The Dollars & Sense Podcast
From the publisher's feed
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…
Tim Ellis and Brodie Haggerty, this podcast cuts through the noise to deliver real-talk financial literacy for New Zealanders in their mid-30s to late-40s. Whether you're growing your wealth, protecting assets amid rising costs, or planning for family milestones like buying a home or prepping for retirement, we've got actionable strategies tailored to Kiwi realities—think IRD tax hacks, KiwiSaver tweaks, and recession-proof investing.
With 50+ episodes packed with expert insights, listener Q&As, and no-BS breakdowns (from "Bulletproofing Your Super in Uncertain Times" to "Side Hustles That Actually Build Equity"), we're back from a quick hiatus with fresh weekly drops starting now. No jargon, just dollars and sense to help you thrive.
Subscribe today on Apple Podcasts, Spotify, or your fave app—join thousands of Kiwis leveling up their finances. Got a question? Email us [email protected] (or drop it in the show notes). Let's make your money work harder for you.
#FinancialLiteracyNZ #WealthBuilding #AssetProtection #KiwiFinance