The Dollars & Sense Podcast

The Dollars & Sense Podcast

By Tim Ellis & Brodie HaggertyBusinessEducationInvesting
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The Dollars & Sense Podcast episodes

  • #10: "KiwiSaver Loses $1B on Negative Returns" - Media Fearmongering Unpacked

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    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 


    30 min
  • #9: Kane Chamberlain - Qualified Builder, The Do's and Dont's of Building Your Wealth with Property

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    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 


    33 min
  • #8: Increase Mortgage Payments or Invest: Which is Better?

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    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 


    31 min
  • #7: "Economists Have Predicted 9 of the Last 5 Recessions" - Block Out The Noise.

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    This week on The Dollars & Sense Podcast, Brodie and Tim discuss the importance of blocking out media noise when making investment decisions, avoiding the urge to react impulsively to market trends, and sharing quick financial tips to help you get ahead.

    Topic Timestamps
    1:50 - Blocking out the noise
    9:00 - Itch to Switch
    17:43 - Quick Wins

    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 


    27 min
  • #6: When More Isn't Better: Lifestyle Creep

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    This week on The Dollars & Sense Podcast, Brodie and Tim discuss a recent study done by Massey that looks into how much you are going to need for retirement, followed up by a breakdown of lifestyle creep and how to avoid it, and then some more quick wins to get ahead with your finances!

    Topic Timestamps
    1:10 - Retirement Guidelines (How much $$$ you need for retirement)
    11:30 - Lifestyle Creep
     20:50 - Quick Wins

    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 


    27 min
  • #5: The Eighth Wonder of the World: Compound Interest

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    This time round on the dollars & sense podcast, Brodie and Tim discuss the power of compounding, structuring your bank accounts efficiently, and as per usual they offer some quick financial wins for the listeners.

    Topic Timestamps
    1:00 - Compound Interest
    12:50 - Quick Wins
     20:50 - Account Structure

    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 


    29 min
  • #4: Strategic Investing: Lump Sum, Monthly, or Timing the Market?

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    Join Tim and Brodie for this week's three financial topics! We'll kick things off by diving into lump sum investing vs. dollar cost averaging vs. market timing. After that, we'll dissect the current landscape of rising mortgage interest rates. And to top it all off, stay tuned for our expert tips on quick financial wins that can supercharge your wealth-building journey.

    Topic Timestamps
    1:20 - 3 Different Investment Strategies
    12:10 - Increasing Mortgage Interest Rates
    22:40 - Quick Wins

    Check your Credit Score: 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 


    33 min
  • #3: Unpacking the Pros and Cons of Socially Responsible Investing

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    This week we explore three exciting financial topics; The pros and cons of socially responsible investing, what a Financial Adviser is and who could benefit from one, and finally we address the common question "why not just invest in the S&P500?"             

    Topic Timestamps
    1:15 - Socially Responsible Investing (SRI/ESG)
    13:25 - "What is a Financial Adviser?" & "Who can benefit from a Financial Adviser?"
    27:00 -  "Why not just invest in the S&P500?"

    The Randomness of Global Returns Table: https://bit.ly/46A9Ezg

    KiwiSaver Responsible Investment Checker: https://bit.ly/3M8mvRt

    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 


    37 min
  • #2: NZ Financial Literacy - Could You Pass This Test?

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    Let's dive into today's topics: Mandatory financial education in New Zealand schools, building an education fund for your children, investing in term deposits vs equities, a de-jargoning session, and finally; the rising costs of insurance, why it's happening and what you can do about it.

    "How financially literate is New Zealand?"
    "How to pay for my children's education?"
    "Should I invest in term deposits or equities?"
    "What does S&P500 mean?"
    "Why are my insurance premiums increasing?"

    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 


    38 min
  • #1: DIY KiwiSavers, Are You Better Than The Average Investor?

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    Today on the first episode of The Dollars & Sense Podcast, we're delving into DIY KiwiSavers, using your KiwiSaver balance for rental bonds, how to find trustworthy financial advice, and building a secure future while having fun along the way.

    "Is taking control of my KiwiSaver a good idea?" 
    "Should I use my KiwiSaver balance for a rental bond?" 
    "How can I be sure the financial advice I receive is reliable?" 
    "Can I still enjoy my life while securing my financial future?" 

    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 


    34 min

About The Dollars & Sense Podcast

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


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