Welcome to episode 14 of The Numbers Game podcast. In this episode we chat about taking the emotion out of money and what it's really like working with a financial planner.

On this episode, we discuss:

Jasons book recommendation:

  • No Rules Rules: Netflix and the Culture of Reinvention Book by Erin Meyer and Reed Hastings

Reading The Play:

  • Un-Employment in Australia is down
  • Should you lock in a fixed interest rate for your mortgage?
  • Buying a commercial property through your business
  • The importance of strategy

Losing it:

  • Not understanding your strategy and long term plan
  • Risk of shifting your super to cash
  • How to find a financial advisor
  • Insurance is a long term plan
  • Asking the hard questions

What it's like working with a Financial Advisor

  • Understanding your financial goals
  • Leaving a legacy
  • Removing the emotion from money
  • Understanding which fund is right for you
  • The shift in the financial planning industry

Send us an email: hello@thenumbersgamepodcast.com.au

The Numbers Game is brought to you by Future Advisory & Inovayt.

Hosts:
Nick Reilly
Jason Robinson
Martin Vidakovic