Posts tagged financial planning
Season 2 Episode 2: Workplace gender equality

Mel discusses receiving a fine for driving an unregistered vehicle and the challenges of navigating the payment system. Darlene shares insights on managing her self-managed super fund, emphasizing the need for careful monitoring. The hosts explore the gender pay gap in Australian workplaces and its impact on career choices. They also discuss women's roles in the household, career breaks, and the impact of the cost of living on households. The episode concludes with having an exit strategy after a relationship breakdown and mentions the new online financial wellbeing course.

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Season 1 Episode 8: Why see a Mortgage Broker

Mel and Darlene discuss spending on clothing, and the importance of aligning spending to your values. Darlene talks about how upwards of 70% of Australians are now taking out loans via a Mortgage Broker, and touches on best-interest duty and industry regulation, as well as how Mortgage Brokers are paid, how commission works, as well as clawbacks. Mel and Darlene also mention the long-term client relationships and the shift to a more holistic approach to money in the industry. They also discuss purchasing a vehicle through novated lease, finance, or part-finance and go into depth on novated leasing.

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Season 1 Episode 4: The difference between financial planners, financial wellbeing coaches, and financial counsellors

Listen to Mel and Darlene explore different professionals in the finance industry and unpack where financial wellbeing coaches fit, when you might engage one, and what exactly they can do for you.
They discuss financial planners and financial counsellors, and what the differences are between them, as well as money coaching and how financial wellbeing encompasses that but is far more holistic in its approach and outcomes.
Further examining the capability and resilience that form financial wellbeing, they touch on the concepts of scenario planning, the balance of power in relationships, and the fear emotion that so many people have around money.

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