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Wealth Experience

Alman Partners Pty Ltd

Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.

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56 avsnitt

  1. Ep 56 - What would you start doing differently today if you knew you'd live to 100? 32:45
  2. Ep 55 - Personal Insurance: The Missing Link to your Estate Plan 22:14
  3. Ep 54 - Premium Factors & Ways to Save 18:20
  4. Ep 53 - Beyond Premiums: Understanding the Real Value of Personal Insurance 46:44
  5. Ep 52 - Money Myths That Are Costing You! 25:43
  6. Ep 51 - Smart Money for Small Business 26:07
  7. Ep 50 - Planning for Forever (and Just in Case) 58:21
  8. Ep 49 - Understanding Term Deposits 25:10
  9. Ep 48 - Wealth Lessons from Market History 11:23
  10. Ep 47 - Avoiding the New Year Financial Hangover 27:43
  11. Ep 46 - Fiduciary First ~ Why Your Money Deserves Better 18:52
  12. Ep 45 - Midlife Financial Crisis 19:36
  13. Ep 44 - Passing on Values, Not Just Wealth 27:38
  14. Ep 43 - Burnout is Expensive 19:27
  15. Ep 42 - Does Money Change People? 47:13
  16. Ep 41 - Is a Car Lease Right for You? 27:24
  17. Ep 40 - The Financial Mistakes of Business Owners 17:53
  18. Ep 39 - The Investing Edge 1:06:32
  19. Ep 38 - AI in Advice 50:00
  20. Ep 37 - Presidential Elections & Market Returns 14:25
  21. Ep 36 - Entrepreneurial Lessons with Scott Alman 27:01
  22. Ep 35 - The Financial Considerations to Starting a Family 24:21
  23. Ep 34 - How to Live Like a Millionaire 41:20
  24. Ep 33 - Interview with a Financial Adviser 36:26
  25. Ep 32 - Get Rich (and broke) Quick Scheme 26:49
  26. Ep 31 - Paying Tax is Actually Good! 11:57
  27. Ep 30 - The Ultimate Assurance: Exploring Death & Terminal Illness Coverage 34:32
  28. Ep 29 - Securing Tomorrow: A Deep Dive into Life Insurance 41:46
  29. Ep 28 - Lifting the Veil on Financial Advice 35:11
  30. Ep 27 - Insights into Investment Platforms 34:40
  31. Ep 26 - Legacy Talks: Smart Estate Planning 24:11
  32. Ep 25 - DINK Diaries: Navigating Life as Double Incomes, No Kids 26:19
  33. Ep 24 - Accelerate Your Growth: Borrowing to Invest 11:55
  34. Ep 23 - Super Contributions 21:04
  35. Ep 22 - Accounting and Life Experiences: Young, Gay and Regional 45:11
  36. Ep 21 - Cashless Society 10:26
  37. Ep 20 - Beating the Property Market 35:49
  38. Ep 19 - The Gift of Giving: Philanthropy 30:31
  39. Ep 18 - So You Think You Know Marketing 55:59
  40. Ep 17 - Family Loans & Gifts 40:34
  41. Ep 16 - Lending: First Home Buyers with Karen Hall 51:43
  42. Ep 15 - Decoding the Jargon 18:37
  43. Ep 14 - What You SHOULD Invest In 12:57
  44. Ep 13 - Financial Tips I wish I could give to my 18-year-old self 20:16
  45. Ep 12 - The Struggles of Financial Success for Women 21:48
  46. Ep 11 - Why People Don’t Seek Advice...But Should 30:44
  47. Ep 10 - Index & ESG Investing 27:51
  48. Ep 9 - Pursuing a Better Investment Experience 29:51
  49. Ep 8 - The Health/Wealth Connection 18:24
  50. Ep 7 - Financial Planning for Business Owners 21:02