In this episode we address the growing speculation and panic the markets have seen due to trade wars. Have we seen this before and what happened? Should you be doing anything with your investments as a reaction?

Goals versus Strategies - What's the difference?Hands up if you have said you have a goal to be mortgage free!Hands up if you have a goal to own "X" amount of properties!Are those really goals, or are they strategies to help...

In this episode, we dive into the world of small-cap investing and explore why it’s often overlooked by mainstream investors. We challenge the conventional wisdom that favors large-cap stocks, and discuss how small-cap investments can diversify...

This week, we are discussing interest (woohoo). We explore the risks involved with term deposits, which have generally been seen as "risk-free" by the public, mortgage interest rates, and more.  

We'll be back with more episodes next week, here's a quick update from Tim. 

The popular image of investing tends to be formed by movie dramas like ‘Wolf of Wall Street’, ‘The Big Short’ or 'Margin Call'In truth, however, success in long-term investing is more likely due to a slow and steady approach with minima...

Nifty Fifty, FAANG, MAMAA, Magnificent Seven. Over the years there are always companies that shoot the lights out in the stock market, so much so that we end up giving them nicknames. But are these stocks overvalued and should you buy them at t...

Trump or Harris?Republican or Democrat?How will my portfolio or the share market react to the eventual winner and does it even matter? Tune in this week as we tackle politics and investments leading up to the November election.

Just a quick one today team, we are back and sharing with you what our plans are going forward, who we are targeting with our new episodes, and what we learnt from the first two seasons. As always we appreciate your feedback and support.. Lets ...

If you've ever engaged with a Financial Adviser and asked a question, chances are that you've heard "well that depends!"Slowing down the decision process and taking some extra time can be frustrating when you just want to "get cracking ...

When was the last time you opened your annual renewal letter for your personal insurance? Even if you do open them, we know from reviewing insurances with clients that all the different terms and names get confused, mistaken or com...

In this weeks episode, we introduce Financial Adviser Terri Watson!Terri describes her passion for helping Mums gain better financial literacy and how she helps empower them with tools and confidence to improve their comfort and confide...

You've probably heard these "Rules" mentioned plenty of times before.......This week, Tim and Brodie discuss the 7 rules of investing: diversify, focus on long term, don't time the market, control costs, stay disciplined, don't react to...

This week Tim and Brodie go head to head on Reverse Annuity Mortgages. What are they? Are they a suitable option in retirement, or should they be seen as a last resort? You've probably heard the term "you can't eat your house" and ...

Habits, not one-time choices, determine someone's position in life. This week we explore studies showing how anticipation of a reward creates habits more than the reward itself and link it to common financial habits we see working with clients....

This week we have a straightforward discussion about the dreaded 'R' word, recession. It certainly feels like we've been dancing around the word for years now, but now we are actually starting to feel the effects. Redundancies, high interest ra...

Inflation is on everyone's mind these days. But what exactly is it, how is it calculated, and why does it feel worse than the official numbers suggest? Join us this week to explore why many Kiwis feel like inflation is higher than what we may b...

What are the 8 great mistakes, who is prone to them, and how do you overcome them? This week we dive head first into the world of investment and what we believe to be the biggest mistakes people do when it comes to investing, us included! Are y...

Welcome to Anna Seabrook who joins the podcast this week to discuss legal topics related to property, relationships, and estate planning! We talk about the conveyancing process when buying/selling property, what to watch out for when go...

This week we weigh the pros and cons of investing in shares versus property. Outlining the benefits of each - property offers tangible assets, rental income, leverage, and control, while shares provide liquidity, diversification, dividends, acc...

Do you know what your money personality is? This week, Tim and Brodie discuss the different money personalities which you can find at sorted.org and look at the pros and cons of ...

This week Tim and Brodie debunk common financial myths that they hear as advisers. Covering offset mortgages, KiwiSaver taxes, insurance premiums, retirement debt, home affordability for young people, and more.  

In this weeks episode join us for an informative history lesson on the biggest stock market crashes throughout the 20th and 21st centuries. Starting with the infamous 1929 stock market crash that saw the Dow Jones plummet 89% over several years...

We're mixing it up this week with something a bit different! In this episode, Tim and Brodie share some inspiring, heartwarming, and cautionary client "war stories" to help listeners relate to different financial situations. Storie...

In this episode of the Dollars & Sense Podcast, hosts Tim Ellis and Brodie Haggerty have the privilege of interviewing  Jenny Cheevers, a qualified Mortgage Adviser with 26 years of experience in the industry. Jenny shares...