The Dollars & Sense Podcast
The Dollars & Sense Podcast: Smart Finance for Kiwis in Their Prime
Tired of generic money advice that doesn't fit your life? Hosted by qualified NZ financial advisers Tim Ellis and Brodie Haggerty, this podcast cuts through the noise to deliver real-talk financial literacy for New Zealanders in their mid-30s to late-40s. Whether you're growing your wealth, protecting assets amid rising costs, or planning for family milestones like buying a home or prepping for retirement, we've got actionable strategies tailored to Kiwi realities—think IRD tax hacks, KiwiSaver tweaks, and recession-proof investing.
With 50+ episodes packed with expert insights, listener Q&As, and no-BS breakdowns (from "Bulletproofing Your Super in Uncertain Times" to "Side Hustles That Actually Build Equity"), we're back from a quick hiatus with fresh weekly drops starting now. No jargon, just dollars and sense to help you thrive.
Subscribe today on Apple Podcasts, Spotify, or your fave app—join thousands of Kiwis leveling up their finances. Got a question? Email us podcast@foxplan.nz (or drop it in the show notes). Let's make your money work harder for you.
#FinancialLiteracyNZ #WealthBuilding #AssetProtection #KiwiFinance
The Dollars & Sense Podcast
Breaking the Home Bias: Why Global Diversification Wins for Your Portfolio
We all know that a home bias has kept the All Blacks streak alive at Eden Park against The Springboks..... But is a home bias critical to a New Zealand domiciled managed fund or KiwiSaver fund?
In Season 4, Episode 2 of the Dollars and Cents Podcast, Tim Ellis explores the concept of home bias in investing, focusing on the heavy allocation to New Zealand and Australian stocks in KiwiSaver and managed funds. Discover 5 reasons why a globally diversified portfolio needs to be considered.
Tune in for key insights on portfolio design and the importance of rebalancing for long-term success!
If you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nz
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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