『Independent Insights』のカバーアート

Independent Insights

Independent Insights

著者： Independent Wealth Partners
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 About the Podcast: "Independent Insights" is your go-to resource for navigating the intricate world of financial well-being. We believe that true wealth extends beyond mere numbers—it encompasses health, relationships, purpose, and personal fulfillment. Our podcast delves into the intersection of financial wisdom and holistic living, offering actionable insights to empower you on your life journey. What to Expect: Holistic Life-First Approach: We understand that financial decisions are deeply intertwined with every aspect of your life. From career choices to family dynamics, we explore how financial planning impacts your overall well-being. Expert Interviews: Tune in as we engage with thought leaders, industry experts, and visionaries. Their wisdom and experiences provide practical guidance on achieving financial freedom while nurturing your soul. Strategic Insights: Whether you're a seasoned investor or an aspiring mogul, our episodes deliver tangible takeaways. Topics include estate planning, private investments, lifestyle design, and more. Community Connection: Join our community of like-minded individuals who prioritise holistic wealth. Share your stories, ask questions, and learn from others who've walked similar paths. Who Should Listen: Individuals Seeking Balance: If you're tired of the traditional financial advice that overlooks your well-being, this podcast is for you. Professionals and Entrepreneurs: Discover how to align your financial goals with your personal values and aspirations. Multigenerational Families: Learn how to pass down wisdom, wealth, and purpose across generations. Remember, true wealth isn't just about dollars—it's about living a purposeful, abundant life. Join us on "Independent Insights" as we explore the art of financial well-being, one episode at a time. 🔗 Listen on Apple Podcasts and Spotify2025 個人ファイナンス 経済学
エピソード
  • Is now the right time to invest?

    Is now the right time to invest?
    2026/04/19

    In this episode of Freedonomix, Cameron speaks with IWP Senior Financial Adviser Lynn Zhao to unpack one of the most common questions investors ask: Is now the right time to invest?

    Rather than focusing on market predictions, this conversation explores what really matters — your goals, your time frame, your ability to tolerate volatility, and the importance of having a disciplined long-term plan. Cam and Lynn discuss why trying to pick the perfect time to invest can be unhelpful, how fear and hesitation can keep people stuck in cash, and why evidence-based investing is often less about timing the market and more about spending meaningful time in it.

    It's a thoughtful discussion about behaviour, perspective, and making investment decisions with clarity and confidence.

    For the articles that Lynn wrote click here https://www.independentwealthpartners.com.au/insights/is-now-the-right-time-to-invest/

    DISCLAIMER: This podcast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433.
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    21 分
  • The Psychology of Money with Cameron and Chris

    The Psychology of Money with Cameron and Chris
    2026/04/15

    In this episode of Freedomonix, Cameron speaks with Chris Haggart - Partner and Financial Adviser about the psychology of wealth and the search for meaning beyond a paycheck. Drawing on themes from Chris's articles, they explore why financial decisions are rarely just about money, how people often link self-worth to income and status, and why true wealth may be better measured by freedom, alignment and peace of mind.

    They also discuss the importance of understanding the "why behind the why" in financial advice, and how a life-first approach can help people make better decisions with the resources they already have. It is a reflective conversation about money, identity, contentment and what really matters over the long term.

    For the articles that Chris wrote click here

    https://www.independentwealthpartners.com.au/insights/are-you-rich-or-wealthy-there-is-a-difference/

    https://www.independentwealthpartners.com.au/insights/the-psychology-of-wealth-is-there-purpose-beyond-your-paycheck/

    DISCLAIMER: This podcast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433.
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    24 分
  • Death Tax by Stealth

    Death Tax by Stealth
    2026/04/14

    In the latest episode of our video podcast, Cameron and Shane unpack Shane's recent blog article, "Death Tax by Stealth."

    Unfortunately, in Australia if you die with money in your super and you want to pass this through to your adult children, then the taxable component of your super fund is taxed at 15% plus the medicare levy (2%).

    In this episode, Cameron and Shane talk through the ways to reduce this tax to ensure that your children receive more of your estate rather than the ATO.

    Read the full article here: Death Tax by Stealth

    Access the videocast here: IWP - Death Tax by Stealth April 2026

    DISCLAIMER: This podcast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433
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    19 分
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