On this episode of The How To Money Podcast, Kate Campbell chats to Michelle Bowes about having money conversations with the young people in your life. Many of us wish we learnt about money in school, so in this episode we come up with some helpful ways to change this for the next generation of young Australians. We chat about learning about money alongside the young people in your lives, what 15 year old Kate should know when starting her first part time job, and figuring out the balance betwee...
Sep 11, 2022•36 min
Buy the damn latte! In this episode of the How To Money podcast, Kate Campbell has a wide-ranging chat with Vince Scully, financial adviser at Life Sherpa, money expert and author of Live the Life You Want With the Money You Have. Vince reminds us to work on getting the big money decisions right (like where you live and what you drive), rather than focusing too much on the small things like whether to buy coffee today. Plus, he chats about his spending framework, the search for enough and some o...
Jul 02, 2022•42 min•Season 4Ep. 10
In this episode of the How To Money podcast, Kate Campbell chats to Chris Brycki from Stockspot, a diversified Australian robo-adviser. Chris chats about the building blocks of a diversified investment portfolio, why is diversification important and how should we be thinking about it when investing and how risk plays into the way we allocate our investment portfolio. StockSpot Website: www.stockspot.com.au Show Notes: howtomoney.online/how-to-money-podcast HTM Website: howtomoney.online HTM Inst...
Jun 13, 2022•34 min•Season 4Ep. 9
In this episode of the How To Money podcast, Kate Campbell chats to Sharon Crombie from MicroChilli, a remote bookkeeping and advisory service for small businesses. Sharon shares some great ideas for listeners who may be interested in starting their own side hustle or small business, including pricing your products and services, cost effective marketing, hiring and training employees and dealing with founder burnout. MicroChilli Website: microchilli.com.au Show Notes: howtomoney.online/how-to-mo...
May 28, 2022•36 min•Season 4Ep. 8
In this episode of the How To Money podcast, Kate Campbell chats to Andy Darroch, an Australian financial adviser, about superannuation and making sure we’re doing the most for our retirement. Andy and Kate have a wide ranging discussion on super, including: 👉 Asset allocation 👉 Fees & performance 👉 Does size matter? 👉 Active vs passive management 👉 No one size fits all 👉 Plus, some other important factors when choosing a super fund Show Notes: howtomoney.online/how-to-money-podcast HT...
May 08, 2022•47 min•Season 4Ep. 7
In this episode of the How To Money podcast, Kate Campbell chats to Douglas Morris, the CEO of Sharesight, a digital portfolio management platform. We talk about the less exciting but very important part of investing, the portfolio management and admin side of things, and cover off on what new investors need to be aware of and keep track of after they buy their first investment. We also discuss the difference between HINs, TFNs and account numbers, how can investors keep track of their portfolio...
Apr 30, 2022•37 min•Season 4Ep. 6
In this episode of the How To Money podcast, Kate Campbell chats to Larisha Jerome, Community Development & Project Officer at the First Nations Foundation. Larisha shares some of the background behind the First Nations economic system, challenges young Indigenous Australians face when it comes to their money, overcoming money shame and self limiting beliefs and some of the resources available to young Indigenous Australians who want to improve their finances. First Nations Foundation: first...
Apr 25, 2022•31 min•Season 4Ep. 5
Are you interested in the idea of financial independence? In this episode of the How To Money Podcast, Lacey Filipich gives us a crash course on achieving financial independence in Australia. Lacey covers her motivations towards investing from an early age, making choices along your personal finance journey, the concept of taking mini-retirements, plus, some great resources to help you get started! Lacey’s Book: www.moneyschool.org.au Show Notes: howtomoney.online/how-to-money-podcast HTM Websit...
Mar 27, 2022•45 min•Season 4Ep. 4
Giving now vs giving later? On this episode of the How To Money podcast, Kate Campbell chats to Luke Freeman who is the Head of Giving What We Can at The Centre for Effective Altruism. Luke introduces us to the ideas behind giving effectively, how much it actually costs to save a life, some critical problems we are facing and the organisations working towards solving them, and how to give more in line with your values. FREE BOOK: https://bit.ly/howtomoneygwwc Show Notes: howtomoney.online/how-to...
Mar 15, 2022•32 min•Season 4Ep. 3
On this episode of the How To Money podcast, Liz Mclardy shares her thoughts on teaching your children (and the other young people in your life) healthy money habits. We touch on how to start the conversation about money and making sure it’s not a taboo topic, the pocket money dilemma, tips on encouraging a healthy balance between saving, spending and giving to others and encouraging kids to take healthy risks with jobs, money and businesses. Get in contact with Liz: lizmclardy.com Show Notes: h...
Mar 08, 2022•37 min•Season 4Ep. 2
On this episode of the How To Money podcast, Nicole Haddow shares some of her biggest lessons from the first home buying process and purchasing a home in regional Victoria during COVID-19. Nicole also shares her journey into ethical investing over the past few years, what she’s learned so far and her lessons for others just getting started in this space (along with a teaser for her upcoming book, The Ethical Investor). Show Notes: howtomoney.online/how-to-money-podcast HTM Website: howtomoney.on...
Jan 10, 2022•30 min•Season 4Ep. 1
Are you thinking about buying a property in 2022? Then this episode is for you! Real Estate Agent Todd Sloan joins Kate Campbell on the How To Money Podcast, to discuss everything first home buyers need to know heading into 2022. Todd shares his advice on knowing whether you’re ready to buy a property, how to assemble your expert team, the difference between buying a primary residence and investment property, what not to say to a real estate agent and the importance of asking questions and doing...
Dec 22, 2021•36 min•Season 3Ep. 51
Throw out your stereotypes of the finance industry, as Camilla Love (CEO of eInvest), gives you a fresh take on the myriad of opportunities available in the industry. Whether you're a numbers person or want to design the next big thing, there's a pathway for you in finance. In this episode of How To Money, Camilla shares more about her company eInvest and how active ETFs work, the many awesome opportunities available in the financial services industry, some of the best educational courses for th...
Nov 28, 2021•38 min•Season 3Ep. 50
Do you want to use your money and time to challenge the status quo? In this episode of How To Money, Kate Campbell chats to the wonderful Tanja Hester from the US, who is an influential figure in the financial independence and work optional movement. She's the author of Work Optional, and her latest book Wallet Activism is being released in late 2021. Money doesn't exist in a vacuum, and in today's episode Tanja talks about ways we can be more intentional with our money. This includes some new i...
Nov 07, 2021•35 min•Season 3Ep. 49
This is a really important topic for 20 and 30 years olds to think about! On this episode of the How To Money podcast, Kate Campbell interviews Anna Hacker, who heads up Australian Unity Trustees Legal Services, and also hosts a great podcast, What Happens When I Die? Anna shares some of the most important reasons to have open conversations about your wishes while you're alive, why it's critical to get your superannuation binding death nomination sorted, what happens to all our stuff and who can...
Oct 10, 2021•44 min•Season 3Ep. 48
On this episode of the How To Money podcast, Kate Campbell interviews Vicki Doyle, the CEO of Rest Super, a large Australian industry super fund. Vicki shares her thoughts on the importance of super for young Australians, how to reframe our views on putting money away for our retirement, understanding our super funds fees and the approach Rest Super takes to ethical investing for members. Show Notes: howtomoney.online/how-to-money-podcast Learn more about Rest Super HTM Website: howtomoney.onlin...
Sep 21, 2021•33 min•Season 3Ep. 47
On this episode of the How To Money podcast, Kate Campbell sat down (well virtually that is) with Liz Mclardy, to chat about financial wellbeing and our relationships (with our partners, parents, siblings...you name it)! Liz is a university lecturer, finance writer and financial well-being coach. Liz shares strategies for improving your financial wellbeing, questions to kickstart healthy money conversations in your relationships, the damaging nature of holding onto financial secrets and shame, a...
Sep 05, 2021•43 min•Season 3Ep. 46
A will is an essential part of your financial plan! In this week's episode of the How To Money Podcast, Kate Campbell chats to David Andrew, who is a qualified lawyer and has been a Senior Advisor at State Trustees for over ten years. Kate and David dive into all those fun topics like what happens if I die without a will, do I really need one when I don't have any assets, can't I just write it on a napkin, should I store it in my bottom draw, who should be my executor and of course we can't forg...
Aug 21, 2021•47 min•Season 3Ep. 45
Investing in individual companies allows you to put your money where your values are. In this week's episode of the How To Money Podcast, Kate Campbell chats to Jason Sedawie, a Portfolio Manager at Spaceship. Spaceship is an Australian micro-investing app, that easily allows you to get started investing without any barriers. Kate and Jason discuss how he got interested in investing, the biggest trends he's seeing at the moment, the Spaceship Where The World is Going (WWG) investment philosophy,...
Aug 08, 2021•25 min•Season 3Ep. 44
Today on the How To Money Podcast, Kate Campbell brings Belinda Hogan (CFO of 86 400) onto the show to talk banking & budgeting. Belinda gives us an overview of 86 400 (an Aussie Neobank recently acquired by NAB) and her career path into finance, alongside highlighting common money myths holding you back from reaching your goals, making sure your money is aligned with your goals and tips on refreshing your budget. Show Notes: howtomoney.online/how-to-money-podcast Find 86 400 on Google Play ...
Aug 01, 2021•32 min•Season 3Ep. 43
Welcome back folks to the How To Money Podcast. I've got plenty of episodes lined up for you, so prepare your ears! In this episode I had the pleasure of bringing Danielle Ecuyer back onto the show. Dani is an experienced investor and the author of Shareplicity 1 (and 2). Dani believes that everyone should have exposure to US companies, and in this episode she breaks down exactly why. Dani and I discuss some of the key differences between Australian and US companies, trends she's seeing at the m...
Jul 25, 2021•50 min•Season 3Ep. 42
In this slightly different episode of the How To Money Podcast, Kate spoke to Nick from AussieMoneyMan, an Australian financial YouTube channel. Kate and Nick have a fun chat about money mistakes, growing your net worth, starting to invest from a young age, and helpful personal finance resources to use. Note: I’ve been having a few months break from the podcast while I get on top of work & study (we actually recorded this interview a while back), but I’m planning to be back soon on a more re...
Mar 23, 2021•29 min•Season 3Ep. 41
What do you stand for and how do you communicate this to the world? In this episode of the How To Money Podcast, Kate spoke to Bec Brown from The Comms Department, a PR, corporate communications and crisis management agency. Kate and Bec discuss the myth of following your passion, essential career skills for young Aussies heading into 2021, maintaining work-life balance and building your personal brand. Show Notes: howtomoney.online/how-to-money-podcast Bec Brown: The Comms Department (Book) HTM...
Dec 13, 2020•46 min•Season 2Ep. 40
In this episode of the How To Money Podcast, Kate spoke to Will from Blue Tree Money, who helps parents to teach their kids how to form life changing money habits. Kate and Will discuss why it’s so important for parents to talk to their kids about money, teaching kids the difference between being rich and wealthy and some great resources to use. Show Notes: howtomoney.online/how-to-money-podcast Episode Guest: Blue Tree Blog | Teaching kids about money HTM Website: howtomoney.online HTM Twitter:...
Dec 11, 2020•33 min•Season 2Ep. 39
Are your habits holding you back from achieving your financial goals? In this episode of the How To Money Podcast, Kate chatted to Dr Gina Cleo, who has a PhD from Bond University in habit change. Kate and Gina discuss what habits are, strategies for creating good habits and breaking bad ones and some of the ways we can change our habits to improve our financial wellbeing. Show Notes: howtomoney.online/how-to-money-podcast Dr Gina Cleo: www.drginacleo.com HTM Website: howtomoney.online HTM Twitt...
Nov 29, 2020•27 min•Season 2Ep. 38
In this episode of the How To Money Podcast, Kate spoke to Veronica Morgan from Good Deeds Property Buyers, and is one of Australia’s leading buyer’s agents with over 20 years of industry experience. Kate and Veronica discuss common mistakes first home buyers make, basic principles of auctions in Australia and some key strategies and techniques to keep in mind at auctions. Show Notes: howtomoney.online/how-to-money-podcast Good Deeds Auction Ready Book: gooddeeds.com.au/auction-ready HTM Website...
Nov 21, 2020•34 min•Season 2Ep. 37
In this episode of the How To Money Podcast, Kate spoke to Amy Lunardi, a qualified buyer’s agent and host of the The Buyers Bible podcast. Kate and Amy discuss tips on finding properties, speaking to agents, the due diligence process and working out how much a property is worth. Show Notes: howtomoney.online/how-to-money-podcast Amy’s Website: amylunardi.com.au HTM Website: howtomoney.online HTM Twitter: @HowToMoneyAUS HTM Instagram: @HowToMoneyAUS Please send any questions, feedback or episode...
Nov 12, 2020•32 min•Season 2Ep. 36
In this episode of the How To Money Podcast, Kate spoke to Amy Lunardi, a qualified buyer’s agent and host of the The Buyers Bible podcast. Kate and Amy discuss where first home buyers should start, what to consider when saving for your home deposit, when to get the experts involved and developing your property strategy. Show Notes: howtomoney.online/how-to-money-podcast Amy’s Website: amylunardi.com.au HTM Website: howtomoney.online HTM Twitter: @HowToMoneyAUS HTM Instagram: @HowToMoneyAUS Plea...
Nov 12, 2020•29 min•Season 2Ep. 35
In this episode of the How To Money Podcast, Kate spoke to Chris Brycki from Stockspot, an online investment advice (robo-advice) service in Australia. Kate and Chris discuss what robo-investing is and how it differs from other investment options, how the industry is regulated in Australia, diversification with ETFs and how investors should think about rebalancing their investment portfolio. Show Notes: howtomoney.online/how-to-money-podcast Stockspot Website: www.stockspot.com.au HTM Website: h...
Oct 28, 2020•30 min•Season 2Ep. 34
In this episode of the How To Money Podcast, Kate spoke to Skye King from NGS Super, an industry superfund for those in non-government education and community organisations. Kate and Skye discuss how ethical investing works, getting involved with your superfund and how young Aussie can invest in-line with their values. Show Notes & Transcript: howtomoney.online/how-to-money-podcast Episode Guest: NGS Super - Industry SuperFund HTM Website: howtomoney.online HTM Twitter: @HowToMoneyAUS HTM In...
Oct 17, 2020•29 min•Season 2Ep. 33
