Episode description

Podcast guest Wayne Head: https://stratusnz.nz/

Chapters

00:00 Interest in Learning and Improving as an Advisor

02:35 Understanding Individual Client Needs

07:18 Designing an Ideal Financial Advisory Business

08:20 Helping People and Making a Difference

10:29 Fundamentals of a Successful Financial Life

11:38 Money Management and Behavioral Issues

14:57 Choices and Decision-Making with Money

17:02 Saving and Investing for the Future

17:43 Understanding Risk and Return in Investments

26:41 The Value of Financial Education

28:08 The Importance of Budgeting

30:40 Providing Hope and Practical Financial Skills

32:00 Understanding Spending Patterns

34:47 The Dangers of Gambling and Impulsive Spending

37:50 Using Incentives for Health Improvement

40:43 The Aging Population and Financial Support

42:48 The Role of Politics in Distribution of Assets

43:31 The Challenges of Budgeting and Health

44:45 The Benefits of Walking and Personal Goals

47:01 Lessons Learned from Walking