Financial advice as a profession continues to change and adapt, but at the core it is about helping people. Today Marc is joined by Fraser Jack who is a retired Financial Adviser, and now founder of The Cyber Collective and host of the XY Adviser Podcast. Marc and Fraser discuss the value of advice and why they both became advisers, but also how they have adapted to help the many over the few. They also talk about the money mindset for clients and how advisers and coaches need to understand...

Learning how to manage your money is important at every age and it is important to find a way that works best for you. Today Marc is joined by Glen James, a retired financial adviser and creator and host of my millennial money. Glen talks about how he wanted to help people with their money and the importance of finding what system works best for them. He even shares his own 3 step financial plan which gives him balance in his life. Glen and Marc also speak about other key areas of money...

When thinking about retirement a lot of people only focus on their finances, but there is a lot of other elements which are also important to think about when planning for this next stage of life. Today Marc is joined by Professor Joanne (Jo) Earl. UNSW. M.Psych; PhD (Psychology) who is a psychologist and researcher at Macquarie University. Her program of research focuses on developing solutions to improve pre and post retirement planning at both the individual and organizational level along...

Did you know more people become millionaires through property than any other investment type. This has been true for over 100 years. But with such a large purchase it’s easy to make a mistake, as few of us are experts. It’s why we need to gain the knowledge and understand what the wealthy have been teaching their children for generations, as it’s all about good debt and leveraging. Today Marc is joined by Rich Harvey, who is the CEO and Founder of Propertybuyer. Rich is a licensed real...

Whether you are a first time buyer or looking to add to your property portfolio, buying property isn’t something you do everyday. So it’s important to understand what specialists you need to help you make the best choice. As it’s a very expensive mistake if you get it wrong. On today's episode Marc is joined by Phillip Allen, Director of My Debt Adviser, who is going to help go through the Who’s who when buying property. He will also provide some valuable insights and tips on being as well...

While most know the name Grant Hackett well and remember his race for gold back at the 2000 Olympics in Sydney, but many would not know he is now the CEO of Generation Life Investment Bonds. For us in the Finance profession, investment bonds are one of those best kept secrets, which really everyone should know about. Anyone thinking of saving for a long term project such as their children’s education or deposit for a new property - investment bonds with their unique tax benefits, make saving...

Do you know what to do if your parents need assistance, or need to move into aged care? Sometimes we can plan for this but more often than not, it is thrust upon us say with a major health issue and usually we are not prepared, don’t know what to do or where to turn to for help. Today I’m talking with Louise Biti, the co-founder and Director of Aged Care Steps. Louise will be talking about the realistic challenges you face with ageing parents, how you can help, and importantly understand you...

Listen to our guests share the best piece of advice they have learnt from friends and family over the years that have helped shape their lives and made them the success they are today. Some great gems and pieces of wisdom to learn from and share.

Are you tired of full-time work? Are you thinking about what’s next? Transitioning to the next phase of your life can be really hard without the proper guidance and forward thinking. Today Marc talks with Natalie Yan-Chatonsky, the founder and CEO of Full Time Lives. Nat talks about transitioning to retirement, or as she says transitioning to full-time living. Hear Nat’s five key ingredients to achieve a sustainable transition to full time living.

Any good life or financial plan has a safety net, as who knows what’s around the corner! Estate planning is planning for the unknown and is more than just organising your Will. We want to make sure we don’t leave any unnecessary legal and tax trouble for our loved ones. Today Marc talks with Katrina Brown, the Practice Director of Nautilus Law Group, who has been specialising in estate planning law for over 20 years.

Tim Henry is a financial adviser with a difference. Apart from running a very successful Melbourne based practice called Aspire Planning, he also hosts the very popular podcast The Grass is Greener. As he says in his podcast he discusses everyday financial challenges with inspiration and education to help people make awesome personal and financial decisions. Hear his thoughts and ideas for a comfortable retirement with purpose, especially his top 3 money tips at the end of the show.

Chris and Wendy Sparks have always been ahead of their time, working remotely and acting on a sea change long before it became popular especially through COVID. Listen to their journey from busy executive and health professional, to their transition to the farm by the sea in beautiful south coast of NSW and now about to be fully retired. What worked, what surprised them and why they would never move back to the big smoke!

We all want a comfortable retirement and want our money to work harder for us. However, a lot of us don’t want to take the risk when it comes to our investments. But is staying conservative causing more harm then taking on some risk?

One of the biggest roadblocks to getting your money sorted is feeling that you have left it too late. After 30 years of being an adviser and helping many in their 50s and 60s, Marc knows this is rarely true, but the important thing is to take the first step and seek help. On today’s episode Marc talks about some of the biggest myths when it comes to managing your money, planning for your retirement and getting your money working harder for you as now we are all living longer, we need our...

The finance industry has slowly seen a cultural change from a once male dominated industry to a rise in women from both the professional side and from the side of seeking advice and coaching. Women in particular like today’s guest has helped change the way we talk and educate about money matters for the better. Julia talks to Marc about all things money, women, and how millennials are taking more of an interest in their finances than any previous generation.

You’ve retired, now what? Planning for retirement is more than just getting your money sorted. You need to think about what you will do once you no longer work full-time. Today Marc speaks to his friend John Haslam and fellow member of the Sandwich Generation, who made the decision to retire in November 2020. He talks about the reality of retirement, what surprised him and what he needed to change, now that he had so much free time.

Have you ever wondered what the property experts look for when buying property? Or maybe you want to know how to help your millennial children get into the property market? Today Marc speaks to David Hancock, director of Binnari Property. He talks all things property investment and how to think like a local when buying a property here or interstate.

Want to know the top tips for money management from a combined 50 years of advice experience? Today Marc speaks to Jeff Thurecht, Personal Financial Adviser and Director of Evalesco Financial Services. Hear each of their top 3 tips on money and retirement, to help get your money working harder for you.

Welcome to the very first episode of A Bite from the Money Sandwich. The podcast where we provide practical, easy-to-understand tips and ideas to help solve your money and retirement problems.