In this podcast, we discuss whether outsourcing anything financial makes sense, or whether we should strive to do it all ourselves. We cover planning, investment portfolios, paying for advice, accounting, budgeting and more.
Discussion points...
Intro and what we've been up to (01:13)Choosing and implementing an investment strategy (03:58)Outsourcing investments and thoughts on financial planners (11:28)Paying for advice, super and pension rules, and keeping it simple (19:55)Budgeting and money management (26:12)Should you do your own accounting? (30:11)How to make it easier to DIY your finances (36:28)What if your spouse isn't interested and when to consider getting help (41:37)Final thoughts (45:43)
Resources and stuff mentioned...
How we track our investments: SharesightPodcast: Key Investment Principles for Long Term Success Podcast: How to Manage an Investment PortfolioPodcast: Fees, Fees, EverywherePodcast: Why Invest in Index Funds?
More from us...
Pat's blog: Life Long ShuffleDave's blog: Strong Money AustraliaContact us with questions and feedback:
[email protected]