Wealth Experience

In our 40th episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Kelsey dives into some of the common mistakes that business owners make in their own financial situations. Whether it’s mixing business and personal expenses, neglecting their own finances, or not having a retirement plan other than the business, Kelsey counts down the top 6 mistakes she comes across as a Financial Adviser. 𝐈𝐟 𝐲𝐨𝐮 𝐚𝐫𝐞 𝐚 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫, 𝐦𝐚𝐤𝐞 𝐬𝐮𝐫𝐞 𝐧𝐨𝐭 𝐭𝐨 𝐦𝐢𝐬𝐬 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞! Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth #businessowner #financialmistakes #almanpartners40years #splitspaces #launchpadstudios

Can AI generate better financial advice than a qualified and experienced Financial Adviser? In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale and Kelsey pull apart a financial advice generated by AI. This great scenario was put forward to us by Alman Partners’ Client Service Officer, Jodie Coates wanting to understand the difference between the 2 outputs. Tune in to Wealth Experience as we dive into the results. *DSS Guide refers to Department of Social Services Guide. RESOURCES MoneySmart Calculators & Tools Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth #aifinancialadvice #financialadvice #humaninadvice #splitspaces #launchpadstudios

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale is joined by special guest, Founder of Alman Partners, Scott Alman. After 40 years in business, with 2 successful firms to his name, Scott discusses the ups and downs of business ownership, covering topics such as how you know you have a good team behind you and being a leader. Scott also provides some helpful tips to those wanting to begin a business and his plans for his next chapter. If you are considering starting a business, this is the episode for you. RESOURCES Episode 19: The Gift of Giving - Philanthropy HOME - Mackay Community Foundation Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth #scottalman #entrepreneuriallessons #businessownership

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 Kelsey & Teneale discuss how successful people spend their time. Looking into the common trends of how millionaires spend their day, it turns out that a considerable amount have a sacred morning ritual - dedicating time for mind, body and soul. Exercise proves invaluable, clearing the mind and improving focus, as well as strengthen the body. Working early in the morning and without interruption, can be more productive as this is the time when you have more focus and higher cognitive ability, allowing you to complete your Most Important Tasks (MIT). Join Teneale and Kelsey to discover more tips on how to live like a millionaire! RESOURCES Episode 19: The Gift of Giving - Philanthropy Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth #livelikeamillionaire #168hours

𝑀𝑜𝑠𝑡 𝑝𝑒𝑜𝑝𝑙𝑒 𝑙𝑜𝑣𝑒 𝑡ℎ𝑒 𝑖𝑑𝑒𝑎 𝑜𝑓 𝑔𝑒𝑡𝑡𝑖𝑛𝑔 𝑟𝑖𝑐ℎ 𝑞𝑢𝑖𝑐𝑘𝑙𝑦, 𝑏𝑢𝑡 ℎ𝑜𝑤 𝑟𝑖𝑠𝑘𝑦 𝑎𝑟𝑒 𝑡ℎ𝑒𝑠𝑒 𝑠𝑐ℎ𝑒𝑚𝑒𝑠? Kelsey & Teneale dive into the various schemes out there that promise to get you rich quick! The ladies discuss pressure sales tactics and how you should always be wary of anything that advertises high returns with low effort over a short period of time. Covering pyramid schemes and cryptocurrency, Teneale and Kelsey cover the 2 golden rules for successful investing, and the relation of risk & return. Join us in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 to stay up to date on informed investing! Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth #getrichquickschemes #investments

Life Risk Advisor & Partner of Personal Risk Professionals (PRP), Corey Evans joins Teneale again in this follow-up episode on all things life insurance. In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Corey & Teneale discuss some common myths and misconceptions around insurance, how tax impacts your policy, holding insurance through a self-managed superannuation fund (SMSF) and rider cover. Corey also steps Teneale through how insurance can be used as a tool to equalise estates. 𝐼𝑓 𝑦𝑜𝑢 𝑤𝑎𝑛𝑡 𝑡𝑜 𝑢𝑛𝑑𝑒𝑟𝑠𝑡𝑎𝑛𝑑 𝑡ℎ𝑒 𝑖𝑛𝑡𝑟𝑖𝑐𝑎𝑐𝑖𝑒𝑠 𝑜𝑓 𝑝𝑒𝑟𝑠𝑜𝑛𝑎𝑙 𝑖𝑛𝑠𝑢𝑟𝑎𝑛𝑐𝑒, 𝑡ℎ𝑒𝑛 𝑡ℎ𝑖𝑠 𝑒𝑝𝑖𝑠𝑜𝑑𝑒 𝑖𝑠 𝑓𝑜𝑟 𝑦𝑜𝑢. Also check out Corey’s last episode #29 Securing Tomorrow: A Deep Dive into Life Insurance. Personal Risk Professionals Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth #personalriskprofessionals #personalinsurance

𝐴𝑟𝑒 𝑦𝑜𝑢 𝑙𝑜𝑜𝑘𝑖𝑛𝑔 𝑡𝑜 𝑒𝑛𝑔𝑎𝑔𝑒 𝑎 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝐴𝑑𝑣𝑖𝑠𝑒𝑟? 𝑊𝑒𝑙𝑙, 𝑡ℎ𝑖𝑠 𝑖𝑠 𝑡ℎ𝑒 𝑒𝑝𝑖𝑠𝑜𝑑𝑒 𝑓𝑜𝑟 𝑦𝑜𝑢. In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale and Kelsey dive into a listener question and lift the veil on financial advice. Did you know that only 1 in 10 Australians seek advice on their financial matters? Engaging an adviser is a long-term relationship, so making sure you are comfortable with the individual, their qualifications and skills, and the firm is crucial. The ladies discuss what you need to consider when looking at engaging an adviser, what that adviser will need from you to provide advice, and what to expect in your meetings and the process more generally. All firms are slightly different so be sure to research your options. Alman Partners is CEFEX Accredited. Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth #financialadvice #financialadviser