Wealthlab Financial Advisors
Wealthlab Financial Advisors
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2024 Wrapped: Lessons, Wins, and Christmas Wishes
In this special year-end episode, Scott and Phil take a deep dive into 2024’s biggest lessons, trends, and surprises. From Christmas spending patterns and how they reflect broader economic behaviors to property market dynamics and the challenges of supply vs. demand, this episode delivers a comprehensive review of the year.
We also discuss the rise of AI and its parallels to the early internet boom, explore the energy landscape and the shift toward renewables, and reflect on what these trends mean for you as an investor.
Key topics include:
The power of budgeting and cash flow planning: How disciplined financial habits unlock early retirement and financial freedom.
December market trends: Why year-end portfolio performance often defies expectations.
Property market realities: Inflation, supply challenges, and what could change in 2025.
Cybersecurity lessons: Protecting your data in a world of increasing breaches.
Christmas budgeting tips: Avoiding overspending during the festive season.
Plus, an exciting announcement about WealthLab’s new team member joining us in 2025 to enhance the services we provide to you.
Whether you’re reflecting on your own financial journey or gearing up for a strong start in 2025, this episode is packed with actionable insights and inspiration.
มุมมอง: 22

วีดีโอ

EP 49: Why Looking Poor Can Help You Build Real Wealth
มุมมอง 763หลายเดือนก่อน
In this episode of the WealthLab podcast, Scott and Phil tackle a surprising concept: why looking poor might actually be the key to building lasting wealth. They break down the dangers of trying to “keep up with the Joneses,” the financial traps of status signaling, and how focusing on real financial goals can lead to freedom and security. Join us as we explore: How the wealthy think differentl...
EP 48: Professional vs. DIY: Why Experience Matters in Photography & Finance
มุมมอง 252 หลายเดือนก่อน
In this episode of WealthLab, Scott and Phil sit down with professional photographer Lauren McAdam to discuss the value of engaging an expert versus doing things yourself. They dive into key moments in life-whether it’s capturing family traditions, legacy photography, or managing your finances-and explore when it makes sense to call in a pro. Learn how Lauren captures authentic family moments a...
EP 47: Can You Really Retire on a Cruise Ship? | Exploring FIRE and Financial Independence
มุมมอง 804 หลายเดือนก่อน
Link to Banqer: banqer.co/ In this episode, we delve into the allure and practicalities of cruise ship retirement-is it a genuine luxury retirement avenue or just a captivating myth? We compare the cost of retirement at sea to staying in a bustling city, equipping you with knowledge to make informed retirement decisions. Does living on a cruise truly lower the cost of retirement? We answer thes...
EP 46: How to Invest Smart in 2024 | Are MDAs the Right Choice for You?
มุมมอง 85 หลายเดือนก่อน
In this insightful episode of the Wealthlab Podcast, Scott and Phil are joined by Nick Poisson-Rivière from Haven Wealth, a seasoned expert in financial services with over 25 years of experience. Together, they dive deep into the investment landscape for 2024, focusing on how you can invest smart with the right strategies tailored to your financial goals. Managed Discretionary Accounts (MDAs) a...
EP 45: Budgeting Myths Exposed! Insights from Cashflow Coach Hannah
มุมมอง 245 หลายเดือนก่อน
EP 45: Budgeting Myths Exposed! Insights from Cashflow Coach Hannah
Ep 44: Are We Headed for a Market Surge with Trump?
มุมมอง 355 หลายเดือนก่อน
Ep 44: Are We Headed for a Market Surge with Trump?
Ep43 Giving with Purpose: Aligning Your Wealth & Values for Maximum Impact 💰❤️ | WealthLab Podcast 💸
มุมมอง 398 หลายเดือนก่อน
Ep43 Giving with Purpose: Aligning Your Wealth & Values for Maximum Impact 💰❤️ | WealthLab Podcast 💸
Ep 42: Crypto, Rates, and ESG - Our Hot Takes on Today's Sizzling Topics 🔥🎙️ | WealthLab Podcast 💸💡
มุมมอง 109 หลายเดือนก่อน
Ep 42: Crypto, Rates, and ESG - Our Hot Takes on Today's Sizzling Topics 🔥🎙️ | WealthLab Podcast 💸💡
Episode 41: Supercharged Wealth - The SMSF & Property Playbook Unleashed 🏠💰 | WealthLab Podcast 🎙️✨
มุมมอง 2010 หลายเดือนก่อน
Episode 41: Supercharged Wealth - The SMSF & Property Playbook Unleashed 🏠💰 | WealthLab Podcast 🎙️✨
Episode 40: Navigating New Horizons - Unveiling Our AFSL Evolution 🌟🧭 | WealthLab Podcast 🎙️💼
มุมมอง 1311 หลายเดือนก่อน
Episode 40: Navigating New Horizons - Unveiling Our AFSL Evolution 🌟🧭 | WealthLab Podcast 🎙️💼
2023 Unwrapped: Economic Hits & Misses 📈 | WealthLab Podcast Episode 39 🎧
มุมมอง 15ปีที่แล้ว
2023 Unwrapped: Economic Hits & Misses 📈 | WealthLab Podcast Episode 39 🎧
Exploring Super Drawdowns: Age, Viability, and Retirement Planning 🌟 Ep. 38 with Scott & Phil 🎧
มุมมอง 11ปีที่แล้ว
Exploring Super Drawdowns: Age, Viability, and Retirement Planning 🌟 Ep. 38 with Scott & Phil 🎧
Is Your Insurance a Rip-Off? Let's Find Out! | Wealthlab Podcast Episode 37
มุมมอง 15ปีที่แล้ว
Is Your Insurance a Rip-Off? Let's Find Out! | Wealthlab Podcast Episode 37
Stay Alert: Learn to Spot SMS and Online Scams | Wealthlab Podcast Episode 36
มุมมอง 6ปีที่แล้ว
Stay Alert: Learn to Spot SMS and Online Scams | Wealthlab Podcast Episode 36
Retirement Dreams vs. Debt Realities: What's Your Priority? | Wealthlab Podcast Episode 35
มุมมอง 30ปีที่แล้ว
Retirement Dreams vs. Debt Realities: What's Your Priority? | Wealthlab Podcast Episode 35
What is Superannuation? Experts Easily Discuss in Under 15 Minutes | Wealthlab Podcast Episode 34
มุมมอง 29ปีที่แล้ว
What is Superannuation? Experts Easily Discuss in Under 15 Minutes | Wealthlab Podcast Episode 34
Ask the Experts: Your Questions Before Seeing a Financial Planner | Wealthlab Podcast Episode 33
มุมมอง 54ปีที่แล้ว
Ask the Experts: Your Questions Before Seeing a Financial Planner | Wealthlab Podcast Episode 33
Wealthlab pod!🎙️Ep32 Tackling an essential concept to understand - Your Investor Risk Profile. 💼🎯
มุมมอง 17ปีที่แล้ว
Wealthlab pod!🎙️Ep32 Tackling an essential concept to understand - Your Investor Risk Profile. 💼🎯
"The Wealthlab Podcast with Phil and Scott"! 🎙️ Ep#31, reviewing a Statement of Advice (SOA). 📄💡
มุมมอง 20ปีที่แล้ว
"The Wealthlab Podcast with Phil and Scott"! 🎙️ Ep#31, reviewing a Statement of Advice (SOA). 📄💡
3 bucket investing & the value we see of an adviser: Podcast Ep.30with Scott and Phil!💰💸
มุมมอง 91ปีที่แล้ว
3 bucket investing & the value we see of an adviser: Podcast Ep.30with Scott and Phil!💰💸
Unlocking Financial Freedom: Debt Snowball Strategy & TPA's Explained Wealthlab Podcast Ep29
มุมมอง 22ปีที่แล้ว
Unlocking Financial Freedom: Debt Snowball Strategy & TPA's Explained Wealthlab Podcast Ep29
WealthLab Podcast Episode 27.5: Rising Interest Rates & Refinancing Mastery with Scott & Phil
มุมมอง 28ปีที่แล้ว
WealthLab Podcast Episode 27.5: Rising Interest Rates & Refinancing Mastery with Scott & Phil
The Wealthlab podcast is back and discussing our best cashflow tool. Ep.27 with Scott and Phil!💰💸
มุมมอง 23ปีที่แล้ว
The Wealthlab podcast is back and discussing our best cashflow tool. Ep.27 with Scott and Phil!💰💸
What to expect from your financial planner & paying debt off. Podcast Ep.26 with Scott and Phil!💰💸
มุมมอง 68ปีที่แล้ว
What to expect from your financial planner & paying debt off. Podcast Ep.26 with Scott and Phil!💰💸
Money, Mindfulness, and Easter Delights: Wealthlab Podcast Ep. 25 with Scott and Phil!" 🐰💰💸
มุมมอง 37ปีที่แล้ว
Money, Mindfulness, and Easter Delights: Wealthlab Podcast Ep. 25 with Scott and Phil!" 🐰💰💸
Risk & your money. Plus a weird thing in the mail from an estate agent. The Wealthlab Series ep 24
มุมมอง 9ปีที่แล้ว
Risk & your money. Plus a weird thing in the mail from an estate agent. The Wealthlab Series ep 24
Ponzi's, scam messages and boosting your partners super - The Wealthlab show, episode 23
มุมมอง 26ปีที่แล้ว
Ponzi's, scam messages and boosting your partners super - The Wealthlab show, episode 23
Not spending enough & being mindful with you money - The Wealthlab Professional Series Episode 22
มุมมอง 62ปีที่แล้ว
Not spending enough & being mindful with you money - The Wealthlab Professional Series Episode 22
4 questions to ask BEFORE you retire! - The Wealthlab Professional Series Episode 21
มุมมอง 63ปีที่แล้ว
4 questions to ask BEFORE you retire! - The Wealthlab Professional Series Episode 21

ความคิดเห็น

  • @RushA510
    @RushA510 หลายเดือนก่อน

    Worth noting that interest charged, on business use lease and chattel mortgages, is not generally worked on the daily balance owed to the financier (unlike a home loan for example). The interest payable on the agreement is fixed upfront and making extra payments over the life of the finance agreement does not provide much of an interest saving. The financier will give an interest rebate for early repayment of the agreement but it will less than the extra interest you have paid along the way. You're buying Commercial credit and you don't get the protections of the Consumer Credit Code.

  • @wealthlabau
    @wealthlabau ปีที่แล้ว

    Guys the screenshare didn't work, so here's the link to the chart Scott uses during this call: x.com/T_Gatzemeier/status/1709214825039995298?s=20