Episodes

  • Episode 16 - Client Feedback - The Impact of Financial Advice
    Jul 30 2024

    Matthew and Lionel, hosts of the Superman Podcast, discussed their approach to financial planning, client education, and the value of their services in providing financial guidance and easing clients' worries.


    They also highlighted the challenges and benefits of providing financial advice to clients, particularly those with disabilities, and looking to retire.

    And the importance of building long-term relationships with clients.


    Lastly, the boys shared client feedback that highlighted the impact of financial advice.


    Tune in to learn more about financial advice to see if it would benefit you.


    Hosted on Acast. See acast.com/privacy for more information.

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    33 mins
  • Episode 15 - The value of building relationships in business
    Jul 24 2024

    Today's episode we have a special guest, someone Matt has known as a friend & colleague for over 11 years.

    We first met while working at the big corporate in Sydney. Our guest today is none other than Mr. Ronald Pratap.

    Ron is the principal financial planner at RP Wealth management.

    Ron is one of the most relatable and funny financial planners I've ever met, and he's dedicated to helping the people of Western Sydney get quality, financial advice.


    Ron shared his background, including his upbringing on a single parent pension, his early career as a DJ, and his journey into financial planning.

    During the conversation the boys discuss the importance of financial literacy, the value of building relationships in business, and the value of ongoing research in the financial planning industry.


    This is a great podcast for those that are self employed and those looking for an insight as to how financial advice can add significant value.


    Hosted on Acast. See acast.com/privacy for more information.

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    1 hr and 2 mins
  • Episode 14 - Estate Planning with Alana Harden Williams
    Jul 16 2024

    After Matt & Lionel discussed the importance of estate planning, they wanted to get an expert on the podcast to provide some valuable insights.

    Alana Harden Williams from Cooper Williams discussed the importance of expert legal advice and guidance in creating a will, and the potential pitfalls of using online DIY will kits.


    The team also discussed the potential costs and liabilities associated with estate disputes, the process of obtaining probate, and the importance of choosing an executor who is proactive and detail-oriented.


    In addition, they explored the benefits of bundling services for retired clientele, the rise of granny flat arrangements, and the need for professionals to communicate complexities to clients.


    Should you need expert legal advice for your estate planning needs - reach out to Alana at

    https://www.cooperwilliams.com.au/



    Hosted on Acast. See acast.com/privacy for more information.

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    46 mins
  • Episode 13 - Heather Cameron's Inspiring Story
    Jul 9 2024

    In the Supermen Podcast, Heather Cameron, a best-selling author from Bourke, was invited to share her inspiring story of self-publishing her book.

    The hosts, Matt and Lionel, discussed Heather's relationship with money, exploring her upbringing and financial lessons from her rural background.

    Heather shared that growing up in a financially modest household, with the value of money emphasized, led her to save $5,000 as a teenager and purchase her own house at 18 years old. She estimated that the house, bought for $25,000. Lionel praised Heather's self-education in financial matters and highlighted the importance of open discussions about money in the household, which Heather agreed would have significantly aided her in navigating financial challenges.

    Furthermore, Lionel explored Heather's current income streams, Farming, Carbon Farming,


    If you want to explore Heather's story more - grab a copy of her book "Never Underestimate a Woman"


    https://www.amazon.com.au/Never-Underestimate-Woman-Heather-Cameron/dp/B0CK3XLHXW


    And if you are travelling out west, check out the "Lower Lila Retreat" on the Warrego River.


    https://www.lowerlilaretreat.com.au/




    Hosted on Acast. See acast.com/privacy for more information.

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    51 mins
  • Episode 12 - Will the RBA be forced to raise the cash rate?
    Jul 2 2024

    Will the RBA be forced to raise the cash rate?


    Matt McCabe speaks with the Chief Economist from BetaShares David Bassanese.

    They explore the impact of inflation on families, discuss the outlook for inflation, touch on unemployment and the affect it has on inflation and interest rates.

    David Bassanese shares his insights as to where interest rates are going, the fear of recession and how it may impact your superannuation and retirement savings.


    Should you have any questions, please reach out to Lionel or Matt to discuss your specific circumstances.


    *Thank you to Betashares & to David Bassanese for providing their time and expert knowledge to our listener.


    Hosted on Acast. See acast.com/privacy for more information.

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    21 mins
  • Episode 11 - Understanding the Impact of Your Actions on Wealth
    Jun 18 2024

    The Superman Podcast team introduced award winning financial planner John Cachia, who shared his unique approach to financial planning and his passion for helping Australian's achieve their goals. The boys discussed the complexities of financial planning, and the importance of addressing not just financial issues but also the underlying behavioural and psychological ones. The team also highlighted the lack of financial literacy education in schools and the need for individuals to take charge of their financial education. John provides several nuggets of gold to support you and your family.

    *Trigger Warning*

    We do talk about suicide in this episode, which I know can be distressing.

    So if you need resources or support go to beyondblue.org or you for 24 hour free counselling in Australia, the number for Lifeline is 13 11 14.



    Hosted on Acast. See acast.com/privacy for more information.

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    56 mins
  • Episode 10 - The Importance of Estate Planning
    Jun 11 2024
    In this episode of the superman podcast, Matt and Lionel discussed the critical aspects of estate planning. They highlighted the importance of having a will, which is a legal document that specifies how assets are distributed after an individual's passing. They also emphasised the role of an executor in managing the estate and the potential consequences of not having a will, such as assets being distributed according to state law. The discussion underscored the need for effective estate planning to manage and preserve assets during one's lifetime and after death, and to reduce stress and conflicts among family members.

    Hosted on Acast. See acast.com/privacy for more information.

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    47 mins
  • Episode 9 - Uncovering the value of advice
    Jun 4 2024
    In this episode of the SUPERmen podcast, Lionel and Matt discuss the value and importance of financial planning. Lionel addresses the negative perception of financial planners in the media and highlights the impact of good advice on long-term financial growth. They also touch on the issue of under insurance in Australia and the recent Royal Commission into the financial services. Personal anecdotes and experiences are shared, including Lionel's recent media appearances and the ongoing rush before the end of the financial year.

    Hosted on Acast. See acast.com/privacy for more information.

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    1 hr and 12 mins