In this Money Moments episode of It’s No Secret, we chat with Dora Yip, CMO at PocketSmith, about the real life of a “household CFO.” Dora, who grew up in Singapore and now lives in Dunedin, shares how culture, values, and human behaviour shape our money experiences.
In this episode we dive into:
- The mental load of managing family finances and reframing budgeting as values-led decision-making.
- How a $1,200 bubble tea bill became a surprising lesson in intentional spending.
- Dora's toolkit for sanity: PocketSmith, Trello, Google Drive, and even AI for stress-testing financial ideas.
- Plus, hear her candid stories about becoming a reluctant landlord and bringing her teens into investing.
About Dora: With 15+ years in diverse sectors, Dora translates complex finance into relatable stories. Outside work, she loves books, travel, and bubble tea.
If you’re navigating family finances, this episode offers fresh perspectives on aligning money with values, reducing friction with your partner, and finding smarter ways to manage your household’s wealth.
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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.
The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.
Any information we provide is general only and current at the time of writing.
Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz
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