In this episode, Brent Allcock, our Financial Adviser at Stewart Group in Wellington, reminds us that some of the most powerful financial lessons often come from Mums!
Research consistently shows that women tend to make smarter investment decisions. They’re more likely to:
- Prioritise long-term outcomes over short-term gains
- Set ego aside when making financial choices
- Seek advice when needed
So, what can we learn from the timeless wisdom of “Mum knows best” when it comes to money? Tune in to the podcast to find out!
Check out the article by our CEO, Nick Stewart, that was published in Hawke’s Bay Today and NZ Herald Online: "Mum Knows Best: Financial Lessons from Our Mothers."
⏰ Important time-stamps
(1:01) Introduction
(4:12) Mums & Financial lessons
(5:59) Budgeting that stood the test of time
(8:04) Why women are better investors
(9:07) The right way to approach joint financial planning
(11:29) Estate planning and joint accounts
(13:05) Importance of joint ownership in insurance policies
(14:43) Investing as a shared journey for couples
(16:58) Do women get the credit they deserve for managing finances?
(17:59) Brent's role as a financial coach
(19:55) Brent’s key message for aspiring financially savvy individuals
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.
- Brent Allcock is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
- The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
Hosted on Acast. See acast.com/privacy for more information.
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