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Masters of Finance Podcast with Chris Haggart & Alex Hont

Chris and Alex

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Masters of Finance Podcast with Chris Haggart & Alex Hont
Masters of Finance Podcast with Chris Haggart & Alex Hont

Masters of Finance Podcast with Chris Haggart & Alex Hont

Chris and Alex

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About Us

Each week Chris and Alex discuss a range of topics that relate to the investing and finance industry. As tech savvy advisers in a changing world, we will explore what's topical currently as well as longer term established themes. Chris and Alex take a lighthearted approach to educating listeners, and occasionally stray into the world of the weird and wonderful.

Latest Episodes

Episode 40 - Where there's a Will there's a Relative - part 3

Part 3 of our Estate planning special coming at ya! Have a listen to the final episode with Lav Chhabra of Perpetuity Legal where we look at some case studies of when a simple will did not provide the right outcomes for people as well as some of the issues to consider when planning the transfer of assets of a Self-Managed Super Fund. Have you nominated someone to hold your Power of Attorney? Find out why it could be important and also some of the limitations that a Power of Attorney is constrained by. If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details. For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris. The material and information discussed in this podcast are for general information purposes only. You should not rely upon the material or information in this podcast as a basis for making any investment, legal or any other decisions. Whilst the podcast hosts, guests and any entity with which they are associated endeavour to make sure that the information presented is factually correct, we have not factored in anyone personal circumstances and make no representations or warranties of any kind, express or implied about the completeness, accuracy, reliability, suitability or availability with respect to the discussion or information, products or services for any purpose. Any reliance you place on such material is therefore strictly at your own risk.

37 MIN1 w ago
Comments
Episode 40 - Where there's a Will there's a Relative - part 3

Episode 39 - Where there's a Will there's a Relative - part 2

We are back with Lav Chhabra of Perpetuity Legal for part 2 of our estate planning special on the #mastersoffinace podcast. The first time around we covered some of the really important points and roles of a will but in this episode we have a look at some of the more complex situations. Are you part of a blended family? Have you made adequate provision for everyone in your will? What eve is ‘adequate provision’? If these are questions you can’t answer then have a listen for some hot tips to solving these problems along with how we can get the most out of a testamentary trust for your estate and beneficiaries. If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details. For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris. The material and information discussed in this podcast are for general information purposes only. You should not rely upon the material or information in this podcast as a basis for making any investment, legal or any other decisions. Whilst the podcast hosts, guests and any entity with which they are associated endeavour to make sure that the information presented is factually correct, we have not factored in anyone personal circumstances and make no representations or warranties of any kind, express or implied about the completeness, accuracy, reliability, suitability or availability with respect to the discussion or information, products or services for any purpose. Any reliance you place on such material is therefore strictly at your own risk.

54 MIN3 w ago
Comments
Episode 39 - Where there's a Will there's a Relative - part 2

Episode 38 - Downsizing

Some new legislation that has recently come into effect allows people some extra flexibility to convert one of their most valuable assets, their home, into additional capital for tax free retirement income. In this episode we go through the new Downsizing rules and talk about how this can help you improve your quality of life in retirement. If you are an empty nester and no longer need the big family home, this one is for you. www.moranfp.com.au

23 MINOCT 9
Comments
Episode 38 - Downsizing

Episode 37 - Where there is a Will there is a relative Part 1

In this episode Chris and Alex are lucky enough to be joined by Lav Chhabra, owner and founder of Perpetuity Legal, who is a highly qualified estate planning expert. In part 1 of this mini series within the podcast, we look at some of the reasons you might need a will or whether you need one at all and what are the most important things you need to think about when creating a Will. If you have ever thought about getting a Will or know that you need one but haven't gotten around to sorting out, then have a listen or follow the links below to get in contact with Lav. www.perpetuitylegal.com.au/ www.moranfp.com.au/

42 MINSEP 26
Comments
Episode 37 - Where there is a Will there is a relative Part 1

Episode 36 - How to fill your bucket with cash

Have you ever heard of the Bucket company strategy? In this episode of the Masters of Finance podcast we delve into how to setup a bucket company strategy to help you reduce the amount of tax you might pay and even go into how you can use it to get some of that tax back! Find out more at www.moranfp.com.au

20 MINSEP 11
Comments
Episode 36 - How to fill your bucket with cash

Episode 35 - Property Rich Retirement Poor

What do you do when you have built a mini property empire and reach the time when you stop working? In this episode you can find out how to capitalise on your property investment success and turn that into the retirement lifestyle you want! Have a listen. Find out more at www.moranfp.com.au

31 MINAUG 28
Comments
Episode 35 - Property Rich Retirement Poor

Episode 34 - How many idiots does it take to fix a trade war?

In this episode we have a look at some of the events that have influenced investment markets over the last 12 months including the position of the Federal Reserve on US Interest rates, some unexpected outcomes from the Royal Commission, the performance and correlation of Equity and Bond markets and of course, POTUS Donald Trump and his trade war with China. We finish off with our outlook for investment markets going forward. If you would like a copy of our print version of the Investment Outlook, please email alex@moranfp.com.auand we will only be too happy to send it out. For more info about Chris, Alex or Moran Partners Financial Planning, please head on over to www.moranfp.com.au.

41 MINAUG 14
Comments
Episode 34 - How many idiots does it take to fix a trade war?

Episode 33 - What's the value of a Financial Adviser?

In this episode we attempt to quantify the value a financial adviser can add your situation. Is it all in the investment returns? Or is there more value to be found in the intangibles? Or is it as simple as having someone with a great understanding of your situation to know which levers to pull and when? Have a listen and find out. For more info head on over to moranfp.com.au or get in touch, we'd love to chat to you.

31 MINJUL 31
Comments
Episode 33 - What's the value of a Financial Adviser?

Episode 32 - How to catch FIRE!

Have you heard of the FIRE movement? FIRE stands for Financial Independence, Retire Early. In this episode we have a look at some of the lifestyle changes required to make the FIRE concept work for you. We also have a look at some of the trade offs this lifestyle forces on you, including some that might not be apparent until much later on in life.

29 MINJUL 17
Comments
Episode 32 - How to catch FIRE!

Episode 31 - How to get rich slowly

In this episode we look at the 8th wonder of the world as described by Albert Einstein, in the power of compounding returns or compound interest. This podcast is about making the decision to save small amounts early on to grow exponentially over time so you don't have to save lots later. Have a listen!

27 MINJUL 8
Comments
Episode 31 - How to get rich slowly

Latest Episodes

Episode 40 - Where there's a Will there's a Relative - part 3

Part 3 of our Estate planning special coming at ya! Have a listen to the final episode with Lav Chhabra of Perpetuity Legal where we look at some case studies of when a simple will did not provide the right outcomes for people as well as some of the issues to consider when planning the transfer of assets of a Self-Managed Super Fund. Have you nominated someone to hold your Power of Attorney? Find out why it could be important and also some of the limitations that a Power of Attorney is constrained by. If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details. For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris. The material and information discussed in this podcast are for general information purposes only. You should not rely upon the material or information in this podcast as a basis for making any investment, legal or any other decisions. Whilst the podcast hosts, guests and any entity with which they are associated endeavour to make sure that the information presented is factually correct, we have not factored in anyone personal circumstances and make no representations or warranties of any kind, express or implied about the completeness, accuracy, reliability, suitability or availability with respect to the discussion or information, products or services for any purpose. Any reliance you place on such material is therefore strictly at your own risk.

37 MIN1 w ago
Comments
Episode 40 - Where there's a Will there's a Relative - part 3

Episode 39 - Where there's a Will there's a Relative - part 2

We are back with Lav Chhabra of Perpetuity Legal for part 2 of our estate planning special on the #mastersoffinace podcast. The first time around we covered some of the really important points and roles of a will but in this episode we have a look at some of the more complex situations. Are you part of a blended family? Have you made adequate provision for everyone in your will? What eve is ‘adequate provision’? If these are questions you can’t answer then have a listen for some hot tips to solving these problems along with how we can get the most out of a testamentary trust for your estate and beneficiaries. If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details. For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris. The material and information discussed in this podcast are for general information purposes only. You should not rely upon the material or information in this podcast as a basis for making any investment, legal or any other decisions. Whilst the podcast hosts, guests and any entity with which they are associated endeavour to make sure that the information presented is factually correct, we have not factored in anyone personal circumstances and make no representations or warranties of any kind, express or implied about the completeness, accuracy, reliability, suitability or availability with respect to the discussion or information, products or services for any purpose. Any reliance you place on such material is therefore strictly at your own risk.

54 MIN3 w ago
Comments
Episode 39 - Where there's a Will there's a Relative - part 2

Episode 38 - Downsizing

Some new legislation that has recently come into effect allows people some extra flexibility to convert one of their most valuable assets, their home, into additional capital for tax free retirement income. In this episode we go through the new Downsizing rules and talk about how this can help you improve your quality of life in retirement. If you are an empty nester and no longer need the big family home, this one is for you. www.moranfp.com.au

23 MINOCT 9
Comments
Episode 38 - Downsizing

Episode 37 - Where there is a Will there is a relative Part 1

In this episode Chris and Alex are lucky enough to be joined by Lav Chhabra, owner and founder of Perpetuity Legal, who is a highly qualified estate planning expert. In part 1 of this mini series within the podcast, we look at some of the reasons you might need a will or whether you need one at all and what are the most important things you need to think about when creating a Will. If you have ever thought about getting a Will or know that you need one but haven't gotten around to sorting out, then have a listen or follow the links below to get in contact with Lav. www.perpetuitylegal.com.au/ www.moranfp.com.au/

42 MINSEP 26
Comments
Episode 37 - Where there is a Will there is a relative Part 1

Episode 36 - How to fill your bucket with cash

Have you ever heard of the Bucket company strategy? In this episode of the Masters of Finance podcast we delve into how to setup a bucket company strategy to help you reduce the amount of tax you might pay and even go into how you can use it to get some of that tax back! Find out more at www.moranfp.com.au

20 MINSEP 11
Comments
Episode 36 - How to fill your bucket with cash

Episode 35 - Property Rich Retirement Poor

What do you do when you have built a mini property empire and reach the time when you stop working? In this episode you can find out how to capitalise on your property investment success and turn that into the retirement lifestyle you want! Have a listen. Find out more at www.moranfp.com.au

31 MINAUG 28
Comments
Episode 35 - Property Rich Retirement Poor

Episode 34 - How many idiots does it take to fix a trade war?

In this episode we have a look at some of the events that have influenced investment markets over the last 12 months including the position of the Federal Reserve on US Interest rates, some unexpected outcomes from the Royal Commission, the performance and correlation of Equity and Bond markets and of course, POTUS Donald Trump and his trade war with China. We finish off with our outlook for investment markets going forward. If you would like a copy of our print version of the Investment Outlook, please email alex@moranfp.com.auand we will only be too happy to send it out. For more info about Chris, Alex or Moran Partners Financial Planning, please head on over to www.moranfp.com.au.

41 MINAUG 14
Comments
Episode 34 - How many idiots does it take to fix a trade war?

Episode 33 - What's the value of a Financial Adviser?

In this episode we attempt to quantify the value a financial adviser can add your situation. Is it all in the investment returns? Or is there more value to be found in the intangibles? Or is it as simple as having someone with a great understanding of your situation to know which levers to pull and when? Have a listen and find out. For more info head on over to moranfp.com.au or get in touch, we'd love to chat to you.

31 MINJUL 31
Comments
Episode 33 - What's the value of a Financial Adviser?

Episode 32 - How to catch FIRE!

Have you heard of the FIRE movement? FIRE stands for Financial Independence, Retire Early. In this episode we have a look at some of the lifestyle changes required to make the FIRE concept work for you. We also have a look at some of the trade offs this lifestyle forces on you, including some that might not be apparent until much later on in life.

29 MINJUL 17
Comments
Episode 32 - How to catch FIRE!

Episode 31 - How to get rich slowly

In this episode we look at the 8th wonder of the world as described by Albert Einstein, in the power of compounding returns or compound interest. This podcast is about making the decision to save small amounts early on to grow exponentially over time so you don't have to save lots later. Have a listen!

27 MINJUL 8
Comments
Episode 31 - How to get rich slowly
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