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The Wealth Collective

The Wealth Collective

By The Wealth Collective Podcast

The Wealth Collective Podcast by Pekada is all about making money simple.

Hosted by financial advisers Pete Pennicott and Zac Masters, you will be getting expert insights, tips and views on investing and personal finance whilst having a laugh along the way.
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Currently playing episode

Episode 34 - Is an SMSF right for you?

The Wealth CollectiveJul 19, 2019

00:00
10:09
Financial moves to make in your 30's - Episode 149
Nov 14, 202318:46
Financial Predictions for 2023 - Episode 148
Dec 23, 202218:38
Tips for dealing with financial stress - Episode 147
Dec 19, 202215:48
Selling investments to fund a family home - Episode 146
Dec 11, 202214:30
Should your investments change with your age? - Episode 145

Should your investments change with your age? - Episode 145

On this week's episode, Pete & Zac discuss whether or not you should move your investments as you age.

As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Nov 25, 202218:06
The value of time - Episode 144

The value of time - Episode 144

On this week's episode, Pete & Zac discuss the value of time in your financial plan.

As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Nov 18, 202222:06
Minimizing Capital Gains Tax - Episode 143

Minimizing Capital Gains Tax - Episode 143

On this week's episode, Pete & Zac discuss different ways to minimize capital gains tax.

As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Nov 11, 202219:41
Federal Budget - October 2022 - Episode 142
Oct 26, 202225:28
How does inflation impact your financial plan? - Episode 141
Oct 21, 202224:59
Using leave entitlements to kick start your retirement - Episode 140
Oct 13, 202214:24
How are behaviors and emotions impact our investing - Episode 139
Oct 09, 202229:13
Avoiding financial scams - Episode 138
Sep 29, 202226:38
Financial strategies for your final working years - Episode 137

Financial strategies for your final working years - Episode 137

On this week's episode, Pete & Zac discuss financial strategies for your final working years.

As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Sep 25, 202225:03
What to do with rising interest rates - Episode 136
Sep 18, 202219:39
Intergenerational wealth transfer & end of life planning - Episode 135
Sep 09, 202216:54
How much do I need to retire? - Episode 134
Sep 04, 202217:44
Why values are important when building your financial plan - Episode 133
Aug 26, 202219:36
The psychology of spending - Episode 132

The psychology of spending - Episode 132

On this week's episode, Pete & Zac take a look at the psychology of spending and how to spend in a positive way. 


As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Aug 18, 202220:51
Insurance myths busted - Episode 131
Aug 04, 202219:59
Top 5 new financial year tips! - Episode 130
Jul 31, 202217:51
The importance of asset allocation - Episode 129

The importance of asset allocation - Episode 129

On this week's episode Pete & Zac run through the importance of asset allocation.


As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Jul 15, 202224:40
Property market update with Andrew Date - Episode 128
Jul 05, 202222:00
Financial red flags for a relationship - Episode 127
Jun 28, 202224:55
Investing in a bear market - Episode 126

Investing in a bear market - Episode 126

We're back! 

On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They also take a look at what you should be doing with your investments and financial plan during these times. 

Blogs mentioned:

https://awealthofcommonsense.com/2022/06/how-long-does-it-take-for-stocks-to-bottom-in-a-bear-market/ - Ben Carlson

https://www.collaborativefund.com/blog/once-in-a-lifetime/ - Morgan Housel


As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Jun 21, 202222:28
Top 10 Financial Planning Jargon Terms - Episode 125

Top 10 Financial Planning Jargon Terms - Episode 125

On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms.


As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Oct 04, 202122:02
Top 4 tips for starting a new job - Episode 124
Sep 24, 202113:36
The final working years - Episode 123
Aug 31, 202128:04
Upcoming changes to Income Protection - Episode 122
Aug 22, 202119:11
Beating the "investment stall" - Episode 121
Aug 13, 202123:59
Gifting an early inheritance - Episode 120
Aug 08, 202122:17
Microinvesting! - Episode 119
Jul 09, 202116:52
Top 3 tips for EOFY! - Episode 118
Jun 18, 202125:13
Top 5 things to do in lockdown (or any weekend) to improve your finances - Episode 117
Jun 05, 202120:40
Financially rebounding from a divorce - Episode 116
May 26, 202123:45
2021 Budget - Episode 115

2021 Budget - Episode 115

On this week's episode we run through the 2021 Budget and how it will impact you along with looking at some potential strategies!


As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

May 12, 202123:24
The bank of Mum & Dad - Episode 114
Apr 30, 202129:01
How to work on your own terms! - Episode 113
Apr 23, 202126:18
The importance of an emergency fund - Episode 112
Apr 16, 202119:05
How to get your finances organised! - Episode 111
Mar 26, 202126:31
How to set financial goals - Episode 110
Mar 19, 202129:23
Episode 109 - Renting vs Buying
Mar 08, 202132:19
Ways to customise your super - Episode 108

Ways to customise your super - Episode 108

This week we look at how you can customise your super so that it suits you and your retirement goals!


As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Feb 26, 202138:07
How to time the market - Episode 107
Feb 19, 202138:43
Episode 106 - All About Cryptocurrency!
Feb 16, 202128:13
Episode 105 - Naughty or Nice list for 2020

Episode 105 - Naughty or Nice list for 2020

On the final episode of the year, we run through what makes our naughty or nice list for 2020!


As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!

Dec 25, 202017:53
Episode 104 - Superannuation strategies for 2021

Episode 104 - Superannuation strategies for 2021

This week we discuss the top super strategies for 2021 and try and uncover some of the strategies that are not as well known. Must listen for boosting your super in 2021!

Links we discuss

- https://www.superguide.com.au/how-super-works/super-for-beginners

- https://www.moneysmart.gov.au/

As always, if you have any questions email us at connect@pekada.com.au and follow us on our Facebook and Instagram for more financial tips! We also appreciate you giving us a review if you love the podcast and sharing it around so that we can get the word and help as many people as possible!



Dec 18, 202027:28
Episode 103 - Top investment trends for 2021
Dec 11, 202027:00
Episode 102 - Top 5 tips for buying a home with Andrew Date
Dec 04, 202025:55
Episode 101 - Financially preparing for Christmas
Nov 27, 202022:57
Episode 100 - Our biggest financial lessons learnt
Nov 22, 202022:13