The Kofkin Bond's Podcast

38. The Past, Present & the Future

This week's podcast goes on a bit of a history lesson. Tony enlightens listeners on the disruptions to industry and how they have revolutionised the world and the benefits to society it is shown. The topic also shifts towards the difference in pay compared to different workers within an organisation. 

37. Hurdles with Michael Lagudi

Michael Lagudi. National Manager of Investment Solutions, Morningstar.

 

Having the world at his feet in what he explains as the perfect life, to a diagnosis. Michael shares the emotional experience of the process through Stage 4 Cancer and how a positive mindset and financial protection ensured his survival.

36. Retirement & Pension

 

This week's podcast might not be a hot topic for most. Tony flexes his knowledge on how to ensure you have the best strategy to plan for retirement. The discussion was brought to the attention as Josh Frydenberg announces the Australian aging population may have to work longer with the warning of an economic and fiscal timebomb facing the country.

Tony enlightens with the strategies of planning for retirement with downsizing, allocation of funds and to ensure you have the best plan for retirement.

35. How We Invest

How we invest!! This is a hot point of conversation with our clients and prospects. Tony & Jamie enlighten and defined the three types of asset allocation that we have chosen to focus on our portfolios. The reasons we have used these and the examples that highlight certain company advancements throughout the years. 

34. Measuring & Achieving Goals

This week's podcast explores how to measure and achieve your goals. Being able to pull apart a goal and ensure you complete the steps within and also if a failure occurs how to turn it into a positive

Tony and Jamie discuss goals ranging from the business and the Ironman coaching days of Tony, one of his students set the goal to complete an Ironman within 10hours, this substantial goal wasn't achieve and wasn't deemed a failure as it gave other benefiting factors to his life as well set him up to smash the goal in the following year.

33. Value Spending

This week's podcast will be going through the value of spending at different life stages. With Tony, Jamie, Paul & josh all sitting in giving there approaches to spending and savings and how it has shifted throughout their lives and how they value the money they spend. 

Being able to identify your values and the objectives you look to achieve with your money is something we focus on with our client objectives. The example given by Jamie and Josh, being the youngest has spent money on socialising, with paul and tony their priorities being focus predominately on their children. 

32. Long term Thinking

With the up and downs of the market is it hard to ensure that you have the best strategy fit for your circumstances for meeting your financial objectives. 

31. Work Life Balance

This week's podcast host is our Principal Adviser, Paul Conte.
Paul and Tony discuss how obtaining harmony with their lives. With life commitments and the changes with the educational standards within the financial planning industry, have required time allocation for our advisers to be precise. Tony and Paul give great examples of how they achieved their balance and created harmony within their lives.
We would love to hear about yours, comment or email us on enquiries@kofkinbond.com.au

30. Dumb & Dumber

No, the title is not talking about the hosts. This weeks podcast touches on an article shared by a friend of the firms that discusses the complexity of the Australian economy or lack there of. Tony & Jamie use some points highlighted to discuss why Kofkin Bond & Co don't have a home town bias and why we look internationally when investing.   

29. The Future

This week's podcast goes through the history of the market and what the future may present itself.

With a little glimpse into the investment thought process for Kofkin Bond's client's investment portfolios. Tony enlightens about previous tech companies and how it is not all about finding the next Amazon but ensuring the safeguard through the diversification in the investment portfolios.