The Dollars & Sense Podcast
By Tim Ellis & Brodie Haggerty
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Category: Investing
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Episodes: 79
Description
The Dollars & Sense Podcast: Smart Finance for Kiwis in Their Prime
Tired of generic money advice that doesn't fit your life? Hosted by qualified NZ financial advisers Tim Ellis and Brodie Haggerty, this podcast cuts through the noise to deliver real-talk financial literacy for New Zealanders in their mid-30s to late-40s. Whether you're growing your wealth, protecting assets amid rising costs, or planning for family milestones like buying a home or prepping for retirement, we've got actionable strategies tailored to Kiwi realities—think IRD tax hacks, KiwiSaver tweaks, and recession-proof investing.
With 50+ episodes packed with expert insights, listener Q&As, and no-BS breakdowns (from "Bulletproofing Your Super in Uncertain Times" to "Side Hustles That Actually Build Equity"), we're back from a quick hiatus with fresh weekly drops starting now. No jargon, just dollars and sense to help you thrive.
Subscribe today on Apple Podcasts, Spotify, or your fave app—join thousands of Kiwis leveling up their finances. Got a question? Email us podcast@foxplan.nz (or drop it in the show notes). Let's make your money work harder for you.
#FinancialLiteracyNZ #WealthBuilding #AssetProtection #KiwiFinance
| Episode | Date |
|---|---|
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8 Habits Successful clients share (and 4 Habits that don't make the difference)
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Jun 23, 2026 |
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The $75 Billion Question: Is SpaceX Worth It?
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Jun 16, 2026 |
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Which Tax Pill do you want to swallow?
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Jun 10, 2026 |
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From $0 to $120 Billion: The Evolution of KiwiSaver
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Jun 02, 2026 |
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The “Now and Then” Exercise That Creates Better Financial Decisions
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May 26, 2026 |
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When Financial Advice Fees Go Too Far
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May 19, 2026 |
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Are Expensive Funds Delivering Better Results?
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May 12, 2026 |
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The Real Cost of S&P 500 ETFs (It’s Not What You Think)
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Apr 27, 2026 |
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The Hidden Risks of Early Retirement — with Taylor Schulte
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Apr 20, 2026 |
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Q1 2026 Market Recap: What Actually Happened
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Apr 14, 2026 |
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You Retire… Then Lose Half Your Money. Now What?
|
Apr 07, 2026 |
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3 Ways Index Funds Make Gains in a Bear Market
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Mar 30, 2026 |
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The Key to a More Effective Financial Plan
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Mar 24, 2026 |
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The 10 Days That Could Delay Your Retirement by a Decade
|
Mar 10, 2026 |
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Dividend Investing in Modern Portfolios
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Mar 02, 2026 |
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Why Good People Avoid Financial Planning and Regret It Later
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Feb 16, 2026 |
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Gold and the Long Game: Does It Really Belong in a Portfolio?
|
Feb 09, 2026 |
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Why a Reserve Fund Changes the Way You Think, Invest, and Live
|
Feb 02, 2026 |
|
2025 In Review. What just happened and what actually matters?
|
Dec 19, 2025 |
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The Most Misunderstood Part of KiwiSaver Performance
|
Dec 09, 2025 |
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Following Up on NZ’s Health Insurance Crisis: The Latest Developments
|
Dec 01, 2025 |
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Exposed: The Marketing Tactics Behind Modern Investment Snake Oil
|
Nov 24, 2025 |
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Your Wealth Philosophy vs. Reality: Taraia Robin Breaks It Down
|
Nov 17, 2025 |
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The AI Bubble: Hype or the Next Market Crash?
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Nov 11, 2025 |
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Second Marriages, Trusts, and Contracting Out — Part 2 with Hannah Carter
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Nov 04, 2025 |
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Blended Families & Second Marriages: The Legal Must-Knows with Hannah Carter
|
Oct 28, 2025 |
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Why Revolving Mortgages Keep You Stuck on the Financial Treadmill
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Oct 21, 2025 |
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Tick Boxes Don’t Build Wealth
|
Oct 15, 2025 |
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The Hidden Costs of Investing
|
Oct 06, 2025 |
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Breaking the Home Bias: Why Global Diversification Wins for Your Portfolio
|
Sep 29, 2025 |
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NZ Medical Premiums set to Sky Rocket in 2025
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Sep 23, 2025 |
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#47: Trumps Tariffs, Should We Panic?
|
Mar 19, 2025 |
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#46 Is that a Goal or a Strategy?
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Jan 14, 2025 |
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#45: The Power of Small Caps - What Does History Say About Investing in Small Companies?
|
Dec 17, 2024 |
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#44: Talking All Things Interest
|
Dec 11, 2024 |
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BE RIGHT BACK!
|
Dec 05, 2024 |
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#43: Investment Is Supposed To Be Boring!
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Nov 14, 2024 |
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#42: Investing In Hype Stocks, Is It Worth The Risk?
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Nov 04, 2024 |
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#41: Donald Trump or Kamala Harris: What Will Happen With Stock Portfolios?
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Oct 29, 2024 |
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#40: SEASON THREE COMING SOON - A Quick Update / Future Plans
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Oct 22, 2024 |
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#39: "Well Mr / Mrs Client, That Depends"
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Jun 25, 2024 |
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#38: A FREE RESOURCE Breaking Down Your Insurance Policy/Renewal Letter
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Jun 18, 2024 |
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#37: Helping Kiwi Mums and Empowering Them With Knowledge and Guidance!
|
Jun 12, 2024 |
|
#36: The 7 Simple Rules for Long-Term Investing
|
Jun 04, 2024 |
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#35: Head to Head - Reverse Annuity Mortgages, Are They a Good Idea or Last Resort?
|
May 28, 2024 |
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#34: The Power of Habits - Are they Getting You Closer or Taking You Further Away?
|
May 21, 2024 |
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#33: Recession - Finally Starting To Feel The Effects, So What Can You Do About It?
|
May 14, 2024 |
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#32: Inflation in 2024, Why The Numbers Don't Match Our Experience
|
May 07, 2024 |
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#31: The 8 Great Investment Mistakes, Are You Guilty Of These?
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Apr 30, 2024 |
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#30: Lawyer Anna Seabrook On Property With Friends, Relationship Agreements, Trusts, and WIlls.
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Apr 23, 2024 |
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#29: Property Or Shares, What's The Best Way To Build Your Wealth?
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Apr 14, 2024 |
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#28: Money Personalities, What Does Your Money Personality Say About You?
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Apr 08, 2024 |
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#27: Financial MythBusters - Young People Can't Get Into a House? Breaking Down Common Financial Myths
|
Apr 01, 2024 |
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#26: 5 Biggest Stock Market Crashes, A Financial History Lesson
|
Mar 25, 2024 |
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#25: Client War Stories, Our Best and Worst Stories From Our Experience as Client Facing Advisers
|
Mar 17, 2024 |
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#24: Jenny Cheevers - Mortgage and Home Ownership Insights from 26 Years of Experience in the Industry
|
Mar 11, 2024 |
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#23: The Symptoms of Common Financial Issues and Potential Solutions
|
Mar 05, 2024 |
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#22: Retirement Drawdown Strategies - Pros and Cons of Popular Approaches
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Feb 26, 2024 |
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#21: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 3/3)
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Feb 20, 2024 |
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#20: What Does Working With a Financial Adviser Actually Look Like? Strategies (Part 2/3)
|
Feb 12, 2024 |
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#19: What Does Working With a Financial Adviser Actually Look Like? Process (Part 1/3)
|
Feb 05, 2024 |
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#18: Our Controversial View on Cryptocurrency, and Why Investments Don't Matter
|
Jan 30, 2024 |
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#17: Blake Chamberlain - Accounting and Wealth Management, Beyond The Balance Sheet
|
Jan 22, 2024 |
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#16: Dave Copson - Head of Growth at Booster, All Things KiwiSaver & Financial Literacy
|
Jan 15, 2024 |
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#15: Ben Brinkerhoff - Consilium Head of Advice, The Investment Philosophy They Never Teach You
|
Jan 09, 2024 |
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#14: Why You Should Not Invest in Gold...
|
Dec 19, 2023 |
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#13: Jesse Abolins - Wrap Innovations, Unwrapping Successful Business Ownership
|
Dec 12, 2023 |
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#12: John Killick - Founder of FoxPlan, 50 Years of Wisdom in Financial Services
|
Dec 05, 2023 |
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#11: How to Succeed with New Years Resolutions
|
Nov 27, 2023 |
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#10: "KiwiSaver Loses $1B on Negative Returns" - Media Fearmongering Unpacked
|
Nov 21, 2023 |
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#9: Kane Chamberlain - Qualified Builder, The Do's and Dont's of Building Your Wealth with Property
|
Nov 14, 2023 |
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#8: Increase Mortgage Payments or Invest: Which is Better?
|
Nov 07, 2023 |
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#7: "Economists Have Predicted 9 of the Last 5 Recessions" - Block Out The Noise.
|
Oct 31, 2023 |
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#6: When More Isn't Better: Lifestyle Creep
|
Oct 23, 2023 |
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#5: The Eighth Wonder of the World: Compound Interest
|
Oct 17, 2023 |
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#4: Strategic Investing: Lump Sum, Monthly, or Timing the Market?
|
Oct 10, 2023 |
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#3: Unpacking the Pros and Cons of Socially Responsible Investing
|
Oct 02, 2023 |
|
#2: NZ Financial Literacy - Could You Pass This Test?
|
Sep 26, 2023 |
|
#1: DIY KiwiSavers, Are You Better Than The Average Investor?
|
Sep 18, 2023 |