In this Money Moments episode of It’s No Secret, we chat with Dora Yip, CMO at PocketSmith, about the real life of a “household CFO.” Dora, who grew up in Singapore and now lives in Dunedin, shares how culture, values, and human behaviour shape our money experiences. In this episode we dive into: The mental load of managing family finances and reframing budgeting as values-led decision-making.How a $1,200 bubble tea bill became a surprising lesson in intentional spending.Dora's toolkit ...
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In this Money Moments episode of It’s No Secret, we chat with Dora Yip, CMO at PocketSmith, about the real life of a “household CFO.” Dora, who grew up in Singapore and now lives in Dunedin, shares how culture, values, and human behaviour shape our money experiences. In this episode we dive into: The mental load of managing family finances and reframing budgeting as values-led decision-making.How a $1,200 bubble tea bill became a surprising lesson in intentional spending.Dora's toolkit ...
106. How Does Tax Work When Investing In Kernel Funds?
It's No Secret
21 minutes
7 months ago
106. How Does Tax Work When Investing In Kernel Funds?
Tax is an unavoidable cost of investing, so ensuring you understand how it works can help you get the most out of your investments. In New Zealand, Portfolio Investment Entities (PIE) funds offer a tax-efficient way to invest, but navigating their tax rules can sometimes be challenging. Find out how they work in this podcast episode, alternatively read the full blog below. https://kernelwealth.co.nz/blog/how-does-tax-work-when-investing-in-kernel-funds If you enjoyed today's show, we'd ...
It's No Secret
In this Money Moments episode of It’s No Secret, we chat with Dora Yip, CMO at PocketSmith, about the real life of a “household CFO.” Dora, who grew up in Singapore and now lives in Dunedin, shares how culture, values, and human behaviour shape our money experiences. In this episode we dive into: The mental load of managing family finances and reframing budgeting as values-led decision-making.How a $1,200 bubble tea bill became a surprising lesson in intentional spending.Dora's toolkit ...
