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 ...
107. Active vs. Passive: Are You Settling For Average?
It's No Secret
23 minutes
7 months ago
107. Active vs. Passive: Are You Settling For Average?
In the world of investing, the debate between active and passive strategies has been significant among many investors. While active investing involves selecting individual stocks and timing the market, passive investing focuses on tracking market indices through funds. This episode dives deep into the nuances of both approaches, exploring their historical performance, current trends, and what they mean for investors today. Specifically, we chatted about: The key differences between the ...
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 ...
