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Hosted on Acast. See acast.com/privacy for more information.
In the fifth and final episode, financial educator and author Vanessa Stoykov details the way ACTION contributes to how financially comfortable we are - both now and later in life.
Vanessa is joined by CEO Bryce Doherty to dive deep into the lessons learned from fictional characters pulled from Vanessa’s finance novel ‘The Breakfast Club for 40-somethings.’
What you will learn in this episode:
‘It’s about giving yourself permission to change.’
‘People can become so focused and the breadth of what they're trying to achieve can become more and more narrow.’
‘And what a shame that people sound busy - not I'm happy or I'm going really well.’
About Vanessa Stoykov:
Vanessa is an award-winning financial commentator, author and CEO.
She is on a mission to help Australians get real about money. And with her vast experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom.
From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.
A passionate financial educator, Vanessa has published two books and regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, BC and The Today Show.
You can find her website here: https://vanessastoykov.com.au/
Bryce Doherty
With over 23 years in the finance industry, Bryce now sits as CEO of UBS Asset Management in Australia & New Zealand. One of the largest asset management businesses in Australia, it has over one billion dollars invested globally and 3400 thousand employees worldwide.
You can find him on LinkedIn here https://www.linkedin.com/in/bryce-doherty-29b7931b0/?original_referer=&originalSubdomain=au
Links
Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation
Hosted on Acast. See acast.com/privacy for more information.
In this fourth episode, financial educator and author Vanessa Stoykov details the way DESIRE contributes to how financially comfortable we are - both now and later in life.
Vanessa is joined by Jenny Josling to dive deep into the lessons learned from fictional characters pulled from Vanessa’s finance novel ‘The Breakfast Club for 40-somethings.’
What you will learn in this episode:
‘Desire pulls us forward, and fuels our ambition. But unchecked desire can come at a heavy price, dragging us in to pay for it all.’
‘But while she can do everything, she can't do everything all the time.’
About Vanessa Stoykov:
Vanessa is an award-winning financial commentator, author and CEO.
She is on a mission to help Australians get real about money. And with her vast experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom.
From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.
A passionate financial educator, Vanessa has published two books and regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, BC and The Today Show.
You can find her website here
About Jenny Josling
Jenny Josling is the managing director of Orbis Investments' distribution business in Australia. Orbis is a global firm with offices in eight countries around the world, around four hundred employees and almost $40 billion in assets under management.
You can find her on LinkedIn
Links
Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation
Hosted on Acast. See acast.com/privacy for more information.
You’ll be pleased to know that financial freedom has nothing to do with interest rates and investment properties. And everything to do with your behaviour.
In this third episode, financial educator and author Vanessa Stoykov details the way BELIEF contributes to how financially comfortable we are - both now and later in life.
Vanessa is joined by Clime Investment Management Ltd’s CEO Annick Donat to dive deep into the lessons learned from fictional characters pulled from Vanessa’s finance novel ‘The Breakfast Club for 40-somethings.’
What you will learn in this episode:
‘When your life partner becomes a liability, this can have a profound effect on your beliefs about finance and success.’
‘She’s creating more pain - not intentionally - by not backing herself.’
‘We're living longer and there's not going to be a pension.’
About Vanessa Stoykov:
Vanessa is an award-winning financial commentator, author and CEO.
She is on a mission to help Australians get real about money. And with her vast experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom.
From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.
A passionate financial educator, Vanessa has published two books and regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, BC and The Today Show.
You can find her website here
About Annick Donat:
Annick Donat is the CEO of Clime Investment Management Ltd. With over 30 years of experience in senior leadership roles, most recently as Chief Executive of Madison Financial Group (MFG), Annick grew the business in her three years of leadership to more than $3 billion in funds under advice before Clime acquired the group in June 2020.
You can find her on LinkedIn
Links
Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation
Hosted on Acast. See acast.com/privacy for more information.
In this second episode of a five-part series, Vanessa Stoykov details the way FOCUS contributes to how financially comfortable we are - both now and later in life.
Vanessa is joined by serial entrepreneur Andrew Rocks to dive deep into the lessons learned from fictional characters pulled from Vanessa’s finance novel ‘The Breakfast club for 40-somethings.’
What you will learn in this episode:
“It’s always better in a threesome’
‘Money is a byproduct of what you do.’
'If you're listening to this and you think 65 is a long way away, it's absolutely not because the time goes fast.’
About Vanessa Stoykov:
Vanessa is an award-winning financial commentator, author and CEO.
From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.
A passionate financial educator, Vanessa has published two books and regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, BC and The Today Show.
You can find her website here.
About Andrew Rocks:
Andrew is the founder and CEO of the Announcer Group of companies, one of Australia’s largest privately owned firms. He began his company at twenty-two and has helped countless families shape their financial future.
You can find him on LinkedIn here
Links
Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation
Hosted on Acast. See acast.com/privacy for more information.
In this inaugural episode of a five-part series, financial educator and author Vanessa Stoykov details the way TIME contributes to how financially comfortable we are - both now and later in life.
Vanessa is joined by financial commentator Sally Loane to dive deep into the lessons learned from fictional married couple Karen and Russ, characters pulled from Vanessa’s finance novel ‘The Breakfast Club for 40-somethings.’
What you will learn in this episode:
‘A man is not a plan.’
‘Motherhood and guilt are two very close terms’
‘A lot of people in middle-class Australia are probably living a little bit closer to the edge than people think.’
Vanessa is an award-winning financial commentator, author and CEO. She is on a mission to help Australians get real about money. From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.
A passionate financial educator, Vanessa has published two books and regularly appears on big media tv outlets.
https://vanessastoykov.com.au/
Sally was the Chief Executive Officer of the Financial Services Council (FSC) from 2014-2021, a peak industry organisation representing leading firms in Australia’s financial services sector. She is a published writer, previous host of the Morning program on 702 ABC Sydney and sits on several boards in the government, private company and charity sectors.
https://www.linkedin.com/in/sally-loane/
Links
Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation.
Hosted on Acast. See acast.com/privacy for more information.
In her ongoing quest to bring people to their own financial flashpoints through entertaining
storytelling, Vanessa has designed her podcast to be a unique series of stories that span scripted
narrative and fictional characters. The debut, a five part scripted narrative called The Breakfast
Club, introduces us to six very different people, who used to be the popular group in the high
school they graduated 25 years ago.
Now their financial and life circumstances look completely different. There’s a glam business
owner, a mum of three, a divorced part time lawyer, an accountant, a car salesman and a
billionaire tech guy. Their past is the only thing they have in common. But once the tequila is
passed around and the group start to relax, the real truth comes out about who each of them have
really become.
Through looking at the characters life and choices, we can start to see these people are not very
different from most of us. And while some had a lot more money than others, most are unhappy
because of choices they made earlier in life, without knowing the consequences for their future.
Vanessa is our narrator and guide, to expose what’s really going on with these six characters, who
are likeable and relatable. She also brings in expert guests, to pull back the curtains on what
money is influencing behind closed doors, and identifies the five powerful pillars of financial
change.
If you love a good podcast weaved with entertainment and insight for your own life, then The
Breakfast Club is for you. It is the companion podcast to Vanessa’s financial fable, The Breakfast
Club for 40 Somethings.
Hosted on Acast. See acast.com/privacy for more information.