In this episode, David shares his recent bucket list adventure to the Head of the Bight in South Australia, where he and his wife Tammy experienced the magnificent southern right whales in their natural nursery. This wasn't just a holiday—it was the fulfilment of a long-held bucket list dream that required careful planning, financial preparation, and a commitment to fully disconnecting from work.

David reveals:

• How to financially prepare for significant bucket list adventures without stress
• Why the journey itself is just as important as the destination
• Practical strategies for disconnecting from work to fully enjoy your experiences
• The importance of budgeting for unexpected opportunities during your adventures

"It was important that we broke that trip up as much as possible... finding destinations along the way that had points of interest for us was important."

"I've made that conscious decision to enjoy my holidays and my breaks. I've found it a lot easier to switch off and then when I get back, just switch back on again."

"We had a really good idea of how much the trip was going to cost... and then to have money aside for unexpected things that popped up along the way."

#BucketListAccountant #WhaleWatching #BucketListTravel #FinancialPlanning #TravelPlanning #WorkLifeBalance #AdventureTravel

Key Moments

00:40 David's Whale Watching Experience

03:16 Planning the Journey

08:00 Switching Off and Enjoying the Holiday

11:58 Financial Planning for Bucket List Trips

17:43 Reflecting on the Experience

19:12 Conclusion

Contact details:

David Patterson on LinkedIn

The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

Subscribe now and get ready to take control of your money and your life!

Co-host: Anthony Perl

Produced by: 'Podcasts Done for You'

Explore how life's challenging moments can serve as catalysts for meaningful, lasting change. Through personal anecdotes and professional insights, we discuss how to turn temporary reactions into sustained motivation for both business and personal growth. We highlights the importance of aligning life goals with everyday actions, with a focus on the role of a well-defined bucket list. Get practical advice on maintaining momentum after a life wake-up call and learn the value of open communication in achieving long-term goals.

The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

Subscribe now and get ready to take control of your money and your life!

This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

Join us as we delve into the importance prioritising life experiences over material possessions. Through personal anecdotes, David shares insights on how to create a meaningful bucket list focused on memorable experiences rather than accumulating stuff. We also discuss the value of getting comfortable with discomfort in both personal life and business, explaining how stepping out of comfort zones can lead to greater achievements and fulfilment. This episode underscores the significance of planning, communication, and understanding long-term goals to navigate and benefit from uncomfortable situations.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

Subscribe now and get ready to take control of your money and your life!

This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au