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Wealth Experience

Wealth Experience

De : Alman Partners Pty Ltd
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.Copyright 2023 All rights reserved. Economie Finances privées
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    Épisodes
    • Ep 48 - Wealth Lessons from Market History
      Jan 30 2026

      Welcome to the first episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 of 2026. In this episode, Teneale travels through some of the most dramatic moments in financial history - the Great Depression, the Global Financial Crisis, and the COVID‑19 crash - to uncover timeless lessons about building and preserving wealth.

      Across every crisis, one pattern stands out: markets fall fast…but they often rebound even faster. And for investors, missing just a handful of the market’s best days can mean missing out on the recovery entirely. We break down why staying invested - even when it feels uncomfortable - is one of the most powerful wealth strategies available.

      𝐷𝑖𝑠𝑐𝑖𝑝𝑙𝑖𝑛𝑒𝑑 𝑖𝑛𝑣𝑒𝑠𝑡𝑜𝑟𝑠, 𝑛𝑜𝑡 𝑟𝑒𝑎𝑐𝑡𝑖𝑣𝑒 𝑜𝑛𝑒𝑠 𝑏𝑢𝑖𝑙𝑑 𝑙𝑎𝑠𝑡𝑖𝑛𝑔 𝑤𝑒𝑎𝑙𝑡ℎ.

      Join us as we explore the real stories, the historical data, and the key takeaways that help investors navigate uncertainty with confidence. If you’re looking to deepen your long-term investment mindset, this episode is for you.

      Find us on:

      𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

      𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

      Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

      AP Direct Invest - Alman Partners

      #wealthexperiencepodcast #almanpartners #truewealth #wealthlessons #financialhistory #investorlessons

      Afficher plus Afficher moins
      11 min
    • Ep 47 - Avoiding the New Year Financial Hangover
      Nov 21 2025

      The festive season is just around the corner, but for some, it’s not always the most wonderful time of the year—especially when the average Christmas spend sits between $1,200 and $1,500. In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale and Kelsey dive into the financial realities of the holidays and share practical tips to keep your budget in check.

      They also explore the 5 Love Languages—Words of Affirmation, Acts of Service, Receiving Gifts, Quality Time, and Physical Touch—and how understanding them can make this season more meaningful without overspending.

      Plus, discover how AI tools can help you manage your finances, investments, superannuation, and even set achievable goals for the new year.

      Tune in for insights that will help you celebrate smarter and start 2026 on the right foot!

      RESOURCES

      The 5 Love Languages – Gary Chapman

      Find us on:

      𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

      𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

      Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

      AP Direct Invest - Alman Partners

      #wealthexperiencepodcast #almanpartners #truewealth #newyearfinancialhangover #christmasspending #5lovelanguages #budget #splitspaces #launchpadstudios

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      28 min
    • Ep 46 - Fiduciary First ~ Why Your Money Deserves Better
      Oct 30 2025

      In a profession built on trust, how do you know your financial adviser is truly acting in your best interest?

      In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Kelsey and Teneale unpack what it means to be a fiduciary—a role bound by legal and ethical obligations to protect your financial wellbeing. They explore how to identify fiduciary advisers and why it matters more than ever.

      The collapse of Shield and First Guardian Master Funds has left over 12,000 retirement accounts impacted and $1.2 billion in assets liquidated. What went wrong? And what happens when advisers fail in their duty?

      Tune in as we discuss:

      • The fiduciary standard and how to spot it
      • The role of CEFEX accreditation in safeguarding your investments

      Whether you're planning for retirement or simply want to protect your wealth, this episode is a must-listen.

      RESOURCES

      Alman Partners' CEFEX Interview

      CEFEX | Fiduciary Excellence at Investment Advisory Firms

      Find us on:

      𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

      𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

      Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

      AP Direct Invest - Alman Partners

      #wealthexperiencepodcast #almanpartners #truewealth #investmentfiduciary #trust #professionalconduct #cefex #splitspaces #launchpadstudios

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      19 min
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