Welcome to Rich With Purpose podcast. The finance podcast focused on your values and your purpose. If you want to take the complex world of money, and learn how to make smart decisions so that you can achieve all of the things that are impo
Beyond the Spreadsheet: Unlocking Financial Meaning and Purpose
We are thrilled to welcome back Carl Richards, renowned financial expert and artist, for this special release episode of the Rich with Purpose podcast. Known globally for his amazing sketches that communicate complicated financial concepts and cut through industry jargon, Carl joins Thabojan Rasiah to discuss his much-anticipated new book, a culmination of his favorite insights and sketches.
Carl describes his new work—101 simple sketches with short, impactful essays—not merely as a book, but as a "conversation grenade" designed to spark meaningful conversations about money. This episode dives deep into behavioral finance, exploring why we often make irrational decisions and how to align our financial choices with what we truly care about.
This insightful conversation offers tremendous value for financial advisors and listeners alike, moving past "financial pornography" and focusing on the core purpose of wealth.
23 Feb 2023
Welcome to Rich With Purpose Season 2
Join us for the second season of the Rich with Purpose podcast, where we explore the idea and philosophy behind values, purpose, what is money really for? and more.
This season, we'll be featuring inspiring guests who will talk about tax, how to save for education, money mindset, cryptocurrency and digital assets, and more.
Tune in to the Rich With Purpose podcast on your favorite platform of choice to get the latest episodes and updates.
7 Jul 2021
Ethics in Life and Investing
In Episode 15, Thabojan Rasiah from Rasiah Private Wealth Management speaks to Cris Parker. Cris works at The Ethics Centre, a not-for-profit organisation that develops and delivers innovative programs, services, and experiences designed to bring ethics to the centre of our lives.
In this episode, they explore ethics from many different angles.
They discuss values and the importance of understanding our own personal values when making ethical choices and decisions including financial decisions and talk about the importance of communication to ensure we understand the ethics of others in our relationships, as well as the current trust deficit and the role of ethics in the financial advice profession.
They also consider the challenges and realities of ethical investing and some of the things we have to consider and understand as investors.
What sets Cris apart is that she leads both The Ethics Alliance and The Banking and Finance Oath which are two of Australia’s most profound initiatives working to bring ethics into the everyday lives of businesses and professionals.
22 Jun 2021
The Art of Investing in Art
In Episode 15, Thabojan Rasiah speaks to Catherine Asquith. Catherine is an art advisor, specialising in buying and selling art, valuations, art collection development & management. What sets Catherine apart, however, is her academic background in Art History, extensive international travel, and more than 20 years working within the Australian, Asian, and International art markets.
In this episode, they explore artwork from many different angles.
They discuss what art actually is and the differences between personal artistic value versus the more commercial aspect of the art world.
They explore the many ways people produce, share and sell art… and with technology advances, the democratisation of art… and the challenges with buying art online.
They also considered the question… is art a good investment.
So if you’re interested in learning about the Art of Investing in art, you will enjoy this episode of the Rich With Purpose Podcast.
www.catherineasquithart.com.au (http://www.catherineasquithart.com.au/)
8 Jun 2021
2021 Federal Budget and End of Financial Year Planning with Simone Murray
In Episode 14, Thabojan Rasiah speaks with Simone Murray about the 2021 Federal Budget and end of financial year planning.
Simone is a Private Client Adviser and Tax Specialist for our firm, Rasiah Private Wealth Management.
In this episode, they discuss the announcements in the 2021 Federal Budget… and they also discuss the things that were not announced, but are changes of which you need to be aware. In particular, some significant opportunities to take advantage of changes to superannuation rules by planning ahead.
They also explore a number of end-of-financial year planning strategies… the sorts of things we have been evaluating and implementing with all our clients.
They discuss some of the changes happening in the area of financial advice including significant changes to life insurance products and the continued professionalising of financial advice.
25 May 2021
The Impact of Giving Back through Volunteering
In this episode, we explore the concepts of social impact and volunteering.
We discuss the challenges we all face in trying to figure out what is important to us… how we can challenge society’s status quo, to truly work out what we want to do in the world… and therefore get closer to gaining a level of personal fulfilment.
We explore volunteering, the benefits and why people like giving back. We also talk about the challenges and why it can feel very hard for a lot of people to get started in volunteering. Did you know 90% of people would like to give back, but only 30% of people do it?
And make sure you listen to the end where Matt tells us all about Vollie, the social enterprise designed to make volunteering easier for both volunteers and not-for-profits
So if you’re interested in learning about the impact of giving back through volunteering, you will enjoy this episode of the Rich With Purpose Podcast.
11 May 2021
How to be a Smart Media Consumer in an Information-Saturated World
In today's episode, Thabojan Rasiah speaks to communications expert Jim Parker of Dimensional Fund Advisors.
Here we explore the powerful role that media plays in shaping our thoughts and buying behaviours; and the impact that this has on our financial decisions.
Be sure to tune into the end where Jim shares the common mistakes that investors make and how you can avoid them.
21 Apr 2021
The Neuroscience of Getting More Done
In this episode, Thabojan Rasiah of Rasiah Private Wealth Management speak to Vanessa Bennett, CEO of Next Evolution Performance, a high performance coaching business.
They explore high performance energy management and how to get more out of your day and your life.
They also discuss what doesn't work when trying to be a high performer and the importance of defining what high performance even means for yourself.
They get into a bit of science, too, as they learn about neuroscience, neuroplasticity and the different types of energy, physical, mental, and neural, and how they all play a part in your performance and make sure you listen to the end where Vanessa talks to us about her own purpose and how performance connects with our money and our life.
25 Mar 2021
What you really need to know about Bitcoin
In this episode, Thabojan Rasiah speaks with Dr Prash Pushpanathan, CEO and founder of Caleb and Brown, the largest cryptocurrency brokerage and consulting firm in Australia.
They explore the entire world of Bitcoin and cryptocurrency.
Their discussion focuses on the most important element that most people are not talking about, and that is the ideology behind cryptocurrency and why it has become such a huge global phenomenon.
10 Mar 2021
Protecting Your Legacy
In today's episode, Thabojan Rasiah speaks to Jennifer Maher, Principal Lawyer at KCL Law.
They explore the ideas of what estate planning really is, how to protect your legacy and the problem with thinking a simple will is enough.
They also discuss how you should think about estate planning that you should think about the outcomes you want for your loved ones when you're not here anymore, and that you need to think about what can go wrong for those you care about.
What sets Jennifer apart is that she not only writes Wills and estate plans, but her estate litigation work provides her with practical experience where the rubber hits the road.
23 Feb 2021
The Key to Money, Happiness & Purpose
In this episode, Thabojan Rasiah speaks with Carl Richards, the creator of the Sketch Guy column in the New York Times. They explore the concept of real financial planning as opposed to the product focused approach used by so many financial advisors globally and why starting with one's purpose is the only way to truly achieve everything that is most important to you.
They also talk about the challenges that humans face when trying to invest and why we are not built to be good at investing which leads us to the conversation about how humans need to think in order to be good at investing.
You will learn about how to invest, particularly when markets are scary and uncertain, which is almost always, by the way, and make sure you listen to the end where we challenge the idea that more money is better.
https://behaviorgap.com/
10 Feb 2021
The Real Rules for Retirement
In today's episode, Thabojan speaks to Barry Lavalley, President of the Retirement Lifestyle Center.
Barry has spent over 35 years in the North, American financial services industry. He is also a leading educator on the retirement transition.
They explore the concept of retirement and how most people define it and think about it. The psychological aspects of retirement and those life issues that directly relate to the financial decisions that you must consider.
Barry’s website https://www.retirementlifestyle.com/ (https://www.retirementlifestyle.com/)
Dr Martin Seligman: PERMA Theory of Wellbeing https://ppc.sas.upenn.edu/learn-more/perma-theory-well-being-and-perma-workshops
29 Jan 2021
Buying A Home Successfully
In today's episode, Thabojan speaks to Kristen Hatt, the director of WoledgeHatt Buyer Advocates.
They explore all the things real estate - the decision making process, the techniques and strategies when buying, and the trips and traps to be aware of.
What sets Kristen apart is her focus and passion for helping clients achieve what they want and meet all their needs. She also shares about her own purpose and how she is going about achieving it.
www.woledgehatt.com.au (http://www.woledgehatt.com.au)
13 Jan 2021
The Building Blocks Of Your Financial Strategy
In today’s episode, Thabojan speaks with Peter Mancell, the founder of Mancell Financial Group and the Managing Director of FYG Planners.
They discuss the importance of a structured approach to building wealth and the benefits of focusing on the qualitative elements of money and purpose. From his 40 years experience as a financial adviser, Peter shares real-life stories of clients who have benefited from this approach to live a purpose-driven life.
29 Dec 2020
Building a Picture of your Financial Future
Today Thabojan speaks with David Haintz managing director of Global Adviser Alpha. David’s years of experience both as a leading adviser and now consultant shines through in this episode. As he unpacks the above and below the line thinking when it comes to making financial decisions that are filled with purpose and meaning.
16 Dec 2020
Evolution Of Financial Advice
Today, Thabojan speaks with Clayton Daniel managing director of XY Adviser, a social media platform dedicated to driving the positive evolution of financial advice.
As host of the XY Podcast, Clayton has interviewed hundreds of financial advisers worldwid and in today’s episode he shares with us the varying service offerings and nuisances that make up an advice firm, so that you can make an informed decision when choosing the right adviser for you.
16 Dec 2020
Start With Your Purpose
Today, Thabojan speaks with Baz Gardner founder of The Social Advisor.
In this episode we delve into the concept of money and purpose. Baz shares how he has helped hundreds of individuals and businesses to disrupt their decision-making framework, which has in turn created more than a billion dollars of additional value for his clients.
We also talk about the benefits of understanding yourself, your motivations and biases and how this affects both performance and individual fulfillment.
3 Dec 2020
Welcome to Rich with Purpose
Welcome to Rich with Purpose podcast. The finance podcast focused on your values and your purpose. If you want to take the complex world of money, and learn how to make smart decisions so that you can achieve all of the things that are important to you.
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