Managed Money

Managed Money

11 episodes

Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.

Podcasts

Ep. 11 - Welcome Back Kotter.

Published: Aug. 23, 2019, 7:01 a.m.
Duration: 12 minutes 55 seconds

Listed in: Business

A positive claims experience for Specified Injury.

Published: June 22, 2019, 2:05 a.m.
Duration: 4 minutes 48 seconds

Listed in: Business

Ep. 10 - A positive claims experience for Specified Injury.

Published: June 22, 2019, 2:05 a.m.
Duration: 4 minutes 48 seconds

Listed in: Business

Market downturns...not if but when.

Published: June 15, 2019, 2:59 a.m.
Duration: 5 minutes 11 seconds

Listed in: Business

Ep. 9 - Market downturns...not if but when.

Published: June 15, 2019, 2:59 a.m.
Duration: 5 minutes 11 seconds

Listed in: Business

What advice suits your family business?

Published: June 8, 2019, 1:43 a.m.
Duration: 9 minutes 10 seconds

Listed in: Business

Ep 8 - What advice suits your family business?

Published: June 8, 2019, 1:43 a.m.
Duration: 9 minutes 10 seconds

Listed in: Business

What's your idea of retirement?

Published: May 25, 2019, 3:16 a.m.
Duration: 16 minutes 26 seconds

Listed in: Business

Ep. 7. What's your idea of retirement?

Published: May 25, 2019, 3:16 a.m.
Duration: 16 minutes 26 seconds

Listed in: Business

Money Mindset to grow wealth.

Published: May 18, 2019, 2:27 a.m.
Duration: 6 minutes 47 seconds

Listed in: Business

Ep. 6. Money Mindset to grow wealth.

Published: May 18, 2019, 2:27 a.m.
Duration: 6 minutes 47 seconds

Listed in: Business

How much do you need for Retirement?

Published: May 11, 2019, 2:54 a.m.
Duration: 5 minutes 43 seconds

Listed in: Business

Ep. 5. - How much do you need for Retirement?

Published: May 11, 2019, 2:54 a.m.
Duration: 5 minutes 43 seconds

Listed in: Business

The RISK of the sharemarket.

Published: May 3, 2019, 11:47 p.m.
Duration: 6 minutes 16 seconds

Listed in: Business

Ep. 4. The RISK of the sharemarket.

Published: May 3, 2019, 11:47 p.m.
Duration: 6 minutes 16 seconds

Listed in: Business

What is Managed Money?

Published: April 27, 2019, 1:08 a.m.
Duration: 9 minutes 8 seconds

Listed in: Business

Ep. 3. What is Managed Money?

Published: April 27, 2019, 1:08 a.m.
Duration: 9 minutes 8 seconds

Listed in: Business

Ep. 2. Case Study: Unwinding poor advice.

Published: April 23, 2019, 9:06 p.m.
Duration: 7 minutes 52 seconds

Listed in: Business

Case Study: Unwinding poor advice.

Published: April 23, 2019, 9:06 p.m.
Duration: 7 minutes 52 seconds

Listed in: Business

Ep. 1. Take a step forward with Managed Money.

Published: April 22, 2019, 10 p.m.
Duration: 4 minutes 56 seconds

Listed in: Business

Take a step forward with Managed Money.

Published: April 22, 2019, 10 p.m.
Duration: 4 minutes 56 seconds

Listed in: Business