Your Money Story
46 episodes - English - Latest episode: about 1 month ago -Dive into the empowering narratives of 'Your Money Story,' where I, Dawn Thomas, your financial adviser, mother of three, and Ph.D. student, guide you through stories of resilience, feminism, and rewriting your money story. Join me and extraordinary guests in Season 4 as we explore triumphs, break barriers, and inspire change. Subscribe for raw conversations, and together, let's reclaim our power and rewrite our stories. This is 'Your Money Story.'
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Episodes
Feminism in Financial Advice - Trish Gregory
March 16, 2024 08:54 - 48 minutes - 37 MBFeminism in Financial Advice In today's episode, we're joined by Trish Gregory, an advocate for including the feminist lens in financial advice. Trish discusses the significance of supporting women within the financial advice profession and beyond. Insights into the challenges women face in the workplace, particularly regarding personal experiences and life cycles. Creating Inclusive Workspaces: Trish highlights the importance of fostering openness and inclusivity in workspaces, especia...
It's Not About the Money - Jenny Rolfe-Wallace
March 10, 2024 01:54 - 53 minutes - 41.3 MBEpisode Title: It is Not About the Money with Jenny Rolfe-Wallace Introduction: Joining us today is Jenny Rolfe-Wallace, owner of Sprout Education Group, and a passionate advocate for uplifting women in the financial services profession. Jenny is self-described as a feminist, financial education specialist, bibliophile and thrives on helping people change how they think and feel about money. Key Discussion Points: Jenny's Journey in Financial Advice: Jenny takes us on her journey in fin...
DEI Action, Not DEI Talk - Tim Henry
March 03, 2024 02:21 - 58 minutes - 45.6 MBDEI Action, Not DEI Talk Introduction: Welcome back to "Your Money Story," where we dive deep into crucial financial discussions. Season kick-off with our regular guest, and ally Tim Henry, sharing his views on the WGEA gender pay gap report, especially how it pertains to the financial planning profession Key Discussion Points: Gender Pay Gap in Financial Planning: nsightful take on the WGEA Gender Pay Gap report and its implications for the financial planning profession. Tim advocates for i...
Fix the System, Not Women - Lacey Filipich
February 24, 2024 23:53 - 51 minutes - 40.9 MBWelcome to Season 4 of "Your Money Story!" We kick off our new season with a powerhouse guest, Lacey Filipich, a regular season starter and a change-maker. As we launch just before International Women's Day, Episode 1 dives deep into a crucial topic - the myth of Imposter Phenomena and why fixing the system is the real solution. Show Notes: Joining us for this impactful conversation is Lacey Filipich, an advocate for real change. Launching just before International Women's Day, we're thri...
Season 4 Trailer
February 24, 2024 09:27 - 2 minutes - 1.92 MBHello, beautiful souls! I'm Dawn Thomas, your host of 'Your Money Story,' the podcast where we dive deep into the tales of incredible individuals who have paved their own way, faced challenges head-on, and are making waves in the world. Welcome to Season 4 As we embark on this new season, we're delving into stories of resilience, empowerment, and breaking through barriers. This isn't just about money; it's about the journeys that shape us, the voices that inspire us, and the impactful work ...
Financially Empowered - Grace Mugabe
July 24, 2023 23:14 - 42 minutes - 31.9 MBGrace has had a a good start in money journey with parents who have kept money conversations active in her world since she was young. When she went to university, already with strong budgeting skills, she realised that other people did not have that level of financial literacy. Her business Financially Empowered provides money coaching to business owners. Additionally serves on multiple board and facilitates the Emerging Leaders in Governance program. She serves the community further through...
Advocating All Women - Jessica Brady
July 02, 2023 00:59 - 54 minutes - 40.6 MBJessica Brady aims to help people get better financial habits and experience through Green House, her money program for the community She is a key advocate for lifting the financial outcomes of all women in the community as well as for the financial planning profession. Jess talks about the role vulnerability and inclusivity in her plays in her career and the amazing content she shares. Link to Greenhouse:https://jessicabrady.com.au/the-greenhouse/ Link to Ladies Talk Money: https://www.la...
Authenticity, Integrity & Delivery - Kelly King
June 11, 2023 15:24 - 48 minutes - 37.5 MBKelly King is authentic, has integrity and delivers on her commitments. She talks openly and honestly about domestic violence she has faced in the past and why this makes her passionate to empower and educate other women, to be financially independent. She is a champion of women in the community not only in lifting financial literacy but would like the tribe of women celebrating their achievements to grow. General Advice Warning – This Podcast contains general advice. The information, inclu...
Advocate and Leader - Daniel Jackson
June 11, 2023 12:55 - 42 minutes - 32.7 MBDaniel is a fierce advocate and leader of the financial planning profession. In this episode he discusses his journey before advice and how that helped him with the changes in the profession in the last 5 years, why he feels it is important to lift peers in the industry and why he invests so much time developing the new generation of financial advisers. General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this P...
Thought Leadership - Glen Hare
March 26, 2023 00:44 - 36 minutes - 28 MBGlen is a leader in his profession for taking a different pathway and truly being a champion of diversity & inclusion. Diversity not just in his staff but diversity in the financial planning service offered and including more Australians in the money empowerment journey. Not only is Fox & Hare B Corp certified, they are leading the conversation on how businesses can exist differently, General Advice Warning – This Podcast contains general advice. The information, including tax information a...
Creating Impact - Ben Neilson
March 19, 2023 00:36 - 44 minutes - 35.3 MBBen describes himself as an adviser and researcher. Ben is close to finishing his PhD with research focusing on improving how we can provide financial advice, whether it is from technology, analysing the Statement of Advice or the impact of gender and education on misconduct. Ben's energy is infectious. This episode, we uncover why someone would be driven to combine research while still owning a business as well as what kind of change he is trying to create within the profession he works in....
Pinnacles and Parenthood - Cara Graham
March 12, 2023 12:07 - 36 minutes - 27.3 MBCara Graham shares how it is to have reached all the traditional pinnacles of success in financial advice, and yet still walk away to a different path, once she wanted to define her unique pathway to success: having the family life she wants while still delivering exceptional client outcomes. Cara, award winning principal adviser at The Wealth Designers, is currently on 12 months parental leave. General Advice Warning – This Podcast contains general advice. The information, including tax in...
Women's Progress in 2023 - Lacey Filipich
March 04, 2023 23:25 - 53 minutes - 41 MBLacey discusses the progress of women in the last 12 months in her third International Women's day episode on Your Money Story. We discuss Brittany Higgins, Jacinda Arden, Election Results, Penny Wong, the Voice to Parliament, the over turning of Roe versus Wade and other significant topics. Lacey also shares her own experience with blatant discrimination. General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in th...
Advancing Women's Economic Progress Together - Tim Henry
March 04, 2023 11:47 - 37 minutes - 28.1 MBTim joins us for his third IWD episode. He shares what drives him to advocate for closing the economic gender gap, his advice for others who would like to be allies and the resources he draws on, to help with conversations around this topic. General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should befo...
Season 3 is launching soon
March 04, 2023 04:01 - 1 minute - 987 KBSubscribe to get all episodes as they are published
The Money Sandwich - Marc Bineham
May 14, 2022 19:47 - 50 minutes - 39 MBThis Episode we discuss intergenerational financial considerations with ‘The Money Sandwich Author, Marc Bineham. We discuss how the Sandwich Generation, who are people in their 50s to 70s, have increased challenges due to looking after aging parents or assisting their children. Marc shares how people of all ages, can be better prepared for their financial futures. Marc is also a speaker and podcaster. He has had over 30 years’ experience as financial adviser and has provided prominent indu...
Money Mindset - Amie Baker
May 08, 2022 01:35 - 37 minutes - 29.1 MBFor this special Mother’s Day episode, I speak to Amie Baker who is the NSW chair of Association of Financial Advisers Inspire group. Amie is the director of Rekab advice, a certified money Mindset Coach and podcast host of Censibility. In this episode we look at how our childhood experiences, shape how we view money and self-worth as adults. Amie unpeels while it can be hard for women to negotiate for things like equal pay or more flexible work arrangements. She highlights some aspects of ...
Women and Shares - Wadzi Nenzou
May 01, 2022 00:17 - 41 minutes - 30.9 MBThis week I speak to Wadzi Nenzou who is the Founder and CEO of Herconomics. Wadzi’s mission is to remove the barriers Australian women place on themselves, when it comes to investing in the share market. She believes that having knowledge and the confidence to invest in shares can help women build long term financial independence. Growing up in Zimbabwe, she witnessed the limited choices women had, if they had no financial independence. Her joyful drive for her work, comes from knowing tha...
Money and Divorce - Karyn Lander
April 08, 2022 23:46 - 41 minutes - 79.3 MBThis episode Karyn Lander shares her perspective about relationship and business break ups. She is a leader in her industry and known as a passionate forensic accountant, who is truly in her clients’ corner. She stresses the importance of knowing your financial structure, including any entities that have been set up via the family or business unit. Her role gives her access to people, typically women, who have been knee deep in the operations of a household or business, who are then forced t...
Knowledge, not just Trust
April 02, 2022 02:16 - 33 minutes - 61.7 MBThis episode, Thaw Thaw Htin, Principal at Bennett + Co and leader in the commercial law space, shares her views on what causes difficult commercial disputes. Often, there has been long standing trust between commercial or business partners, and that trusts breakdown over time due to various reasons. Thaw Thaw feels that knowledge is key to protecting your position within a commercial agreement. Even if financials and numbers are not your strong suit, she suggests getting an independent prof...
Communication and Knowledge - Sarah Jones
March 26, 2022 10:36 - 47 minutes - 88.7 MBThis episode I speak Sarah Jones, Principal of Illuminate Law. Sarah is passionate about family law and helping people through one of the vulnerable points in their life: divorce. She feels disputes often are about a breakdown in communication. She has seen growing up that creativity can make frugality an ingenious endeavour. As a family lawyer she has tips on how people can navigate relationship breakdowns better and outlines the minimum knowledge you should have about your partner before y...
Flourish and Inspire - Cara Graham
March 19, 2022 00:11 - 47 minutes - 87.7 MBThis episode I speak to Cara Graham. Cara is the WA State Chair of Association of Financial Advisers Inspire Community. Cara entered financial services when she was 17 and like many others, who started around her time, she just fell into the financial planning profession. Cara represents a special segment of the profession that is not celebrated enough:the successful female business owner. To add to that, Cara is proudly from the LGBTQ+ community. She understands her privilege of having a s...
The Ethical Way - Nathan Fradley
March 11, 2022 23:16 - 44 minutes - 82.4 MBThis episode, we discuss various areas of being Ethical. We have Nathan Fradley, founder of Ethos Australia, a financial adviser, XY Ethics Committee founding member and podcast host of Good for the Bee. Nathan cares about the climate and the community and he is willing to let various aspects of his life evidence that. Nathan shares how he has stayed true to his own values and unique talents, within his financial advising career and why investing according to ethics and values is so powerfu...
Advocating Women's Safety and Economic Security - Tim Henry
March 06, 2022 00:19 - 44 minutes - 83.2 MBFor part 2 of this special International Women’s Day Episode we have Tim Henry Tim is an advocate for improving the outcomes of women’s safety and economic security. He shares with us his advocacy journey in the last 12 months and where he sees how financial advisers can think differently about female client’s outcomes. Tim is the owner of Aspire planning and the host of the popular podcast the Grass is Greener. Tim's links Linkedin: https://www.linkedin.com/in/henrytim/ Aspire Planning: ...
Assessing Women's Progress - Lacey Filipich
March 05, 2022 23:52 - 46 minutes - 86.2 MBFor Part 1 of this special International Women’s Day Episode, I speak to Lacey Filipich. Lacey is a warrior women, who is not afraid to speak up for the rest of us. You will find her on various platforms, tackling the hard discussions on financial empowerment, women’s progress in Australia and the economic security of marginalised groups. This episode we assess whether women have progressed in the last 12 months. Lacey Filipich helps people become financially independent and reclaim their l...
Season 2 is coming soon!
March 05, 2022 00:40 - 48 seconds - 1.53 MBSeason 2 of Your Money Story is coming this International Women's Day. As usual we have a great collection of guests. Guests will share how they have kept true to being themselves within their respective industries, we have dispute resolution specialists who have the overlapping theme that trust does not replace personal knowledge and for our launch episodes, we discuss the progress of women in the last 12 months. Subscribe now to get the latest episodes as they are released. Let's change ho...
The Xennial Entrepreneur
January 28, 2022 08:35 - 37 minutes - 28.5 MBWe have Iman Davamoni, the founder and CEO of beauty services platform Purely Polished. A business launched while Iman was on maternity leave with her first child and further expanded Purely Polished when she had her second child in the midsts of the start of the Covid-19 crisis. Purely Polish, which has been described as one of the best mobile beauty services in Australia, seeks to make it easier for women to access beauty services at home or at their workplace. Iman identified a gap in th...
The Xennial Entrepreneur - Iman Davamoni
January 28, 2022 08:35 - 37 minutes - 28.5 MBWe have Iman Davamoni, the founder and CEO of beauty services platform Purely Polished. A business launched while Iman was on maternity leave with her first child and further expanded Purely Polished when she had her second child in the midsts of the start of the Covid-19 crisis. Purely Polish, which has been described as one of the best mobile beauty services in Australia, seeks to make it easier for women to access beauty services at home or at their workplace. Iman identified a gap in th...
Wonder Women -Natasha Janssens
May 09, 2021 01:13 - 42 minutes - 32.2 MBThis episode is for the Wonder Women out there. My guest is industry leader Natasha Janssens, who is the author of the Wonder Women’s Guide to Money and the founder of Women in Cents. Women wear many hats in their day to day lives and they often risk is overlooking their own needs. In honour of Mother’s day spirit of appreciation and self-care, this episode discusses why it is especially important for women who have become mothers to invest in knowledge that will assist in achieving financi...
Wonder Women
May 09, 2021 01:13 - 42 minutes - 32.2 MBThis episode is for the Wonder Women out there. My guest is industry leader Natasha Janssens, who is the author of the Wonder Women’s Guide to Money and the founder of Women in Cents. Women wear many hats in their day to day lives and they often risk is overlooking their own needs. In honour of Mother’s day spirit of appreciation and self-care, this episode discusses why it is especially important for women who have become mothers to invest in knowledge that will assist in achieving financi...
Growing into Your Uniqueness
April 26, 2021 11:32 - 41 minutes - 31.7 MBThis episode, we hear about one organisation who is helping women get a new start to their lives. At Dress for Success, Women are not only dressed to help them with job interviews, but they are also mentored and guided around the recruitment process. The women that are helped, come from various background, often rebuilding from difficult circumstances such as fleeing domestic violent relationships or being released from prison. Dress for Success is a global not-for-profit organisation that e...
The Asian Australian Woman
April 26, 2021 05:34 - 38 minutes - 29.6 MBThis episode we have Jean Sum who discusses her experience as an Asian Australian woman. Jean has an acute understanding of the money conflict that occurs within certain Asian communities. She feels this is from the history of 'lack' and the journey forward is creating abundance in a meaningful way. Is money the only marker of success or is it possible to find a wealthy life by following your purpose and living your values each day. She discusses how the public response to Asian-Hate crimes ...
Financial Abuse and Your Toolkit
April 09, 2021 13:57 - 37 minutes - 27.6 MBYour Tool Kit is designed to help women out of domestic abusive situations. We speak to Elisa Fear, who explains this life saving resource and explains what financial abusive is as well as how we can help women in our community who are going through it "Research has shown that lack of financial security is the biggest reason why women return to abusive relationships.A really important thing for them (domestic abuse victims) to know is that they are not alone. Domestic abuse is generally very...
The Xennial Leader -Christa Filius
April 02, 2021 15:15 - 40 minutes - 31 MBChrista Filius is a leader within the Oil and Gas industry, currently responsible for 380 staff and is the only woman who holds one of the 60 comparable roles globally within her company. She moved from the Netherlands to the Philippines, to pursue her current leadership role. She shares with us the treatment that women have to endure in industries where they are still minorities, including the assault on her sister, who was also one of the few women working within the same industry. She emb...
The Xennial Leader
April 02, 2021 15:15 - 40 minutes - 31 MBChrista Filius is a leader within the Oil and Gas industry, currently responsible for 380 staff and is the only woman who holds one of the 60 comparable roles globally within her company. She moved from the Netherlands to the Philippines, to pursue her current leadership role. She shares with us the treatment that women have to endure in industries where they are still minorities, including the assault on her sister, who was also one of the few women working within the same industry. She emb...
Finding a Place to Flourish
April 02, 2021 12:10 - 37 minutes - 27.9 MBNathan Davamoni is proudly from the LGBTQ+ Community. He found a place to flourish both at work and within his community. He is a project officer at NBN and is a growing voice within the corporate space on the importance of diversity and inclusion. This journey took him from Townsville to Melbourne. A move that required him to map out his career pathway and save for a year to give himself a strong financial foundation when he moved. Nathan will take us through his career planning, money pre...
The Gen Y Entrepreneur
March 19, 2021 22:00 - 39 minutes - 29.6 MBGen Y Entrepreneur Jade Mckay embraced the opportunity to own her own business just 6 months after starting as a salaried adviser and while she was going through immense changes in her personal life. She has built an armoury of skills from working since 16. Her story is one of determination, resilience, diligence and owning her own power as a woman within financial planning. Jade takes us through how she started her business and her approach to proving a strong business proposal to the ban...
The Gen Y Woman
March 14, 2021 10:54 - 37 minutes - 28.4 MBChloe Leow, Founder of the Etch Collective, talks about her money story, her FU Fund and gives us insight into the Gen Y woman. Chloe is values driven and has used money as a way to equalise power positions between employer and employee. By having an emergency fund that gave her the option of leaving any toxic work environments. Find Chloe on instagram @mschloeleow and Linkedin: Chloe Leow Etch Collective: https://theetchcollective.com/ General Advice Warning – This Podcast contains gener...
The Gen Y Woman - Chloe Leow
March 14, 2021 10:54 - 37 minutes - 28.4 MBChloe Leow, Founder of the Etch Collective, talks about her money story, her FU Fund and gives us insight into the Gen Y woman. Chloe is values driven and has used money as a way to equalise power positions between employer and employee. By having an emergency fund that gave her the option of leaving any toxic work environments. Find Chloe on instagram @mschloeleow and Linkedin: Chloe Leow Etch Collective: https://theetchcollective.com/ General Advice Warning – This Podcast contains gener...
Advocates and Allies - Tim Henry
March 09, 2021 10:18 - 43 minutes - 33.3 MBWe can’t discuss International Woman’s Day without talking about the role men play in helping lift women in their community. Today I speak to Tim Henry who is the owner of Aspire planning and the host of the popular podcast the Grass is Greener. I outed Tim as a male advocate in our community. Tim has done over 25 episodes of his podcast and at least 15 female guests. He said this was not on purpose. He chooses guests who would be of value to his audience. Guests who have a fresh view of thi...
Advocates and Allies
March 09, 2021 10:18 - 43 minutes - 33.3 MBWe can’t discuss International Woman’s Day without talking about the role men play in helping lift women in their community. Today I speak to Tim Henry who is the owner of Aspire planning and the host of the popular podcast the Grass is Greener. I outed Tim as a male advocate in our community. Tim has done over 25 episodes of his podcast and at least 15 female guests. He said this was not on purpose. He chooses guests who would be of value to his audience. Guests who have a fresh view of thi...
True Activism on International Women's Day - Lacey Filipich
March 07, 2021 10:45 - 47 minutes - 35.6 MBIt is easy to be swept up by corporatised versions of International Women's Day. Lacey, without mincing any words, tells us who has to rise to the challenge (and it is not women) to fix the gender inequity that is prevalent through every part of society. She embodies how setting yourself up financially, equalises typical power disparities and allows you to unapologetically pursue activism. Lacey Filipich helps people become financially independent and reclaim their lives. She founded Money ...
True Activism on International Women's Day
March 07, 2021 10:45 - 47 minutes - 35.6 MBIt is easy to be swept up by corporatised versions of International Women's Day. Lacey, without mincing any words, tells us who has to rise to the challenge (and it is not women) to fix the gender inequity that is prevalent through every part of society. She embodies how setting yourself up financially, equalises typical power disparities and allows you to unapologetically pursue activism. Lacey Filipich helps people become financially independent and reclaim their lives. She founded Money ...
The Gen Z Woman - Azaria Bell
March 05, 2021 14:41 - 34 minutes - 26.4 MBIn this episode, we discuss Azaria Bell's own journey, who the Gen Z woman is and what tips she can take with her now, to make a change to her money story.Azaria has been a rising star, long before she entered advice. As a financial planning student she started her YouTube to fill the gap on financial content for people her age. She was a finalist in 2018 for Young Achiever of the Year and has achieved an array of academic accolades . She is now an advice associate at Skye Wealth and continu...
The Gen Z Woman
March 05, 2021 14:41 - 34 minutes - 26.4 MBIn this episode, we discuss Azaria Bell's own journey, who the Gen Z woman is and what tips she can take with her now, to make a change to her money story.Azaria has been a rising star, long before she entered advice. As a financial planning student she started her YouTube to fill the gap on financial content for people her age. She was a finalist in 2018 for Young Achiever of the Year and has achieved an array of academic accolades . She is now an advice associate at Skye Wealth and continu...
Landing this International Women's Day (8th March 2021): Your Money Story
February 27, 2021 12:36 - 40 seconds - 693 KBYour Money Story Podcast is about celebrating your journey, including you in the money conversation, empowering you to take control of your finances and equalising your position wherever you are. Let's change how the story ends. We will be launching during the week of International Women's Day (March 8th). In this first season I will have guest discussing the stories different generations of women (from Z to baby boomers, the impact of Covid-19 on Women's financial futures, what the real me...