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Financial Secrets Revealed
The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacies they'd like to leave behind.
Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license.
Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels.
Season 1 interviews those who appeared in the book.
Season 2 shines the spotlight on Financial Abuse.
Season 3 we Meet the Experts.
This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs.
Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.
Financial Secrets Revealed
FSR Season 3 - Mark Bolton
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the best-selling author of ‘The Gen Z Money Manual: Mastering Our New Economy,’ Mark Bolton. Mark is a veteran of the banking and consulting industries, having held senior positions with PWC, Goldman Sachs, Credit Suisse and Barclays, among others.
Mark specialises in reaching Gen Z (those born post 1997) and provides books, tools and templates to coach and support the Gen Z journey into adulthood, whilst reducing the risk of financial missteps along the way. Mark discusses here the profile of a more conservative generation and how living in these uncertain times is shaping the next group of adults, who are set to inherit part of the largest intergenerational transfer of wealth ever.
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the challenges facing Gen Z with Mark.
This podcast is for general information purposes only. It does not take into account your personal circumstances or goals and is not to be considered personal advice. Please discuss your needs with your financial adviser.
Offer
Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books
Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)
Connect with Mark
Mark Bolton | LinkedInn – Mark’s LinkedIn profile
Press & Media (mark-bolton.com) Mark’s Website – The Gen Z Money Manual
Mark Bolton - The Gen Z Money Manual, Books and Coaching (mark-bolton.com)
Mark Bolton Gen Z Money Manual on Route 664 revised - YouTube
Mark Bolton (@authormarkbolton) | TikTok
Follow
Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn
Websites:
