In this episode of Freedomonix, Cameron speaks with Chris Haggart - Partner and Financial Adviser about the psychology of wealth and the search for meaning beyond a paycheck. Drawing on themes from Chris's articles, they explore why financial decisions are rarely just about money, how people often link self-worth to income and status, and why true wealth may be better measured by freedom, alignment and peace of mind.

They also discuss the importance of understanding the "why behind the why" in financial advice, and how a life-first approach can help people make better decisions with the resources they already have. It is a reflective conversation about money, identity, contentment and what really matters over the long term.

For the articles that Chris wrote click here

https://www.independentwealthpartners.com.au/insights/are-you-rich-or-wealthy-there-is-a-difference/

https://www.independentwealthpartners.com.au/insights/the-psychology-of-wealth-is-there-purpose-beyond-your-paycheck/

DISCLAIMER: This podcast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433.

In the latest episode of our video podcast, Cameron and Shane unpack Shane's recent blog article, "Death Tax by Stealth."

Unfortunately, in Australia if you die with money in your super and you want to pass this through to your adult children, then the taxable component of your super fund is taxed at 15% plus the medicare levy (2%).

In this episode, Cameron and Shane talk through the ways to reduce this tax to ensure that your children receive more of your estate rather than the ATO.

Read the full article here: Death Tax by Stealth

Access the videocast here: IWP - Death Tax by Stealth April 2026

DISCLAIMER: This podcast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433

In the next few episodes of Freedonomix we are sitting down with our clients to chat through their personal lived experience of Retirement. We have thoroughly enjoyed these genuine conversations about our clients journey's through both the financial and lifestyle experience of their retirements and we think there are a number of pieces of gold throughout.

In this episode of Freedonomix, we speak with John Hurley about his experience of moving into retirement and what the transition has really looked like in practice. John shares some of his career background, what he valued most about his working life, and what he was looking forward to as retirement drew closer.

We also discuss the uncertainty that can come with such a major life change — the things he felt nervous about, what surprised him once retirement began, and what turned out differently to what he expected. A key part of the conversation is also the role of health in retirement, and how important it becomes in shaping lifestyle, freedom and enjoyment in this next phase of life.

It's an honest and thoughtful discussion about the realities of retirement, with practical insights for those starting to think about what life after work might really involve.

DISCLAIMER: This podcast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433