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Money Talk, Real Talk

Money Talk, Real Talk

By: Money Talk Real Talk
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Real talk, expert tips & bold actions to change your money story in mid-life and beyond. Hosted by Suzanne Alexander and Trish Gregory. The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any PPDS and TMD of any financial product discussed, and consider obtaining professional advice appropriate for your needs.Money Talk, Real Talk
Episodes
  • The Invisible Reality: ADHD, Autism & Money in Mid‑Life
    Aug 2 2026

    If you've ever felt like traditional money advice just doesn't fit the way your brain works, this episode is for you.

    We're joined by Katherine Spitzkowsky, founder of Yulania Financial and a neuro-affirming financial adviser, to talk about the invisible reality of ADHD, autism and money in mid-life.

    In this episode we explore:

    • The less obvious ways neurodivergence shows up financially, beyond the impulsive spending stereotype

    • How financial advice and systems need to adapt for neurodivergent clients, rather than the other way around

    • The first step toward clarity and control if this conversation feels a little too familiar

    Enjoy x

    Trish & Suzanne

    Email: moneytalkrealtalkpod@gmail.com

    Resources:

    Instagram: https://www.instagram.com/divergent_money/

    LinkedIn: https://www.linkedin.com/in/katherine-spitzkowsky-cfp-64207763

    Website: https://www.yulaniafinancial.com.au/


    Disclaimer:The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.


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    27 mins
  • The Quick-Start Guide to Your First Property with Rachelle Kroon
    Jul 26 2026

    If you've ever wondered whether buying property is still possible in today's market, this episode is for you.

    We're joined by one of Australia's leading mortgage brokers, Rachelle Kroon, co-author of The Quick-Start Guide to Your First Property, to talk about what first-home buyers are actually doing to get into the market right now.

    In this episode we explore:

    • The biggest misconceptions about re-entering the property market and rebuilding after separation or divorce
    • How women in mid-life are approaching property differently
    • How career breaks, caring responsibilities and part-time work affect borrowing capacity
    • Is buying property still the most important financial goal?


    Resources:

    Instagram: @RachelleKroon_Money

    TikTok: @RachelleKroonMoney

    LinkedIn: Rachelle Kroon

    Enjoy!

    Suzanne & Trish X

    Email: moneytalkrealtalkpod@gmail.com

    Disclaimer:The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.


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    31 mins
  • Legacy Investing with Lacey Filipich: Building Wealth for your Kids
    Jul 19 2026

    Are You Accidentally Raising Financially Dependent Kids?


    Most parents focus on leaving money behind.

    But what if the real secret to building generational wealth is teaching your kids what to do with money before they ever inherit it?


    In this eye-opening episode, Money School founder Lacey Filipich shares why she'd choose financial knowledge over a million-dollar inheritance every single time.


    With Trish Gregory and Suzanne Alexander, Lacey discusses:

    💰 How to raise financially confident kids
    🌱 Ethical investing without sacrificing returns
    📈 Why investing is one of the biggest votes you'll ever cast
    🧠 The three money lessons every child should learn
    ❤️ How to discover what "enough" really means


    If you've ever wondered how to build wealth while staying true to your values, this conversation is for you.


    Resources:

    Money School: https://www.moneyschool.net.au/

    Ethos ESG: https://ethosesg.com/

    World Economic Forum Report: https://www.weforum.org/press/2020/01/half-of-world-s-gdp-moderately-or-highly-dependent-on-nature-says-new-report/

    Climate scenario analysis: An illustration of potential long-term economic & financial market impacts: https://www.cambridge.org/core/journals/british-actuarial-journal/article/climate-scenario-analysis-an-illustration-of-potential-longterm-economic-financial-market-impacts/1C0B999AB9C59D5E02136C51CD0655DF

    Property and Insurance Risk Report: https://actuaries.org.uk/media/g1qevrfa/climate-scorpion.pdf & https://actuaries.org.uk/media/gebdhxzi/climate-emergency-final-report.pdf


    Enjoy!


    Suzanne & Trish X

    Email: moneytalkrealtalkpod@gmail.com


    Disclaimer:The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.

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    39 mins
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