Jun 22, 20195 minS1
<p>A portfolio of personal protection policies are generally utilised within a comprehensive wealth management plan to ensure that wealth plans are kept on track in the event of a major illness or injury. Today I...
About this Podcast:
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, independent, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.
Pitch Analysis
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Contact path
Verified email
Booking probability
18%
Guest openness
Selective
80/100
Required Score
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What is Managed Money about?
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, independent, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.
What has Managed Money covered recently?
Recent episodes include "A positive claims experience for Specified Injury." (22 June 2019, 5 minutes), "Market downturns...not if but when." (15 June 2019, 5 minutes), and "What advice suits your family business?" (8 June 2019, 9 minutes).
How often does Managed Money publish?
Managed Money publishes roughly weekly, with episodes averaging 8 minutes across 10 episodes.
How hard is it to get booked on Managed Money?
Booking probability for Managed Money is 18%, and the host is rated Selective on guests. Managed Money requires a Pod Score of 80 or higher. Managed Money's contact route on record: verified email.
Who should pitch Managed Money?
The strongest fits for Managed Money are Investment Banking & Trading.
About the host
Managed Money is a general podcast with 10 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #9
Market downturns...not if but when.
Jun 15, 20195 minS1<p>Listen in as James explains how Evolution Financial planning are re-balancing and actively managing client portfolios. There has been an extended period of double digit, market linked returns. While investors can...
Episode #8
What advice suits your family business?
Jun 8, 20199 minS1<p>Listen in as James Cruz explains the different types of advice that family business owners can access and why a virtual family office is best suited for family businesses. A comprehensive tailored offering is worth...
Episode #7
What's your idea of retirement?
May 25, 201916 minS1<p>Listen in as James Cruz explains how a retirement should be thought of. Many think of retirement as the period post working. The reason we focus on growing capital for retirement is this should be an exciting time...
Episode #6
Money Mindset to grow wealth.
May 18, 20197 minS1<p>Listen in as James Cruz explains how the actual money mindset that you are using maybe inhibiting your wealth plans. You may not want to be the richest person in the cemetery but you can alter your state of mind to...
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Episode #5
How much do you need for Retirement?
May 11, 20196 minS1<p>Hear how James explains what is considered a comfortable amount for retirement and how a combination of capital and Centrelink can produce great results. Click here to read the article that James refers to so you can...
Episode #4
The RISK of the sharemarket.
May 3, 20196 minS1<p>One of the main concerns I hear when looking to plan a retirement income stream with family businesses is that the "stockmarket is risky." While this old chestnut might get a run, it really is a cry for more...
Episode #3
What is Managed Money?
Apr 27, 20199 minS1<p>Listen as James Cruz explains the concept of Managed Money and how it relates to building towards a retirement of confidence and certainty. A retirement whereby you never worry about money in this phase of your...
Episode #2
Case Study: Unwinding poor advice.
Apr 23, 20198 minS1<p>Let me take you through what poor advice looks like and how to unwind it to get back on track ASAP. If you are listening via Anchor.fm then make sure you listen to my surprise song that I have included at the end of...
Episode #1
Take a step forward with Managed Money.
Apr 22, 20195 minS1<p>Let's get the conversation going on how to retire right. Check my initial thoughts on where I see the Financial Planning industry and how I will be looking to help those who require advice for a confident retirement...
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