A Lawyer and Financial Advisor Walk into a bar

Hosted by Alex and David

Business ManagementInterviews guests

Website RSS feed

Episodes

Latest episode

Feb 2024

Language

EN-US

About the show

A Lawyer and Financial Advisor Walk into a bar, but then what happens? Join Alex Martin (the lawyer) and Dave Murdoch (the financial advisor) as they discuss how to get the most out of your business, your money and your life – with some laughs in between. With these two on board, you can expect equal measures of insightful anecdotes, great advice and bad jokes - well, two out of three ain’t too bad right?

Listen to episodes

51 recent

February 15, 2024Episode 5124 min

Renting: Is it an option for your whole life?

Are you struggling to make your way into the property market and unsure if owning a home is possible for you? Is buying a home the be-all and end-all? What other favourable options are there if it isn't for you?Join Alex and Dave as they discuss the challenges of the current property market, pro’s and con’s of buying vs renting, possible alternate routes to get into the market, and factors that influence and impact an individual's decision to buy or rent long-term.As always, it is always incredibly important to seek appropriate financial advice for your individual circumstances.Tune in today!#renting #bying #property #podcast #lawyer #financialadvisor #melbourneDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

February 1, 2024Episode 5012 min

Consumer Law - Do you know your obligations?

Do you know your rights and obligations under consumer law?As a business owner, it is important to know your obligations when selling goods and services. Individuals should also be aware of their rights as consumers. Join Alex and Dave they delve into consumer law, in particular what does/doesn’t fall under consumer law, examples of the warranties which apply, the obligations of business owners selling goods and services and the rights consumers have.#consumerlaw #WealthActivism #legal #podcast #melbourne #business #businessowner #consumerDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

January 18, 2024Episode 4923 min

Should I set up a Self-Managed Super Fund?

Should I set up a self-managed super fund?The question is – what is the purpose? Why do you want to do it? Is it appropriate for your circumstances?Alex and Dave are back for 2024 and in this episode they discuss examples of when it is appropriate to set up a self-managed super fund, how self-managed super funds work and what is actually involved, and the obligations and potential implications that you should consider before taking the leap.#WealthActivism #legal #podcast #melbourne #smsf #businessDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

December 7, 2023Episode 4831 min

Do I Need Financial Advice?

There is a common misconception that financial advice is only for the ultra-wealthy, and often this comes from people not truly understanding the nature of financial advice and what it involves. Lending, risk assessment, retirement planning, estate planning, investment advice, tax minimisation strategies…it’s a lot broader than most people think. The value that individuals, couples, family groups and business owners receive comes in many forms, but ultimately it’s the opportunities it can provide from having an expert assess and review your values, goals and financial circumstances.It’s a often a case of you don’t know what you don’t know!Join Alex and Dave as they discuss the advice process and the benefits that seeking expert advice can achieve. #financialadvice #legal #WealthActivism #podcast #melbourneDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

November 23, 2023Episode 4721 min

Workplace Investigations

At what point does an incident at work require an investigation? And as a business owner, what are your obligations?When a situation arises at work, whether it be in the physical working environment, online or even at a work related event, there needs to be a process so that all parties involved are treated fairly and that the resolution is appropriate and accepted by all.In this episode, Alex and Dave talk through the process of workplace investigations – who should conduct the investigation, how to determine the truth and who to turn to for help if you need it. It’s one of those uncomfortable jobs as a manager or business owner, but one thing is for sure…inaction is not the answer. #legal #WealthActivism #workplace #businessowner #melbourneDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

November 9, 2023Episode 4625 min

Does your business have a Dispute Resolution Process?

How does your business handle conflict?We are all wired differently, and therefore conflicts and disputes will inevitably arise. Whether it’s between employees, business partners or with suppliers, knowing what to do when conflict arises is key in resolving the situation with an outcome that’s best for everyone.Join Alex and Dave in this latest episode as they discuss how your business can implement an effective dispute resolution process using documentation and policies that can be used consistently across all situations. #legal #WealthActivism #podcast #conflictresolution #melbourneDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

October 26, 2023Episode 4527 min

Psychology in Business - Who do you partner with?

Are you a big picture person or someone who dwells on the detail? An introvert or extrovert? Process driven by what has worked in the past or an up and coming enthusiast ready to rock the boat?!Whether it’s choosing a business partner, employee or even a client, understanding different personality types is essential to the future success of that relationship. By using and understanding the science and psychology that sits behind the modelling that has been done in this area, you can make the best decision possible with regards to compatibility.Join Alex and Dave as they discuss the various profiling models, personality types and what can go wrong if you don’t think through the decision of who to partner with in business. #WealthActivism #legal # businessowner #business #podcast #melbourneDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

October 12, 2023Episode 4419 min

Returning to the Office: What are your people saying?

Love it or loathe it, working from home has been a hot topic since the pandemic hit, and it appears employers and employees alike are split on their preferences.Whilst it doesn’t affect all businesses, it can be quite challenging for business owners who were forced to conduct their businesses remotely during the pandemic and now want their employees back onsite. So what’s the solution? It often depends on the type of business and its ongoing operational requirements, as well as the needs of the employees which can differ from person to person. In this episode, Alex and Dave talk through the various options available for employers, including their rights and potential changes to enterprise bargaining agreements.#WealthActivism #legal #workingfromhome #businessowner #business #podcast #melbourneDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

September 28, 2023Episode 4324 min

Managing Difficult Employees

What do you do if you have an employee who’s not performing as well as they should be? Or even worse still, an employee whose behaviour is affecting the culture of your business?In this episode, Alex and Dave talk about managing difficult employees. As a business owner, what can you do and what laws are you restricted by? Should you make the employee redundant or would going down that path be breaking the law?It’s a difficult position that many business owners find themselves in, and sometimes the options available are unclear so no action is taken. The problem with inaction though, is the possibility of losing the employees that you value.Tune in today! #WealthActivism #legal #financialadvice #businessowner #podcast #melbourneDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.

September 14, 2023Episode 4226 min

Time off: What do you do to switch off from your business?

As a business owner, how often do you take a break? Taking time away from the day to day operations of your business can be difficult, so when you do take a break, how do you completely switch off? Or are you guilty of checking emails and “just making a couple of calls” whilst you’re away?It’s a trap that many fall into, but the reality is unless you switch off completely, you’re not likely to be getting the full benefit of your break.In this episode, Alex and Dave talk through the difference between time off and switching off, the mental health benefits of taking a break as well as finding what your passion is so that your brain has something else to focus on instead of the business.Tune in today!#WealthActivism #legal # Melbourne #podcast #takeabreak #businessownerDavid Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.