Show Notes
If you've ever felt unsure whether financial advice was really built for someone like you, this episode will help you understand the landscape and hopefully feel more confident navigating it. I chat to Paul Feeney, founder and CEO of Otivo and someone who has spent years inside the advice industry. It’s a refreshingly honest take on where it works, where it falls short, and what everyday Australians can do about it. The reality is that quality personalised advice has historically been more accessible to people with significant assets, leaving many everyday Australians without affordable guidance at the very moment they need it most. We dig into the real difference between information, guidance and advice, because these words get thrown around a lot and they don't mean the same thing. Information educates, guidance helps, and regulated advice is personalised to your exact situation. We also explore the use of AI for advice. These tools are genuinely useful for exploring ideas, stress-testing thinking and preparing smart questions before you see an adviser or call your super fund. To set up a free Otivo account you can go to www.otivo.com and use the discount code 'Otivo4EpicRetirementor' See omnystudio.com/listener for privacy information.
More from Prime Time with Bec Wilson
If you’re feeling overwhelmed by investment options, superannuation jargon or just terrified of making the wrong financial move with your retirement savings, you're far from alone! In part two of our special series with AMP Super to help you Retire the Fear, I’m joined again by Julie Slapp to tackle the 'trap of inaction.' We look at why over half of pre-retirees feel paralysed by big financial choices, why standing still could be quietly costing you thousands in unnecessary tax, and how simple tools and coaching can give you your confidence back. Julie Slapp is Director of Growth and Customer Solutions at AMP Super. This episode is brought to you in partnership with AMP Super. Head to amp.com.au/retirethefear to check out their practical tips and sign up for my exclusive email series.
Hello! Today I'm joined by resident Prime Time travel expert Fiona Dalton, to unveil our brand-new Epic Bucket List Adventures... a series of small group journeys curated specifically for our Prime Time community! In this episode, we unpack our extraordinary 2027 itinerary: sailing the fjords of Iceland and Norway with Viking, exploring the wild Kimberley with Ponant, and walking through the historic hills of Umbria with Martin Randall Travel. We dive into how we've built these trips from the ground up, how we're making them work seamlessly for solo travelers, and why going on these once-in-a-lifetime adventures together changes everything. To find out more about the 2027 trips, you can head to Epic Bucket List Adventures, scroll down and find the adventure you're looking for! See omnystudio.com/listener for privacy information.
Hello! This week, I sit down with the incredible Liane Moriarty to talk about her brand-new, number-one bestselling book, Big Little Truths... the long-awaited sequel to Big Little Lies. We chat about what it was like picking up these iconic characters 10 years later, navigating life with teenagers, midlife perspective shifts, and the surreal feeling of seeing her words come to life on the global screen. Liane is so warm, funny, and refreshingly honest. This is a conversation you won't want to miss! See omnystudio.com/listener for privacy information.
The government has officially banned checkout surcharges on credit cards, which means no more extra fees when you tap your card in store. But while that sounds like a win, it’s triggering a major shake-up behind the scenes that could quietly cost you money. In this episode, I sit down with financial educator and author Nicole Pedersen-McKinnon for a proper wallet audit. We unpack how merchants are pricing card fees into shelf prices, why banks are slashing credit card rewards, points, and travel insurance perks, and what you need to check on your own cards to ensure you're still getting real value. See omnystudio.com/listener for privacy information.
The Epic Retirement Tick is back for its second year! I sit down with Ian Fryer, General Manager at Chant West, to reveal which super funds received the 2026/27 Tick, what’s changed this year and where the industry is stepping up when it comes to supporting Australians in retirement. Download the full 2026/27 Epic Retirement Tick report HERE See omnystudio.com/listener for privacy information.