Most people think that working in finance means having your money life sorted. But today's guest proves that even the experts aren't immune to burnout, financial stress, and major setbacks.

For more than 20 years, Bec Allan built a career inside Australia's major banks. She climbed the ranks, built a reputation, and did everything "right."

But behind the scenes, she was exhausted, stretched thin, and carrying the weight of being a single mum trying to hold everything together — including $80,000 of personal debt.

In this episode of Money & a Good Life, Steph and Ryan sit down with Bec to talk about what happened when her corporate career ended abruptly, how she rebuilt her entire relationship with money, and why she now helps other women do the same.

This is a conversation about financial burnout, debt recovery, empowerment, and what it really takes to build a calm, confident relationship with money.

What we talk about:

• Bec's 20-year banking career and what led her to leave the corporate world
• Finding herself $80,000 in debt as a single mum
• Working two to three jobs for over two years to dig out of debt
• The turning point moment on November 1st, 2018 with her daughter
• Transitioning from corporate burnout to building a money coaching business
• Why vulnerability is central to her work with clients
• Helping clients shift from fear and scarcity to calm, grounded decision-making
• Common money behaviours and emotional patterns that hold women back
• Client transformation stories, from toxic debt cycles to purchasing homes
• First steps for people who feel overwhelmed, ashamed, or scared to look at their finances
• Taking a holistic approach that blends mindset, strategy, and emotion
• Creating values-aligned relationships with money

If you've ever felt trapped in a cycle of earning, spending, and striving without true financial peace, this conversation will show you there's another way.

Here's to your Good Life. And thanks for listening.

Find us at www.tribecafinancial.com.au

Our guest:

Bec Allan, Mortgage Broker and Money Coach

Connect with Bec on LinkedIn

Follow Bec on Instagram

Visit Chamberlain & Co’s website

Our hosts:

Ryan Watson, CEO, Tribeca Financial

Connect with Ryan on LinkedIn

Stephanie Coombes, podcast expert and media strategist

Connect with Steph on LinkedIn

Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.

Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.

Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

Banking and global markets can sound distant, sometimes even irrelevant.

But the reality is, bonds, interest rates and currencies shape almost everything in your day-to-day life. Your mortgage, your super, your cost of living, even airfares.

In this episode of Money and a Good Life, we’re joined by Anthony Kritikides, Managing Director and Global Head of Institutional Sales at CBA Global Markets. Anthony sits at the centre of global financial markets, helping some of the world’s largest institutions navigate volatility, manage risk, and plan for what’s next.

Together, we zoom out to the big picture, what’s happening in the economy right now, why markets feel so volatile, and what it all means for everyday Australians.

Anthony breaks down complex topics in plain English, explaining how bonds work, why fixed income is back in focus, where interest rates may be heading, and what’s driving movements in the Australian dollar.

If you’ve ever wondered “Why should I care about this?” this conversation connects the dots.

In this episode, we cover:

• What bonds actually are and how governments and companies use them
• Why fixed income has made a comeback
• What drives interest rate movements and how they affect households and businesses
• The big forces moving the Australian dollar
• Why super funds are investing more offshore and why currency matters
• What Anthony thinks people should be paying more attention to right now

Here's to your Good Life. And thanks for listening.

Find us at www.tribecafinancial.com.au

Our guest:

Anthony Kritikides, Managing Director and Global Head of Institutional Sales at CBA Global Markets

Connect with Anthony on LinkedIn

Our hosts:

Ryan Watson, CEO, Tribeca Financial

Follow Ryan: https://www.linkedin.com/in/r-watson/

Stephanie Coombes, podcast expert and media strategist

Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/

Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.

Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.

Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

Sometimes Millennials get a bad wrap for how they manage their money.

The narrative has been that they don't save and they'd rather spend on travel or avocado toast than build wealth.

But is that really true?

In this episode of Money & a Good Life, Steph and Ryan sit down with Jake Boulter, Senior Adviser at Tribeca and a Millennial who grew up in a family spanning four generations, from Boomers to Gen Z.

Jake shares what Millennials really think about money, how their approach differs from other generations, and why housing instability has fundamentally shaped how his generation approaches wealth building.

If you've ever struggled to see eye-to-eye with your adult children about finances, or if you're curious about how younger Australians are managing money in a changing world, this conversation offers intergenerational insights that might just bridge the gap.

What we talk about:

• Growing up around four generations and noticing different money attitudes
• How housing instability has defined Millennial attitudes toward wealth
• The property market gap between generations and its lasting impact
• The "Bank of Mum and Dad" and intergenerational wealth transfer
• Why Millennials are more values-driven with their money and investing
• Whether ethical investing is a passing trend or lasting shift
• Getting financial information from social media, finfluencers, and TikTok
• The stereotype about Millennials preferring crypto and ETFs over property
• How generational differences shape advice conversations

If you're navigating generational money differences, whether as a parent, advisor, or simply someone curious about how attitudes are shifting this conversation offers real insight without the stereotypes.

Here's to your Good Life. And thanks for listening.

Find us at www.tribecafinancial.com.au

Our guest:

Jake Boulter, Senior Advisor at Tribeca Financial

Connect with Jake on LinkedIn here: Jake Boulter | LinkedIn

Our hosts:

Ryan Watson, CEO, Tribeca Financial

Follow Ryan: https://www.linkedin.com/in/r-watson/

Stephanie Coombes, podcast expert and media strategist

Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/

Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.

Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.

Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.