The Swan Effect - Creating and Sustaining Your Financial Wellbeing

Work Life Savings

August 02, 2021 Lucille Sikosana/Arthi Rabikrisson/Batya Shulman Season 1 Episode 7
The Swan Effect - Creating and Sustaining Your Financial Wellbeing
Work Life Savings
Show Notes Chapter Markers

In this episode, Arthi and Lucille invite guest Batya Shulman, to share some of her views on Work-Life Savings, as a concept and how one can use the money we work hard for, to create a future asset pool that we can tap into for other income generating opportunities.
A different way to look at how savings can actually unlock more money in your pocket from different sources, like property or a side hustle.

We cover a number of key ideas in the episode that include:

  • How to start work-life savings plans
  • Understanding the work-life savings cycle
  • How to maintain other income generating opportunities while still working
  • Self-funding opportunities vs 3rd party lending
  • Savings tips for start ups and small businesses
  • Retiring comfortably with savings
  • Balancing between using debt and savings
  • the importance of financial independence
  • teaching our children about saving

And more! Take a listen.

About Batya Shulman
Batya Shulman is a Chartered Accountant, Licenced Financial Adviser and KeyNote speaker with over 23 years international banking and financial services experience. 

Born in South Africa, Batya has lived and worked in Sydney, New York, Tokyo, Hong Kong and Singapore. Batya was previously CFO, at an Australian Bank before joining St. James’s Place Wealth Management as a Partner.


We would love to hear your views based on the ideas covered in this episode. Please feel free to rate, write a review, and share with others.

#TheSwanEffect#MoneyResolutions#KeepinOnTrackwithMoneyResolutions#FinancialWellbeing #WomenInFinance #Saving#Investing #Financialwellness

About Arthi Rabikrisson and Lucille Sikosana
National Savings Month
Introducing Batya Shulman
How to start and commit to a savings plan
Using a budget to tell your money where to go
Unpacking the concept of Work-Life Savings
Creating future financial independance
Why leaving cash in the bank may not be a good idea
The cycle of Work-Life Savings
How much to save in an emergency fund
Having a goal based approach to your wealth
The importance of looking within while on your savings journey
Non-traditional income generating opportunities
Time is your biggest commodity
Borrowing or using your own money to start a side hustle
Savings tips for start ups and small businesses
Investment options to secure a comfortable retirement
Finding a balance between managing debt and saving
The importance of teaching children how to save
Financial independance and living the life you want
Parting shot: Arthi - Work to realise the life you have saved for
Parting shot: Lucille - Money says "if you save me today I will save you tomorrow"
Parting shot: Batya - Do something today that your future self will thank you for
Thank you to Batya for joining us
Look out for the next episode on Women and Financial Freedom!
Swanning out for now...