Episodios

  • Planning Your Dream Whale Watching Adventure
    Aug 19 2025

    In this episode, David shares his recent bucket list adventure to the Head of the Bight in South Australia, where he and his wife Tammy experienced the magnificent southern right whales in their natural nursery. This wasn't just a holiday—it was the fulfilment of a long-held bucket list dream that required careful planning, financial preparation, and a commitment to fully disconnecting from work.

    David reveals:

    • How to financially prepare for significant bucket list adventures without stress
    • Why the journey itself is just as important as the destination
    • Practical strategies for disconnecting from work to fully enjoy your experiences
    • The importance of budgeting for unexpected opportunities during your adventures

    Quotes from the Episode

    "It was important that we broke that trip up as much as possible... finding destinations along the way that had points of interest for us was important."

    "I've made that conscious decision to enjoy my holidays and my breaks. I've found it a lot easier to switch off and then when I get back, just switch back on again."

    "We had a really good idea of how much the trip was going to cost... and then to have money aside for unexpected things that popped up along the way."

    #BucketListAccountant #WhaleWatching #BucketListTravel #FinancialPlanning #TravelPlanning #WorkLifeBalance #AdventureTravel

    Key Moments

    00:40 David's Whale Watching Experience

    03:16 Planning the Journey

    08:00 Switching Off and Enjoying the Holiday

    11:58 Financial Planning for Bucket List Trips

    17:43 Reflecting on the Experience

    19:12 Conclusion

    Contact details:

    David Patterson on LinkedIn

    The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    Co-host: Anthony Perl

    Produced by: 'Podcasts Done for You'

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    20 m
  • Turning Life's Wake Up Calls Into Positive Change
    May 7 2025

    Explore how life's challenging moments can serve as catalysts for meaningful, lasting change. Through personal anecdotes and professional insights, we discuss how to turn temporary reactions into sustained motivation for both business and personal growth. We highlights the importance of aligning life goals with everyday actions, with a focus on the role of a well-defined bucket list. Get practical advice on maintaining momentum after a life wake-up call and learn the value of open communication in achieving long-term goals.

    The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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    19 m
  • Stories Not Stuff: Why Experiences Matter More Than Possessions for Your Bucket List
    Apr 23 2025

    Join us as we delve into the importance prioritising life experiences over material possessions. Through personal anecdotes, David shares insights on how to create a meaningful bucket list focused on memorable experiences rather than accumulating stuff. We also discuss the value of getting comfortable with discomfort in both personal life and business, explaining how stepping out of comfort zones can lead to greater achievements and fulfilment. This episode underscores the significance of planning, communication, and understanding long-term goals to navigate and benefit from uncomfortable situations.The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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    21 m
  • Understanding Budgets: Federal vs Personal Money Management
    Apr 10 2025

    We delve into the crucial differences between federal and personal budgets. This episode offers practical tips on setting budgets that consider both monetary and emotional value. Learn how to make smart financial decisions that align with your long-term goals, and gain insights into balancing day-to-day spending with long-term aspirations. Discover why understanding both federal and personal financial management is essential for your financial wellbeing.

    The Bucket List Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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    20 m
  • Stories not Stuff:  How to Create a Fulfilling Bucket List That Truly Matters
    Feb 26 2025

    In this episode we discuss the essence of building a bucket list that emphasises experiences over material possessions. David shares personal anecdotes and strategies to help listeners create and achieve a bucket list that aligns with their core values and generates lasting memories. The conversation highlights the importance of prioritizing experiences that foster fulfillment and happiness, rather than succumbing to the societal pressures of accumulating more 'stuff.' This episode is a valuable guide for business leaders and individuals seeking a purposeful and enriched life.

    The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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    16 m
  • Navigating Economic Uncertainty: The Impact of Elections and Interest Rates on Business
    Feb 5 2025

    In this episode we discuss the significant impact of elections and fluctuating interest rates on business decisions. We explore strategies to maintain cash flow stability amid market uncertainties and how to counter the influence of media negativity on business confidence. The conversation covers the importance of focusing on controllable aspects of a business to stay resilient and proactive, and how to identify and capitalize on opportunities during economic fluctuations. Listeners are offered insights into strategic planning to navigate economic challenges effectively.

    The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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    20 m
  • Strategic Accounting: Unlocking Business Growth and Success
    Jan 22 2025

    In this episode we delve into the impactful role of accountants in business planning and growth.We explore the importance of strategic planning, business coaching, and how accountants can provide tailored guidance to individual businesses. The discussion also touches on why more accountants need to embrace these roles, and the relationship dynamics between accountants and their clients in fostering business success. Get insights into the value of business coaching and how accountants can help align business performance with personal aspirations.

    The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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    19 m
  • From Tax Refunds to Bucket List Adventures
    Dec 18 2024

    Join David Patterson as we discuss the common frustrations of tax refunds and the importance of smart financial management. In this episode, David explains why focusing on effective financial strategies and aligning tax planning with personal and business goals is crucial. He offers practical advice for both employees and business owners on managing their finances throughout the year rather than depending on lump-sum refunds. The discussion delves into self-discipline in savings, the advantages of regular philanthropy, and the broader perspective of achieving your bucket list goals. Don't miss this insightful conversation on prioritizing financial decisions to support your dreams.

    The Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.

    Subscribe now and get ready to take control of your money and your life!

    This podcast was produced by 'Podcasts Done for You' https://podcastsdoneforyou.com.au

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    19 m