
Mo Money
501 episodes — Page 7 of 11
#201 w. Sebastian Mierau - Wellbeing hacks
EIn this episode, I chat to Sebastian who is the co-founder at ClearLight Saunas and a bit of a well-being sort of a student of all walks from laughter yoga, breathing practices, obviously sauntering like a m**o. We talk about his well-being routine. Some of the interesting things that he learned on the way as well as his journey to owning a business with 40 employees and learning the business, financial management, and money management that sits around that. We talk about the lessons he learned along the way and what he used as resources to up his money. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#200 w. Neil Rogan - Sharemarket trends in 2022
EIn this episode, I chat to Neil Rogan who's the head of the Australian side of Russell Investments, a global investment powerhouse that managed over half a trillion dollars. Neil is a good mate of mine and a super smart cookie when it comes to what's going on in markets. He talks about the economic predictions for the share market over the coming year, what investors should be thinking about and some of the trends that he's seeing in particular around the ESG or ethical investing space and the property market forecast. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#199 w. Chris Bates - Mortgage & property update
EIn this episode, I chat to Chris Bates who's a mortgage broker and the Founder of Wealthful. He helped a lot of people with mortgage refinancing and buying their dream home. I asked Chris about his take on the property market, where things are going in 2022, what trends you're seeing from property buyers and what borrowers should be looking out to make their next property purchase a successful one. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
198 How to plan smarter with your money [live event recording]
EIn this session, I unpack how to plan smarter with your money. It's a live event recording from the session that I did with the legends at General Assembly. I talk through the key things that you need to understand as to what goes into a plan, how to plan for success, some of the mindset shifts that you need to make to make the very best plan for you as well as the practical planning process that you can follow, the foundations of a good plan and the mistakes to avoid when going down this path. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
197 w. Keith Abraham - How to achieve your goals faster and easier
EIn this session, I chat with Keith Abraham for round two of our conversation around goal setting and he unpacks some of the hacks and things that you can do to achieve your goals faster and easier with less stress. We talk about some of the different goals seeking profiles and some of the different ways that people approach their goals as well as how regardless of what sort of approach you take to set your goals how you can work better with other people and bring them on that journey. Ever wished when you were born you came with a Playbook or Field Manual? Well, Best Selling Author of 5 Books and Multi-Award Winning Professional Speaker Keith Abraham has created a diagnostic tool that can do that for you. It's called GoalDrivers. It provides you with specifically curated insights, customised ideas and personalised inspirational strategies that relate directly to your Goal Achievement Persona. These insights provide you with a way to achieve your goals faster, easier and sooner. GoalDriver website https://mygoaldriver.com/ Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#196 Investment & Property Market Update February 2022
EIn this episode, I download my Investment and property market updates for the month of February 2022 to talk about the Russian conflict and what it means for your money. What's been happening in markets, where the opportunities are for investors at the moment, market updates, some of the money hacks and stories to help you learn from what others have been doing to make it easier and how to get better results from your money. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#195 How to invest if you're saving $5k+ per month
EThis episode is a recording of a presentation I did on How to invest if you're saving $5k or more per month. I talk about some of the high income, high savings rates, hacks and tips, the strategies that you should be across if you're saving strongly as well as some of the tactics that you can use to choose. I think that there are a lot of different ways to be right, the more that you're saving and the more that you're investing. So, I talk about how to actually choose and how to make solid decisions to find a balance between getting the investment progress that you want, and at the same time living the lifestyle that you want. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#194 How to build investments through property [Live event w. General Assembly]
EThis episode is a recording of a live session around How to grow your investments through the property, where I download some of the key things that you need to understand to be smart with your property decisions, some of the hacks and tactics that you can use to get better results faster, as well as how to plan out a property strategy that's going to deliver you good outcomes in terms of asset growth. Also, how to be smart with your risk management and not leave you overexposed and allowing you to build wealth outside of the property or the roof over your head at the same time. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#193 How to PROFIT from your employer share plan
EThis episode is the fourth session in our series on employee share plans, which is all about how to maximize the amount of profit that you're making from your employer share plan. I deep dive into some of the options that you can use to squeeze more juice out of the money that you've got in your ESS, the key options around investing and how to actually wrap that together into a plan. It's going to help you get ahead at the rate that you want while you actually live the lifestyle that you want. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#192 Employer share plan tax hacks & mistakes to avoid
EThis episode is a recording of a live event I did on an employee share plan, tax hacks, and mistakes to avoid where I dive deep into employee's share scheme tax considerations, how the tax works, how to plan around tax, and ultimately how to maximize the amount of after-tax money that you make from your employer share plan. There are a few granular details there. If you got an employee share plan, there is a ton of opportunities to unlock and get this right. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#191 Investment & Property Market Update January 2022
EThis episode is the Investment and property market update for January 2022, where I recap what happened in markets and what's going on with shares in crypto property. Some of the trends that we're seeing as well as some of the investors hack opportunities and mistakes to avoid. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#190 How employer share plans work (deep dive)
EThis episode is a recording of a live online event I did on How employees share plans work deep dive, where I cover the key types of employee share plans, how they work, some of the tactics and strategies that you should be aware of and thinking about to get the most out of those plans, as well as some of the mistakes to avoid and how to plan with your employee share plan to get the most out of it. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#189 Employer share plans 101
EThis episode is a recording of a live session that I did on Employee Share plans 101. Essentially an overview of how employee share plans work, the different types of plans that are out there, the ins and outs, how the tax works around them, as well as the things that you should be thinking about so that you can actually profit from your employee share plans and use that as an opportunity to accelerate your asset building. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#188 How to be Smarter With Money Throughout Your Career [Live event w. General Assembly]
EThis episode is a recording of a live online event that I did with the legends at the General Assembly on How to be smarter with your money through your career, where I talk about some of the things that you should be across to make better decisions as you grow your income and career over time. I share some of the frameworks and things to make it easier to save as your income grows, as well as some investing tips on the types of investments you should be thinking about at the different stages of your money journey. Also, how you can wrap everything together into a clear game plan. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#187 How to use your property equity to invest when your LVR is below 50%
EThis episode is a recording of a live event that I did on How to use your property equity to invest when your LVR or Loan to Value Ratio is below 50%. Essentially, people that have paid a chunk of money for some mortgage debts could be home or investment property. I talked about some of the strategies that you should be thinking about, the hacks and things to look out for but essentially how to put that property equity to work to deliver some more dollars for you. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#186 w. Keith Abraham - How to set goals so they actually turn into results
EIn this session, I chat with Keith Abraham, who is an absolute superstar when it comes to goal setting but importantly setting goals that are actually going to translate into results. Keith has been working in this space for over 25 years and he's been doing hardcore research for the last 18 years of those. He draws on some of those insights to talk, not only about what we can do to set goals and what motivates us to set goals but how we can actually practically translate into the day to day to make them work. I got tons out of this conversation personally and have some really super practical hacks that you can do to make it easy to get the things that you want. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#185 Why you need a financial adviser when you make $250k+
EThis episode is a live recording of an online event that I did all around about how you can benefit from having a financial advisor if you've got a high income or if you've got any company up to 250k. Essentially, talking to anyone with a high income. Some of the things to be thinking about money decision-making as well as the considerations to make the smartest possible decisions and how a financial advisor can actually help with that. Also, some of the money decision making mistakes that you should be looking to avoid in that sense. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#184 How to build a second income investing [Live event w. General Assembly]
EThis session is a recording of a live event that I did in collaboration with the General Assembly, all on How to build a second income investing in 2022. So I talk a bit about what's going on in markets today, how you can capitalize on your new year's motivation to get some quick wins and start building some money momentum, as well as the ins and outs of investments. Also, how to manage risk when you invest in the different investment options that are available to you and how to choose between them so that you can ultimately put yourself in a position to take action and start getting some results. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#183 w. Emily Djekovic - How to build financial confidence
EIn this episode, I chat with Emily who's one of our amazing advisors at Pivot Wealth. We chat about Emily's take on where the share market and property markets are at today and what investors should be thinking about if they want to make smart investment decisions, as well as some of the lessons that she learned from helping hundreds of people with their money over the last years. And some of the hacks that she has personally used to make her own money management easier. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#182 Investment & property market update December + 2021 markets in review
EThis episode is an Investment and property market update for the month of December plus a bit of an overview of 2021 in review. I talk about some of the market trends that we've been seeing over the last little bit and over the last year and the things that investors should be thinking about how to make smart investment moves in. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#181 w. Marcus Netto - How investors can make smarter choices
EIn this episode, I chat with Marcus Neto who's one of our advisors at Pivot Wealth. We talk about what he thinks is important for investors to be thinking about in the current environment, some of the hacks to create financial clarity and the power of that clarity in shaping people's money. Decision-making as well as some of the things that people should be aware of. If they're thinking about getting financial advice to get the most out of that process. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#180 w. Ben Walker - How to minimise your ATO donation at tax time (legally)
EIn this episode, I chat to Ben Walker who's an accountant at Inspire CA based in Brisbane, an accounting business that helps people be smarter with their taxes and ultimately minimize their donation to the ATO every year. Legally, we talk about some of the mistakes that people make when it comes to their taxes, the tax strategies that people should be thinking about to cut their tax bill, as well as what business owners and self-employed people should be thinking about when they're planning with their tax and the things to look out for as well as the biggest lesson that Ben learned on his money and tax journey. Ben Walker is a Chartered Accountant with over a decade of experience. He is the founder and CEO of Inspire, and co-author of Cashed Up: The 7 Steps Method of Pulling More Money, Time and Happiness from Your Business. Ben is the Winner of the coveted Anthill Online '30under30' award for 2014 and was named a finalist in the Brisbane Young Entrepreneur of the Year award. Personal LinkedIn profile link https://www.linkedin.com/in/benwalkerca/ Company LinkedIn profile link https://au.linkedin.com/company/inspireca Company and Personal Facebook links Facebook: @InspireCA, @benwalkerca Instagram handles @Inspire_Accountants, @BenWalkerCA Website link http://inspire.accountants/ Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#179 w. Shane Hay - Where's the sharemarket going from here
EIn this episode, I chat with Shane Hay, who is a fellow Financial advisor and Founder of Hayfield Private Wealth. He gives us his take on where the share market is that today, as well as the property market and some of the key mistakes that he has seen people make with their money at the moment, and the things that you should be thinking about if you want to be successful financially, and a couple of lessons that he's learned on his own money. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#178 w. Michael Back - How to get more engaged and motivated with your money
EIn this episode, I chat with Michael Back who runs an amazing business called Human to Human, where he helps people, mainly businesses engage more with the people in their audience, but we draw on the lessons that he learned from helping a lot of people. He worked with a lot of companies in financial services and financial advisors. So he sees a lot of people that help other people with their money. And we talk a lot about how people can engage more in their money to ultimately set themselves up, to get better results when they do stuff with their money, whether they, whether they're planning, whether they are actually using financial advice or making investments. Then, we change it up and talk a little bit about Michael's money journey, how he got aligned on the same page with his partner and some of the lessons that he learned. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#177 w. Chris Gray - How to build a multimillion dollar property portfolio
EIn this episode, I chat with Chris Gray from Your Empire buyers agents. Chris is a property buyer and through his business, he buys literally hundreds of properties every year for his clients. He talks about his take on where the market is at now, where he's seeing the value and where might be overcooked and facing a bit more risk, how to set up a property strategy to build a multi-million dollar property portfolio, as well as how to think about where to buy your next purchase. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#176 w. Fraser Jack - Creating good money habits & behavioural finance hacks
EIn this episode, I talked to Fraser Jack, who's an ex financial advisor and content podcast superstar. He's done 300 plus podcasts with financial advisors. And we talk a bit about some of the lessons that he's learned about people and their money through that journey. He's like me, a massive nerd when it comes to behavioural finance and money psychology. So we ended up sort of getting a little bit off track and talking a fair bit about money habits, creating good ones, some behavioural finance, and money thinking hacks that can help you be smarter with your money as well as how to teach your kids about money and how Fraser has got his son investing into Tesla. Hope you enjoy this one. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#175 w. Aaron Christie-David - Mortgage & property update
EIn this episode, I chat with Aaron Christine David from Atelier Wealth. Aaron is a Mortgage Broker superstar who got crafting business help. A lot of people get into the property market and get on the front foot with their mortgages. We talk about some of the trends that he's seeing in the mortgage space at the moment as well as the property market overall, what people should know about the changes to mortgage assessment rates, where he thinks the property market is going from here, some of the mistakes that he sees people making and how to set up your property purchase. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#174 w. Siobhan McTiernan - Money mindset hacks and how to plan
EIn this episode, I chat to Siobhan McTiernan, who is actually our Head Relationship Manager at Pivot although she comes from a non-finance background. She's now a year into the role, having spoken to literally hundreds of people about the ins and outs of their money not coming from that space. I talked about some of the lessons that she learned, the observations, the mistakes that she saw people make, and some of her tips that she thinks are critical if you're going down this path to get on top of your money, to actually get the results that you want, as well as her experience with the property buyer's agent and how that came together for an investment property. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#173 What to do next after making your first $1m
EIn this episode, I cover off what to do next after making your first million dollars. So, it's really built around people that are putting in some work and creating a bit of foundation behind them for their wealth. I talk about some of the strategies that you can use to leverage existing wealth, to create more wealth. Some of the things to be aware of, we talk about tax planning quite a lot, how to be smart with your tax and maximize the tax return that you get from your investments, as well as minimize the tax that you pay legally, of course, on the income that you generate from your investments. Some of the mistakes to look out for and how to tackle, getting the support that you want when it comes to making your bigger money decisions. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#172 How to set smart money goals [Live event w. General Assembly]
EThis podcast is a recording of a live session I did with the legends at the General Assembly on how to set smart goals with your money, create an action plan, and how to get started. Essentially, I talked through some of the key things for you to be aware of, so goal setting or not having clear goals doesn't become a barrier to getting the results you want. I also talk about the key mistakes that people make when it comes to setting goals and planning with their money, as well as a step, through an exercise that I've used with literally hundreds of people to get them crystal clear on the next steps that they can take to get. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#171 Investment and Property Market Update November 2021
EIn this episode, I shared my take on investments and the property market in November. I talk through some of the things that we're seeing in the share market economy, some of the trends from investors and the people that we're talking to. I shared how to push through the fear of not getting started with investing or the fear of making an investing mistake that leads you to not getting started. And also my top hack around cutting your tax bill. Hope you enjoy it. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#170 Money Chat w. Hermione - Money goal setting for business owners
EIn this episode, I talked to one of our lovely clients Hermione, who went through the planning process with her partner Dave. Both of them are self-employed. We talked a bit about how financial forecasting motivates them, understanding the effect of working at different rates, how that impacted their young family and their future as well as some of the things that surprised them about the planning process and what to expect for someone who's thinking about it. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#169 How to buy your $3m Bondi dream home
EThis workshop will help you understand the property market, how to set up a COVID-proof property buying plan, and how to reduce risk when you buy property. With the interest rates at all-time lows, tech companies, the broader economy recovering strongly from COVID disruption, and the government splashing cash around like confetti, the property market is starting to boom. If you want to take advantage of the current property market opportunities now, you need to be ready to act. But recent increases in values have made it harder to get into the market, meaning today you need to be smart about HOW you buy property. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#168 Money Chat w. Mike and Lena - How couples can get on the same financial page
EIn this episode, I chat with two of our lovely clients, Mike and Lena who have recently gone through the planning process of their journey. How they got aligned having come from different sorts of financial mindsets and experienced level backgrounds. Some of the challenges they encountered, how they navigated them, and how they set up a plan to get them into their dream home and start a family. Also, some of the things that surprise them about how financial advice really works. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#167 How to avoid the most painful money mistakes
EThis episode is a recording of a live event I did in collaboration with the General Assembly, all about how to avoid the key money mistakes. So I unpack the small and big mistakes that people make as well as dispel a handful of money myths to help you understand the things to look out for so that you can make the best financial decisions. I also unpack a couple of different frameworks that I found to be really effective when it comes to setting up your money for success. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#166 Smart Money Challenge 7 - Next Steps
EThis is the final episode in the smart money challenge, where I'm talking all about the next steps and where to go from here. I'm going into some of the key things we are thinking to put the things that you've learned into action and how to make that whole process easier. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#165 Smart Money Challenge 6 - Setting achievable financial goals
EEpisode number six of the Smart Money Challenge is all about Setting achievable financial goals and how to set yourself up to make them happen. In this episode, I talk through a goal-setting framework that we use to guide people through the day in and day out that helps them to make better money decisions and to motivate themselves with the goals that they have. As well as the process that they can go through to turn these goals into outcomes. Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events Book an Intro Call now to talk more about how Pivot can help you: http://bit.ly/pivotmoneychat Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#164 Smart Money Challenge 5 - Investing for passive income
EThis episode is season five in the Smart Money Challenge, where I'm diving deep into investing, helping you understand the key things that you need to know to invest smart, how to overcome the fear of making a mistake that so commonly holds people back when they do invest, the key questions that you need to ask yourself and answer to make smart investments and then winding into some of the specific sorts of options when it comes to investing. Guys, I do cover a lot of investment options in this session, so please don't rush out to make any big decisions off the back of this presentation. I strongly encourage you to seek out some personalized advice before jumping in. When you're making big decisions, you should be doing that anyway. But guys, it is one of the fundamental things. If you don't want to work forever. So really powerful stuff. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#163 Smart Money Challenge 4 - Segregate & Automate saving
EThis is the fourth session for the Pivot Smart Money Challenge, where I'm talking all about automating your banking. So through the last few sessions, we've been working on creating the last budget that you need to prioritize your spending so that you can spend as much as you want on the day to day while still hitting your savings targets. If you haven't already checked those out, I would strongly encourage you to go back and catch up before pushing on with this one because this session is all about translating that great savings plan into savings results. So we'll talk about how to automate your banking hack some of the thinking and behavioural psychology stuff that can sometimes stand in the way between us and the things that we really want. I'll give you some of the hacks that I found work from helping a bunch of people with this and give you the practical steps to implement it and make it happen. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#162 Smart Money Challenge 3 - Prioritising your spending
EIn this episode, I'm bringing you the third part of the Pivot Smart Money Challenge, which is all about prioritizing your spending. So if you missed the last couple of episodes, be sure to go back and catch up. In particular, the last one which is all around actually lays out the nuts and bolts of your budget. Because in this episode I'm going to be talking through where prioritizing and prioritization comes in, how to figure out what costs or which spending locations actually bring you the most happiness or enjoyment, and how to figure out how to balance the spending that you do in the day to day, while still ensuring that your savings targets to hit a really key part of any solar. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#161 Smart Money Challenge 2 - How to budget
EThis is the second session in the Pivot Smart Money Challenge content. I'm bringing you in this episode the savings strategies that I found to work for literally thousands of people. Essentially how to create the last budget that you ever need backing up with the tools that you need to make it work. And if you didn't follow along on the last episode where I frame up the challenge, check that out or if you want a bit of a refresher as well. For this episode, though, you will need the savings to plan a spreadsheet which I refer to. You can download that at bit.ly/savemorepivot grab the content there and be set to create the last budget you ever need. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#160 Smart Money Challenge 1 - Introduction
EI'm really pumped to be bringing you this episode and the next handful that is coming where I'm going to bring you the Smart Money Challenge, which focuses on some practical tips, hacks frameworks and strategies that you can use to set up a game plan to get more out of the money that you have now. So over the next half dozen or so episodes, I'm going to be guiding you through what I found to be the building blocks of financial success. And in this episode, I run through how the challenge works, the things that you can expect, how the content is sort of laid out, and where you can access the tools and resources to fit around it. But in short, we're going to help you save better, invest smarter and plan better with your money. Hope you enjoy it. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#159 How to be smarter with money
EThis episode is a live recording of a session on ideas on how to get smarter with your money. It's all about the key frameworks that you need to understand to set your financial foundations, how to understand investing and sort of the broad brushstrokes of what drives money success, as well as the key questions that you need to ask and answer to get the results that you want with your money. Also jumped into a bunch of Q and A about a whole heap of random things around it like Financial investment decisions. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#158 Money chat w. Misa - How to align your money plan with your partner
EIn this session, I chat with Misa who has recently gone through the planning process with her partner. We talk about how they got themselves aligned in terms of the things that were most important for them to pursue with their money, how they tackled the couples and joint decision-making around setting their pathway moving forward as well as how they automated their savings success to lay the platform for their financial success. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#157 Money chat w. Christine & Walter - How to set up your money after living overseas
EIn this session, I chat with a couple of our lovely clients, Christine and Walter about their money journey. They returned after leaving the US for a bunch of time and came back wanting to get on the front foot with their money. We talked about the journey, how they tackled their planning and some of the things that surprised them about the process. These guys did a really great job on leaning into the decision-making and conversations that happen around the planning process and what that actually translated to in terms of the decisions that they made and the outcomes that they're working towards as well as some of the things that they're excited about. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#156 How to cut your tax bill by $100k+ using trusts
EThis is a session I put together all about trusts and how they can be used to save you a ton of money when you invest. I get a lot of questions about this so I wanted to unpack the key things that you need to know about how trusts work, how they can save you tax, where they are helpful, where they're less helpful, as well as some of the trust mistakes to look out for and things to avoid. If you go down this path, as well as the key questions that you need to ask to know if a trust might be helpful to grow your investments, assets, and wealth faster. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#155 September Investment & Property Market Update
EIn this session, I cover the September monthly market update, covering some of the things that are happening with the share markets and property markets around the world. The COVID wobbles, filtering through big tech stocks at the moment, what's going on with the potential changes to mortgage assessment rates and what that could mean for growth in the property market. Some of the economic data that we're seeing in Australia and what that actually means for ordinary humans and investors, as well as some of the steak tips and hacks that we've been seeing work and not work for people in the last month. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#154 WTF is financial advice
EThis episode is a presentation I recently put together on WTF is financial advice and it came off the back of a bunch of questions that I've been getting lately around what advice is, and how it works. What are the things that you should be thinking of when you're going down this path and I sort of unpacking the key issues, the mistakes that people make when going, looking for advice and going through the advice process, or looking to engage an advisor as well, the different types of advice and how they work. So you can figure out what might work best for you as well as how to actually choose an advisor and some of the questions that you need to ask for to make that happen. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#153 Personal Investing 101
EThis episode is a recording of a live online session that I did on Personal Investing 101. I talk about investing basics, investing tax on investments, some of the key considerations that you should be using the potential of investing at different levels regularly. Trade-offs the key considerations around investing and how to plan out an investing strategy as well as many investing mistakes and did a ton of Q and A from a whole bunch of cool different questions. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
#152 Money chat w. Avani - Eliminating guilty spending and setting solid financial foundations
EIn this session, I chat to one of our lovely pivot clients Avani about her recent experience with going through the process and setting up a plan for her money and investments, which had a bit about guilty spending and, and guilty saving and how it is easy to fall into the trap of feeling like you're not saving enough, how she tackled ethical investing and setting up an ethical investment portfolio that aligned with her values as well as setting a really solid financial foundation for someone that was early on in the workforce and had recently moved out of home for the first time she unpacked some of the tips and the things for people to be thinking about so that when you go through the process, you get. Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog