Mo Money

In this episode, I chat to Luke who is a client that we've been working with for the last 12 months, we talk a bit about his journey and how he set himself up to take action on some financial decisions coming out of the really scary time that was, COVID how we tackled his investment planning and strategy work. Some of the key things that have really moved the dial for him in the last 12 months and his tips for other people in a similar situation. Luke has got some serious traction, just like adjusting a very short amount of time. So there's a lot of gold to learn from 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

This episode is a live recording of an event I did on personal investing and how to plan a rock-solid investment game plan. I talk about the key options for investments, some of the advantages and disadvantages of each of them, how to choose and how to wrap them into a plan that will deliver you the results that you want. But one where you can feel confident that your risk is managed and you know that you're confidently taking action and not facing that fear of making a major mistake that's going to cost you a bunch of money. Also did a lot of Q and A in this one, and there were a heap of really solid questions. So if you've got questions about investing, chances are you can find it here. 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

This episode is a live recording of an event I did with the legends of the General Assembly on How to cut your tax bills. We talk about some of the key things that you need to be aware of around your tax planning, how to be smarter with tax for the new financial year, some tax strategies, and how to maximize your deductions. I answered a whole bunch of questions on a heap of different things from the people watching along. The idea is to get you set for the new financial year and understand the key things to be aware of, to minimize that annual ATO donation. 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

This episode is a recording of a live event I did on how to make more money from your employer share plan. We covered the different types of employee share plans, available some of the key rules and things to look out for how to take advantage of the opportunities that are created by your employee share plan and the things that you should be aware of to avoid some of the common mistakes that people make and how you can get more out of what's there. 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

In this episode, I chat with Stewart Reynolds. He is an accountant by background and he's the founder of an amazing business that helps people save tax dollars essentially. He does a lot of work with cryptocurrency tax accounting as well. So I talked to Stewart about his tax tips and strategies where people go wrong when it comes to crypto tax, as well as some of the ways that people can go about planning and being smarter with their tax strategies. It's really an interesting chat. Stuart Reynolds is the founder of Fullstack Advisory, an award-winning accounting firm partnering with innovative entrepreneurs in the tech & online arena. He was also listed as Partner of the Year (finalist) in the 2020 Australian Accounting Awards. Personal LinkedIn profile link https://www.linkedin.com/in/stuartbreynolds/ Company LinkedIn profile link https://www.linkedin.com/company/fullstackadvisory Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/fullstackadvisory Twitter handles you'd like included in promotion https://twitter.com/FullstackAUS Fullstack Advisory has set up a promo code to give the Pivot and How to be Successful With Money community $100 off their services, just quote the code PIVOT10X 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

This episode is the August monthly investment market update, where I chat through what's going on in the world. What's going on in markets. Some of the key things we've been seeing over the last month and the things you should be thinking about to get the most. 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

In this episode, I chat with Chris Bates. Chris is a mate of mine. He's an ex Financial Planner and Mortgage Broker at Wealthful, which is a company that helps people make smarter property decisions and better mortgage decisions. We talked about Chris's take on the current property market and mortgage market today. What do you think of the recent price rises? How people can afford their dream home, some of the mortgage frustrations and mistakes that people make as well as what a mortgage broker actually does and how you can choose one that will deliver it. Chris Bates is the founder of Wealthful, an ex-Financial Adviser of 13 years and Mortgage Broker for the past 8 years. Chris guides higher-income young couples and families to make great property and finance decisions. Chris was ranked 9th in MPA top 100 awards in Australia and settled over $180m of mortgages in 2021FY. Personal LinkedIn profile link https://www.linkedin.com/in/christopherbates/ 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

This episode of the how to be successful with money podcast, it's actually a recording from a live online event, it's called Cryptocurrency Investing 101. I'd unpack sort of the basics of crypto digital assets, investing the things to look out for what you should be thinking about to make smart decisions when it comes to the cryptocurrency space, as well as some of the mistakes to look out for and how to create a smart financial plan. That includes cryptocurrency but in a smart and sustainable way. I also had a ton of questions that I went through. So chances are if you've got questions around crypto, those were answered there as well. 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

In this episode, I talk to Jackie Mooney, she is an editorial brand and media consultant, and she's the former editor of Women's Health. She led that business through a couple of massive transitions and has over a couple of decades of experience in the media. I talked to Jackie about what makes messages that engage and connect with people and talk about the fact that I think everybody is a content producer, no matter whether you work in a business or you run your own business or you just produce a bit of content for fun. So we talk about Jackie's journey and career and unpack some of them, how she transitioned from corporate to her own business, made the money decisions around that, as well as some of the money lessons that she learned along the way. Jacqui is an editorial, brand and media consultant with more than 25 years of publishing experience, with the last 15 years devoted to building brands and communities in the health, fitness and female empowerment space. As the former editor and content director of Women's Health Australia, she led the editorial direction for a brand that moves the hearts and minds of one million Aussie women every month. A keen runner and passionate advocate for women in sport, she splits her time between Sydney and the South Coast. Personal LinkedIn profile link linkedin.com/in/jacqui-mooney-7ba0681a 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

In this episode, I chat with Shaun Lordan who's the Chief Product Officer at Nano Home Loans. He's a massive FinTech nerd and someone that's really passionate about bright financial products and user experience. I've known Sean for a bunch of years. He is really across all of the movements in the FinTech space. We unpack sort of what is driving the disruption in the mortgage market. Some of the things that mortgage holders are demanding and what they should be looking for when they get into the market, as well as his money journey, how he migrated from the UK and some of the resources that are used along the way, and the biggest money, less than that. Shaun is the Chief Product Officer at Nano. He has vast, global, financial services experience from leading brands such as Barclays, Westpac, HSBC and Australia's first neobank, Volt. Shaun is a community partner for Fintech Connector, Warwick University Alumni Ambassador, holds extensive qualifications in finance, mortgages, leadership and economics and is an all-around fintech enthusiast. Personal LinkedIn profile link https://www.linkedin.com/in/shaunlordan/ Company LinkedIn profile link https://www.linkedin.com/company/nanohomeloans/mycompany/ 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

In this episode of the How to be Successful with Money podcast, I chat with David Dougan. He is the Founder and Head Coach at an amazing business community called Abundance Global, where they help small businesses to create better businesses so that they can build intergenerational wealth. We unpack some of the key tips and mistakes that people make business owners in particular, but also people with their finances more generally the top three drivers that David talks about that people need to do to create the business outcomes that they wanted, the business financial outcomes that they want. Then, we talk a bit about the good Doctor's journey, some of the things that he learned along the way and tips. Dr David Dugan has spent over 20 years mentoring high-performance individuals. He served in the Navy as a Commander and was awarded the Humanitarian Overseas Medal for his work during the 2004 Tsumai. His innate desire to serve led him to be the founder of 'Abundance Global' which supports small and medium businesses and entrepreneurs from around the world. Abundance Global has been a two times Telstra Business Awards finalist and our clients have experienced over 253% net profit increase, 6 years running. David operates from the 'Business Owner Joy' model which inspires clients to not only achieve success in their business and personal lives but in turn, ensuring everyone is giving back as much as possible to their community. Personal LinkedIn profile link https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/ Company LinkedIn profile link https://au.linkedin.com/company/abundance-global Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/davidduganbusinessmentor Twitter handles you'd like included in promotion https://twitter.com/drdaviddugan Instagram handles you'd like included in promotion https://www.instagram.com/drdaviddugan/ 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

In this episode, I talked to Diem Fuggersberger. Diem is the Founder and CEO for Coco and Lucas kitchen, a food wholesaler, pre-packaged meals provider for families, children, and do a bunch of work with plant-based alternatives to cracking business supply to over 900 supermarkets across the country. We talk about her business journey, how she went from an immigrant with no money to work with her husband and her eight-figure plus business, uh, then losing it all in the GFC and how she bounced back, plant her business, why she thinks it's important to give back as part of business and some of the money lessons that she's learned along that journey. It's really amazing! 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

In this episode of the podcast, I talked to Annabelle Chauncy who is a founding Director and CEO of School for Life. It is a not-for-profit foundation, helping people in rural Uganda, empowering communities to help themselves and create their own opportunities. We talk about the journey from a 21-year-old uni student with some passion and an idea around making a difference turning into a community that is educating over a thousand people in Africa. Some of the financial sort of process that Annabelle went through to get people behind her because of how she balances the risk management versus taking advantage of the opportunities for her foundation. Then we drew a bit of a parallel to how people manage their personal finances and investment strategy, and then unpacked a bit of Annabel's personal financial journey. Annabelle Chauncy OAM is the CEO and Founding Director of the School for Life Foundation. Annabelle is a dynamic leader and social entrepreneur who started a multi-national NGO from scratch at the age of 21, with operations in both Australia and Uganda. Over the past 10 years, through her Foundation, School for Life, she has built a team of more than 120 staff, built 3 schools in rural Uganda that provide quality education to 1025 students and outreach to more than 2000 people. Annabelle knows how to drive effective change in Australia and Uganda, navigating fast growth (50-100% year on year since inception), developing a national brand and engaging thousands of supporters to raise more than $8M in 5 years. Annabelle has overcome huge barriers including running two high performing businesses in different continents on exceptionally tight budgets, cultural and gender biases, shifting mindsets, driving change and innovation, engaging staff, building teams and raising capital. Personal LinkedIn profile link https://www.linkedin.com/in/annabellechauncy/ Company LinkedIn profile link https://www.linkedin.com/company/school-for-life-foundation/mycompany/?viewAsMember=true Twitter handles you'd like included in promotion @achauncy, @_schoolforlife Instagram handles you'd like included in the promotion @annabellechauncy, @schoolforlifefoundation 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

In this episode, I chat to Sarah Davidson, who's the Founder & Host, Seize the Yay Podcast, Matcha Maidens, and Matcha Mylkbar. She talks about how an unexpected stomach bug from a trip that she took overseas, turned into a sprawling global empire. Some of the tips that she learned along the way, and her tips and hacks for being on top of your finances as a business owner. Also, for your individual personal financial management, some of the lessons that she learned along the way, and her top tips to do better. Sarah is a lawyer turned funtrepreneur, author and host of the Seize the Yay podcast Personal LinkedIn profile link https://www.linkedin.com/in/sarah-davidson-8276899a/?originalSubdomain=au Instagram handles you'd like included in promotion @spoonful_of_sarah, @seize_the_yay 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

In this episode, I chat to Jon Hollenberg, a founder of digital agency Five by Five, based on the lovely Gold Coast. He talks about marketing messages and how to get cut through and stand out from the crowd. Some of the things that you need to know to shape a message that stands out and how you can apply that not only to website building but also to internal messages with your teams to support your career, basically. We also talk about Jon's money journey, how some good financial decisions helped actually save his marriage. Some of the resources that he drew along on the way and how, as a business owner, he tackled getting on the pathway to wealth creation and his top tips for other business owners looking to do. Jon is the founder of Five by Five, a Gold Coast based full-service digital agency. With over 20 years of experience within the web industry, Jon is an expert in digital marketing and growth strategies. He leads a global team of 30 distributed around the world implementing results-driven solutions that are beautifully designed, simple to use and most importantly get results. Jon is passionate about Brazilian Jiu-Jitsu, keeping fit, flexible and having fun! Personal LinkedIn profile link https://www.linkedin.com/in/jonhollenberg/ Company LinkedIn profile link https://www.linkedin.com/company/five-by-five-web-design Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/hollenberg 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

In this episode of the how to be successful with money podcast, I am doing our first-ever monthly market updates. I talk about the property market, where things are at the share market in Australia. Talk a bit about the economy and share some insights and examples for people we've been working with over the last little bit that you can learn from to get better money results. This is a brand new initiative, so we'd love to get your feedback in the comments, wherever you listening to this, hit us up. 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

In this episode, I talked to Kate McKenna who is a high-performance coach and helps people reach elite levels of performance. We talk about some of the frameworks that she uses to help people get clearer on their goals so that they can set a plan of attack to actually get there. Some of the hacks that people can use to maximize their performance, and then talk about some of Kate's money journey and the resources that she used to up her money game. Focusing on mental fitness and personal accountability, Kate help humans identify their optimum state and work towards making it a sustainable everyday thing…not just a fleeting dream. Making change is far easier than people realise, we can all access energy, productivity, and overall balance in life by simply applying the right tools, habits and behaviours to make the process as easy as possible. Personal LinkedIn profile link https://www.linkedin.com/in/katemckenna1/ Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/katemckennacoach 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

In this episode, I chat with Chris Muddell from Employsure. He's a top-performing BDM of over a hundred plus salespeople in that organization. We talk about some of his sales tips and hacks, the routines that he uses to maintain his high performance. Chris is actually an ex financial planner so we talk a bit about some of the money lessons that he learned over that career and in investing since then, as well as how Chris sets quarterly targets for his kids to help them be better financially. And how his eldest son, who is still very young, has managed to save five figures in investments. Also, some of the things that he's done to bring his kids on the money journey to financial freedom, along with his lovely wife, Chris is one of the first employees at Australia's fast-growth company, Employsure from 2012 until now, Chris remains working as an active top-performing BDM entering his first sales role in a start-up at the time, Employsure employed less than 15 staff. In 2021, Employsure has more than 1000 staff and 29,000 clients across ANZ nearly 9 years later, Chris remains at the top of the sales team of 120+ BDMS Achievements: one of the most decorated sales professionals in the B2SME space has engaged more than 1,200 new business clients and 30,000,000 in revenue awards include BDM of the Year, Sales Leader of the Year, Service Partner of the Year achievements include Million Dollar Club, Ambassadors Club, RSM Award, Ed Mallet's 1st XV, In The Zone, Referral Champion, Managers Choice and more on track to engage 240 new business clients and $4.8 million dollars in revenue in FY 21/22 Chris sits at #1 new deals for the day, week, and month at the time of writing this (Jul 21) Mission: Chris's mission is to help show others that sales is not only easy, but fun! Founder of Chris Muddell Business Coaching, Partner at SalesIQ Global. He presents keynotes on his methods including Sales Athlete and Repeatable Hyper-Sales Performance. Chris has presented at events including Sales Hacker Inc, B2B Sales Meetup, and various others. Chris is a father of three beautiful children and married to the love of his life Kara Personal LinkedIn profile link linkedin.com/in/chrismuddell Company LinkedIn profile link https://www.linkedin.com/company/highperformanceselling 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

In this episode, I chat with Kim Power, who is a holistic wellbeing practitioner. She's a mindset coach and she helps people basically improve their mindset, avoid stress and work at their peak performance. She's also a massage therapist at the stars, including users and Lady Gaga and a whole bunch of other people. She's been in a space like 20 odd years or something and we unpack how to have a better mindset and how it can impact the money decisions as well as some of the other choices and relationships. We sort of went a little bit down the rabbit hole with that and some of Kim's tips from her money journey and some of the lessons that she learned as a business owner along the way. Kym Power is a Wellbeing, Mindset Coach & HolisticTherapist trusted by international celebrities such as Kylie Minogue, Lady Gaga, Russell Brand, Anthony Robbins, Bruce Springsteen and many other global stars. Kym supports stressed, stuck, overwhelmed, burnt-out business leaders and high achievers recharge their energy, health and wealth in business and life. Personal LinkedIn profile link https://www.linkedin.com/in/kympower/ Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/kympowerwellbeing/ Instagram handles you'd like included in promotion https://www.instagram.com/kympowerwellbeing/?hl=en 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

In this episode, I talked to Shane and Angie Saunders, who are the founders of a company called Breathe Me, which is all about coaching people on their breathing so that they can improve their wellbeing, perform better, be less stressed and make better decisions. We talk about some of the practical things that people can do. I personally found this super helpful over the last few years, since meeting Shane at an event and some of the things that can happen when you're better with your breathing, some of the exercises you can do to get there as well as how it can impact our decisions around career relationships, and investments. Also, we talk about Shane and Angie's money journey. Some of the lessons that they've learned along the way, they talk a bit about some commercial property stuff they got involved in and how they've actually used their mindset and peak performance to improve them. Angie & Shane Founders of Breathe Me, Wellness Experts, Award-Winning Authors, Coaches, Speakers, and Hosts of The Breathing Edge Podcast. Personal LinkedIn profile link https://www.linkedin.com/in/angiesaunders/, https://www.linkedin.com/in/shane-saunders/ Company LinkedIn profile link https://www.linkedin.com/in/shane-saunders/ Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/groups/breathingedge, https://www.facebook.com/mrsangelina, https://www.facebook.com/shaneatbreatheme Instagram handles you'd like included in promotion https://instagram.com/breathemepage, https://www.instagram.com/shanesaunders77/, https://www.instagram.com/angelinasaunders/ 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

In this episode, I talked to Andrew Sloan, who's a psychotherapist and a futurist. He does a lot of work on high-performance with teams and individuals. We spoke about some of the trends that he has seen in his space, the things that people can do to perform at their best, some of the tips and how to navigate the uncertainty that's being created off the back of COVID with a lot of people questioning what's really important to them and some of the process that he uses to guide people through in tackling those questions for themselves. Then we talk a bit about his money journey and some of the lessons that he learned along the way, it's an interesting chat. I hope you enjoy it. Andrew is a Psychotherapist, Coach & Trainer. He helps individuals and teams accelerate towards the future of their high performance. He is an expert in the complex human experience of uncertainty, chaos and change. Andrew supports individuals (just like you) and teams (just like yours) through challenging conversations about change by integrating the best parts of therapy, coaching and training. Together we build a plan to reflect, become present, unlock our uniqueness and align our actions towards high performance. Personal LinkedIn profile link https://www.linkedin.com/in/andrewwilliamsloan/ 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

In this episode, I talked to Troy Morgan from Springday. Troy is Wellbeing specialist and his business helps companies create wellbeing programs to drive employee engagement and better wellbeing for their teams. One of the pillars of that is financial education, so we talk a bit about some of the trends that he's seeing in that space, what people should be thinking about if they want to improve their financial wellbeing. And then we change gears and talk about Troy's money journey and some of the lessons that he learned along the way, a couple of crackers. Troy Morgan is a Wellbeing Strategist; CEO of Willows Health Group; shareholder and Head of Wellbeing Strategy at Health and Wellbeing technology company Springday. He is a sought-after national speaker in the areas of wellbeing, leadership and culture. In his own sporting career, he has represented Australia over 50 times in Touch football and has played in 5 World Cups. Link to your company website https://myspringday.com.au/ Company LinkedIn profile link https://www.linkedin.com/company/springday-pty-ltd/mycompany/ 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

In this episode, I chat with one of our lovely clients, Hannah, who moved on from one of the big tech firms not too long ago. She talks about how the planning works that we did gave her the confidence to be able to do that and to do it in a way where she felt confident that she wasn't going to sabotage her financial future. We talk about employee share plans and how she tackled that, how it's so easy for your money to end up in a mess and not to be clear on where things are, even if you're a really kick-butt professional, smart person and how you can avoid that, or I suppose, at least how she tackled it. She also, uh, dealt me a cutting insult about financial planners being similar to dentists, but why that's actually important, it was a good chat. 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

This episode is a live recording of an event that I did in collaboration with the General Assembly and Raiz Invest on how to build your property dream team. I talk a bit about the different professionals that you need. Some of the key considerations around the property, when you're going down this path, what you should be looking for, and some of the mistakes that people make when choosing their property professionals and the importance of building your dream team. 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

In this episode, I talk to Dr. Amy Silver. She's a psychologist, speaker, author, and facilitator at her business at Dr. Amy Silver. Dr. Silver is an expert on managing emotions for high performance and wellbeing. We talked a lot about how fear can stop people from making the decisions that will actually lead to them living a bigger life. We apply it back to what sort of paralyzes people when it comes to money as well, and how fear stops people from taking action. But I personally had a blast chatting to her and, learning a lot of stuff, was taking notes as we were going through. We've talked a bit about that and Amy's journey with money and some of the lessons that she learned along the way. Hope you enjoy this one. Dr. Amy Silver Clin Psy D, MPhil, MA, BSc(Hons) is a psychologist, international speaker, and author on the management of our emotions for high performance. Her programs help teams and whole organisations build courage, psychological safety, and culture of courageous conversations. Her programs build courage within individuals and courageous conversations between people. She has published widely in academic journals and more accessible magazines and now publishes fortnightly in a popular business-focused blog/vlog called Silverlinings She is a contributing author in many books including the acclaimed Oxford Handbook of Behavioural Experiments (for Oxford University), forthcoming collaborations Unite (ed. Julia Steel) and What's Next? (Hagen, Butler and Hodgson). She is the author of the books Conversations Create Growth for managers and Brace for Impact (both available on her website). Her new book The Loudest Guest: How to control your fear is available through all good bookshops, Amazon and Booktopia. Personal LinkedIn profile link https://www.linkedin.com/in/amysilverbrave/ Company LinkedIn profile link https://www.linkedin.com/in/amysilverbrave/ Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/dramysilver/ 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

In this episode, I chat with Lynne Cazaly. Lynne is a prolific writer, speaker, award-winning author, and communications team expert. Lynne tells me about the nine books that she's written. We unpack the latest one, which is all about how to cut through overwhelm and we talk about how you can apply that to your money and compartmentalize overwhelm, cut through that, and make better decisions. We also talked about how Lynn has tackled her money journey and some of the lessons that she's learned along the way. Lynne Cazaly helps individuals, teams, and businesses transition to better ways of thinking and working. Lynne is an international keynote speaker, multi-award-winning author, and master facilitator. She is the author of 8 books and her latest one is 'Argh! Too Much Information, Not Enough Brain - A Practical Guide to Outsmarting Overwhelm' Personal LinkedIn profile link https://www.linkedin.com/in/lynnecazaly/ Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/lcazaly 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

In this episode, I chat with Alex Barrat from Stake, which is an investing platform that gives investors access to US shares. We talk about general sorts of trends that he's seeing in investment markets, and what's happening on his platform. We talk about crypto and people investing or getting access to crypto through different types of shares and investments that are listed on the stock exchanges, as opposed to investing directly into crypto and how all of that works and what people should be thinking about there. We spent a lot of time talking about the markets though, and just general trends. You know, the risks that we're seeing now, what's going on, where the opportunities are for investors and what people should be thinking about. If they've got money and they're investing now, which is a question that I'm asking a lot, given that interest rates are so low. And then we talk a bit about Alex's money journey as someone that's heavily involved in finances. We talk about some of the resources that he uses to educate himself and how he's tackled, formulating his own investment approach, as well as some of the general tips for people looking to invest. Personal LinkedIn profile link https://www.linkedin.com/in/alexanderbarrat/ Company LinkedIn profile link https://www.linkedin.com/company/stake---shop-for-shares/ 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

In this episode, I chat with Caroline Bowler. Caroline is the CEO of BTC markets, which is the largest cryptocurrency and digital asset exchange in Australia. We talk all things about crypto then we dive deep into the types of trends that she's seeing at the moment, some of the mistakes that people make, get into the mechanics of how you actually buy crypto as well as then we shifted gears and talked a bit about Caroline's personal money story and some of the lessons that she learned, her youngest self, addiction to credit cards and how she got on top of that as well as some of the challenges around saving for property in Australia as an ex-pat. Caroline Bowler is CEO of BTC Markets, one of the largest Australian digital asset exchanges. BTC Markets has over 300,000 Australian clients, who have traded more than $16bn since 2013. Caroline has worked in Financial Services since 2004, both in Europe and the Asia Pacific. Her wealth of knowledge in the sector, obtained domestically and internationally, coupled with entrepreneurial and traditional financial services experience, means she is well placed to take on the next phase of development for the digital assets industry. Personal Linkedin profile link: https://www.linkedin.com/in/carolinebowler/ Company Linkedin profile link: www.linkedin.com/company/btc-markets 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

In this episode, I chat to Joni Pirovich, she's the founder and director of Blockchain & Digital Assets, and a total superstar in the crypto space, an accountant, and a tax lawyer by trade, but has developed a deep interest in the crypto space. I'm going to warn you on this one, that the conversation almost broke my brain. We really got into the super basics of the crypto market, blockchain, the myriad of digital assets that I didn't even know existed, what they are, what they can do and some of the risks that surround them as well as Joni's view, as a deep insider on the crypto market, then we changed gears a bit and talked about Joni's money story and some of the lessons that she learned as well as her biggest tip for a 15-year-old self, which is a cracker. The place for professionals to build their digital skills and literacy. Guided workshops to help you explore the world of blockchain and digital assets - because the best way to learn is to get involved. Corporate workshops and consultations are available by request. Personal LinkedIn profile link https://www.linkedin.com/in/jonipirovich/ Company LinkedIn profile link https://www.linkedin.com/company/blockchain-and-digital-assets/ 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

This is a recording of a live event I did with the guys at General Assembly and Raiz Invest on how to use your property equity to make money. It's designed for people that have a property already and have some equity in that property that want to understand how they can use that equity to make more money out of what they have already. So we covered some of the different property strategies, how equity release works, the things to be thinking about, and how to make sure that when you go down this path you're not going to shoot yourself in the foot but have a rock-solid plan in place and there's also a bunch of really solid questions from the people as well. 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

In this episode, I talked to one of our lovely clients, Emma. It's definitely one of my, I'm going to say, top portal playing podcasts over the last little bit. She is a crackup who works for a tech company based out of Sydney. We helped to sort of getting on top of her money and get on the front foot. She talks about how she's managed to splurge out and buy a mini and the things that come along with that quite a fancy dog as well as build her assets and get on her investments working for her, as opposed to just being linked with the tech company that she works for. A slight word of warning that her audio is a bit okay, but a little bit for the first sort of four minutes, but then we tagged in the neighbor and got on top of that as well. 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

In this episode, I chat to one of our lovely clients, Sarah, and shares her journey about how she overcomes some of her investment fears to take the action and to get started with investing in how she actually shifted her approach to risk or how she felt about risk in a way that gave her the confidence to actually invest a lump sum of cash that she had. Also, some of the sort of light bulb moments in going through the process, as well as how the scenario planning and starting to look ahead caused her to course-correct and make some tweaks that had a huge impact to her bottom line. 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

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial advisor, turned her away from financial advice for a bunch of years that she came to later regret some of the financial decision-making, hacks that she learned through the financial advice process. And also, how she thinks is best to tackle finding the right advisor or the right person or team of people to help you with your money. 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

In this episode, I chat with one of our lovely clients, Nicola, who has recently gone through the financial planning process. She talks about how she got on top of her employer's share plan. She works for one of the big tech companies and some of the light bulb moments that came around her frustration around seeing her money doing nothing and what sort of prompted her to take action there as well as the education and I suppose financial fitness came as a result of taking the time to really understand the high-level parts of her money for someone that's really not that interested and what shifts that had in her mindset. 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

In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because Jenny wasn't there, but I will talk about their journey. These guys have a young family. They went through the planning process over the last sort of few months and they covered their journey, how the planning process helped them get on the same page, how it helped them make some decisions around buying an investment property and actually getting on top of their savings. They'd fall into the offset account, sort of trap and they talk about how they overcame that as well as the confidence that they got from the fee for service, financial advice model, and how they felt that really helped them to confidently act on the decisions that they made in the planning process. 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

In this episode, I chat to two of our lovely clients, Olivia and Sean who have gone through the planning process. Just a few months ago, they talked about their experience around how they got to terms with investing. They talk a bit about the impact of looking ahead and how that gave them the motivation and realization that they could actually achieve the things that they wanted and motivation to make it happen as well as some of the admin hacks and tricks that they've learned going through the process that's now freeing up their capacity to let them focus on their careers, which are kicking butt and how the process helped them to come together as a couple. And really have some conversations that they hadn't had sort of danced around in the past. 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

This episode is a live stream event that I did in collaboration with the General Assembly and Raiz Home Ownership on how to buy your second property. So I cover the power property, some of the basics of equity release and how that actually works with property, what the power property is and how you can continue building your momentum with a second property over time. 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

In this episode, I chat to Simon O'Connor, he is the CEO of the Responsible Investment Association of Australasia (RIAA). He has been an economist for like 20 years but don't be scared, he's actually interesting. We talked about basically the economics of social investing. I talked a lot over the last few episodes about products and growth, but with his deep knowledge of the economy, we talked about how the role that socially responsible investing plays in climate change. He unpacks that an interesting quality he had with the government around this. We talk about the flows of capital and where potentially some of this bigger resource or non socially responsible companies are going to explode in the near future and what people should be thinking about when it comes to making sure that their superannuation is actually the companies that they invest in is actually going to be around when they need to access 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

In this episode, I chat with Rory Cunningham who's a senior manager at the Australian Stock Exchange or ASX. He is a weapon when it comes to the different products that are available on the market. So we talked a lot about what those options are, ETF's, unlisted managed funds list, listed investment companies, M funds, basically all of the things that people can access on the stock exchange and what the difference actually is in these products where they're good, what the trade-offs might be around them. And then how some of the flows that he's been seeing in growth of these products over the last little bit, and in particular around the sustainable investing space, he talks a lot. I actually got him on for the ethical investing series, although we've just spoken really a lot about the financial products, what people can do to invest, and how they can educate them as well as some of the resources that are out there. 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

In this Express episode, I unpack the Federal budget and cover the key things that you need to be across so that you can know what I suppose all the fuss is about and the opportunities that have come out of the budget that allows you to save a few bucks or make a bit of money as well. 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

In this episode, I talked to Tom Culver, he's the CEO of a business called Ethics Advisor as well as the CEO of Goodmans, the fractional micro-investing app that helps people invest in a socially responsible way. He is also the Head of Wealth at Douugh and he definitely wins the title for the most job titles for anyone that we've interviewed so far. Tom and I chat about his take on Ethical investing. What sort of led him to create the solution that he did, the things that people should be looking out for when they're investing or wanting to invest in a socially responsible way, some of the mistakes to avoid, and how you can get started. 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

In this episode, I talked to Kevin McDonald, he's a fellow Financial Advisor and the Principal Advisor and Director with his business partner at Future Focus Financial Planning, they do a ton of Ethical investing for their clients. I had a good chat with Kevin about their approach to Ethical, how people can choose the difference between light green, dark green, and all of the greens when it comes to the types and styles of different investment approaches. We actually chat about how Kevin links the UN global sustainability goals or the global development goals back to people's ethical investing approach, as well as some of the tips on how people can understand what their options are when it comes to choosing ethical and socially responsible investments and what they should be looking out for as well as some of the mistakes that people make when they go down this path. 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

In this episode, I chat to Paul Garner for the Ethical investing series. Paul is a Financial Advisor based in Adelaide who is super passionate about socially responsible investing. His business is built around helping people figuring out what's important to them and then how they can introduce those values into their investment portfolio. I chat to Paul about not only ethical investing but also his take on the market at the moment, how people should go about figuring out what is actually important to them, what some of those categories are and we debunk with a bit of jargon there that can be quite confusing and the top tips for people that are interested in socially responsible investing but don't know what to do next. 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

In this episode, I talk to James Taylor, who's the head of ESG or Environmental Social Governance investing at Elliston capital. James has been managing money and investments for PR professionally for over a quarter of a century. This session is the first of the ethical investment series that we're currently putting out. We get James to unpack what the different types of socially responsible or ethical impact investing actually are. Some of the jargon that sits around it helps you understand what you should be thinking about. If you are socially responsible, investing is something that's important to you, and then how you can choose a company that can deliver the investment outcomes you want. He also unpacks whether socially responsible investing is something you should expect to detract from your returns and how you can tell. 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

This session is a recording, a live event that I did in collaboration with the General Assembly and Raiz Invest on how to buy your first property. I go into property market basics, the things that you need to be across to get into the market. Some of the different numbers around how to figure out how much deposit you need, things like lenders, mortgage insurance, how to set up a property strategy who can help you with your property, how to plan, and the difference between buying properties and investment versus your own home and why that's really important to you. 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

In this episode, I chat to Danny and Nikki, the two of our amazing clients that recently just gone through the process over the last few months and we talk about their experience with the advice, how they tackle to get started with some of their money journey and some of the big decision that they're making, some of the things that surprise them and about the advice process. They talk a bit about, they're already good savers but how a simple sort of budget savings planner was an absolute game-changer for them. We covered how they planned around their family and that alongside some of the investment side choices that they made as well as some of the things that I supposed tips where they think that having support around your decisions is a driver of better results. 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

In this episode, I chat to one of our long-term clients, Oliver who we've been working with for a bit over four years. We talk about his pathway to purchase his first property. When he previously thought it was unattainable and unrealistic, some of the strategies and tactics that allowed him to get there as well as his take on how to make sure that when you think about planning with your money, that you prioritize your lifestyle and enough to give you the holidays and the personal things that you want but find a quality balance between getting the financial outcomes that you want as well. 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

In this episode, I talk to one of our amazing clients, Clare Sheng. She is a cracking business owner with her business, The Fitting Room on Edward which basically dominates the market for custom alterations on clothing and suits in Brisbane. We talk a bit about Clare's journey with financial advice, some of the things that surprised her along the way. We chat about how Clare had a big shift around the business, how she could actually leverage it to create investments in assets, outside of the business, how she built the confidence or broke through the fear of taking action when it comes to investing to get started and build a bunch of investments and make it make a bit of cash along the way. As well as some of, I suppose the things that Clare thinks is important for people if you're looking at getting help with your money, we had a bit of a laugh about Clare's knitting addiction as well. Hope you guys 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

In this episode, I talk to Karim who's a client of Pivot that we've been working with for a couple of years. Karim is an IT Professional that we did strategic sort of planning work for. He talks about his journey with the advice process, some of the tangible results that he got and for him, a big part of what we did was around building his financial confidence giving him permission to spend and some clarity of where he was headed financially and the ability to tweak and refine things to find a better balance between enjoying his lifestyle now and getting to the financial results to make sure that his financial future was set up as well. Karim talked about how we build that confidence, what actually drove that and where he sees the opportunity, I suppose, for people that are grappling with some of these decisions. And we also talk about Karim's creative investment strategy to save himself $20,000 a year. 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

This episode is a recording of a live event I did in collaboration with the General Assembly and Raiz Invest all on how to nail your money mindset. I talk about and go deep into psychology and it's all super impactful with our money decision making. So I talk through some of the money mindset mistakes that I see and some of the most painful ones and how you can avoid them. I talk a bit about learning beliefs and how they can impact your money decision making in practice as well as case studies and examples that I've seen from people over my travels as well as how you can avoid and set yourself up for success when it comes to mastering your money mindset. 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