Mo Money

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

With the interest rates at all-time lows, tech companies and 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 more than ever you need to be ready to act. But recent increases in values have made it more and more difficult to get into the market, meaning today more than ever you need to be smart about HOW you buy property. This 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. 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 Cameron Airlie who's a real estate agent for NG Farah. He has been helping people buy and sell a property for over 20 years. We talk a lot about how to deal with real estate agents, how to negotiate, which obviously is heavily involved in selling his client's properties as well as his take on the market, the opportunities for buyers, the opportunities for sellers and some of the mistakes that he sees people make. 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 Ed Sainsbury who runs the mortgage side of Raiz Home Ownership. Ed has actually interestingly started working in fast food and run some businesses then did a tech startup and then went into the land of banking for almost two decades. And has recently jumped out to get involved with the Raiz guys. Now I talked to Ed about his take on lending and how to get a good deal. When you borrow what to look for in a lending partner, we talk about some of the first home buyers, grants and concessions that are available, and some of his tips for first home buyers that are looking to get into the market as well as how to choose a good 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

In this episode, I talked to Amanda Bennett from Elan Legal. She is a conveyancer and helps people with the legal side of property purchases. We covered a bit of ground, but we were talking about the contract mistakes that she sees, what a conveyancer actually does and, why that's important when you should be engaging, someone to do your conveyancing and how to choose someone to support you in that space as well as take on the property market. We got a little bit off-script and talked about company titles and what that actually means for property, as well as whether it's a good or a not so good investment and also some of the tips and things to look out for when buying a property to make sure that you don't get burned. 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 Kellie Landrey who is a buyer's agent at Scoutable who buys properties for people sort of day in and day out. Kellie apart from being a registered buyers agent is a certified valuer and real estate agent. We spent a lot of time talking about how to find out what the reasonable value for the property is when you're looking around in the market. Her view on the growth that's happening in the last bit of great global migration as well as tips for finding a balance between letting FOMO make you a bit crazy with your property decisions. First is securing the property when the opportunity is in front of 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/pivotwealth/breakthrough-2021 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 Aaron Christie-David from Atelier Wealth, he's a mortgage broker and helps mainly people buying their family home. We talk about his take on the property market at the moment, some of the negotiating strategies that he uses as well as he explains why that sometimes you should beat it on properties without having a pre-approval in place and how that can actually help you secure your dream home more easily. We also talk about some general negotiating tips, how to deal with agents and what to look for when you are looking for a professional in the mortgage broking space to help 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/pivotwealth/breakthrough-2021 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 Theo Angelopolous who is a mortgage broker for The Loans Analyst. We talk about his take on the property market, how hot it is in Sydney in particular for investors. A couple of the tips on where people go wrong when they come into negotiating on property. We spend a fair bit of time talking about how to actually secure the property that you want once you know what your strategy is as well as some of the risks with the moves to the more regional area. 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/pivotwealth/breakthrough-2021 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 as part of the Property Pro miniseries I talk to Ramon Cura from Cura Property. He's a buyer's agent that finds sources, negotiates on properties for people that want to invest on property overseas. We talk about his take on the market now, a little bit on some of the fundamentals that he looks at that drive good property purchases, talk about his negotiating strategies that he has found to be effective in securing a property and in getting a good deal at the same time as well as the opportunities for buyers at the moment that he's seen and the mistakes that people make. 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/pivotwealth/breakthrough-2021 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 session I'm chatting with Chris Gray who is a property buyers agent and an expert property commentator, he runs the property show on Sky Business. He's been buying properties for three decades and his business, YourEmpire, based out of Sydney but across Australia helps people to buy properties and get a sweet deal but also to ultimately grow their assets through properties. Chris is a bit of a contrarian investor, we talk about how he got his first Porsche in his 20s and retired by the age of 31 as well as how he has build a significant amount of assets personally in property and some of the tips that people can use to make sure that when you do buy property you do it the smart way, get a good deal and avoid some of the risks that entraps people from falling into. 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/pivotwealth/breakthrough-2021 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 Marcus Roberts from Brighter Finance, Marcus is a mortgage broker with well over a decade of experience helping people buy properties and grow their assets and investments through property. We chat about his take on the property market, where he is seeing the opportunities now, as well as some of the tips for getting your property strategy right and mistakes to avoid. This is the first episode in this Property Pro mini series that I'm putting together where I'm going to be reeling in a bunch of experts to talk about the state of the property market now. What you can be doing to make the right property moves to accelerate your journey down the asset building and wealth creation. 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/pivotwealth/breakthrough-2021 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 the last decade I've seen a heap of people make mistakes with their money that ends up costing them a small fortune. In this post I cover some of the more painful money mistakes I've seen so you can learn from the mistakes of others and save yourself a heap of cash in the 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/pivotwealth/breakthrough-2021 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

Being an expert in every area of life is impossible. Money is one of those. Mortgages, tax, insurance, investments, wealth building strategies, the list goes on…. There are so many options and things to get right to get the best money results. Yet for some reason it's natural for people to think they should be able to do it all themselves. In this post I go through some of the problems going it alone can create, and what you can do to turn paying for good advice into a profit centre as opposed to a cost. 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/pivotwealth/breakthrough-2021 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

With money, like with many areas of life it's natural to want to nail your timing. Making money moves, your next career move, health kick - all things that take a bit of work to make happen… Because we tend to suffer from inertia, it's common to put these things off waiting for the 'right' time. The problem is though that while we're waiting for this perfect time, you're missing the opportunity to build momentum. In this post I cover the 'right time' fallacy, and share two frameworks you can use to get on the front foot and avoid this mistake. 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/pivotwealth/breakthrough-2021 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

When you invest, getting your tax right from the start will save you hundreds of thousands of dollars, if not into the millions. But it's easy to get wrong. And it's difficult, time consuming, and expensive to restructure your investments AFTER you get started. In this post I cover the things you need to know about tax and investment planning so you can get your approach right from the start, maximising your after tax return and saving yourself a bunch of money in the 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/pivotwealth/breakthrough-2021 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 Australia we pay a HEAP of tax, so it's only natural to look for every opportunity you can to (legally) cut your tax bill 💰👇 But it's easy to get wrong. When it comes to tax and investment planning we know what we don't know, and this can lead to suboptimal investment choices. In this post I cover some of the investment tax planning strategies that can lead to trouble and how you can avoid them. 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/pivotwealth/breakthrough-2021 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

We've all been there. You have great intentions to do something you know is really important​. It might be a health kick, learning a new skill, or working toward a money goal​. And then... ...the emails flood in. Work deadlines loom. And then there's your personal commitments. Life gets in the way. It's super easy to get caught up in the day to day, the #urgent​. But if you let this happen, you'll never achieve anything that's really important. In this post I cover my top tip to avoid the urgent vs important​ conundrum, and how to get the results​ you want from 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/pivotwealth/breakthrough-2021 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

Not looking ahead when it comes to your money = a really common money mistake Looking ahead = total game changer. What do you want your financial situation to look like in the future? Understanding what your future could look like can bring you the clarity and visibility needed to make huge impacts on your financial future through decisions you make today. In this post I cover the problems and risks you face when you don't look ahead, the benefits you can get from getting this right, and the practical steps you can take to avoid this extremely common money mistake. 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/pivotwealth/breakthrough-2021 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 limiting belief is the most common one for women, and one that causes us the most frustration and pain when we see it in action. People that are impacted by this limiting belief can fall into the trap of spending more than they know they should, just to impress other people. In some cases, regardless of what they spend they still don't get the satisfaction they're looking for, and they sabotage their money success in the process. In this post I cover the practical application and case study of this limiting belief in practice and how it can hold you back. I also cover some frameworks and hacks you can use to push through your limiting beliefs and master 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/pivotwealth/breakthrough-2021 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

Limiting beliefs case study: I need to be perfect + there is a right way. This one is actually my personal main limiting belief. It's also super common with engineers and other really detail focused people. It leads to analysis paralysis and the inaction trap. But there is a solution... In this post I cover the practical application and case study of this limiting belief in practice and how it can hold you back. I also cover some frameworks and hacks you can use to push through your limiting beliefs and master 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/pivotwealth/breakthrough-2021 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

The inability to build enough trust to take action on an investment, money strategy, or goal is a common barrier that holds people back. But unless you overcome it you end up stuck in the inaction trap, missing the opportunity to be gettin better results. In this post I cover the practical application and case study of this limiting belief in practice and how it can hold you back. I also cover some frameworks and hacks you can use to push through your limiting beliefs and master 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/pivotwealth/breakthrough-2021 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

Sadly, as humans we all have our flaws. Even I have a couple. Most flaws come from our thinking and psychology which in a lot of cases don't set us up for success. And one of the main big money mindset issues we have is around the limiting beliefs we hold onto that cause us to self sabotage. I wasn't aware of limiting beliefs until a little while ago where I was introduced to them through a collaboration I did. But then I ended up going down the rabbit hole learning about how limiting beliefs can hold us back. Then I immediately started noticing how they impact people's money mindset and money decision making. In a lot of cases when I saw people really struggling to get anywhere near the sort of results that were possible based on what they had going on with their money. In this session cover what limiting beliefs are and how they can impact your money, as well as some strategies that can help you avoid self sabotaging. I'll be backing this one up with my next three posts on limiting beliefs in action and going through some case studies I've come across in my financial planning work. 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/pivotwealth/breakthrough-2021 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

We know almost everything that's really important in life requires a solid amount of our willpower, read: money, health, weight, relationships… But everyone knows how hard it is to flex your willpower all day every day. So you need some hacks to make your life easier. If you do, you'll get the important results you want faster, more easily, and with less stress. In this post I cover how willpower works and what you can do to keep more of it to make your life better and 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/pivotwealth/breakthrough-2021 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

Heuristics are mental shortcuts we all take every single day. And they're totally necessary so we don't go insane. But they can mess with our money decision making. In this session I cover the top five money mindset heuristics that can hold people back from getting results and cause a bunch of frustration in the process, as well as some of the key hacks you can use to avoid falling into these traps. 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/pivotwealth/breakthrough-2021 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

We're all a little bit biased. But some are worse than others… Some biases can impact our money and investing decision making and push us to make bad choices. But, if you know what to look out for you give yourself the best chance of catching yourself before you get too far down the path. In this session I dive deep into the five most important money biases you need to understand and avoid. 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/pivotwealth/breakthrough-2021 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

Have you ever wondered why you think about or deal with money the way you do? Ever get the feeling that your thinking and psychology sometimes push you to make choices that aren't really the best for you? Do you want to change things up but not sure where to start? In this session and over my next handful of posts I'm going to be diving deep into content to help you understand your mindset and how it drives how you engage and relate to your money. You'll learn how to shift your thinking to create a winning money mindset, hacks to drive better money results, and the key questions you need to ask and answer to achieve your money targets and goals. 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/pivotwealth/breakthrough-2021 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

There are a bunch of hype and noise out there around 'sexy' investment strategies that can make you MASSIVE cash but are these exotic investments actually a good idea? In this post I cover the different types of 'interesting' investments, options, shares, currency / forex, derivatives, commodities, and the rest, along with the pros and con so you can learn how you build the right investment strategy for 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/pivotwealth/breakthrough-2021 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

Understanding how shares work is a foundational element of being successful with money, and all people with real wealth have a good chunk of shares as part of their wealth stack. So you need to understand shares or there will be a huge gap in your asset building and investment strategy. In this post I get down to the super basics around shares and stock investing so you can get across the basics and learn one of the keys to growing a second income stream. 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/pivotwealth/breakthrough-2021 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

People think making money is just about picking good investments, it's definitely not . To follow on from my last couple of posts on investing hacks I talk through what I've been investing in recently and why, so you can learn how you can choose what investments might work for you and how to choose. 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/pivotwealth/breakthrough-2021 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

Market downturns are the times wealthy people make money. But knowing what you should be investing in is tricky. There are so many options out there it's like drinking from the firehose, and it's hard to get the confidence to overcome analysis paralysis and take action. In this post I talk about what I'm seeing the smartest investors buying now so you can learn from their experience, and how to figure out what investments might work for 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/pivotwealth/breakthrough-2021 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

Not being crystal clear on where your risk is coming from is THE biggest roadblock that stops people from investing money. And there is one risk in particular that most people aren't aware of. It's the same risk that causes the most actual problems for investors. I've sadly seen a few dozen people cost themselves tens of thousand thousands (most in the hundreds) through being ignorant of lifestyle risk. In this post I cover lifestyle risk so you know what it is and how to avoid 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/pivotwealth/breakthrough-2021 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

The interest rate on cash is pathetic. And, when you factor inflation into the mix you're probably going backwards… But holding a cash emergency fund in your financial war chest is key to your peace of mind. It's also a solid tool you can use so you're never forced to sell investments at a time that isn't right, that helps you to avoid having to accept investment losses on your portfolio. In this session I cover what makes a good emergency fund, how to understand what makes a good emergency fund, and how to figure out how to set up your emergency fund in the right way to deliver financial security. 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/pivotwealth/breakthrough-2021 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

You don't want to have plenty of money just for money's sake. But, having the money you need to be able to live the life you want is a key goal for most people and in my view is one of the most important things… There are a lot of different tactics people take to be smart with money. But like with many things, sometimes the strategies that are the most effective are the most overlooked. In this post I cover the ONE THING we've found is the biggest driver of money success, and how you can take advantage. 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/pivotwealth/breakthrough-2021 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

Investing in stock and share investing is something getting a lot of attention in the post-COVID19 world. But it's a super confusing space and it's easy to get overwhelmed with all the options and fall victim to information overload. But understanding the right sort of investments to help you grow your investment assets and grow your wealth is a foundational element of being smart with your money. In this session I get into how to structure your investment portfolio and the different types of investments you can use to create financial security and set up your money so you don't need to rely on your employment income to cover your living expenses. 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/pivotwealth/breakthrough-2021 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

Yeah I want a passive income. Who wants to work forever...? Such a cliché, but if you don't want to work forever nailing investing is critical. In this session I cover the key mistakes people make when trying to create a second income stream, the tips and tricks you should know to grow your investment income faster and with more confidence, and the investment mistakes that can blow up your hard earned cashola. 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/pivotwealth/breakthrough-2021 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

Analysis paralysis is a very long shortcut to money mediocrity… But our psychology often works against us. You want to make smart moves with your money. You want to do your due diligence and cover all your bases. And you DEFINITELY don't want to fk things up and blow up your hard earned But sometimes, the more you analyse the harder it is to take action. In this post I cover how you can overcome analysis paralysis and drive action so you can start getting 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/pivotwealth/breakthrough-2021 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