Mo Money

This episode is an Investment and property market update for the month of December plus a bit of an overview of 2021 in review. I talk about some of the market trends that we've been seeing over the last little bit and over the last year and the things that investors should be thinking about how to make smart investment moves in.   Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events   Book an Intro Call now to talk more about how  Pivot can help you: http://bit.ly/pivotmoneychat   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with Marcus Neto who's one of our advisors at Pivot Wealth. We talk about what he thinks is important for investors to be thinking about in the current environment, some of the hacks to create financial clarity and the power of that clarity in shaping people's money. Decision-making as well as some of the things that people should be aware of. If they're thinking about getting financial advice to get the most out of that process.     Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events   Book an Intro Call now to talk more about how  Pivot can help you: http://bit.ly/pivotmoneychat   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat to Ben Walker who's an accountant at Inspire CA based in Brisbane, an accounting business that helps people be smarter with their taxes and ultimately minimize their donation to the ATO every year. Legally, we talk about some of the mistakes that people make when it comes to their taxes, the tax strategies that people should be thinking about to cut their tax bill, as well as what business owners and self-employed people should be thinking about when they're planning with their tax and the things to look out for as well as the biggest lesson that Ben learned on his money and tax journey. Ben Walker is a Chartered Accountant with over a decade of experience. He is the founder and CEO of Inspire, and co-author of Cashed Up: The 7 Steps Method of Pulling More Money, Time and Happiness from Your Business. Ben is the Winner of the coveted Anthill Online ‘30under30’ award for 2014 and was named a finalist in the Brisbane Young Entrepreneur of the Year award.   Personal LinkedIn profile link https://www.linkedin.com/in/benwalkerca/ Company LinkedIn profile link https://au.linkedin.com/company/inspireca Company and Personal Facebook links Facebook: @InspireCA, @benwalkerca Instagram handles @Inspire_Accountants, @BenWalkerCA Website link http://inspire.accountants/    Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events   Book an Intro Call now to talk more about how  Pivot can help you: http://bit.ly/pivotmoneychat   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with Shane Hay, who is a fellow Financial advisor and Founder of Hayfield Private Wealth. He gives us his take on where the share market is that today, as well as the property market and some of the key mistakes that he has seen people make with their money at the moment, and the things that you should be thinking about if you want to be successful financially, and a couple of lessons that he's learned on his own money.     Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events   Book an Intro Call now to talk more about how  Pivot can help you: http://bit.ly/pivotmoneychat   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with Michael Back who runs an amazing business called Human to Human, where he helps people, mainly businesses engage more with the people in their audience, but we draw on the lessons that he learned from helping a lot of people.  He worked with a lot of companies in financial services and financial advisors. So he sees a lot of people that help other people with their money. And we talk a lot about how people can engage more in their money to ultimately set themselves up, to get better results when they do stuff with their money, whether they, whether they're planning, whether they are actually using financial advice or making investments. Then, we change it up and talk a little bit about Michael's money journey, how he got aligned on the same page with his partner and some of the lessons that he learned.     Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events   Book an Intro Call now to talk more about how  Pivot can help you: http://bit.ly/pivotmoneychat   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with Chris Gray from Your Empire buyers agents. Chris is a property buyer and through his business, he buys literally hundreds of properties every year for his clients. He talks about his take on where the market is at now, where he's seeing the value and where might be overcooked and facing a bit more risk, how to set up a property strategy to build a multi-million dollar property portfolio, as well as how to think about where to buy your next purchase.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I talked to Fraser Jack, who's an ex financial advisor and content podcast superstar. He's done 300 plus podcasts with financial advisors. And we talk a bit about some of the lessons that he's learned about people and their money through that journey. He's like me, a massive nerd when it comes to behavioural finance and money psychology. So we ended up sort of getting a little bit off track and talking a fair bit about money habits, creating good ones, some behavioural finance, and money thinking hacks that can help you be smarter with your money as well as how to teach your kids about money and how Fraser has got his son investing into Tesla. Hope you enjoy this one.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with Aaron Christine David from Atelier Wealth. Aaron is a Mortgage Broker superstar who got crafting business help. A lot of people get into the property market and get on the front foot with their mortgages.  We talk about some of the trends that he's seeing in the mortgage space at the moment as well as the property market overall, what people should know about the changes to mortgage assessment rates, where he thinks the property market is going from here, some of the mistakes that he sees people making and how to set up your property purchase.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat to Siobhan McTiernan, who is actually our Head Relationship Manager at Pivot although she comes from a non-finance background. She's now a year into the role, having spoken to literally hundreds of people about the ins and outs of their money not coming from that space. I talked about some of the lessons that she learned, the observations, the mistakes that she saw people make, and some of her tips that she thinks are critical if you're going down this path to get on top of your money, to actually get the results that you want, as well as her experience with the property buyer's agent and how that came together for an investment property.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I cover off what to do next after making your first million dollars. So, it's really built around people that are putting in some work and creating a bit of foundation behind them for their wealth. I talk about some of the strategies that you can use to leverage existing wealth, to create more wealth. Some of the things to be aware of, we talk about tax planning quite a lot, how to be smart with your tax and maximize the tax return that you get from your investments, as well as minimize the tax that you pay legally, of course, on the income that you generate from your investments. Some of the mistakes to look out for and how to tackle, getting the support that you want when it comes to making your bigger money decisions.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog