Mo Money

This episode is a live recording of a session on ideas on how to get smarter with your money. It's all about the key frameworks that you need to understand to set your financial foundations, how to understand investing and sort of the broad brushstrokes of what drives money success, as well as the key questions that you need to ask and answer to get the results that you want with your money. Also jumped into a bunch of Q and A about a whole heap of random things around it like Financial investment decisions.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I chat with Misa who has recently gone through the planning process with her partner. We talk about how they got themselves aligned in terms of the things that were most important for them to pursue with their money, how they tackled the couples and joint decision-making around setting their pathway moving forward as well as how they automated their savings success to lay the platform for their financial success.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I chat with a couple of our lovely clients, Christine and Walter about their money journey. They returned after leaving the US for a bunch of time and came back wanting to get on the front foot with their money. We talked about the journey, how they tackled their planning and some of the things that surprised them about the process.  These guys did a really great job on leaning into the decision-making and conversations that happen around the planning process and what that actually translated to in terms of the decisions that they made and the outcomes that they're working towards as well as some of the things that they're excited about.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This is a session I put together all about trusts and how they can be used to save you a ton of money when you invest. I get a lot of questions about this so I wanted to unpack the key things that you need to know about how trusts work, how they can save you tax, where they are helpful, where they're less helpful, as well as some of the trust mistakes to look out for and things to avoid. If you go down this path, as well as the key questions that you need to ask to know if a trust might be helpful to grow your investments, assets, and wealth faster.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I cover the September monthly market update, covering some of the things that are happening with the share markets and property markets around the world. The COVID wobbles, filtering through big tech stocks at the moment, what's going on with the potential changes to mortgage assessment rates and what that could mean for growth in the property market. Some of the economic data that we're seeing in Australia and what that actually means for ordinary humans and investors, as well as some of the steak tips and hacks that we've been seeing work and not work for people in the last month.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a presentation I recently put together on WTF is financial advice and it came off the back of a bunch of questions that I've been getting lately around what advice is, and how it works. What are the things that you should be thinking of when you're going down this path and I sort of unpacking the key issues, the mistakes that people make when going, looking for advice and going through the advice process, or looking to engage an advisor as well, the different types of advice and how they work. So you can figure out what might work best for you as well as how to actually choose an advisor and some of the questions that you need to ask for to make that happen.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a recording of a live online session that I did on Personal Investing 101. I talk about investing basics, investing tax on investments, some of the key considerations that you should be using the potential of investing at different levels regularly. Trade-offs the key considerations around investing and how to plan out an investing strategy as well as many investing mistakes and did a ton of Q and A from a whole bunch of cool different questions.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I chat to one of our lovely pivot clients Avani about her recent experience with going through the process and setting up a plan for her money and investments, which had a bit about guilty spending and, and guilty saving and how it is easy to fall into the trap of feeling like you're not saving enough, how she tackled ethical investing and setting up an ethical investment portfolio that aligned with her values as well as setting a really solid financial foundation for someone that was early on in the workforce and had recently moved out of home for the first time she unpacked some of the tips and the things for people to be thinking about so that when you go through the process, you get.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

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