Mo Money

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