Mo Money

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