Mo Money

Consistently making the right money moves isn’t easy.   And it doesn’t come naturally.    In fact, our psychology often sets us up for failure when it comes to making our money moves.    In this post I cover some of the key money mistakes people make, 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

While there is no one set of ‘perfect’ money choices that any person can follow to be successful with money, there are some key things that every person needs to get right.    In this post I cover the three top drivers of how to be successful with money, and you can put them into action.     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

Your super fund isn’t something that needs a lot of attention, but some simple tweaks can make a difference of hundreds of thousands of dollars by the time you eventually are able to access your super.    In this post I cover the things you need to get right to maximise your super investments and after tax return on your super.     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

Employer share options plans or ESOP plans can be a pathway to that sweet pot of gold at the end of the rainbow that is sweet sweet startup millions.    But you need to know the rules or you can get it seriously wrong and end up being forced to make a much bigger donation to the ATO that you need to. In this post I cut some of the noise and go through the facts. I talk through the key rules that surround options plans, how to maximise the amount of money you make from your options plan, and how you can plan smart with your options to set up your financial security and freedom.     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

Restricted Stock Unit or RSU plans are an epic way to grow your investments and assets.    But you need to know the rules, otherwise you end up blindsided with one surprise tax bill after another. I cut through the noise to go through the facts here. In this post I cover the key rules you need to know to maximise your restricted stock, and some of the tips and hacks that can help you cut through the noise and hype so you can make the most money from your restricted share plan.     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 rules and legalese on employee share purchase plans (or ESPPs/ESSs) can be tricky to understand, but if you don’t take the right approach you can end up leaving money on the table.    In this post I cover how employer share purchase plans work, the key rules you need to know to maximise your employer’s share plan, and some of the tips and hacks that can help you cut through the noise and hype so you can make the most money from your share plan.     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

Employer share plans can be a way to rapidly accelerate your asset and investment building. But without the right strategy in place you can get blindsided by one tax bill after another, fall into some common investing mistakes, and miss the opportunity to create real financial security asap.    In this post I cover the key elements you need to be aware of to get the most out of your employer share plan and how to 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/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 is definitely a first world problem, but one that’s real, and valuable to solve. APPLE, Atlassian, Amazon, Google, Uber, All up around 100%, plus the dollar is weak. There is also a lot of uncertainty with where markets are going and what will happen as governments around the world wind back the huge amounts of artificial stimulus they’ve been pumping into the economy.    In this post I cover the key things to understand if now is the right time to sell your tech company shares, and some smart investment options that can help you grow your investments.     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

One good thing to keep in mind is that buying a property as an investment verse buying as an owner-occupier can have two completely different strategies.   There is no such thing as 'the right way'. Your financial path to buying property will be determined by your income, tax position, deposit and overall approach.    It is essential to take the time to decide what is the right choice for you and your long term 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

If you own property already, using the ‘equity’ can be a smart way to accelerate your asset building and wealth creation, and build another income stream through investing.   Only problem is it’s super confusing, scary, and if you don’t have a good risk management strategy you can make mistakes that cost you a bunch of 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