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.
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#65 - How to avoid the most painful Money Mistakes [Live event collab for the 'How to Money' series with Raiz Invest and General Assembly]
#64 - How to be smarter with tax in 2021 [Live event collab for the 'How to Money' series with Raiz Invest and General Assembly]
#63 - [Express] How to turn ideas into action
#62 - [Express] How to plan with your money
#61 - [Express] How to save tax (and blow up your wealth) buying property off the plan
#60 - [Express] How self managed super funds SMSFs work and when they are beneficial
#59 - [Express] When do you REALLY need a good accountant?
#58 - [Express] Accounting strategies for business owners
#57 - [Express] When do I need a trust for investing?
#56 - [Express] Tax mistakes to avoid
#55 - [Express] Tax strategies that can save you $$$$’s
#54 - [Express] How tax works on different types of investments
#53 - [Express] How the tax system works in Australia and Aussie tax system overview
#52 - [Express] Steps to follow when looking for a financial adviser
#51 - [Express] Where does the value come from in financial advice?
#50 - [Express] How to choose a financial adviser
#49 - [Express] The most painful money mistakes I see
#48 - [Express] The top three drivers of being successful with money
#47 - [Express] How to choose the perfect super fund
#46 - [Express] How employee share options plans (ESOP) work
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