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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#248 Where cryptocurrency fits for smart investors [Live event recording]
#247 Money news in human words; US freaks market down, Aussie dividends, investors key risks & making $1m p.a. investing
#246 How to save money more faster [Live event recording]
#245 Money news in human words; soft landing WTF, property highs & lows, company profits & reducing CGT
#244 Cryptocurrency investing 101 [Live event recording]
#243 Money news in human words; AU to avoid recession, property dip, supersize super & meme stocks
#242 How to invest tax smart in the new financial year [Live event recording]
#241 Money news in human words; rates cut, property bargains, wage growth, & tech investing
#240 July Investment & Property Market Update
#239 Money news in human words; Negative inflation, interest rates to drop, property opportunity, investment fails
#238 w. Karen Eley - Improving your money mindset
#237 Money news in human words; rates rise forecast accelerated, profit shaming, EU struggling & Boat Airbnb
#236 How to buy your dream home without a crippling mortgage [Live event recording]
#235 Money news in human words; US record inflation, rents skyrocket & RBA review
#234 w. Harrison Dell - Chatting crypto tax law
#233 Money news in human words; Rates up, property squeeze, banks on sale, Mt Gox, and ZIP wobbles
#232 Investment and property market update June 2022
#231 Money news in human words; Census wealth data, recession, tech meltdown, unpaid tax, startups struggling
#230 How to cut your tax bill before EOFY [Live event recording]
#229 Money news in human words; Economy firing, housing collapse calls premature, fixed mortgage risks & ATO hit list
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