In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because Jenny wasn't there, but I will talk about their journey.
These guys have a young family. They went through the planning process over the last sort of few months and they covered their journey, how the planning process helped them get on the same page, how it helped them make some decisions around buying an investment property and actually getting on top of their savings.
They'd fall into the offset account, sort of trap and they talk about how they overcame that as well as the confidence that they got from the fee for service, financial advice model, and how they felt that really helped them to confidently act on the decisions that they made in the planning process.
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#86 - [Express] Money mistake: Urgent vs Important
#85 - [Express] Money Mistake: Not looking ahead
#84 - [Express] Limiting beliefs case study: I’m unworthy
#83 - [Express] Limiting beliefs case study: I need to be perfect + there is a right way
#82 - [Express] Limiting beliefs case study: I can’t trust myself, others or the world
#81 - [Express] Limiting beliefs and their impact on your money mindset
#80 - [Express] Willpower is a limited resource
#79 - [Express] Money mindset heuristics (and how to hack them)
#78 - [Express] Money mindset biases (and how to avoid them)
#77 - [Express] Overview of money mindset problems and opportunities
#76 - [Express] When you should invest in complex investments like forex, gold, options etc?
#75 - [Express] How do shares work and how do you actually buy shares?
#74 - [Express] What I just invested in and why?
#73 - [Express] What smart investors are buying now
#72 - [Express] How lifestyle risk can sabotage money success
#71 - [Express] How much told in your emergency fund?
#70 - [Express] Why you need to educate yourself about money
#69 - [Express] Investing in stocks
#68 - [Express] Passive income investing in Australia
#67 - [Express] How analysis paralysis can cripple your money results
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