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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#249 Money news in human words; worst super funds, house price decline, tax cuts, & ETH merge
#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]
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