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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#203 w. Brian Parker - The Economy & Markets Today
#202 How to invest when the sharemarket is crashing - March 2022 edition
#201 w. Sebastian Mierau - Wellbeing hacks
#200 w. Neil Rogan - Sharemarket trends in 2022
#199 w. Chris Bates - Mortgage & property update
198 How to plan smarter with your money [live event recording]
197 w. Keith Abraham - How to achieve your goals faster and easier
#196 Investment & Property Market Update February 2022
#195 How to invest if you're saving $5k+ per month
#194 How to build investments through property [Live event w. General Assembly]
#193 How to PROFIT from your employer share plan
#192 Employer share plan tax hacks & mistakes to avoid
#191 Investment & Property Market Update January 2022
#190 How employer share plans work (deep dive)
#189 Employer share plans 101
#188 How to be Smarter With Money Throughout Your Career [Live event w. General Assembly]
#187 How to use your property equity to invest when your LVR is below 50%
#186 w. Keith Abraham - How to set goals so they actually turn into results
#185 Why you need a financial adviser when you make $250k+
#184 How to build a second income investing [Live event w. General Assembly]
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