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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#183 w. Emily Djekovic - How to build financial confidence
#182 Investment & property market update December + 2021 markets in review
#181 w. Marcus Netto - How investors can make smarter choices
#180 w. Ben Walker - How to minimise your ATO donation at tax time (legally)
#179 w. Shane Hay - Where's the sharemarket going from here
#178 w. Michael Back - How to get more engaged and motivated with your money
#177 w. Chris Gray - How to build a multimillion dollar property portfolio
#176 w. Fraser Jack - Creating good money habits & behavioural finance hacks
#175 w. Aaron Christie-David - Mortgage & property update
#174 w. Siobhan McTiernan - Money mindset hacks and how to plan
#173 What to do next after making your first $1m
#172 How to set smart money goals [Live event w. General Assembly]
#171 Investment and Property Market Update November 2021
#170 Money Chat w. Hermione - Money goal setting for business owners
#169 How to buy your $3m Bondi dream home
#168 Money Chat w. Mike and Lena - How couples can get on the same financial page
#167 How to avoid the most painful money mistakes
#166 Smart Money Challenge 7 - Next Steps
#165 Smart Money Challenge 6 - Setting achievable financial goals
#164 Smart Money Challenge 5 - Investing for passive income
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