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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#163 Smart Money Challenge 4 - Segregate & Automate saving
#162 Smart Money Challenge 3 - Prioritising your spending
#161 Smart Money Challenge 2 - How to budget
#160 Smart Money Challenge 1 - Introduction
#159 How to be smarter with money
#158 Money chat w. Misa - How to align your money plan with your partner
#156 How to cut your tax bill by $100k+ using trusts
#155 September Investment & Property Market Update
#154 WTF is financial advice
#153 Personal Investing 101
#152 Money chat w. Avani - Eliminating guilty spending and setting solid financial foundations
#151 Money chat w. Luke - Building investment momentum
#150 Finding the Right Investment for You [Live event collab w. General Assembly]
#149 How to cut your tax bill [Live event collab w. General Assembly]
#148 - How to make the most money from your employer share plan
#147 w. Stuart Reynolds - How to cut your tax bill + cryptocurrency tax planning
#146 August Investment Market Wrap Up
#145 w. Chris Bates - Property and mortgage market update
#144 - Cryptocurrency Investing 101 [Live event collab w. General Assembly]
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