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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#137 w. Jon Hollenberg - Creating marketing messages that sell
#136 July Investment Markets and Economic Update
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#134 w. Chris Muddell - How to amplify your sales skills
#133 w. Kym Power - Mindset hacks to reduce stress and maximise performance
#132 w. Angie & Shane Saunders - How breathing better can help you invest better
#131 w. Andrew Sloan - How to navigate the uncertainty
#130 w. Troy Morgan - How to maintain peak performance
#129 Pivot client story w. Hannah - How to navigate a career change without disrupting financial position
#128 - How to build your property dream team [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#127 w. Dr. Amy Silver - "How to push through the fear of f*ing up with your finances "
#126 w. Lynne Cazaly - "Making sense of uncertainty when it comes to your finances"
#125 w. Alex Barrat - Crypto podcast series story "Investment Market Update"
#124 w. Caroline Bowler - Crypto podcast series story "Trends in the cryptocurrency market"
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