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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#319 How to invest for your kids
#318 Money News: Tax the rich budget & April property rise
#317 How insurance protects financial risks
#316 Money News: Has the property market bottomed?
#315 Building your emergency fund
#314 Money News: Have we hit peak interest rates?
#313 Ditch your bad debt for good
#312 Money News: Aussie bank risk unpacked
#311 Unlocking Financial Potential
#310 Money News: Inflation down, Stocks & Property Up
#309 Smart Money Accelerator - Introduction
#308 Money News: Property rising, banking wobbles & crypto cranking
#307 Replace Your Salary by Investing - Your Game Plan
#306 Money News: SVB Bank collapse & what it means for investors
#305 Replace Your Salary by Investing - Property
#304 Money News: Super tax changes & fixed rate mortgage cliff
#303 Replace Your Salary by Investing - Tax
#302 Money News: Tax Breaks & Property Market
#301 Replace Your Salary by Investing - Investing
#300 Money News: Australia's Rental Crisis
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