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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#299 Money News: Mortgage holidays, negative equity & sharemarket surge
#298 Money News: Property market decline & 2023 outlook
#297 Replace Your Salary by Investing - Saving
#296 Money news: RBA rate rise & share market rally
#295 Replace Your Salary by Investing - How to build better money habits
#294 Investment and property market update - January 2023
#293 Welcome to the Mo Money Podcast
#292 Get Money Smart in 2023
#291 Money News in human words; Home upgrading, how wealthy are you, & stamp duty vs land tax
#290 Master your money mindset in 2023
#289 Money News in human words; Dream home planning, worst ETFs, share rally & FHB hacks
#288 Buy your first home in 2023 [Live event recording]
#287 Money news in human words; Refusing promotion, record property decline & investors bail
#286 How to plan smarter in 2023 [Live event recording]
#285 Money news in human words; RBA rate cut, GFC declines forecast, & holiday home tactics
#284 Get smarter with tax in 2023 [Live event recording]
#283 Client stories; joint property, saving struggles, & wrong properties
#282 Invest smarter in 2023 [Live event recording]
#281 Client stories; property stretch, guilty spending, & life in the way
#280 Money Mistakes to Avoid in 2023 [Live event recording]
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