In this episode, I chat with one of our lovely clients, Hannah, who moved on from one of the big tech firms not too long ago.
She talks about how the planning works that we did gave her the confidence to be able to do that and to do it in a way where she felt confident that she wasn't going to sabotage her financial future.
We talk about employee share plans and how she tackled that, how it's so easy for your money to end up in a mess and not to be clear on where things are, even if you're a really kick-butt professional, smart person and how you can avoid that, or I suppose, at least how she tackled it. She also, uh, dealt me a cutting insult about financial planners being similar to dentists, but why that's actually important, it was a good chat.
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#201 w. Sebastian Mierau - Wellbeing hacks
#200 w. Neil Rogan - Sharemarket trends in 2022
#199 w. Chris Bates - Mortgage & property update
198 How to plan smarter with your money [live event recording]
197 w. Keith Abraham - How to achieve your goals faster and easier
#196 Investment & Property Market Update February 2022
#195 How to invest if you're saving $5k+ per month
#194 How to build investments through property [Live event w. General Assembly]
#193 How to PROFIT from your employer share plan
#192 Employer share plan tax hacks & mistakes to avoid
#191 Investment & Property Market Update January 2022
#190 How employer share plans work (deep dive)
#189 Employer share plans 101
#188 How to be Smarter With Money Throughout Your Career [Live event w. General Assembly]
#187 How to use your property equity to invest when your LVR is below 50%
#186 w. Keith Abraham - How to set goals so they actually turn into results
#185 Why you need a financial adviser when you make $250k+
#184 How to build a second income investing [Live event w. General Assembly]
#183 w. Emily Djekovic - How to build financial confidence
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