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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#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
#157 Money chat w. Christine & Walter - How to set up your money after living overseas
#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]
#143 w. Jacqui Mooney - Launching your own business after a corporate career
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