In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because Jenny wasn't there, but I will talk about their journey.
These guys have a young family. They went through the planning process over the last sort of few months and they covered their journey, how the planning process helped them get on the same page, how it helped them make some decisions around buying an investment property and actually getting on top of their savings.
They'd fall into the offset account, sort of trap and they talk about how they overcame that as well as the confidence that they got from the fee for service, financial advice model, and how they felt that really helped them to confidently act on the decisions that they made in the planning process.
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#218 Money Mindset Hacks [Live event recording]
#217 Money news in human words; Use super for home deposit, China lockdown smashing markets, crypto battered
#216 Money mistakes to avoid [Live event recording]
#215 Money News in Human Words - Interest rates, taxes on the rise, & stocks to watch
#214 w. Nick Nicolaides - Boring investing for serious wealth
#213 Money News in human words - Tech battered, crypto ETFs, cash savings going backwards & property opportunity
#212 w. Joni - Crypto & NFT investing trends
#211 Money News in human words - Crypto investors burnt, BNPL trap, QLD property booming, Netflix rout
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#209 Get Money Smart
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#207 Investment and property market update March 2022
#206 w. Chris Gray - How to buy property like a pro [live event recording]
#205 How to build a second income investing [live event recording]
#204 - 2022 Australian Federal Budget recap (in human words)
#203 w. Brian Parker - The Economy & Markets Today
#202 How to invest when the sharemarket is crashing - March 2022 edition
#201 w. Sebastian Mierau - Wellbeing hacks
#200 w. Neil Rogan - Sharemarket trends in 2022
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