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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#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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