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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#239 Money news in human words; Negative inflation, interest rates to drop, property opportunity, investment fails
#238 w. Karen Eley - Improving your money mindset
#237 Money news in human words; rates rise forecast accelerated, profit shaming, EU struggling & Boat Airbnb
#236 How to buy your dream home without a crippling mortgage [Live event recording]
#235 Money news in human words; US record inflation, rents skyrocket & RBA review
#234 w. Harrison Dell - Chatting crypto tax law
#233 Money news in human words; Rates up, property squeeze, banks on sale, Mt Gox, and ZIP wobbles
#232 Investment and property market update June 2022
#231 Money news in human words; Census wealth data, recession, tech meltdown, unpaid tax, startups struggling
#230 How to cut your tax bill before EOFY [Live event recording]
#229 Money news in human words; Economy firing, housing collapse calls premature, fixed mortgage risks & ATO hit list
#228 w. David McDermott - How to be an effective leader
#227 Money news in human words; Sharemarket WTF, Crypto meltdown, RSU nightmares, FHB relief & regional property booming
#226 How to build a second income investing [Live event recording]
#225 Money news in human words; Stamp duty gone, USD & AUD investing, ApplePay later & scam alert
#224 Investment & Property Market Update - May 2022
#223 Money news in human words; Economy struggling, Biden oil backflip, build to rent & advice spotlight
#222 Tax Hacks EOFY Q&A [Live event recording]
#221 Money news in human words; Sharemarket woes, mortgage lending tightening, big tech & Labour government economic impact
#220 w. Tommy Honan - Crypto markets update & staking deep dive
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