In this episode, I chat with Aaron Christine David from Atelier Wealth. Aaron is a Mortgage Broker superstar who got crafting business help. A lot of people get into the property market and get on the front foot with their mortgages.  We talk about some of the trends that he's seeing in the mortgage space at the moment as well as the property market overall, what people should know about the changes to mortgage assessment rates, where he thinks the property market is going from here, some of the mistakes that he sees people making and how to set up your property purchase.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat to Siobhan McTiernan, who is actually our Head Relationship Manager at Pivot although she comes from a non-finance background. She's now a year into the role, having spoken to literally hundreds of people about the ins and outs of their money not coming from that space. I talked about some of the lessons that she learned, the observations, the mistakes that she saw people make, and some of her tips that she thinks are critical if you're going down this path to get on top of your money, to actually get the results that you want, as well as her experience with the property buyer's agent and how that came together for an investment property.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I cover off what to do next after making your first million dollars. So, it's really built around people that are putting in some work and creating a bit of foundation behind them for their wealth. I talk about some of the strategies that you can use to leverage existing wealth, to create more wealth. Some of the things to be aware of, we talk about tax planning quite a lot, how to be smart with your tax and maximize the tax return that you get from your investments, as well as minimize the tax that you pay legally, of course, on the income that you generate from your investments. Some of the mistakes to look out for and how to tackle, getting the support that you want when it comes to making your bigger money decisions.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This podcast is a recording of a live session I did with the legends at the General Assembly on how to set smart goals with your money, create an action plan, and how to get started. Essentially, I talked through some of the key things for you to be aware of, so goal setting or not having clear goals doesn't become a barrier to getting the results you want. I also talk about the key mistakes that people make when it comes to setting goals and planning with their money, as well as a step, through an exercise that I've used with literally hundreds of people to get them crystal clear on the next steps that they can take to get.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I shared my take on investments and the property market in November. I talk through some of the things that we're seeing in the share market economy, some of the trends from investors and the people that we're talking to. I shared how to push through the fear of not getting started with investing or the fear of making an investing mistake that leads you to not getting started. And also my top hack around cutting your tax bill. Hope you enjoy it.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I talked to one of our lovely clients Hermione, who went through the planning process with her partner Dave. Both of them are self-employed. We talked a bit about how financial forecasting motivates them, understanding the effect of working at different rates, how that impacted their young family and their future as well as some of the things that surprised them about the planning process and what to expect for someone who's thinking about it.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This workshop will help you understand the property market, how to set up a COVID-proof property buying plan, and how to reduce risk when you buy property. With the interest rates at all-time lows, tech companies, the broader economy recovering strongly from COVID disruption, and the government splashing cash around like confetti, the property market is starting to boom. If you want to take advantage of the current property market opportunities now, you need to be ready to act. But recent increases in values have made it harder to get into the market, meaning today you need to be smart about HOW you buy property.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with two of our lovely clients, Mike and Lena who have recently gone through the planning process of their journey. How they got aligned having come from different sorts of financial mindsets and experienced level backgrounds. Some of the challenges they encountered, how they navigated them, and how they set up a plan to get them into their dream home and start a family. Also, some of the things that surprise them about how financial advice really works.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a recording of a live event I did in collaboration with the General Assembly, all about how to avoid the key money mistakes. So I unpack the small and big mistakes that people make as well as dispel a handful of money myths to help you understand the things to look out for so that you can make the best financial decisions. I also unpack a couple of different frameworks that I found to be really effective when it comes to setting up your money for success.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This is the final episode in the smart money challenge, where I'm talking all about the next steps and where to go from here. I'm going into some of the key things we are thinking to put the things that you've learned into action and how to make that whole process easier.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

Episode number six of the Smart Money Challenge is all about Setting achievable financial goals and how to set yourself up to make them happen. In this episode, I talk through a goal-setting framework that we use to guide people through the day in and day out that helps them to make better money decisions and to motivate themselves with the goals that they have. As well as the process that they can go through to turn these goals into outcomes.   Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events   Book an Intro Call now to talk more about how  Pivot can help you: http://bit.ly/pivotmoneychat   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is season five in the Smart Money Challenge, where I'm diving deep into investing, helping you understand the key things that you need to know to invest smart, how to overcome the fear of making a mistake that so commonly holds people back when they do invest, the key questions that you need to ask yourself and answer to make smart investments and then winding into some of the specific sorts of options when it comes to investing. Guys, I do cover a lot of investment options in this session, so please don't rush out to make any big decisions off the back of this presentation. I strongly encourage you to seek out some personalized advice before jumping in. When you're making big decisions, you should be doing that anyway. But guys, it is one of the fundamental things. If you don't want to work forever. So really powerful stuff.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This is the fourth session for the Pivot Smart Money Challenge, where I'm talking all about automating your banking. So through the last few sessions, we've been working on creating the last budget that you need to prioritize your spending so that you can spend as much as you want on the day to day while still hitting your savings targets. If you haven't already checked those out, I would strongly encourage you to go back and catch up before pushing on with this one because this session is all about translating that great savings plan into savings results.  So we'll talk about how to automate your banking hack some of the thinking and behavioural psychology stuff that can sometimes stand in the way between us and the things that we really want. I'll give you some of the hacks that I found work from helping a bunch of people with this and give you the practical steps to implement it and make it happen.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I'm bringing you the third part of the Pivot Smart Money Challenge, which is all about prioritizing your spending. So if you missed the last couple of episodes, be sure to go back and catch up. In particular, the last one which is all around actually lays out the nuts and bolts of your budget. Because in this episode I'm going to be talking through where prioritizing and prioritization comes in, how to figure out what costs or which spending locations actually bring you the most happiness or enjoyment, and how to figure out how to balance the spending that you do in the day to day, while still ensuring that your savings targets to hit a really key part of any solar.     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This is the second session in the Pivot Smart Money Challenge content. I'm bringing you in this episode the savings strategies that I found to work for literally thousands of people. Essentially how to create the last budget that you ever need backing up with the tools that you need to make it work. And if you didn't follow along on the last episode where I frame up the challenge, check that out or if you want a bit of a refresher as well. For this episode, though, you will need the savings to plan a spreadsheet which I refer to. You can download that at bit.ly/savemorepivot grab the content there and be set to create the last budget you ever need.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

I'm really pumped to be bringing you this episode and the next handful that is coming where I'm going to bring you the Smart Money Challenge, which focuses on some practical tips, hacks frameworks and strategies that you can use to set up a game plan to get more out of the money that you have now. So over the next half dozen or so episodes, I'm going to be guiding you through what I found to be the building blocks of financial success. And in this episode, I run through how the challenge works, the things that you can expect, how the content is sort of laid out, and where you can access the tools and resources to fit around it. But in short, we're going to help you save better, invest smarter and plan better with your money. Hope you enjoy it.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a live recording of a session on ideas on how to get smarter with your money. It's all about the key frameworks that you need to understand to set your financial foundations, how to understand investing and sort of the broad brushstrokes of what drives money success, as well as the key questions that you need to ask and answer to get the results that you want with your money. Also jumped into a bunch of Q and A about a whole heap of random things around it like Financial investment decisions.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I chat with Misa who has recently gone through the planning process with her partner. We talk about how they got themselves aligned in terms of the things that were most important for them to pursue with their money, how they tackled the couples and joint decision-making around setting their pathway moving forward as well as how they automated their savings success to lay the platform for their financial success.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I chat with a couple of our lovely clients, Christine and Walter about their money journey. They returned after leaving the US for a bunch of time and came back wanting to get on the front foot with their money. We talked about the journey, how they tackled their planning and some of the things that surprised them about the process.  These guys did a really great job on leaning into the decision-making and conversations that happen around the planning process and what that actually translated to in terms of the decisions that they made and the outcomes that they're working towards as well as some of the things that they're excited about.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This is a session I put together all about trusts and how they can be used to save you a ton of money when you invest. I get a lot of questions about this so I wanted to unpack the key things that you need to know about how trusts work, how they can save you tax, where they are helpful, where they're less helpful, as well as some of the trust mistakes to look out for and things to avoid. If you go down this path, as well as the key questions that you need to ask to know if a trust might be helpful to grow your investments, assets, and wealth faster.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I cover the September monthly market update, covering some of the things that are happening with the share markets and property markets around the world. The COVID wobbles, filtering through big tech stocks at the moment, what's going on with the potential changes to mortgage assessment rates and what that could mean for growth in the property market. Some of the economic data that we're seeing in Australia and what that actually means for ordinary humans and investors, as well as some of the steak tips and hacks that we've been seeing work and not work for people in the last month.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a presentation I recently put together on WTF is financial advice and it came off the back of a bunch of questions that I've been getting lately around what advice is, and how it works. What are the things that you should be thinking of when you're going down this path and I sort of unpacking the key issues, the mistakes that people make when going, looking for advice and going through the advice process, or looking to engage an advisor as well, the different types of advice and how they work. So you can figure out what might work best for you as well as how to actually choose an advisor and some of the questions that you need to ask for to make that happen.   Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a recording of a live online session that I did on Personal Investing 101. I talk about investing basics, investing tax on investments, some of the key considerations that you should be using the potential of investing at different levels regularly. Trade-offs the key considerations around investing and how to plan out an investing strategy as well as many investing mistakes and did a ton of Q and A from a whole bunch of cool different questions.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this session, I chat to one of our lovely pivot clients Avani about her recent experience with going through the process and setting up a plan for her money and investments, which had a bit about guilty spending and, and guilty saving and how it is easy to fall into the trap of feeling like you're not saving enough, how she tackled ethical investing and setting up an ethical investment portfolio that aligned with her values as well as setting a really solid financial foundation for someone that was early on in the workforce and had recently moved out of home for the first time she unpacked some of the tips and the things for people to be thinking about so that when you go through the process, you get.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat to Luke who is a client that we've been working with for the last 12 months, we talk a bit about his journey and how he set himself up to take action on some financial decisions coming out of the really scary time that was, COVID how we tackled his investment planning and strategy work. Some of the key things that have really moved the dial for him in the last 12 months and his tips for other people in a similar situation. Luke has got some serious traction,  just like adjusting a very short amount of time. So there's a lot of gold to learn from this one.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a live recording of an event I did on personal investing and how to plan a rock-solid investment game plan. I talk about the key options for investments, some of the advantages and disadvantages of each of them, how to choose and how to wrap them into a plan that will deliver you the results that you want. But one where you can feel confident that your risk is managed and you know that you're confidently taking action and not facing that fear of making a major mistake that's going to cost you a bunch of money.  Also did a lot of Q and A in this one, and there were a heap of really solid questions. So if you've got questions about investing, chances are you can find it here.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a live recording of an event I did with the legends of the General Assembly on How to cut your tax bills. We talk about some of the key things that you need to be aware of around your tax planning, how to be smarter with tax for the new financial year, some tax strategies, and how to maximize your deductions. I answered a whole bunch of questions on a heap of different things from the people watching along. The idea is to get you set for the new financial year and understand the key things to be aware of, to minimize that annual ATO donation.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is a recording of a live event I did on how to make more money from your employer share plan. We covered the different types of employee share plans, available some of the key rules and things to look out for how to take advantage of the opportunities that are created by your employee share plan and the things that you should be aware of to avoid some of the common mistakes that people make and how you can get more out of what's there.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog    

In this episode, I chat with Stewart Reynolds. He is an accountant by background and he's the founder of an amazing business that helps people save tax dollars essentially. He does a lot of work with cryptocurrency tax accounting as well. So I talked to Stewart about his tax tips and strategies where people go wrong when it comes to crypto tax, as well as some of the ways that people can go about planning and being smarter with their tax strategies. It’s really an interesting chat. Stuart Reynolds is the founder of Fullstack Advisory, an award-winning accounting firm partnering with innovative entrepreneurs in the tech & online arena. He was also listed as Partner of the Year (finalist) in the 2020 Australian Accounting Awards. Personal LinkedIn profile link https://www.linkedin.com/in/stuartbreynolds/ Company LinkedIn profile link https://www.linkedin.com/company/fullstackadvisory Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/fullstackadvisory Twitter handles you'd like included in promotion https://twitter.com/FullstackAUS Fullstack Advisory has set up a promo code to give the Pivot and How to be Successful With Money community $100 off their services, just quote the code PIVOT10X   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode is the August monthly investment market update, where I chat through what's going on in the world. What's going on in markets. Some of the key things we've been seeing over the last month and the things you should be thinking about to get the most.    Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with Chris Bates. Chris is a mate of mine. He's an ex Financial Planner and Mortgage Broker at Wealthful, which is a company that helps people make smarter property decisions and better mortgage decisions. We talked about Chris's take on the current property market and mortgage market today. What do you think of the recent price rises? How people can afford their dream home, some of the mortgage frustrations and mistakes that people make as well as what a mortgage broker actually does and how you can choose one that will deliver it. Chris Bates is the founder of Wealthful, an ex-Financial Adviser of 13 years and Mortgage Broker for the past 8 years. Chris guides higher-income young couples and families to make great property and finance decisions. Chris was ranked 9th in MPA top 100 awards in Australia and settled over $180m of mortgages in 2021FY.  Personal LinkedIn profile link https://www.linkedin.com/in/christopherbates/   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

This episode of the how to be successful with money podcast, it's actually a recording from a live online event, it’s called Cryptocurrency Investing 101.  I’d unpack sort of the basics of crypto digital assets, investing the things to look out for what you should be thinking about to make smart decisions when it comes to the cryptocurrency space, as well as some of the mistakes to look out for and how to create a smart financial plan. That includes cryptocurrency but in a smart and sustainable way. I also had a ton of questions that I went through. So chances are if you've got questions around crypto, those were answered there as well. Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I talk to Jackie Mooney, she is an editorial brand and media consultant, and she's the former editor of Women's Health. She led that business through a couple of massive transitions and has over a couple of decades of experience in the media. I talked to Jackie about what makes messages that engage and connect with people and talk about the fact that I think everybody is a content producer, no matter whether you work in a business or you run your own business or you just produce a bit of content for fun. So we talk about Jackie's journey and career and unpack some of them, how she transitioned from corporate to her own business, made the money decisions around that, as well as some of the money lessons that she learned along the way. Jacqui is an editorial, brand and media consultant with more than 25 years of publishing experience, with the last 15 years devoted to building brands and communities in the health, fitness and female empowerment space. As the former editor and content director of Women's Health Australia, she led the editorial direction for a brand that moves the hearts and minds of one million Aussie women every month. A keen runner and passionate advocate for women in sport, she splits her time between Sydney and the South Coast.   Personal LinkedIn profile link linkedin.com/in/jacqui-mooney-7ba0681a   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this episode, I chat with Shaun Lordan who's the Chief Product Officer at Nano Home Loans. He's a massive FinTech nerd and someone that's really passionate about bright financial products and user experience. I've known Sean for a bunch of years. He is really across all of the movements in the FinTech space. We unpack sort of what is driving the disruption in the mortgage market. Some of the things that mortgage holders are demanding and what they should be looking for when they get into the market, as well as his money journey, how he migrated from the UK and some of the resources that are used along the way, and the biggest money, less than that. Shaun is the Chief Product Officer at Nano. He has vast, global, financial services experience from leading brands such as Barclays, Westpac, HSBC and Australia’s first neobank, Volt. Shaun is a community partner for Fintech Connector, Warwick University Alumni Ambassador, holds extensive qualifications in finance, mortgages, leadership and economics and is an all-around fintech enthusiast.   Personal LinkedIn profile link https://www.linkedin.com/in/shaunlordan/   Company LinkedIn profile link https://www.linkedin.com/company/nanohomeloans/mycompany/     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog    

In this episode of the How to be Successful with Money podcast, I chat with David Dougan. He is the Founder and Head Coach at an amazing business community called Abundance Global, where they help small businesses to create better businesses so that they can build intergenerational wealth. We unpack some of the key tips and mistakes that people make business owners in particular, but also people with their finances more generally the top three drivers that David talks about that people need to do to create the business outcomes that they wanted, the business financial outcomes that they want. Then, we talk a bit about the good Doctor's journey, some of the things that he learned along the way and tips. Dr David Dugan has spent over 20 years mentoring high-performance individuals. He served in the Navy as a Commander and was awarded the Humanitarian Overseas Medal for his work during the 2004 Tsumai. His innate desire to serve led him to be the founder of 'Abundance Global' which supports small and medium businesses and entrepreneurs from around the world.  Abundance Global has been a two times Telstra Business Awards finalist and our clients have experienced over 253% net profit increase, 6 years running. David operates from the 'Business Owner Joy' model which inspires clients to not only achieve success in their business and personal lives but in turn, ensuring everyone is giving back as much as possible to their community.   Personal LinkedIn profile link https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/ Company LinkedIn profile link https://au.linkedin.com/company/abundance-global Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/davidduganbusinessmentor Twitter handles you'd like included in promotion https://twitter.com/drdaviddugan Instagram handles you'd like included in promotion https://www.instagram.com/drdaviddugan/     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog    

In this episode, I talked to Diem Fuggersberger. Diem is the Founder and CEO for Coco and Lucas kitchen, a food wholesaler, pre-packaged meals provider for families, children, and do a bunch of work with plant-based alternatives to cracking business supply to over 900 supermarkets across the country. We talk about her business journey, how she went from an immigrant with no money to work with her husband and her eight-figure plus business, uh, then losing it all in the GFC and how she bounced back, plant her business, why she thinks it's important to give back as part of business and some of the money lessons that she's learned along that journey. It's really amazing!     Want to keep making the right money moves with complete confidence? Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode of the podcast, I talked to Annabelle Chauncy who is a founding Director and CEO of School for Life. It is a not-for-profit foundation, helping people in rural Uganda, empowering communities to help themselves and create their own opportunities. We talk about the journey from a 21-year-old uni student with some passion and an idea around making a difference turning into a community that is educating over a thousand people in Africa. Some of the financial sort of process that Annabelle went through to get people behind her because of how she balances the risk management versus taking advantage of the opportunities for her foundation. Then we drew a bit of a parallel to how people manage their personal finances and investment strategy, and then unpacked a bit of Annabel's personal financial journey. Annabelle Chauncy OAM is the CEO and Founding Director of the School for Life Foundation. Annabelle is a dynamic leader and social entrepreneur who started a multi-national NGO from scratch at the age of 21, with operations in both Australia and Uganda. Over the past 10 years, through her Foundation, School for Life, she has built a team of more than 120 staff, built 3 schools in rural Uganda that provide quality education to 1025 students and outreach to more than 2000 people. Annabelle knows how to drive effective change in Australia and Uganda, navigating fast growth (50-100% year on year since inception), developing a national brand and engaging thousands of supporters to raise more than $8M in 5 years. Annabelle has overcome huge barriers including running two high performing businesses in different continents on exceptionally tight budgets, cultural and gender biases, shifting mindsets, driving change and innovation, engaging staff, building teams and raising capital.   Personal LinkedIn profile link https://www.linkedin.com/in/annabellechauncy/ Company LinkedIn profile link https://www.linkedin.com/company/school-for-life-foundation/mycompany/?viewAsMember=true Twitter handles you'd like included in promotion @achauncy, @_schoolforlife Instagram handles you'd like included in the promotion @annabellechauncy, @schoolforlifefoundation     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I chat to Sarah Davidson, who's the Founder & Host, Seize the Yay Podcast, Matcha Maidens, and Matcha Mylkbar. She talks about how an unexpected stomach bug from a trip that she took overseas, turned into a sprawling global empire. Some of the tips that she learned along the way, and her tips and hacks for being on top of your finances as a business owner. Also, for your individual personal financial management, some of the lessons that she learned along the way, and her top tips to do better. Sarah is a lawyer turned funtrepreneur, author and host of the Seize the Yay podcast   Personal LinkedIn profile link https://www.linkedin.com/in/sarah-davidson-8276899a/?originalSubdomain=au   Instagram handles you'd like included in promotion @spoonful_of_sarah, @seize_the_yay     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I chat to Jon Hollenberg, a founder of digital agency Five by Five, based on the lovely Gold Coast. He talks about marketing messages and how to get cut through and stand out from the crowd. Some of the things that you need to know to shape a message that stands out and how you can apply that not only to website building but also to internal messages with your teams to support your career, basically. We also talk about Jon's money journey, how some good financial decisions helped actually save his marriage. Some of the resources that he drew along on the way and how, as a business owner, he tackled getting on the pathway to wealth creation and his top tips for other business owners looking to do. Jon is the founder of Five by Five, a Gold Coast based full-service digital agency. With over 20 years of experience within the web industry, Jon is an expert in digital marketing and growth strategies. He leads a global team of 30 distributed around the world implementing results-driven solutions that are beautifully designed, simple to use and most importantly get results. Jon is passionate about Brazilian Jiu-Jitsu, keeping fit, flexible and having fun! Personal LinkedIn profile link https://www.linkedin.com/in/jonhollenberg/   Company LinkedIn profile link https://www.linkedin.com/company/five-by-five-web-design   Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/hollenberg     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode of the how to be successful with money podcast, I am doing our first-ever monthly market updates. I talk about the property market, where things are at the share market in Australia. Talk a bit about the economy and share some insights and examples for people we've been working with over the last little bit that you can learn from to get better money results. This is a brand new initiative, so we'd love to get your feedback in the comments, wherever you listening to this, hit us up.     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I talked to Kate McKenna who is a high-performance coach and helps people reach elite levels of performance. We talk about some of the frameworks that she uses to help people get clearer on their goals so that they can set a plan of attack to actually get there. Some of the hacks that people can use to maximize their performance, and then talk about some of Kate's money journey and the resources that she used to up her money game. Focusing on mental fitness and personal accountability, Kate help humans identify their optimum state and work towards making it a sustainable everyday thing…not just a fleeting dream. Making change is far easier than people realise, we can all access energy, productivity, and overall balance in life by simply applying the right tools, habits and behaviours to make the process as easy as possible.   Personal LinkedIn profile link https://www.linkedin.com/in/katemckenna1/   Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/katemckennacoach     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I chat with Chris Muddell from Employsure. He's a top-performing BDM of over a hundred plus salespeople in that organization. We talk about some of his sales tips and hacks, the routines that he uses to maintain his high performance.  Chris is actually an ex financial planner so we talk a bit about some of the money lessons that he learned over that career and in investing since then, as well as how Chris sets quarterly targets for his kids to help them be better financially. And how his eldest son, who is still very young, has managed to save five figures in investments. Also, some of the things that he's done to bring his kids on the money journey to financial freedom, along with his lovely wife, Chris is one of the first employees at Australia’s fast-growth company, Employsure from 2012 until now, Chris remains working as an active top-performing BDM entering his first sales role in a start-up at the time, Employsure employed less than 15 staff. In 2021, Employsure has more than 1000 staff and 29,000 clients across ANZ  nearly 9 years later, Chris remains at the top of the sales team of 120+ BDMS Achievements: one of the most decorated sales professionals in the B2SME space has engaged more than 1,200 new business clients and 30,000,000 in revenue  awards include BDM of the Year, Sales Leader of the Year, Service Partner of the Year  achievements include Million Dollar Club, Ambassadors Club, RSM Award, Ed Mallet’s 1st XV, In The Zone, Referral Champion, Managers Choice and more  on track to engage 240 new business clients and $4.8 million dollars in revenue in FY 21/22  Chris sits at #1 new deals for the day, week, and month at the time of writing this (Jul 21)  Mission:  Chris’s mission is to help show others that sales is not only easy, but fun! Founder of Chris Muddell Business Coaching, Partner at SalesIQ Global. He presents keynotes on his methods including Sales Athlete and Repeatable Hyper-Sales Performance. Chris has presented at events including Sales Hacker Inc, B2B Sales Meetup, and various others. Chris is a father of three beautiful children and married to the love of his life Kara Personal LinkedIn profile link linkedin.com/in/chrismuddell Company LinkedIn profile link https://www.linkedin.com/company/highperformanceselling     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I chat with Kim Power, who is a holistic wellbeing practitioner. She's a mindset coach and she helps people basically improve their mindset, avoid stress and work at their peak performance. She's also a massage therapist at the stars, including users and Lady Gaga and a whole bunch of other people. She's been in a space like 20 odd years or something and we unpack how to have a better mindset and how it can impact the money decisions as well as some of the other choices and relationships. We sort of went a little bit down the rabbit hole with that and some of Kim's tips from her money journey and some of the lessons that she learned as a business owner along the way.   Kym Power is a Wellbeing, Mindset Coach & HolisticTherapist trusted by international celebrities such as Kylie Minogue, Lady Gaga, Russell Brand, Anthony Robbins, Bruce Springsteen and many other global stars. Kym supports stressed, stuck, overwhelmed, burnt-out business leaders and high achievers recharge their energy, health and wealth in business and life.   Personal LinkedIn profile link https://www.linkedin.com/in/kympower/ Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/kympowerwellbeing/ Instagram handles you'd like included in promotion https://www.instagram.com/kympowerwellbeing/?hl=en     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I talked to Shane and Angie Saunders, who are the founders of a company called Breathe Me, which is all about coaching people on their breathing so that they can improve their wellbeing, perform better, be less stressed and make better decisions. We talk about some of the practical things that people can do. I personally found this super helpful over the last few years, since meeting Shane at an event and some of the things that can happen when you're better with your breathing, some of the exercises you can do to get there as well as how it can impact our decisions around career relationships, and investments. Also, we talk about Shane and Angie's money journey. Some of the lessons that they've learned along the way, they talk a bit about some commercial property stuff they got involved in and how they've actually used their mindset and peak performance to improve them. Angie & Shane Founders of Breathe Me, Wellness Experts, Award-Winning Authors, Coaches, Speakers, and Hosts of The Breathing Edge Podcast.     Personal LinkedIn profile link https://www.linkedin.com/in/angiesaunders/, https://www.linkedin.com/in/shane-saunders/ Company LinkedIn profile link   https://www.linkedin.com/in/shane-saunders/ Company and Personal (if you want to be tagged) Facebook links https://www.facebook.com/groups/breathingedge, https://www.facebook.com/mrsangelina, https://www.facebook.com/shaneatbreatheme Instagram handles you'd like included in promotion https://instagram.com/breathemepage, https://www.instagram.com/shanesaunders77/, https://www.instagram.com/angelinasaunders/   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I talked to Andrew Sloan, who's a psychotherapist and a futurist. He does a lot of work on high-performance with teams and individuals. We spoke about some of the trends that he has seen in his space, the things that people can do to perform at their best, some of the tips and how to navigate the uncertainty that's being created off the back of COVID with a lot of people questioning what's really important to them and some of the process that he uses to guide people through in tackling those questions for themselves. Then we talk a bit about his money journey and some of the lessons that he learned along the way, it's an interesting chat. I hope you enjoy it.     Andrew is a Psychotherapist, Coach & Trainer. He helps individuals and teams accelerate towards the future of their high performance. He is an expert in the complex human experience of uncertainty, chaos and change. Andrew supports individuals (just like you) and teams (just like yours) through challenging conversations about change by integrating the best parts of therapy, coaching and training. Together we build a plan to reflect, become present, unlock our uniqueness and align our actions towards high performance.   Personal LinkedIn profile link   https://www.linkedin.com/in/andrewwilliamsloan/     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

In this episode, I talked to Troy Morgan from Springday. Troy is Wellbeing specialist and his business helps companies create wellbeing programs to drive employee engagement and better wellbeing for their teams. One of the pillars of that is financial education, so we talk a bit about some of the trends that he's seeing in that space, what people should be thinking about if they want to improve their financial wellbeing. And then we change gears and talk about Troy's money journey and some of the lessons that he learned along the way, a couple of crackers.   Troy Morgan is a Wellbeing Strategist; CEO of Willows Health Group; shareholder and Head of Wellbeing Strategy at Health and Wellbeing technology company Springday. He is a sought-after national speaker in the areas of wellbeing, leadership and culture. In his own sporting career, he has represented Australia over 50 times in Touch football and has played in 5 World Cups. Link to your company website https://myspringday.com.au/   Company LinkedIn profile link https://www.linkedin.com/company/springday-pty-ltd/mycompany/     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

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.   Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog  

This episode is a live recording of an event that I did in collaboration with the General Assembly and Raiz Invest on how to build your property dream team. I talk a bit about the different professionals that you need. Some of the key considerations around the property, when you're going down this path, what you should be looking for, and some of the mistakes that people make when choosing their property professionals and the importance of building your dream team.     Want to keep making the right money moves with complete confidence?   Upcoming online training events: https://bit.ly/PivotEvents   Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast   Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog