In this episode of The Mo Money podcast, we're talking through money news in human words and unpacking the recent RBA rate rise, what it means for investors, the property market and how far rate rises might actually go.
We also talk about the share market rally that we've been seeing through December and January and what it means for investors, as well as unpacking a story around trust investing and how a client of ours used a trust to save $28,000 in tax and increase their asset position by over $76,000 in just 12 months. This episode is perfect for anyone that wants to be able to understand the headlines and what it actually means for their money.
Want to make smarter money moves and get ahead faster?
Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697
Learn more about Pivot Wealth: https://pivotwealth.com.au/
Check out Ben's book, Get Unstuck: https://www.getunstuckbook.com.au/
Check us out on socials:
TikTok: https://www.tiktok.com/@bentalksmoney
Instagram: https://www.instagram.com/pivotwealth/
Youtube: https://www.youtube.com/c/BenNashPivot
Facebook: https://www.facebook.com/pivotwealth/
Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth
Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14
Published on 2 years, 10 months ago
If you like Podbriefly.com, please consider donating to support the ongoing development.
Donate