Mo Money

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 an...

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 t...

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 be...

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 meet...

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 questioni...

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 th...

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 e...

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 p...

In this episode, I talk to Dr. Amy Silver. She's a psychologist, speaker, author, and facilitator at her business at Dr. Amy Silver .  Dr. Silver is an expert on managing emotions for high performance and wellbeing. We talked a lot about how fear can stop people from making the decisions that will actually lead to them living a bigger life. We apply it back to what sort of paralyzes people when it...

In this episode, I chat with Lynne Cazaly. Lynne is a prolific writer, speaker, award-winning author, and communications team expert. Lynne tells me about the nine books that she's written. We unpack the latest one, which is all about how to cut through overwhelm and we talk about how you can apply that to your money and compartmentalize overwhelm, cut through that, and make better decisions. We a...

In this episode, I chat with Alex Barrat from Stake, which is an investing platform that gives investors access to US shares. We talk about general sorts of trends that he's seeing in investment markets, and what's happening on his platform. We talk about crypto and people investing or getting access to crypto through different types of shares and investments that are listed on the stock exchanges...

In this episode, I chat with Caroline Bowler. Caroline is the CEO of BTC markets, which is the largest cryptocurrency and digital asset exchange in Australia. We talk all things about crypto then we dive deep into the types of trends that she's seeing at the moment, some of the mistakes that people make, get into the mechanics of how you actually buy crypto as well as then we shifted gears and tal...

In this episode, I chat to Joni Pirovich, she's the founder and director of Blockchain & Digital Assets, and a total superstar in the crypto space, an accountant, and a tax lawyer by trade, but has developed a deep interest in the crypto space. I'm going to warn you on this one, that the conversation almost broke my brain. We really got into the super basics of the crypto market, blockchain, the m...

This is a recording of a live event I did with the guys at General Assembly and Raiz Invest on how to use your property equity to make money. It's designed for people that have a property already and have some equity in that property that want to understand how they can use that equity to make more money out of what they have already. So we covered some of the different property strategies, how eq...

In this episode, I talked to one of our lovely clients, Emma. It's definitely one of my, I'm going to say, top portal playing podcasts over the last little bit. She is a crackup who works for a tech company based out of Sydney. We helped to sort of getting on top of her money and get on the front foot. She talks about how she's managed to splurge out and buy a mini and the things that come along w...

In this episode, I chat to one of our lovely clients, Sarah, and shares her journey about how she overcomes some of her investment fears to take the action and to get started with investing in how she actually shifted her approach to risk or how she felt about risk in a way that gave her the confidence to actually invest a lump sum of cash that she had. Also, some of the sort of light bulb moments...

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial advisor, turned her away from financial advice for a bunch of years that she came to later regret some of the financial decision-making, hacks that she learned through the financial advice process.   And also, how she thinks is best to tackle finding...

In this episode, I chat with one of our lovely clients, Nicola, who has recently gone through the financial planning process. She talks about how she got on top of her employer's share plan. She works for one of the big tech companies and some of the light bulb moments that came around her frustration around seeing her money doing nothing and what sort of prompted her to take action there as well...

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 m...

In this episode, I chat to two of our lovely clients, Olivia and Sean who have gone through the planning process. Just a few months ago, they talked about their experience around how they got to terms with investing. They talk a bit about the impact of looking ahead and how that gave them the motivation and realization that they could actually achieve the things that they wanted and motivation to...

This episode is a live stream event that I did in collaboration with the General Assembly and Raiz Home Ownership on how to buy your second property. So I cover the power property, some of the basics of equity release and how that actually works with property, what the power property is and how you can continue building your momentum with a second property over time.   Want to keep making the righ...

In this episode, I chat to Simon O'Connor, he is the CEO of the Responsible Investment Association of Australasia (RIAA). He has been an economist for like 20 years but don't be scared, he's actually interesting. We talked about basically the economics of social investing. I talked a lot over the last few episodes about products and growth, but with his deep knowledge of the economy, we talked abo...

In this episode, I chat with Rory Cunningham who's a senior manager at the Australian Stock Exchange or ASX. He is a weapon when it comes to the different products that are available on the market. So we talked a lot about what those options are, ETF's, unlisted managed funds list, listed investment companies,  M funds, basically all of the things that people can access on the stock exchange and w...

In this Express episode, I unpack the Federal budget and cover the key things that you need to be across so that you can know what I suppose all the fuss is about and the opportunities that have come out of the budget that allows you to save a few bucks or make a bit of money as well.   Want to keep making the right money moves with complete confidence?   Upcoming online training events:  https://...

In this episode, I talked to Tom Culver, he's the CEO of a business called Ethics Advisor as well as the CEO of Goodmans, the fractional micro-investing app that helps people invest in a socially responsible way.   He is also the Head of Wealth at Douugh and he definitely wins the title for the most job titles for anyone that we've interviewed so far. Tom and I chat about his take on Ethical inves...