Mo Money

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...

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...

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...

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 peopl...

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...

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   Bo...

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...

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 an...

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...

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 th...

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 w...

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...

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...

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 individua...

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 you...

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 in...

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...