Mo Money

This episode of the Mo Money podcast is on the five rules every high income Aussie should be following. In it, we're going to talk about the key mistakes that people make when their income starts to build, how to get the most out of the money that's there, what to do when it comes to your structure, your borrowing and tax planning, as well as how to protect downside with your money. So, this episo...

This episode of the Mo Money podcast is on the five super hacks that you can use right now, even if you think it's too late. So, super is not that interesting, but it is super important, and some little changes can make a huge difference. So, we're going to unpack carry-forward contributions, spouse splitting - and no, that's not a divorce strategy - backdating and pre-paying: basically the timing...

In this episode of the Mo Money podcast, we talk to Betsy Westcott, who is a money coach. She gets into the three top emotions that drive the decisions that we make with our money and the practical things that you can do to either get from good to great or from pretty shit to at least okay, as a starting point to allow you to actually get ahead with your money. So, this is perfect for anyone that...

In this episode of the Mo Money podcast, we talked to Ben Kingsley on how to retire on three grand a week. So, Ben is a property guy, a mortgage broker, and he's just put out a book on, essentially, how to retire on $3,000 a week. So, he talks about how you can actually do that with property, what the strategy is as you're building your assets, as well as when you're transitioning to actually livi...

This episode of the Mo Money podcast is a Money Diaries we did with a couple of our clients, Caleah and Gabe, where they talk about how they've taken their asset position from 200 grand to 4.3 million bucks in just on five years, 5x their income through that same period. Basically how they've just put themselves in a position to settle on their third property and did it all from a standing start. ...

On this episode of the Mo Money podcast, we talk to Brian Parker, who's the Chief Economist at ART and looks over the allocation of $360 billion. He knows a tonne about markets, the economy, and what investors should be thinking about today. So, we picked his brain on exactly that, what's going on in the economies, in Australia and in the US, the rise of the technology boom, his thoughts on Crypto...

In this episode of the Mo Money podcast, we're diving into the collapse of this Shield Master Trust. There's been a lot of news about this recently, so we're going to talk about basically what went wrong and how to avoid this happening to you. So, this episode is perfect for anyone that wants to avoid making mistakes and missteps when it comes to their super and potentially costing themselves a wh...

In this episode of the Mo Money podcast, we talk about the changes to the first home buyer schemes, which are coming in from the first of October. Basically what you need to know, what the price caps are, who it benefits, how to take advantage, as well as some of the key things that you should be thinking about, about property buying more generally, based on these changes that are coming in.   Sma...

So, this episode of the Mo Money podcast is a recording of a live event I did on how to replace your salary by investing. I get into the practical steps that you can take to build up an investment income to the point where you can be working out of choice, instead of necessity, how much you need to be investing at different amounts, what sort of investments you want to be putting your money into,...

This episode of the Mo Money podcast is a recording of a live event I did on how to invest tax smart in the new financial year. We talk about the fact that while everyone's focusing on getting a few extra bucks back in their tax return, they're missing the much bigger opportunity to be smarter with tax when it comes to their investments, which is something that will often save you tens and even hu...

In this episode of the Mo Money podcast, we talk about how to get rich as a couple, and how you can nail it with your with your money, making sure that money isn't a cause of stress. Now it is, as per the research, one of the biggest relationship stresses, but it can also give you a huge advantage if you get on the same page.  So, this episode is all about understanding how to get aligned on your...

This episode of the Mo Money podcast is a recording of a live event we did on how to cut your tax bill. We get into the key things that you should be doing now to make sure that you're getting the most back in your tax refund this year, to give you a bigger bonus that you can use to save, invest, or just to spend on your lifestyle today.  We also cover the key things that you should be aware of no...

So look, if you ever feel like the only way to get ahead is to live on baked beans and essentially regrets, this episode is going to flip that on its head. So, we're talking about when you're earning a decent money and wanting to build a second income stream without cutting every bit of joy and happiness out of your life. So, we're going to show you how that you can build a plan to replace your sa...

In this episode of the Mo Money podcast, we talk about what's going on in the Aussie and global finance markets, property rate cuts, tax changes, and get into what smart investors should be thinking about today to make sure that they're making the moves that will set them up for success. So, this episode is perfect for anyone that wants to cut through the headlines and understand what's really imp...

On this episode of the Mo Money podcast, we answer probably the most common question I get asked as a financial adviser, which is, I've got 10 grand, what should I do with it? So, we go into the different type of investments that you can use, where they actually fit, and how to figure out which one's right for you, as well as the importance of putting that money to work, particularly today, with a...

In this episode of the Mo Money podcast, we talk about the tax hacks that you can use all year round. So basically, going through the things that you can do end of financial year to pump up a few tax savings, but more importantly, the things that you can do in the new financial year to use the rules to your advantage to keep more of your income.  So, we're going to get into investment structuring,...

On today's episode of the Mo Money podcast, we're talking to Queenie Tan, who's one of Australia's most followed personal finance educators and the author of the upcoming book "The Fund Finance Formula". Queenie talks us through her journey from going to zero savings at 19 to building over a million dollars in net wealth by her late 20s, and she's done it all while not compromising on anything fro...

In this episode of the Mo Money podcast, we're talking about inheritances, tax on inheritances, and how you can invest that money. Now we're in the middle of a three and a half trillion dollar intergenerational wealth transfer from the Boomers down to the generations below, so in this episode we're unpacking how inheritance tax really works in Australia, even though they say that there's none. The...

In this episode of the Mo Money podcast, we're talking about AI and its impact on investing and wealth, and partly in the context of the impact on jobs and job security, but in a big part around people's ability to build their investments. And for me, this is something that I'm seeing is really, really urgent at the moment.  So, particularly in a world where your income isn't as safe as you think,...

In this episode of the Mo Money podcast, we're talking about property versus shares in 2025 and which is the smarter plate. Now, this is a bit of an age old question, but particularly with what's going on in the world today, Trump impacts on markets, what's going on with shares, AI,  the property market, interest rate cuts, all those sorts of things. We wanted to really get into where these market...

This episode of the Mo Money podcast is a recording of a live event I did on how to get tax smart. We go through the key tax rules that you need to understand to keep more of your income, the key tax strategies that you can use to be smarter and use the rules to your advantage, as well as some of the common tax mistakes to look out for. So this episode is perfect for anyone that wants to get ahead...

If you're earning good money, but you feel like your bank account doesn't really reflect it, then this one's for you, because most high income owners are stuck in these default settings when it comes to their money that quietly is costing them 1000s every single year. So, in this episode, we're going to unpack the smart, strategic money moves that most people don't make, but that you still can. So...

In this episode of the Mo Money podcast, we're breaking down what's happened in markets through the month of May, where the share market is at off the back of the volatility and tariff situation, what's happening in the property market at home off the back of the interest rate cuts, and what smart investors should be doing today. So, this episode is perfect for anyone that wants to cut through the...

Well, if you hate paying tax, you're definitely not alone. So, in this episode, we're going to show you how to sort of flip the script, particularly with end of financial year around the corner. If you're wondering how to avoid a bigger tax bill and how to boost your tax refund, we're going to talk about the last minute moves that you can make right now to save a whole bunch of money in tax and th...

In this episode of the Mo Money podcast, we're chatting about why you're not rich yet and what you can do about it. Because here's the truth, if you're earning good money, but you're still not where you want to be financially, you're definitely not alone. We talk to people all the time that are earning really good incomes, that are smart, switched-on people, and they're still feeling stuck.  So, w...