Mo Money

The podcast dives into the classic debate of property versus shares, especially relevant in the shifting landscape of 2025. It sheds light on market dynamics influenced by global events and local trends. Emotional factors affecting investment decisions are examined, alongside practical strategies for maximizing returns through tax benefits. The discussion stresses the importance of understanding long-term values in property investing versus the innovative potential of shares. Listeners are encouraged to tailor their investment strategies to secure the best financial outcomes.

Discover essential tax strategies to maximize your income and avoid common mistakes! Learn the benefits of investing through trusts and companies, and how they compare to sole traders. Explore effective end-of-financial-year tactics to reduce tax bills with smart record-keeping. Dive into unique investment strategies like negative gearing and franking credits, tailored for Australia. Plus, uncover vital tax implications in property investments and the importance of proactive planning. Get ready to make smarter money moves!

Discover why high earners often see stagnant bank accounts and learn strategic money moves that can boost your savings. Unpack the dangers of financial complacency and the importance of automating savings to stay disciplined. Explore how to manage debt wisely, leveraging it as a tool for wealth creation. Challenge misconceptions about debt and dive into proactive strategies for optimizing savings and seizing investment opportunities. Get ready to transform your financial situation with fresh insights!

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 headlines and make the smartest investing moves for them. Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links: Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Ben's books: www.pivotwealth.com.au/books More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney YouTube: https://www.youtube.com/c/BenNashPivot Facebook: https://www.facebook.com/pivotwealth/ Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.

Discover how to turn the tax season into a money-saving opportunity! Learn practical last-minute strategies to maximize your deductions, especially for high-income earners. Explore the benefits of tax deductions for remote workers and how proactive planning can unlock significant savings. Find out about useful tips like super contributions and prepaying expenses, and why consulting a professional can elevate your tax game. Dive into innovative ways to reinvest your tax savings for future wealth growth!

Discover why even high earners often feel financially stuck and how to break free from this pattern. Uncover silent traps that can derail income potential and learn effective strategies for building wealth. Explore the importance of aligning spending with long-term goals while maximizing tax efficiency. Get actionable tips on setting financial objectives and using smart tax strategies to minimize liabilities. Finally, bridge the gap between motivation and action by clarifying your financial aspirations and creating a plan to achieve them.

In this episode of the Mo Money podcast, we're diving into what's been one of the biggest market rebounds that we've seen in years. So after months of uncertainty and red ink, global share markets have really flipped the script and shown gains across the S&P 500, the NASDAQ and the Australian share market, reversing nearly all of the earlier losses that we've seen. But the big question is, what does this actually mean for you? So in this episode, we'll unpack the key numbers, what's driving the shift, what's going on in the property market, and what smart investors are doing today to take advantage. Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links: Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Ben's books: www.pivotwealth.com.au/books More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney YouTube: https://www.youtube.com/c/BenNashPivot Facebook: https://www.facebook.com/pivotwealth/ Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.

Discover how to create a rock-solid financial plan with actionable steps and insights. Learn smart budgeting techniques and the importance of strategic tax planning to enhance your savings and investments. Understand the nuances of mortgage management, including the benefits of redraw versus offset accounts. The discussion also emphasizes the value of expert advice during crucial financial decisions and highlights common pitfalls to avoid on your wealth-building journey.

In this episode of the Mo Money podcast, we talk to Phil Thompson, who's an adviser and founder at Skye Wealth. They're one of Australia's leading insurance advice firms for personal insurances like life insurance, income replacement insurance, trauma and disability cover. We get that insurance is not the most exciting of topics most of the time, although I think Phil does quite a good job of giving us an overview on the different types of cover that are out there, what people should be thinking about, whether you need it, how much you might need, and how you should be thinking about this cover to make sure that if the unexpected happens, that you're not left in the lurch financially. So, I feel like this episode is a must listen for every single person if you want to be sensible about how you get ahead with your money and how you cover yourself. Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links: Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Ben's books: www.pivotwealth.com.au/books More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney YouTube: https://www.youtube.com/c/BenNashPivot Facebook: https://www.facebook.com/pivotwealth/ Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.

In this episode of the Mo Money podcast, we talk Money Diaries with James. And look, I had a lot of fun with this one. James talks through how he was training to be a professional triathlete, got a compo payout, bought a first property off the plan, and some of the issues and challenges that came along with that, and how he reset his money, started investing in shares, bought a quality investment property and really got on the front financial foot. This episode is perfect for anyone that wants to learn how to put really rock solid building blocks in place to set yourself up for years and decades to come. Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links: Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Ben's books: www.pivotwealth.com.au/books More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney YouTube: https://www.youtube.com/c/BenNashPivot Facebook: https://www.facebook.com/pivotwealth/ Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.