Mo Money

Ben Andrews, founder of Air Accounting and tax strategy expert, shares invaluable insights on saving taxes through smart investment strategies. He uncovers common pitfalls high-income earners face, particularly regarding property investments and the advantages of trusts and companies. Ben explains the financial implications of these structures and how proactive planning can prevent unexpected costs. Entrepreneurs will benefit from his tips on optimizing their business structures for tax efficiency and understanding the significance of clear financial management.

Discover how to build a second income through smart investing, starting with a successful couple's case study on tax-saving strategies. Learn about structured approaches to financial independence, the importance of long-term investment perspectives, and mastering money management. Explore the benefits of using ETFs for a diversified portfolio. The conversation also highlights critical lessons from past investment experiences and the urgency of early investment to avoid procrastination. Elevate your financial literacy and investment success!

This episode of the Mo Money podcast is a recording of a live event on investing for your kids. We get into what you should be thinking about in this space, how to set up future generations for success, investment basics, the investment options that you can use for your kids and how tax works on kids investments. This episode is perfect for anyone that wants to help their kids get ahead. 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 unpack what's going on in the share market today off the back of the recent market correction, Trump's craziness and how that's impacting investors, as well as what people should be thinking about today to make sure that they're making the right moves with their investments now and making the most amount of money when it comes to their portfolio. This episode is perfect for anyone that wants to understand the headlines and what they should practically do as a result. 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 to Kate, and she shares her money story, talking about how she went from a place where she was feeling like her money was a little bit out of control to absolutely crushing it with an investment property under a belt, starting doing some share investing and being all over a saving, as well as how she got there and some of the biggest shifts along the way. This episode is perfect for anyone that wants to understand how they can tackle their money and level up with what they've already got. 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 build a second income through smart investing! The discussion covers investment basics, from index funds to growth strategies. Learn about common mistakes that hinder progress and the importance of a diversified portfolio. Hear tips on choosing the right platforms and automating investments. The conversation emphasizes the power of compounding and the effectiveness of index funds. Get inspired to confidently manage your finances and take actionable steps towards a brighter financial future!

In this episode, a guest shares her journey from apartment living to owning her dream home in Sydney. She discusses innovative financial strategies that helped her enter the property market and grow her investments. The conversation emphasizes the importance of aligning finances with a partner to optimize opportunities. Listeners gain insights into budgeting tools and the necessity of a supportive financial network. The speakers reflect on the emotional and practical challenges of upgrading homes, showcasing teamwork and confidence in financial decisions.

Explore the excitement around the first interest rate cut in five years and its implications for homeowners and the property market. Delve into current trends in Sydney and Melbourne's real estate, including signs of recovery post-COVID. Discover new regulations for first-time buyers allowing room rentals and the importance of timing in property investments. Gain insights on navigating market challenges, strategic long-term investing, and how broader economic conditions shape opportunities for savvy investors.

Jack Henderson, a savvy property buyer from Henderson Advocacy, has built a stunning $35 million property portfolio before turning 30. In this discussion, he shares gold nuggets on finding quality properties and avoiding 'shitholes' in the market. He emphasizes the power of smart negotiations to secure lucrative assets and stresses the importance of understanding market trends. Jack also delves into the concept of rent vesting and the significance of revisiting investment goals to ensure long-term success. Tune in for insights that could transform your investment strategy!

In this engaging discussion, listeners dive into advanced strategies for superannuation, exploring how small daily investments can greatly impact long-term growth. The conversation highlights unique tax benefits associated with super, demonstrating how investment within this system can lead to significant returns. Key strategies for making effective contributions are shared, including tips to catch up on unused limits and understand the tax implications. Perfect for those looking to maximize their retirement savings!