This episode is a recording of a live event I did on inheritances and intergenerational wealth. We get into the tax implications of inheriting different types of assets, from cash to shares, the family home, investment property, as well as some of the strategy considerations that sit around this to make sure that you're making the most of any money that you do inherit. We also get into some of the common inheriting mistakes that people make and some of the pitfalls to look out for. This episode is perfect for anyone that is intending to leave an inheritance or receive one, and wants to make sure that the money does what it's supposed to do. 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.
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#475 The 5 Rules Every High-Income Aussie Should Be Following
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 episode is perfect for anyone who's got a good income or aiming to get one and wants to know how to use it to its full 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.
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#474 Super Hacks You Can Use Right Now (Even If You Think It's Too Late)
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 tricks that can save you tax, your investment mix and why it probably sucks, and not letting your super die with you, basically the recontribution strategy and how to run your nomination. So, this episode is perfect for anyone that wants to make sure they're making the most out of what will end up being one of their biggest assets. 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.
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#473 The Money Habits Keeping You Stuck w. Betsy Westcott
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 wants to understand how they make decisions a little bit better so that they can get better results with their money. 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.
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#472 How to Retire on $3K a Week w. Ben Kingsley
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 living on those from an income perspective. He gets into a bit around borrowing structures, the property areas at the moment that he's seeing good value in, and what property investors should be thinking about to get the right results when they buy property. This episode is perfect for anyone that wants to understand what they can do to build another income through property investing. 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.
Mo Money is where we bring you practical tips, hacks, strategies and knowledge to help you save more, invest smarter, and maximise your money to ultimately replace your salary by investing faster and easier.
In this show, Ben Nash, finance expert, best-selling author, speaker, and award-winning financial adviser along with Will Cant, a Financial Adviser at Pivot Wealth, will help you cut through the noise.
Australia