#487 An Inheritance Isn’t a Plan
Mo Money
In this episode of the Mo Money podcast, we talk about inheritances and how inheriting without a plan can create a ton of risk. It also comes with a lot of opportunity, but opportunity that won't just take advantage of itself. And so we go through who should be thinking about this stuff? What happens when you don't plan around an inheritance, and some of the tax consequences and the asset leakage that can happen, as well as how to actually plan and think about getting the money to actually work for you. We then go into some of the asset protection and family protection strategies that...
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#486 How I'd rebuild if I had to start from zero
Mo Money
On this episode of the Mo Money podcast, we talk about what we do if we were starting from zero today. Basically, if we lost everything, how we'd go about rebuilding our money, income, investments, and ultimately, wealth? I don't want to spoil a surprise, but Siobhan gives us a strategy, and it's absolutely outrageous. So, we talk about some of the key things that you can do, what not to do, what to look out for, and importantly, like sort of how to tackle things to make sure that you're making the right moves in the right order. This episode is perfect for anyone that is starting from...
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#485 How to invest your bonus to get ahead
Mo Money
In this episode of the Mo Money podcast, we talk about how to invest your bonus to get ahead. And there's some scary stats out there about the huge proportion of Aussies that spend any bonus income that they get within a few weeks. So, we want to talk about how to flip that on the head and enjoy your bonus, but also ensure that it's making a meaningful difference to your life. So, we talk about some of the psychology hacks that you can use, as well as some of the practical things to do when you get a bonus or setting up for it, how to plan around a bonus, and what you can do to make sure...
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#484 How to build wealth if you're starting late
Mo Money
In this episode of the Mo Money podcast, we talk about how to build wealth if you're starting late, and this is something that we see a heap from people that reach out to us. I think a lot of people naturally sort of feel behind, but there is a window, and the window does tend to close with every week, month and year that goes past. And so we want to talk about, if you are feeling a little bit late to the game, what are the things that you should be thinking about now to make sure that you're taking advantage and putting yourself in a position of strength to live the lifestyle that you...
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#483 Buy Property Like a Pro
Mo Money
This episode of the Mo Money podcast is a recording of a live event I did on how to buy a property like a pro. So, I talk about what's going on in the property market today, some of the strategies that you can use to get more out of your property investments and use the bank's money to build your own investments smarter and save tax at the same time. We talk about the key areas that you need to get right if you want to nail it with your property strategy, and how you can make the most of the opportunity that exists in this space as well. This episode is perfect for anyone that wants to...
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#482 How to nail it with your money in 2026
Mo Money
In this episode of the Mo Money podcast, we talk about how to nail it with your money in 2026. It's a great time of year, I think, to be planning and getting on the front foot with this stuff, and setting things up in a way where you can make some meaningful change to how your money is working and how it's actually working for you. So, we talk through in this episode, the key things that you need to get right if you want to nail it with your money in the year ahead, particularly with the lens of what's going on in investment markets and property markets today, the three key shifts that...
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#481 APRA mortgage rule changes unpacked
Mo Money
In this episode of the Mo Money podcast, we talk about the recent APRA rule changes for mortgage borrowing around debt to income ratios, and how this is essentially changing the game for property investors in Australia. So, we unpack what's actually changing, what's driving that change, who's going to get caught up in these changes, and who is in a position to be able to take advantage of the opportunities that are being created by these shifts, as well as how you should think about making your decisions around property investing within these rules moving forward. This episode is perfect for...
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#480 How to sell an investment property CGT free
Mo Money
In this episode of the Mo Money podcast, we talk about how to sell an investment property capital gains tax free. Basically, getting into the main residence CGT exemption in Australia, the six year rule, and how they play together. But we get into the nuances around this and how it works with first home buyer schemes versus negative gearing rules and deductibility, what happens if you're overseas and some of the more complex but opportunistic areas of this strategy that you can use to put your cut your tax bill down and keep more of the gains on your property assets. This episode is perfect...
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#479 $500k income, no investments
Mo Money
In this episode of The Mo Money podcast, we talk about having a half a million dollar income with no real wealth behind you, how easy it is to fall into this trap and how quickly a half a million dollar income can evaporate. But importantly, we shift gears and talk about the circuit breakers that you can use if you're in this position to start actually squeezing more out of your income and ensure that you're using your peak earning years to its full potential, so that you're taking advantage of the window to actually get ahead, because earning at that level does come with a huge opportunity,...
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#478 The $600k Cost of Private Schooling
Mo Money
In this episode of the Mo Money podcast, we talk about the $600,000 cost of private schooling and how you can tackle this in a way that doesn't completely sabotage your financial future. So, we get into a bit of context around what's going on in the private school fees market in Australia, the private school fee inflation, which seems to be running quite a bit hotter than standard inflation. We get into the emotional versus the financial cost, and how to really quantify what it costs you, not just in terms of the fees today, but the impact on your money over the years ahead, as well as how you...
info_outlineThis episode of the Mo Money podcast is a recording of a live event I did on how to buy a property like a pro. So, I talk about what's going on in the property market today, some of the strategies that you can use to get more out of your property investments and use the bank's money to build your own investments smarter and save tax at the same time.
We talk about the key areas that you need to get right if you want to nail it with your property strategy, and how you can make the most of the opportunity that exists in this space as well. This episode is perfect for anyone that wants to get ahead, smarter and not just work harder.
Smarter money moves start here.
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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.