When money isn’t your thing, the rules can seem complex, confusing, and overwhelming. And if you’re doing ok, it’s easy to put money onto the back burner for a tomorrow that never seems to come around.
But when this happens, it’s easy to miss out on the opportunity to get the money you already have working harder for you, leaving a bunch of money on the table.
This is exactly what happened to Tim and Tina, who were super smart and technical in their jobs, but felt like money was another language they just didn’t understand.
We helped Tim and Tina map out their options and they put some tactics in place that squeezed an extra $56k out of the investments they already had in place.
I unpack Tim and Tina’s story here.
To your success,
Ben
If you want to learn the tactics these guys used to level up their money, learn the step-by-step process in the Pivot Wealth Smart Money Accelerator.
PS: Helping people with this stuff is our jam, so to chat about how to get these sorts of results, you can book an intro chat with us here.
PPS: If you want to get the deep dive on the tactics we used with these clients, as well as the other hacks you can use to level up your money game check out my new book, Replace Your Salary by Investing on Booktopia | Amazon