In this session, I chat with a couple of our lovely clients, Christine and Walter, about their money journey. These guys returned from leaving the US for a bunch of time and came back, wanting to get on the front foot with their money.
We talk about that journey, how they tackled their planning, some of the things that surprised them about the process. So that’s how they got a line really lent.
These guys did a really great job on leaning into the decision-making and conversations that happen around the planning process and what that actually translated to in terms of the decisions that they made and the outcomes that they’re working towards as well as some of the things that they’re excited about.
Keen to hear more episodes?
Subscribe to How To Be Successful With Money on your favourite podcast platform:
Want to keep making the right money moves with complete confidence?
Upcoming online training events: https://bit.ly/PivotEvents
Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/ben-nash-pivot/breakthrough-podcast
Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod
Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog