Behind the numbers with JD

A practical discussion on how to ensure your assets are distributed smoothly — making things easier for your loved ones when the time comes.

In this episode, Josh will discuss practical strategies for maintaining composure and making sound investment decisions during turbulent market conditions. Listeners will learn how staying calm, focusing on long-term goals, and avoiding emotional reactions can help navigate periods of volatility successfully.

In this episode we talk about financial planning strategy's that are commonly used for business owners. Including: Bucket companies, SMSF & Frequent flyer programs. 

In this episode we talk about the great intergenerational wealth transfer with considerations for those planning inheritance and those receiving it.

The most common concern for high income earners is the amount of tax they pay. In this episode, we look at the reality of income tax in Australia and common strategies that can be used to minimise tax.