This week, we're talking with accountant Shaun Farrugia about Family Trusts - who are they most useful for, what do they cost, how can they be used, when should they be closed, and plenty more.

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Optimised Accounting

Why do people worry about their financial future, and what simple ideas can you implement to alleviate at least some of that worry? That's our focus for today's episode, where we look at how to de-stress your personal finances.

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This week I chat with Glen James from My Millennial Money. He's just wrapping up an Australian roadshow travelling right across our wide brown expanse. So I'm keen to learn what he's hearing, what is on people's minds right now? From interest rates to investment timing and long-term goals, it's always fun to chat with Glen.

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My Millennial Money

Whether it's packing up the family and doing a road trip around Australia, taking some time off to focus on your postgraduate studies, or just recharging the batteries with a few months on the Greek Islands, some sort of mid-career sabbatical is on the agenda for many of the people that we work with.

In this week's episode, I want to explore some of the planning actions you can take to help make this goal achievable.

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We're all so caught up in being financially responsible and planning for a successful financial future, however, sometimes this can get in the way of living our lives. In this episode, we explore how we can strike a balance between being responsible with our money while also enjoying life throughout the process.

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It's easy to think about progress in terms of technological progress, but in this episode, I want to talk about the social progress we have made and how that has allowed us to go after our Financial Autonomy dreams.

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We didn't have a new episode this week, but, we thought you may enjoy this one from the vault which covers some of the steps you can take to help you move to self-employment.

We are joined today by Shaun Farrugia from Optimised Accounting and Finance to talk about the essential things you need when you move to self-employment.

In this episode we cover the challenges and knowledge Shaun shares about being self-employed:

• Getting the clarity of knowing why you need to move to self-employment.
• Keeping the proper financial record and the challenges encountered with record keeping.
• The capital and survival strategies whilst building your new business.
• Tax and accounting tips. Putting aside enough money for tax.
• Understanding your own break-even point.

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In this episode, Paul talks about how financial advice is regulated in Australia and what this means for Guidance in terms of the advice he provides.

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Today I'm chatting with David Foster who's a member of the Financial Autonomy community. He reached out to me after a podcast episode a little while back - 50% more weekend for 20% less pay. David emailed me to say he'd done exactly that and I asked if he'd be prepared to share his experience. Luckily for us, he said yes.

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In this episode, Paul delves into various strategies he uses with clients to enable them to afford private education for their children as well as offer how he and his wife achieved this goal.

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