Wealth Coffee Chats

Getting Your Planning Rhythm Set For 2025


Listen Later

Listen up folks! Join Andy Fenton as he shares essential planning and goal-setting tips for wealth and property success. Learn about the four key planning times: January for goal setting, April for tax planning, July for investment reviews, and October for progress checks. Track your progress, adjust your strategies, and stay organised. Let’s Wealth Coffee Chat!

...more
View all episodesView all episodes
Download on the App Store

Wealth Coffee ChatsBy Jason Whitton


More shows like Wealth Coffee Chats

View all
Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

20 Listeners