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The old fashioned 'cash' method of payment for certain expenses might be a massive help with your bad spending habits. The convenience of technological advances, such as tap and go, blinds you from seeing yourself blow your budget out, but visually watching your cash go down is an excellent way to cap your expenses.

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When you pass away, if your money is being passed onto a non-dependant beneficiary (e.g. adult children) a portion of these funds will be taxed. Dallas and Michael discuss a way to avoid this inheritance tax.

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When you pass away, if your money is being passed onto a non-dependant beneficiary (e.g. adult children) a portion of these funds will be taxed. Dallas and Michael discuss a way to avoid this inheritance tax.

For all listener questions/feedback, please contact the team at [email protected]

How time flies, the first of Generation X turns 55 this year (2020). This is a significant time because this is when the thought of retirement really creeps up in someones mind.

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How time flies, the first of Generation X turns 55 this year (2020). This is a significant time because this is when the thought of retirement really creeps up in someones mind.

For all listener questions/feedback, please contact the team at [email protected]

Market volatility is an unavoidable aspect of investing in shares, but don't let your panic dictate the decisions you make. 

For all listener questions/feedback, please contact the team at [email protected]

Market volatility is an unavoidable aspect of investing in shares, but don't let your panic dictate the decisions you make. 

For all listener questions/feedback, please contact the team at [email protected]

This episode refers to the classic Seinfeld episode "The Soup Nazi" and explains why it is important for the financial planners and their clients to create and follow processes to ensure that the work that we do is done correctly and to a high standard

For all listener questions/feedback, please contact the team at [email protected]

This episode refers to the classic Seinfeld episode "The Soup Nazi" and explains why it is important for the financial planners and their clients to create and follow processes to ensure that the work that we do is done correctly and to a high standard

For all listener questions/feedback, please contact the team at [email protected]

When it comes to building up your retirement savings, investing in shares can be really effective. However, there are things to avoid and precautions to take to ensure you don't lose money in shares. This episode looks into a few of the main reasons people lose money in shares.