Mo Money

#200 w. Neil Rogan - Sharemarket trends in 2022

16 Mar 2022

Contributed by Lukas

In this episode, I chat to Neil Rogan who's the head of the Australian side of Russell Investments, a global investment powerhouse that managed over h...

#199 w. Chris Bates - Mortgage & property update

14 Mar 2022

Contributed by Lukas

In this episode, I chat to Chris Bates who's a mortgage broker and the Founder of Wealthful. He helped a lot of people with mortgage refinancing and b...

198 How to plan smarter with your money [live event recording]

09 Mar 2022

Contributed by Lukas

In this session, I unpack how to plan smarter with your money. It's a live event recording from the session that I did with the legends at General Ass...

197 w. Keith Abraham - How to achieve your goals faster and easier

07 Mar 2022

Contributed by Lukas

In this session, I chat with Keith Abraham for round two of our conversation around goal setting and he unpacks some of the hacks and things that you ...

#196 Investment & Property Market Update February 2022

01 Mar 2022

Contributed by Lukas

In this episode, I download my Investment and property market updates for the month of February 2022 to talk about the Russian conflict and what it me...

#195 How to invest if you're saving $5k+ per month

24 Feb 2022

Contributed by Lukas

This episode is a recording of a presentation I did on How to invest if you're saving $5k or more per month. I talk about some of the high income, hig...

#194 How to build investments through property [Live event w. General Assembly]

21 Feb 2022

Contributed by Lukas

This episode is a recording of a live session around How to grow your investments through the property, where I download some of the key things that y...

#193 How to PROFIT from your employer share plan

16 Feb 2022

Contributed by Lukas

This episode is the fourth session in our series on employee share plans, which is all about how to maximize the amount of profit that you're making f...

#192 Employer share plan tax hacks & mistakes to avoid

14 Feb 2022

Contributed by Lukas

This episode is a recording of a live event I did on an employee share plan, tax hacks, and mistakes to avoid where I dive deep into employee's share ...

#191 Investment & Property Market Update January 2022

09 Feb 2022

Contributed by Lukas

This episode is the Investment and property market update for January 2022, where I recap what happened in markets and what's going on with shares in ...

#190 How employer share plans work (deep dive)

07 Feb 2022

Contributed by Lukas

This episode is a recording of a live online event I did on How employees share plans work deep dive, where I cover the key types of employee share pl...

#189 Employer share plans 101

02 Feb 2022

Contributed by Lukas

This episode is a recording of a live session that I did on Employee Share plans 101. Essentially an overview of how employee share plans work, the di...

#188 How to be Smarter With Money Throughout Your Career [Live event w. General Assembly]

31 Jan 2022

Contributed by Lukas

This episode is a recording of a live online event that I did with the legends at the General Assembly on How to be smarter with your money through yo...

#187 How to use your property equity to invest when your LVR is below 50%

26 Jan 2022

Contributed by Lukas

This episode is a recording of a live event that I did on How to use your property equity to invest when your LVR or Loan to Value Ratio is below 50%....

#186 w. Keith Abraham - How to set goals so they actually turn into results

24 Jan 2022

Contributed by Lukas

In this session, I chat with Keith Abraham, who is an absolute superstar when it comes to goal setting but importantly setting goals that are actually...

#185 Why you need a financial adviser when you make $250k+

19 Jan 2022

Contributed by Lukas

This episode is a live recording of an online event that I did all around about how you can benefit from having a financial advisor if you've got a hi...

#184 How to build a second income investing [Live event w. General Assembly]

17 Jan 2022

Contributed by Lukas

This session is a recording of a live event that I did in collaboration with the General Assembly, all on How to build a second income investing in 20...

#183 w. Emily Djekovic - How to build financial confidence

12 Jan 2022

Contributed by Lukas

In this episode, I chat with Emily who's one of our amazing advisors at Pivot Wealth. We chat about Emily's take on where the share market and propert...

#182 Investment & property market update December + 2021 markets in review

11 Jan 2022

Contributed by Lukas

This episode is an Investment and property market update for the month of December plus a bit of an overview of 2021 in review. I talk about some of t...

#181 w. Marcus Netto - How investors can make smarter choices

06 Jan 2022

Contributed by Lukas

In this episode, I chat with Marcus Neto who's one of our advisors at Pivot Wealth. We talk about what he thinks is important for investors to be thin...

#180 w. Ben Walker - How to minimise your ATO donation at tax time (legally)

03 Jan 2022

Contributed by Lukas

In this episode, I chat to Ben Walker who's an accountant at Inspire CA based in Brisbane, an accounting business that helps people be smarter with th...

#179 w. Shane Hay - Where's the sharemarket going from here

29 Dec 2021

Contributed by Lukas

In this episode, I chat with Shane Hay, who is a fellow Financial advisor and Founder of Hayfield Private Wealth. He gives us his take on where the sh...

#178 w. Michael Back - How to get more engaged and motivated with your money

27 Dec 2021

Contributed by Lukas

In this episode, I chat with Michael Back who runs an amazing business called Human to Human, where he helps people, mainly businesses engage more wit...

#177 w. Chris Gray - How to build a multimillion dollar property portfolio

22 Dec 2021

Contributed by Lukas

In this episode, I chat with Chris Gray from Your Empire buyers agents. Chris is a property buyer and through his business, he buys literally hundreds...

#176 w. Fraser Jack - Creating good money habits & behavioural finance hacks

20 Dec 2021

Contributed by Lukas

In this episode, I talked to Fraser Jack, who's an ex financial advisor and content podcast superstar. He's done 300 plus podcasts with financial advi...

#175 w. Aaron Christie-David - Mortgage & property update

15 Dec 2021

Contributed by Lukas

In this episode, I chat with Aaron Christine David from Atelier Wealth. Aaron is a Mortgage Broker superstar who got crafting business help. A lot of ...

#174 w. Siobhan McTiernan - Money mindset hacks and how to plan

13 Dec 2021

Contributed by Lukas

In this episode, I chat to Siobhan McTiernan, who is actually our Head Relationship Manager at Pivot although she comes from a non-finance background....

#173 What to do next after making your first $1m

08 Dec 2021

Contributed by Lukas

In this episode, I cover off what to do next after making your first million dollars. So, it's really built around people that are putting in some wor...

#172 How to set smart money goals [Live event w. General Assembly]

06 Dec 2021

Contributed by Lukas

This podcast is a recording of a live session I did with the legends at the General Assembly on how to set smart goals with your money, create an acti...

#171 Investment and Property Market Update November 2021

01 Dec 2021

Contributed by Lukas

In this episode, I shared my take on investments and the property market in November. I talk through some of the things that we're seeing in the share...

#170 Money Chat w. Hermione - Money goal setting for business owners

29 Nov 2021

Contributed by Lukas

In this episode, I talked to one of our lovely clients Hermione, who went through the planning process with her partner Dave. Both of them are self-em...

#169 How to buy your $3m Bondi dream home

24 Nov 2021

Contributed by Lukas

This workshop will help you understand the property market, how to set up a COVID-proof property buying plan, and how to reduce risk when you buy prop...

#168 Money Chat w. Mike and Lena - How couples can get on the same financial page

22 Nov 2021

Contributed by Lukas

In this episode, I chat with two of our lovely clients, Mike and Lena who have recently gone through the planning process of their journey. How they g...

#167 How to avoid the most painful money mistakes

17 Nov 2021

Contributed by Lukas

This episode is a recording of a live event I did in collaboration with the General Assembly, all about how to avoid the key money mistakes. So I unpa...

#166 Smart Money Challenge 7 - Next Steps

16 Nov 2021

Contributed by Lukas

This is the final episode in the smart money challenge, where I'm talking all about the next steps and where to go from here. I'm going into some of t...

#165 Smart Money Challenge 6 - Setting achievable financial goals

11 Nov 2021

Contributed by Lukas

Episode number six of the Smart Money Challenge is all about Setting achievable financial goals and how to set yourself up to make them happen. In thi...

#164 Smart Money Challenge 5 - Investing for passive income

09 Nov 2021

Contributed by Lukas

This episode is season five in the Smart Money Challenge, where I'm diving deep into investing, helping you understand the key things that you need to...

#163 Smart Money Challenge 4 - Segregate & Automate saving

03 Nov 2021

Contributed by Lukas

This is the fourth session for the Pivot Smart Money Challenge, where I'm talking all about automating your banking. So through the last few sessions,...

#162 Smart Money Challenge 3 - Prioritising your spending

01 Nov 2021

Contributed by Lukas

In this episode, I'm bringing you the third part of the Pivot Smart Money Challenge, which is all about prioritizing your spending. So if you missed t...

#161 Smart Money Challenge 2 - How to budget

27 Oct 2021

Contributed by Lukas

This is the second session in the Pivot Smart Money Challenge content. I'm bringing you in this episode the savings strategies that I found to work fo...

#160 Smart Money Challenge 1 - Introduction

25 Oct 2021

Contributed by Lukas

I'm really pumped to be bringing you this episode and the next handful that is coming where I'm going to bring you the Smart Money Challenge, which fo...

#159 How to be smarter with money

20 Oct 2021

Contributed by Lukas

This episode is a live recording of a session on ideas on how to get smarter with your money. It's all about the key frameworks that you need to under...

#158 Money chat w. Misa - How to align your money plan with your partner

18 Oct 2021

Contributed by Lukas

In this session, I chat with Misa who has recently gone through the planning process with her partner. We talk about how they got themselves aligned i...

#157 Money chat w. Christine & Walter - How to set up your money after living overseas

13 Oct 2021

Contributed by Lukas

In this session, I chat with a couple of our lovely clients, Christine and Walter about their money journey. They returned after leaving the US for a ...

#156 How to cut your tax bill by $100k+ using trusts

11 Oct 2021

Contributed by Lukas

This is a session I put together all about trusts and how they can be used to save you a ton of money when you invest. I get a lot of questions about ...

#155 September Investment & Property Market Update

07 Oct 2021

Contributed by Lukas

In this session, I cover the September monthly market update, covering some of the things that are happening with the share markets and property marke...

#154 WTF is financial advice

05 Oct 2021

Contributed by Lukas

This episode is a presentation I recently put together on WTF is financial advice and it came off the back of a bunch of questions that I've been gett...

#153 Personal Investing 101

29 Sep 2021

Contributed by Lukas

This episode is a recording of a live online session that I did on Personal Investing 101. I talk about investing basics, investing tax on investments...

#152 Money chat w. Avani - Eliminating guilty spending and setting solid financial foundations

27 Sep 2021

Contributed by Lukas

In this session, I chat to one of our lovely pivot clients Avani about her recent experience with going through the process and setting up a plan for ...

#151 Money chat w. Luke - Building investment momentum

22 Sep 2021

Contributed by Lukas

In this episode, I chat to Luke who is a client that we've been working with for the last 12 months, we talk a bit about his journey and how he set hi...

#150 Finding the Right Investment for You [Live event collab w. General Assembly]

20 Sep 2021

Contributed by Lukas

This episode is a live recording of an event I did on personal investing and how to plan a rock-solid investment game plan. I talk about the key optio...

#149 How to cut your tax bill [Live event collab w. General Assembly]

15 Sep 2021

Contributed by Lukas

This episode is a live recording of an event I did with the legends of the General Assembly on How to cut your tax bills. We talk about some of the ke...

#148 - How to make the most money from your employer share plan

13 Sep 2021

Contributed by Lukas

This episode is a recording of a live event I did on how to make more money from your employer share plan. We covered the different types of employee ...

#147 w. Stuart Reynolds - How to cut your tax bill + cryptocurrency tax planning

08 Sep 2021

Contributed by Lukas

In this episode, I chat with Stewart Reynolds. He is an accountant by background and he's the founder of an amazing business that helps people save ta...

#146 August Investment Market Wrap Up

06 Sep 2021

Contributed by Lukas

This episode is the August monthly investment market update, where I chat through what's going on in the world. What's going on in markets. Some of th...

#145 w. Chris Bates - Property and mortgage market update

01 Sep 2021

Contributed by Lukas

In this episode, I chat with Chris Bates. Chris is a mate of mine. He's an ex Financial Planner and Mortgage Broker at Wealthful, which is a company t...

#144 - Cryptocurrency Investing 101 ​​[Live event collab w. General Assembly]

30 Aug 2021

Contributed by Lukas

This episode of the how to be successful with money podcast, it's actually a recording from a live online event, it's called Cryptocurrency Investing ...

#143 w. Jacqui Mooney - Launching your own business after a corporate career

25 Aug 2021

Contributed by Lukas

In this episode, I talk to Jackie Mooney, she is an editorial brand and media consultant, and she's the former editor of Women's Health. She led that ...

#142 w. Shaun Lordan - Fintech mortgage market disruption

23 Aug 2021

Contributed by Lukas

In this episode, I chat with Shaun Lordan who's the Chief Product Officer at Nano Home Loans. He's a massive FinTech nerd and someone that's really pa...

#141 w. David Dugan - How to build intergenerational wealth

18 Aug 2021

Contributed by Lukas

In this episode of the How to be Successful with Money podcast, I chat with David Dougan. He is the Founder and Head Coach at an amazing business comm...

#140 w. Diem Fuggersberger - How to build an eight figure business from scratch

16 Aug 2021

Contributed by Lukas

In this episode, I talked to Diem Fuggersberger. Diem is the Founder and CEO for Coco and Lucas kitchen, a food wholesaler, pre-packaged meals provide...

#139 w. Annabelle Chauncy - How to use money to drive social change

11 Aug 2021

Contributed by Lukas

In this episode of the podcast, I talked to Annabelle Chauncy who is a founding Director and CEO of School for Life. It is a not-for-profit foundation...

#138 w. Sarah Davidson - How to create a global empire

09 Aug 2021

Contributed by Lukas

In this episode, I chat to Sarah Davidson, who's the Founder & Host, Seize the Yay Podcast, Matcha Maidens, and Matcha Mylkbar. She talks about how an...

#137 w. Jon Hollenberg - Creating marketing messages that sell

04 Aug 2021

Contributed by Lukas

In this episode, I chat to Jon Hollenberg, a founder of digital agency Five by Five, based on the lovely Gold Coast. He talks about marketing messages...

#136 July Investment Markets and Economic Update

02 Aug 2021

Contributed by Lukas

In this episode of the how to be successful with money podcast, I am doing our first-ever monthly market updates. I talk about the property market, wh...

#135 w. Kate McKenna - Elite performance hacks

28 Jul 2021

Contributed by Lukas

In this episode, I talked to Kate McKenna who is a high-performance coach and helps people reach elite levels of performance. We talk about some of th...

#134 w. Chris Muddell - How to amplify your sales skills

26 Jul 2021

Contributed by Lukas

In this episode, I chat with Chris Muddell from Employsure. He's a top-performing BDM of over a hundred plus salespeople in that organization. We talk...

#133 w. Kym Power - Mindset hacks to reduce stress and maximise performance

21 Jul 2021

Contributed by Lukas

In this episode, I chat with Kim Power, who is a holistic wellbeing practitioner. She's a mindset coach and she helps people basically improve their m...

#132 w. Angie & Shane Saunders - How breathing better can help you invest better

19 Jul 2021

Contributed by Lukas

In this episode, I talked to Shane and Angie Saunders, who are the founders of a company called Breathe Me, which is all about coaching people on thei...

#131 w. Andrew Sloan - How to navigate the uncertainty

14 Jul 2021

Contributed by Lukas

In this episode, I talked to Andrew Sloan, who's a psychotherapist and a futurist. He does a lot of work on high-performance with teams and individual...

#130 w. Troy Morgan - How to maintain peak performance

12 Jul 2021

Contributed by Lukas

In this episode, I talked to Troy Morgan from Springday. Troy is Wellbeing specialist and his business helps companies create wellbeing programs to dr...

#129 Pivot client story w. Hannah - How to navigate a career change without disrupting financial position

07 Jul 2021

Contributed by Lukas

In this episode, I chat with one of our lovely clients, Hannah, who moved on from one of the big tech firms not too long ago. She talks about how the ...

#128 - How to build your property dream team [Live event collab for the 'Spill the Proper-Tea' series with Raiz Home and General Assembly]

05 Jul 2021

Contributed by Lukas

This episode is a live recording of an event that I did in collaboration with the General Assembly and Raiz Invest on how to build your property dream...

#127 w. Dr. Amy Silver - "How to push through the fear of f*ing up with your finances "

30 Jun 2021

Contributed by Lukas

In this episode, I talk to Dr. Amy Silver. She's a psychologist, speaker, author, and facilitator at her business at Dr. Amy Silver.  Dr. Silver is a...

#126 w. Lynne Cazaly - "Making sense of uncertainty when it comes to your finances"

28 Jun 2021

Contributed by Lukas

In this episode, I chat with Lynne Cazaly. Lynne is a prolific writer, speaker, award-winning author, and communications team expert. Lynne tells me a...

#125 w. Alex Barrat - Crypto podcast series story "Investment Market Update"

23 Jun 2021

Contributed by Lukas

In this episode, I chat with Alex Barrat from Stake, which is an investing platform that gives investors access to US shares. We talk about general so...

#124 w. Caroline Bowler - Crypto podcast series story "Trends in the cryptocurrency market"

21 Jun 2021

Contributed by Lukas

In this episode, I chat with Caroline Bowler. Caroline is the CEO of BTC markets, which is the largest cryptocurrency and digital asset exchange in Au...

#123 w. Joni Pirovich - Crypto podcast series story "Chatting all things Crypto and Blockchain"

16 Jun 2021

Contributed by Lukas

In this episode, I chat to Joni Pirovich, she's the founder and director of Blockchain & Digital Assets, and a total superstar in the crypto space, an...

#122 How to use your property equity to make money [Live event collab for the 'Spill the Proper-Tea' series with Raiz Home and General Assembly]

15 Jun 2021

Contributed by Lukas

This is a recording of a live event I did with the guys at General Assembly and Raiz Invest on how to use your property equity to make money. It's des...

#121 Pivot client story w. Emma - "Learning how to manage my money in a post COVID world"

09 Jun 2021

Contributed by Lukas

In this episode, I talked to one of our lovely clients, Emma. It's definitely one of my, I'm going to say, top portal playing podcasts over the last l...

#120 Pivot client story w. Sarah - Managing inheritance and being smart with my money

07 Jun 2021

Contributed by Lukas

In this episode, I chat to one of our lovely clients, Sarah, and shares her journey about how she overcomes some of her investment fears to take the a...

#119 Pivot client story w. Maddie - "I've seen financial advisers before, but knew there was a better way"

02 Jun 2021

Contributed by Lukas

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial a...

#118 Pivot client story w. Nicola - How to maximise my employee share program to get ahead

31 May 2021

Contributed by Lukas

In this episode, I chat with one of our lovely clients, Nicola, who has recently gone through the financial planning process. She talks about how she ...

#117 Pivot client story w. Kevin & Jenny - When you've hit your big financial goal, what's next?

26 May 2021

Contributed by Lukas

In this episode, I chat with a couple of our awesome clients, Kevin and Jenny. We'll actually, I'll just have to Kevin because  Jenny wasn't there, b...

#116 Pivot client story w. Olivia and Sean - How financial advice helps make dreams into reality

24 May 2021

Contributed by Lukas

In this episode, I chat to two of our lovely clients, Olivia and Sean who have gone through the planning process. Just a few months ago, they talked a...

#115 How to buy your second property [Live event collab for the 'Spill the Proper-Tea' series with Raiz Home and General Assembly]

19 May 2021

Contributed by Lukas

This episode is a live stream event that I did in collaboration with the General Assembly and Raiz Home Ownership on how to buy your second property. ...

#114 - Ethical investing series w. Simon O'Connor

17 May 2021

Contributed by Lukas

In this episode, I chat to Simon O'Connor, he is the CEO of the Responsible Investment Association of Australasia (RIAA). He has been an economist for...

#113 Ethical investing series w. Rory Cunningham

12 May 2021

Contributed by Lukas

In this episode, I chat with Rory Cunningham who's a senior manager at the Australian Stock Exchange or ASX. He is a weapon when it comes to the diffe...

#112 The federal budget explained in words human beings actually use

12 May 2021

Contributed by Lukas

In this Express episode, I unpack the Federal budget and cover the key things that you need to be across so that you can know what I suppose all the f...

#111 Ethical investing series w. Tom Culver

10 May 2021

Contributed by Lukas

In this episode, I talked to Tom Culver, he's the CEO of a business called Ethics Advisor as well as the CEO of Goodmans, the fractional micro-investi...

#110 Ethical investing series w. Kevin McDonald

05 May 2021

Contributed by Lukas

In this episode, I talked to Kevin McDonald, he's a fellow Financial Advisor and the Principal Advisor and Director with his business partner at Futur...

#109 Ethical investing series w. Paul Garner

03 May 2021

Contributed by Lukas

In this episode, I chat to Paul Garner for the Ethical investing series. Paul is a Financial Advisor based in Adelaide who is super passionate about s...

#108 Ethical investing series w. James Tayler

28 Apr 2021

Contributed by Lukas

In this episode, I talk to James Taylor, who's the head of ESG or Environmental Social Governance investing at Elliston capital. James has been managi...

#107 How to buy your first property [Live event collab for the 'Spill the Proper-Tea' series with Raiz Home and General Assembly]

27 Apr 2021

Contributed by Lukas

This session is a recording, a live event that I did in collaboration with the General Assembly and Raiz Invest on how to buy your first property. I g...

#106 Pivot client story w. Danny & Nikki - Building a rock solid financial foundation with total confidence

21 Apr 2021

Contributed by Lukas

In this episode, I chat to Danny and Nikki, the two of our amazing clients that recently just gone through the process over the last few months and we...

#105 Pivot client story w. Oliver - How to get onto the property ladder without sacrificing your lifestyle

19 Apr 2021

Contributed by Lukas

In this episode, I chat to one of our long-term clients, Oliver who we've been working with for a bit over four years. We talk about his pathway to pu...

#104 Pivot client story w. Clare - How to confidently build assets outside business after being burnt?

14 Apr 2021

Contributed by Lukas

In this episode, I talk to one of our amazing clients, Clare Sheng. She is a cracking business owner with her business, The Fitting Room on Edward whi...

#103 Pivot client story w. Karim - Avoiding guilty spending and building an achievable pathway to money success

12 Apr 2021

Contributed by Lukas

In this episode, I talk to Karim who's a client of Pivot that we've been working with for a couple of years. Karim is an IT Professional that we did s...

#102 - How to Master Your Money Mindset [Live event collab for the 'How to Money' series with Raiz Invest and General Assembly]

08 Apr 2021

Contributed by Lukas

This episode is a recording of a live event I did in collaboration with the General Assembly and Raiz Invest all on how to nail your money mindset. I ...

#101 - Buying Property in a post COVID Australia [Live event collab for the 'Spill the Proper-Tea' series with Raiz Home and General Assembly]

05 Apr 2021

Contributed by Lukas

With the interest rates at all-time lows, tech companies and the broader economy recovering strongly from COVID disruption, and the government splashi...