In this episode of the Mo Money podcast, we're talking about inheritances, tax on inheritances, and how you can invest that money. Now we're in the middle of a three and a half trillion dollar intergenerational wealth transfer from the Boomers down to the generations below, so in this episode we're unpacking how inheritance tax really works in Australia, even though they say that there's none. There actually is, as well as how you can protect the family wealth across different generations, and a little bit on how you can be talking to your parents about this stuff without it turning into a disaster. So this one, I think, is perfect for anyone that's expecting to receive an inheritance or planning to leave one.

Want to make smarter money moves and get ahead faster?

Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697

Learn more about Pivot Wealth: https://pivotwealth.com.au/

Check out Ben’s book, Get Unstuck: https://www.getunstuckbook.com.au/

Check us out on socials:

TikTok: https://www.tiktok.com/@bentalksmoney

Instagram: https://www.instagram.com/pivotwealth/

Youtube: https://www.youtube.com/c/BenNashPivot

Facebook: https://www.facebook.com/pivotwealth/

Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth

Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055

In this episode of the Mo Money podcast, we're talking about AI and its impact on investing and wealth, and partly in the context of the impact on jobs and job security, but in a big part around people's ability to build their investments. And for me, this is something that I'm seeing is really, really urgent at the moment.

So, particularly in a world where your income isn't as safe as you think, we wanted to talk about what you should be doing now to make sure that your money is set up so that you're going to be good through this age of technology - wherever that ends up going. So, I think this is critical listening for anyone that wants to make sure that they don't get caught out by all the advances in technology that we're seeing today.

Want to make smarter money moves and get ahead faster?

Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697

Learn more about Pivot Wealth: https://pivotwealth.com.au/

Check out Ben’s book, Get Unstuck: https://www.getunstuckbook.com.au/

Check us out on socials:

TikTok: https://www.tiktok.com/@bentalksmoney

Instagram: https://www.instagram.com/pivotwealth/

Youtube: https://www.youtube.com/c/BenNashPivot

Facebook: https://www.facebook.com/pivotwealth/

Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth

Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055

In this episode of the Mo Money podcast, we're talking about property versus shares in 2025 and which is the smarter plate. Now, this is a bit of an age old question, but particularly with what's going on in the world today, Trump impacts on markets, what's going on with shares, AI, the property market, interest rate cuts, all those sorts of things. We wanted to really get into where these markets are at now, and how you can make sure that you're making the smartest move for you, because the difference between a good decision and the best one for you could be hundreds of thousands of dollars to your bottom line. So this episode is perfect for anyone that wants to understand the two biggest moves that they can make with their money and how to choose the best one for them.

Want to make smarter money moves and get ahead faster?

Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697

Learn more about Pivot Wealth: https://pivotwealth.com.au/

Check out Ben’s book, Get Unstuck: https://www.getunstuckbook.com.au/

Check us out on socials:

TikTok: https://www.tiktok.com/@bentalksmoney

Instagram: https://www.instagram.com/pivotwealth/

Youtube: https://www.youtube.com/c/BenNashPivot

Facebook: https://www.facebook.com/pivotwealth/

Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth

Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055