28 min

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

    • Investing

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 action and to get started with investing in how she actually shifted her approach to risk or how she felt about risk in a way that gave her the confidence to actually invest a lump sum of cash that she had.
Also, some of the sort of light bulb moments in going through the process, as well as how the scenario planning and starting to look ahead caused her to course-correct and make some tweaks that had a huge impact to her bottom line.
 
 
Want to keep making the right money moves with complete confidence?
 
Upcoming online training events: https://bit.ly/PivotEvents
 
Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast
 
Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod

Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
 

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 action and to get started with investing in how she actually shifted her approach to risk or how she felt about risk in a way that gave her the confidence to actually invest a lump sum of cash that she had.
Also, some of the sort of light bulb moments in going through the process, as well as how the scenario planning and starting to look ahead caused her to course-correct and make some tweaks that had a huge impact to her bottom line.
 
 
Want to keep making the right money moves with complete confidence?
 
Upcoming online training events: https://bit.ly/PivotEvents
 
Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast
 
Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod

Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
 

28 min