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

Mo Money

English - May 31, 2021 22:00 - 40 minutes - 74.3 MB
Investing Business cashflow investing saving budgeting money property shares Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

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

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

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 got on top of her employer's share plan. She works for one of the big tech companies and some of the light bulb moments that came around her frustration around seeing her money doing nothing and what sort of prompted her to take action there as well as the education and I suppose financial fitness came as a result of taking the time to really understand the high-level parts of her money for someone that's really not that interested and what shifts that had in her mindset.

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