Latest Episodes

WCC What Is Financial Planning? Onboarding Red Flags, Super Myths & Building Your Financial Team

In this episode of Financial Planning Thursday, the host provides a vital refresher on what financial planning actually is—and why it’s completely different from tax accounting. While accountants look in the rear-view mirror to handle past tax returns, financial advisers act as forward-looking co-pilots helping you navigate life's major decisions, property acquisitions, and long-term wealth...

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Latest Episodes

Capital Gains Tax Trick Most Investors Miss

Capital Gains Tax Trick Most Investors Miss

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

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Macquarie Stops Trust & Company Loans: What It Means for Investors

Macquarie Stops Trust & Company Loans: What It Means for Investors

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

read more