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Unlock Tax-Free Returns: It’s Right Under Your Nose!

Sep 29, 2023 | Podcasts, Wealth Coffee Chats

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Well, let’s find out what that is. Let’s Wealth Coffee Chat!

0:00 Introduction.
1:49 Show starts.
6:40 The 3 common things I see in the world of investing.
8:40 Most people put any cash they have to spare in the bank, in a savings account (or how I call it, a losing account!).
11:15 About 5% of people put their money in an Offset account.
12:35 The last 5% of people put it into Investments.
14:28 So, what’s the point of this conversation you may ask, getting to it!
22:40 If we’re smart about it we have opportunities right in front of us. We need to be smart in deciding where to store our money, as investors.
24:20 Closing thoughts.

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