Finance & Fury Podcast

Welcome to Finance and Fury Today we are continuing from last week, and going through strategies to fit your goals. Some bad news… The workbook will be released next week because there are a few pieces missing, as it doesn’t achieve what I wanted it to. So as a DIY template, I didn’t want to put out something that could be misinterpreted. There will be a special episode for the workbook and putting all of these episodes together. So look forward to that. Today we will cover the strategies that form part of a plan Factors that influence each: Goals – long term and short term Risk profiles – target asset allocations We have done a few episodes on these Investment plan – short term: Cashflow – the building block for achieving short term goals and long term wealth Strategies for this? Reduce spending, monthly savings plan, repaying personal debt, home deposit, and reducing tax. These are specific to you. Investment plan – long term: Some hybrid options - building wealth, reducing tax and leverage Some overla