Welcome back to another episode of the 360 Money Matters Podcast!

In this episode, we discuss asset protection strategies concerning personal and business finances. We stress the importance of segregating personal and business assets to shield against risks like creditors or business failures. Utilizing trusts, companies, superannuation for asset protection, and advising seeking professional guidance from financial advisors, lawyers, and accountants for legal compliance and tax planning. Lastly, we emphasize early planning and professional advice, noting the need for a comprehensive approach considering taxation, wealth goals, risk management, and legal compliance.

Learn essential strategies from financial professionals to protect against risks and maximize your wealth potential. Don't miss out – listen now for invaluable advice on securing your financial future!

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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706

Episode Highlights

• Importance of protecting accumulated assets

• Separating business assets from personal assets for protection

• Trusts and entity structures

• Company structures for business

• Utilizing superannuation contributions

• Business protection measures

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Welcome back to another episode of the 360 Money Matters Podcast!

In this episode, we discuss rentvesting, a strategy where you rent your home while investing in other properties for income. This approach provides flexibility in your living situation while potentially generating returns from your investments. We discuss the tax advantages, such as mortgage interest deductions, and potential drawbacks like less security in your living situation and loss of first-time homebuyer benefits. We also touch on the need for careful cash flow management and alternatives like "own vesting."

If you are rentvesting or planning to, listen to this episode and find out more about it. Join us for a meaningful discussion!

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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706

Episode Highlights

• About rentvesting

• Exploring the benefits of rent vesting in terms of investment returns and lifestyle choices

• Challenges of balancing lifestyle requirements with property investment goals

• Importance of considering cash flow implications and diversifying investments beyond property

• Discussion on the importance of setting a trajectory and seeking guidance for successful rent vesting

• Tax implications and alternative strategies

Connect with Billy and Andrew!

360 Financial Strategists

Check out our latest episode here:

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Welcome back to another episode of the 360 Money Matters Podcast! We are back again with our monthly ‘Market Wrap’ segment.

In this episode, we discuss the latest trends in global investment markets. We examine the S&P 500's decline of 2.47% and its connection to inflation, which came in at 0.4%, while addressing the shifts in interest rate expectations and potential recession signals such as the Mel and SAHM rules.

In Australia, the ASX 200 saw a minor decline of 0.79%, mirroring the US market, while rising inflation is outpacing income growth. There is also an increase in metals and mining, and precious metals prices, particularly gold, as a hedge against market volatility.

It is important to level-headedness during economic uncertainty and preparing for potential recessions. So seek financial advice to navigate the current climate in this episode. Join us now!

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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706

Episode Highlights

• Discussion on changes in the US stock market

• Discussion about recession signals like the Mel Rule and SArm Rule

• Concerns about rising unemployment and potential economic downturn.

• Australian market reacting to the US market trends

• Income growth challenges in Australia

• Anticipated increase in financial advice needs during economic uncertainty

• Strategies for households to manage rising costs and potential recession impact

• Discussion on the metals mining industry, focusing on iron ore and China's demand

• Recent market trends showing signs of concern and fluctuations in money markets

Connect with Billy and Andrew!

360 Financial Strategists

Check out our latest episode here:

Apple Podcast

Spotify

Google Podcast