How To Prioritise Investments With Ben Nash From Pivot Wealth

|The Happiest CEO Podcast

From Burnout to Blue Brint: How To Design an Exceptional Life

Recognising a good investment is key to confidently pursuing any valuable asset. This is true for your financial investments and investments into your health and wellness. Sometimes, knowing what to do isn't enough to take action, and getting professional support to confidently guide you through your decisions will bring you peace of mind, lower stress, and allow you to focus on the things that are more important to you. In this episode, we talk to Ben Nash, a financial advisor who is passionate about supporting people to achieve their financial goals.
Ben explains the strategy that he has developed to allow families of all financial incomes to successfully prioritise, invest, and achieve their financial freedom. These same rules apply to your health goals, and by prioritising your investments in your health and wellbeing, you too will have greater success at achieving your goals. Who is Ben Nash?
Ben is a Financial Adviser who founded Pivot Wealth to help young professionals make smart money decisions and strike that balance between loving life now and setting up their ideal future. He believes that while money itself doesn’t make you happy, it will give you options and the freedom to pursue the things that will make you happy.
Glossary: 00:00:00 -
Coming Up Next 00:01:29 -
Introduction 00:01:57 -
Who is Ben Nash? 00:03:36 -
Why are we talking about finance? 00:06:11 -
What is a typical financial pathway? 00:012:24 -
What's the worst scenario you see? 00:14:41 -
What's a poor financial lifestyle? 00:18:26 -
How to create a budget 00:22:29 -
Get Un-stuck 00:23:10 -
Three financial areas you need to nail 00:26:00 -
When to take risk 00:34:27 -
How to make educated decisions 00:41:20 -
Being financially free 00:45:42 -
When should you get a financial plan? 00:52:40 -
Where can I get your book? 00:53:40 -
What are you reading right now? 00:54:57 -
What gets you out of bed in the morning? 00:56:00 -
Why do you think we exist?