There’s no time like the present to protect the future of your family and business through effective Estate Planning and Asset Protection. In this episode, Ben Walker is joined by Sakshi Sareen and Reggie Guzman from Inspire Accountants to delve into this critical topic.

Join us as we discuss:

• Why estate planning is often overlooked and how your estate may now be worth significantly more than it was just a year ago.
• The risks facing business owners today and why these risks have increased recently.
• An overview of estate planning, including essential documents beyond just a will (Hint: It’s more comprehensive than you might think!).

Take proactive steps to safeguard your family’s legacy and ensure your business’s stability. Don’t miss this opportunity to gain valuable insights and prepare for a secure future.

In today’s rapidly changing economic landscape, inflation is a major factor that can significantly impact your wealth-building strategies and goals. In this episode, Ben Walker is joined by Nick Webb, a seasoned Financial Adviser and Founder of Milenia, to discuss how to build and preserve wealth during times of inflation.

Tune in as we explore:

• The importance of asset allocation and its impact on long-term investment returns.
• Strategies for navigating investments in different economic climates.
• The role of diversification in creating a well-constructed investment portfolio.
• How human biases can affect investment decisions.
• The ongoing active vs. passive investment debate and the challenges of trying to “beat” the market.

Join us for an in-depth discussion filled with actionable insights to help you make informed financial decisions in an inflationary environment.

Don’t miss this opportunity to learn from the experts and fine-tune your approach to wealth building!

As your business grows, so does the complexity of your financial and tax structures. In this episode, Ben Walker discusses a significant challenge many business owners face: Division 7A loans.

Join Ben as he covers:

• How Loan Repayments are Calculated: Understand the methods for calculating repayments under the new Division 7A interest rates to ensure compliance and avoid unexpected costs.

• Pitfalls of Commonly Accepted Solutions: Learn about the drawbacks of the most common approaches to managing Division 7A loans and how to navigate around them.

• Long-Term Strategies to Avoid Division 7A Loans: Discover proactive strategies to reduce reliance on Division 7A loans, keeping your business finances in check.

• Using Bucket Company Money for Investments: Explore the structures for using bucket company funds to invest in shares or property, providing potential growth opportunities for your business.

• Strategies to Navigate Increased Interest Rates: Gain insights into managing the financial impact of rising interest rates on your loans and business.