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This is about putting meaning into your money. Building a bridge between the hard slog of building your business and living that life that you truly want. They say asking the right questions is the key to getting the right answers. I like simple truths, authenticity, and happiness. Greg Strachan is a Certified Financial Planner (https://www.linkedin.com/in/greg-strachan-cfp/) who is passionate about helping business owners and those nearing or just entering retirement to live their best possible life! Contact me at [email protected]

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Check latest episodes from To The Moon with Gregory John podcast

Seeing the wood from the trees

2023/09/06

In this episode, I discuss the importance of having a well-thought-out Financial Plan and Framework in place to help in making important decisions. Too often we are forced into inaction or incorrect decisions because we simply can't see the wood from the trees. It is liberating when we are able to make decisions confidently and decisively and allow ourselves to get on and do or enjoy that thing we want!

Tax free retirement income

2023/08/17

In this episode I unpack some of the tax benefits of disallowed contributions to retirement funds. It's a brilliant retirement income strategy to manage tax and create long term income sustainability.

Inflation & War - trying to make sense of it?

2022/06/22

The wind is in our faces as we sail through stormy waters. 6 months ago all seemed calm and dandy. Things change quickly, so in this episode, I try to make sense of what is going on and provide some practical steps to ensure that you are able to navigate these stormy seas with confidence.

Legacy/Discretionary Portfolio Management - Episode 5 of 5 - Financial Planning Framework

2022/03/14

This is the last episode of the Financial Planning framework series. Often a very exciting space for most investors as they are able to confidently allocate capital to unique and interesting investment opportunities. Structuring the investments for the most efficient transfer to your family on your death is another very rewarding the valuable part of the process. I hope you enjoy the insights!

Contingency Planning - Episode 4 of 5 - Financial Planning Framework

2022/02/15

In this episode, I dig deeper into contingency planning and where it fits within the Financial Planning Framework. This is the fourth element within The Financial Planning Framework and the fourth of a five-part podcast series. Enjoy!

Retirement Lifestyle Income Planning - Episode 3 of 5 - Financial Planning Framework

2022/02/07

In this episode, I explore my favourite topic, Retirement Lifestyle Income Planning. This is the third element within The Financial Planning Framework and the third of a five-part podcast series. I hope you enjoy!

Emergency Funding Explained - Episode 2 of 5 - Financial Planning Framework

2022/01/27

In this episode, I unpack the very important aspect of Emergency Funding. I explain the three different applications across the Employee, The Business Owner, and the Retiree! This is the second element within The Financial Planning Framework and the second of a five-part podcast series. I hope you enjoy!

Do you understand the Risks you face? Episode 1 of 5 - The Financial Planning Framework

2022/01/21

This episode is a follow on from my previous episode where I spoke about the Financial Planning Framework. In this episode, I delve deeper into Risk Management. What is Risk Management in the context of your Financial Planning, how to mitigate it, and the importance of ensuring that it is properly taken care of.

Become an Architect of your Financial Affairs

2022/01/17

An exciting and crucial part of building your dream home is sitting with your architect and visualizing that dream! What follows is a framework that is the key to the successful completion of your dream home! Building your dream retirement lifestyle and securing your financial affairs is no different. In this episode, I help you understand what that framework can look like and how it can help you achieve those dreams!

Just start - the rest will fall into place

2021/05/05

Have you ever been presented with a Financial Plan that's too daunting to engage with? Some aspects were achievable but others far out of reach...but then you didn't engage with any of them? Today's episode encourages you to start the process, implement what you can, acknowledge what you cant but importantly start the journey! As with everything a 1000 miles starts with the first step, then the next and the next....

Estate Planning - some important considerations

2021/03/09

In this episode, I provide some insights into some important aspects of Estate Planning. What is Estate Planning? and some of the key areas that you should be aware of. Most people pay very little attention to their estate planning - and it is scary how quickly a problem can develop. This episode is about creating awareness. If you think an issue may be present, then let's talk.

What are you spending your money on?

2021/02/25

In this episode, I discuss the importance of knowing what you spending your money on! In a previous episode, I spoke about quantifying your lifestyle. Your budget is the first place to start. It also provides many different insights into your life and your habits.