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604 | Stop Making Bad Decisions – Chat with Brett Burton

Is fear quietly influencing your investment decisions? 

With today's market creating uncertainty, it's easy to second-guess yourself. Headlines, market sentiment and endless opinions can make even experienced investors hesitate. 

In this episode, Ben is joined by high-performance coach Brett Burton and KD, Couch Crew, to unpack the psychology behind successful investing—and why your biggest challenge isn't always the market... it's often your mindset. 

You'll discover: 

  • Why uncertainty causes even experienced investors to hesitate 
  • The mindset loop that drives every financial decision 
  • How to separate facts from fear during changing markets 
  • Why patience often outperforms perfect timing in property and personal finance 
  • Practical strategies to build confidence and make better long-term investment decisions 

If today's headlines have you questioning your next move, this episode will help you zoom out, think clearly and answer, “Is the market driving your decision... or is fear?”  

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1 SPEAKER_03: Is how I'm thinking now helping me?

You know, is what I'm thinking about, is that fact or is it

fiction?

SPEAKER_02: The reason stems back to this exact concept that

we're talking about today, it was fear.

SPEAKER_00: This is what the great investors do.

You're tuning in to the Property Couch, Australia's number one

property, finance, and money podcast.

Featuring the titans of the industry since 2015.

We're trusted by tens of thousands of investors on their

journey to financial peace.

This show is powered by more.

SPEAKER_04: Thanks to the Indians.

Welcome back.

Another big episode today.

Today we're focusing in on the mindset.

There's been a lot of changes in the property market, so we're

going to be focusing on the psychology of wealth, mindset,

property, and performance.

And do I have a great couch crew with me here today?

I have former AFL star Brett Burton, who is all things in

terms of high performance.

He leads a business called Lead Well People, which is a high

performance coaching business, and he does keynote speaking in

that area.

He also has obviously a fabulous neuroscience and performance

psychology background with leading people in

high-performing teams.

And KD, thank you for coming back on.

SPEAKER_02: Pleasure.

Pleasure to sit here with Storkman again.

SPEAKER_04: Yeah, Storkman, Mrs.

Birdman, very good.

And we're obviously going to explore our emotional

challenges.

So obviously, we've got our own personal journeys around the

property investment journey that we've been on.

And so we know what it was like when we first started out.

And then we also know what it's like when we're guiding other

people on these journeys because right now there's lots of

uncertainty.

There's lots of questions that we're seeing, obviously, through

our business, and just generally people are sort of, you know,

reaching out to me and sort of saying, what should we do and

what's going to happen in the property market?

And recently we've done, you know, a webinar on this, and

I'll continue to try and educate people to try to try and bring

some sanity around basically all of the thought processes and

just go back to that.

And so if we've done our job properly today, we're going to

be talking through what we call the mindset loop.

So Brett will lead us off in that area there.

We are going to talk about the sort of failures and stress and

resilience that is needed around wealth creation and in some

cases a bit of patience as well in terms of watching things play

out.

And then some of those practical habits for a better financial

mindset.

So whether that's just money in general or whether we're talking

more broadly around the whole property and wealth creation

story that we're going on.

So hopefully, if we do our job properly, crew, we're going to

have a bit of fun with it and uh and get into that.

So I want to start, Brett, firstly, by talking about what

is the mindset loop and how does it you know fester in our

behaviours and how we how we play.

SPEAKER_03: Yeah, so I guess that the first principle we want

to understand is is how the mind works.

And so, you know, we we spoke uh last time uh on this podcast

that we have about 70 to 80,000 thoughts today.

Uh so 70 to 80,000, lots of thoughts, mostly happening uh

you know subconsciously in the background.

But those thoughts trigger our feelings, you know, and our

emotions.

And so, and we know how we feel, then impacts how we behave.

So thinking impacts how we feel, feelings impact how we behave.

And so we want to be able to be mindful of how we're thinking

because of those 70-80,000 thoughts, uh the researchers say

about 80% of them are negative.

So we're negatively biased as humans, we're always kind of you

know scanning, worrying.

Uh, and then about those 80%, another 80% are repetitive.

So we're continually telling ourselves the same story.

SPEAKER_02: Is this our caveman and woman brain going back to

keeping us safe?

SPEAKER_03: It is, absolutely, that's where it comes from.

It's the uh it's a survival kind of mechanism.

And so that helped back then, but in these days we want to be

able to be mindful of where our thinking's going and how that's

kind of affecting our behaviour.

So um that's that's the the thought loop, and so we want to

become mindful, and it's very hard in today's world because

we're so distracted, we've got the mobile phones, we're busy,

busy, busy.

So our opportunity to be able to kind of stop, reflect, become

self-aware, and and you know, and ask yourself those

questions.

Is how I'm thinking now helping me?

You know, is what I'm thinking about, is that fact or is it

fiction?

All right, and so that's what we want to be kind of leaning into.

SPEAKER_04: So, Katie, when you've obviously, you know, um

the current property cycle, uh, we've been through a few of them

ourselves.

Do you remember what it was like when you were sort of going

through the first known, unknown period of your investment

journey?

And and how did you work out how to get yourself through that?

SPEAKER_02: Absolutely.

I I remember that feeling really, really well.

I obviously different times, so different, different purchase

prices and all of that.

But I remember I bought my first property for about a third of

what I was pre-approved for.

And the reason stems back to this exact concept that we're

talking about today, it was fear.

And the one thing that I've found through all my years of

coaching is that my primary way to handle the fear and those

voices in my head is to try and be a massive control freak.

I try and control everything around me so that I have less of

that fear.

So my way of controlling it with that first purchase was to be

much smaller than I could have perhaps been.

And uh it it didn't stop the nerves, even though it was a

significantly smaller purchase than I could have gone to.

I was terrified the entire way through.

Definitely.

SPEAKER_04: And you think that that that um terror came from

the fact that you your upbringing, you told us that

story is that.

SPEAKER_02: I mean, I have a I have a bit of money psychology?

Definitely.

I mean, I have a we all have our own different stories.

Mine comes from a basis of watching my parents be very

entrepreneurial and invest in property, but then also losing

it all when I was a teenager.

So I definitely have a lot of inbuilt sort of trauma in

regards to that.

And I didn't want to make the same mistakes that they they

did, absolutely.

Um, thankfully, I also learnt a lot from what they showed me

over the years as well.

So I had a lot of really good instruction as well, but none of

us want to repeat mistakes that are that are unget-outable of

and that's the best way to phrase that.

But it is, it's an innovation.

Property is such a big deal, you know.

I go and I buy a pair of jeans at the shop, my butt looks fat,

I throw the jeans out or I give them away.

I buy a property that makes my whole situation, you know, feel

uncomfortable, and I'm stuck wearing that pair of jeans for

quite a while.

SPEAKER_04: Yeah, no, no one wants to be trapped.

SPEAKER_02: No.

SPEAKER_04: I mean, it it is interesting.

I remember, you know, my first journey into investing was

through shares because I didn't have enough money to buy a

property.

Um, but I I learned a lot about my investment psychology in the

sense that um, you know, I'd see a BHP report and I'd be

thinking, that's a that's the business is growing well, the

INOR numbers, the volume numbers are good, and the share price

would drop 5%.

And I'd be going, I don't understand that.

And what would happen to your adrenaline then?

I don't I can't quite reconcile why that's happening.

And then I worked out, it took me you know two or three years.

I probably would have started, you know, dad was buying shares

for me when I from about 16 years of 16 years old, and then

I started buying them obviously at 18, had my own trading

account and so forth.

And I did work experience on a you know stockbroking company

back in the day as well.

SPEAKER_02: So I knew a sliding doors moment.

This could have been the share scalp.

SPEAKER_04: No, I definitely never gonna be the share scap

because I I couldn't control it.

So I found a lot of comfort in residential property because it

was a tangible thing, and there wasn't too many different things

that actually impacted the market.

It was an essential need, shelter.

So it took me, you know, it still took me 10-15 years to

really develop out my true understanding of the the nuances

and the market dynamics around, yes, you know, it is a need, but

it's also has a want element to it, and that is people striving

for showing off themselves through the properties that they

own and the location, and so all of those things are nuanced

together in terms of how property prices perform.

But but that is the backstory for me too.

I was one of these people that you know I worked out that I I

couldn't I couldn't feel comfortable in having a share

portfolio that I was just a number and I couldn't influence

it.

SPEAKER_02: Whereas you can influence the direction of BHP,

but you can't.

Correct, you can't.

SPEAKER_04: But I could buy a freestanding house and and sort

of add value to it or do whatever I need to do, and all

but also understand that historically um in growing

economies and growing towns and cities, that land value

appreciates over time.

And so that gave me a bit of comfort.

SPEAKER_03: Do you have you have shares now?

Oh yeah, yeah, got a lot to do.

And so and so that's that's interesting.

So so why?

Why though?

Why do you not fear it now versus you feared it back then?

SPEAKER_04: Well, I think I think like like everything, I'm

in my super fund, um, I've got a lot of property.

So I'm I'm definitely overexposed on the property

side.

Yep.

But diversification and those types of things do matter.

And of course, you know, in in running businesses and

understanding a lot more about how businesses work and uh

markets work and those type of things, I've been able to

transfer that skill into those areas.

And and so now, you know, I look at big uh thematic themes that

run through markets, not only property, but also obviously,

you know, in the moment, not and this is not financial advice,

but I'm putting a lot of money in America, yes, right?

Like because America has the right footings for economic

growth, and you know, the you know, they really do have

exceptionalism when it comes to building value and economies and

those types of things.

So in Australia, we're we're probably a little bit more

conservative, a bit more reserved, and so I'll I'll still

own my properties here in Australia.

I won't be doing overseas property, but I'm definitely

sort of getting more overweight in the American markets than

what I am in the Australian markets, because at the end of

the day, AI is going to be a significant force for good,

hopefully.

There's a bit of bad in there as well, but but at the end of the

day, that's where the economic opportunity is, and so that's

where value will be created.

So that's why I've got a weighting in that.

Again, not financial advice people.

I'm not telling you to go and invest in the American markets.

That's I'm just telling you that that's but but coming back to

what you're saying, yeah, uh Brett, in terms of um, I've

learnt skills that I've now been able to adopt into other areas,

but um, you know, what we're talking about here is mindset.

And so I had a limiting belief in terms of um my uh

competencies and abilities in a certain skill to or to take

action, and I've been able to learn, develop, and overcome

that and feel more confident in that in that execution.

Now, I understand also from when you're a young person and you

only have$10,000, that when you are putting$8,000 of that into a

property market or into a share trade.

SPEAKER_02: Anytime you put all your eggs in one basket, it has

a it has a simplifies it for some people.

SPEAKER_04: Like other people just know that some people

don't, it doesn't affect them like it does you and I, right?

But that's now obviously my wealth base is at a stage where

I can, you know, risk 20%, and the 80% is still enough to

comfortably cover.

SPEAKER_02: That's why it's so tough for first-time property

investors.

You have one investment property where things are going wrong

with the tenant, or you know, there's structural repairs

required, and your entire investment portfolio is in the

toilet and you feel it.

Yes.

Whereas once you have a portfolio with a couple of

properties, you can spread that risk across, and it's not all

panic stations if there's something going awry with one

part of it.

SPEAKER_03: Yeah, and I think it also leads to you know what's

your your personal experience.

You've got family, you know, and and you've got a mortgage in

your own home, and then you go, well, we've got to get the kids

through school and that kind of stuff, and so that risk appetite

is less, isn't it?

SPEAKER_04: Well it is.

I mean, I think you know, at the end of the day, if you've got a

low risk tolerance, you're gonna potentially procrastinate and

wait too long.

Um, and we all know that you know, um, in property

especially, timing versus time in the market, if you stay there

longer, as long as again your assets in uh an economic

environment that's growing.

So if you're in a big city, you're pretty confident that

that economic flywheel will continue to keep growing.

And off the back of that, if the population's growing, um then

you're going to see prosperity.

Um, you know, but we also know in Japan as another example of a

property market that's actually going backwards.

SPEAKER_02: Well declining birth rates, correct, and no

immigration.

SPEAKER_04: So you we're talking about locations where in Japan

you can buy very cheap houses, but in Tokyo, which is their

economic flywheel and their big agglomeration economy, you know,

land values are still at an absolute premium because that's

where all the economic activity happens.

So again, that's another great lesson in terms of understanding

that.

But so Brett, when we're talking about obviously the mindset

loop, we go from thoughts to feelings to actions.

What do we build off the top of that in terms of next steps that

we need to be thinking about in terms of taking those leaps and

working on our brain to get it to you know, work the muscle

that is our most important muscle in our in our body?

SPEAKER_03: Yeah, well I think you know it's it's becoming

mindful, you know.

We've often heard the term mindfulness in that and that's

our ability to be able to track our thinking, and you know, and

I'd mentioned metacognition before, which is our ability to

think about our thinking.

So we don't just, you know, we're not just in this autopilot

and just going, oh yeah, I'm fearful of that, I'm fearful of

that, that happened last time, to be able to stop and reflect.

SPEAKER_02: Let me let me ask you, when you're talking about

thinking about your thinking, are you talking about like

getting into a meditative state or actually just spending time

pondering like why am I thinking that way as opposed to just

reacting?

SPEAKER_03: Spot on, okay, it's it's it's taking the time to

have you know to reflect and pause because we are so busy.

Think about your day.

You wake up, as soon as you wake up, we're straight into thinking

mode.

Okay, I've got to get ready for work, I'm gonna get the kids

ready, bang, whatever.

Yeah, you know, get get ready for work, drop the kids to

school, whatever we're doing, go to work, we're we're we're kind

of communicating, we're yeah, we're stimulated constantly

through our day, get home, eat, you know, get things packed up,

get ready for the next day.

It's very, very rare that we actually stop and just be.

All right, we're human beings.

We mentioned that last time, rather than human doings.

And so taking the opportunity to sit back and reflect and go, I

was just thinking about that.

Hang on a minute, why was I thinking like that?

And where does that come from?

And is that right or is that wrong?

And what data do I need?

Because you know, what you've kind of just alluded to is that

the the share market versus the you know the the property market

is that now that you're educated, now that you've gone

and got the information, and for the the the listeners out there

and the people that are wanting to invest, I'm imagining your

advice is you know, go and source the right information, go

and you know, learn for yourself, go and listen to

podcasts, go and read books, go and get professional services so

that you're actually using data that is fact rather than just

fiction.

SPEAKER_04: Oh, yeah, make no mistake, I read everything I

could get my hands on pre-internet, and then the

research that I was doing was very laborious.

Like I got folders of um you know old local newspapers where

I'd rip out the real estate section and I'd track property

pro like manual.

I've even got some of them in an old filing cabinet out the back

there, full of dust and everything like that.

But this this property sold at this time, then the internet

came along, and then then I could actually then store it,

and then all of a sudden, but but it's to your point.

And and and I I had obviously uh physical professional advisors

that I sought.

I mean, very lucky to have again um, you know, sort of stock

brokers across the road from my house.

So they you know that was always nice to have Kevin across the

road.

Um but in but in terms of you know, I would be meeting and

organizing um events and having proper conversations with

professional advisors, my accountants, um, you know, all

of the sort of people that I could get in front of, I would

happily pay to get educated in some of the courses that I'd

also do, I'd happily pay if I'm getting the best uh and

brightest giving me the advice that I was getting.

SPEAKER_02: So see, I think my story is slightly different in

that I educated myself as much as I could, but only really

about property.

For the longest time I was the least diversified person you

could ever meet.

Everything in SuperIn property, everything out of super in

property.

And it's only been in probably the last 10 years that I've

really done the research on the shares side of things and gone,

oh, do you know what?

It's probably not as scary as I thought it was going to be.

I probably can have a level of control that's makes it feel

safe enough for me without having to have full control.

SPEAKER_04: I want to talk about system one, system two thinking.

Obviously, that was you know famous by Daniel Conneman and um

I'm trying to think of the other guy's name, but thinking fast,

thinking slow.

Um so we obviously have, you know, to your point, the those

uh 80,000 thoughts that we're having.

When you are talking about the slow thinking and the internal

thinking, and so how did I come up with you know that thought

process, I use that same principle when I think about

what are the behaviours that are going to happen off the back of

say tax reform and how that's gonna potentially play out.

Now, it's not easy to predict because there's behavioral

economics in terms of and there's lots of different sort

of um uh you know biases that we hold, sunk cost bias, um, you

know, sort of uh, you know, different types of areas in the

and and you're trying to work out which one's gonna be the

most dominant of most people because when you're investing in

property, you're trying to predict the behavior of a group

of people because you can't just predict it on one person and one

house.

You need a a movement of people and a desire to sort of go into

that market to to drive value higher.

Um when you're when you're doing your professional speaking and

and sort of coaching in that area, when a like let's put it

back into a pre professional athlete sort of sense, when when

people are having negative thoughts um uh as opposed to

abundant thoughts, what's going through their minds and what are

some of the sort of techniques that we can use to help um you

know get them out of that rut or get them out of that sort of

thinking pattern?

SPEAKER_03: Yeah, well it's for a start, it's understanding that

our our thoughts will trigger an emotional response, uh feeling.

And and we can't we can't choose how we feel.

Literally, uh you know, that the thought happens and bang, we'll

get a feeling.

But we can choose how we respond.

How we respond to how we feel.

All right, so we can we can't choose the emotion and how we

feel, but we can choose how we respond to it.

So if if the the player you know is in front of the goals, is you

know, after the siren, 100,000 people, he can't choose the fact

that he's gonna get anxious and that the heart rate's gonna go

up and he's gonna feel a bit queasy and a bit shaky.

But he can choose his response to that, and the response to it

is in training to be able to go to the breath, to be able to

posit your refrain, look at the opportunity, to be able to talk

to himself and go to your routine.

You've done this a thousand times before.

And so that's the opportunity is to go to that response.

And so when we we're fearful of something, and we've had any one

of the kind of experiences that we've spoken about today, it's

about pausing, going, don't let the feelings dictate your

behaviour.

How why am I feeling like this?

I'm feeling like this because I care, because I am worried, you

know, that you know I don't want to lose my investment, I don't

want to make this decision that someone has made before me.

But what do I need to do?

Get the data, get the advice, what is it?

SPEAKER_02: Or maybe it is let the feelings dictate your

behaviour, but dictate it in a pattern that you've pre-worked

out beforehand.

When I feel like this, instead of instantly reacting like that,

I have a plan.

So exactly what you just said there, you know, I work on the

breathing and then I do this, so that there's a structure for it.

It's a control freak in me coming up.

SPEAKER_03: Yeah, yeah, it's quite okay to it's right, it's

because again, it goes to that metacognition.

If if we're practice thinking about it, thinking, then you

know that.

You know, responding.

I'm not just letting this pattern happen.

SPEAKER_02: You're following a blueprint.

SPEAKER_03: Exactly right.

Following a blueprint.

SPEAKER_04: Well, I think I mean Scott Pandalbury, um, obviously

broke the game's record um a few weeks back.

He um, you know, he talks about process and he also talks about

I've done the work.

So when you're sort of talking about the practice, yeah, so

he's framing in his mind is very much around I've I've practiced

this and I've practiced this and I've practiced this.

So I'll just go into that mindset of process and I'll go

through my process.

No different than a golfer standing over a putt to win, you

know, the the US Open or the British Open or whatever.

They have a set routine, they'll set their line, they'll make

sure their feet are in the right area, the pendulum of the of the

part will do that.

And you know, in terms of the work that Bryce and I have done,

uh, and and what we intend to do and and in the business work

that we do, everything's process driven.

Like our research is process driven.

SPEAKER_01: And nothing's an accident.

Nothing's an accident.

SPEAKER_04: Our algorithms that score our demand, supply scores,

all of the stuff that we're looking for is process driven,

right?

In terms of all of the all of the um the way in which we

select lending or whatever it might look like is process

driven, and and we have frameworks in terms of what we

what we do around you know those selection criteria and how we

look at clients.

And then that's no different in investing space because even the

ASIC regulators tell you that if you're going to give financial

advice, there's a process.

And the process is you need to understand your customer, you

need to understand their objectives, you need to

understand their risk profile, and then after those two things,

can you then discuss financial products or what solutions you

might be providing?

But it's off the back of gaining that knowledge, but still

following a framework or a process as part of that.

SPEAKER_03: Yeah, and and we, you know, you referenced

Collingwood, and I know you're a Collingwood man, but if you

think about you know uh a couple of years ago when Collingwood

always winning those close games, you know, and everyone

says, how do they keep on doing it?

It just comes back to the system.

They'd trained it, they and you speak to you know Craig McRae

and it'd come up in in media conferences that that they'd

practice when the game plays, you know, at training.

And so everyone knew what the system was, and so it wasn't by

chance, yeah.

You know, yeah, you need a little bit of luck here and

there, but they were going back to a system.

And so when we think about fear, and and fear just comes from the

unknown, we've all heard that before.

It's the fear of the unknown.

And so what the body does and what the Mind does is when it

fears something that it doesn't know, it goes into that

reaction.

And so if we can actually practice and and go to your

blueprint or you know do something over and over and over

again, then we suddenly don't fear it.

Think about a you know a child when you know when when they

first go to to swim or jump in the water, you know, they're

fearful, they're anxious because they haven't done it before.

We do it over and over and over again, suddenly the mind goes,

Oh, it's okay, it's okay, and it becomes automated, we don't have

that fear.

SPEAKER_02: That's why we do it with them young, isn't it, as

well?

So that we can take that away.

It's interesting, I'm I'm not going to admit to know a thing

about football.

But I was at the Olympic Games a couple of years ago and in

Paris, and I was watching one of our high jumpers who did

amazingly well.

I believe her name's Nicola, and at the end of every single jump,

she'd sit down and she would write in her journal, and I was

watching her write in her journal afterwards.

That must be part of her process, her way to calm those

nerves, competing on the biggest stage in the entire world.

There's so much we can learn from the way that peak athletes,

you know, take this into their lives as well.

SPEAKER_03: Yeah, and Katie, what she's doing there is she's

distracting the mind because the mind can't think of two things

at once.

It's literally, we can only literally have you know one

thought.

You know, we talk about you know multitasking, we we don't

multitask, we we just task switch.

And so with the mind can only think about one thing, then by

doing that journaling or whatever her system is, she's

you know dispelling herself of worrying about the next

opportunity.

SPEAKER_02: So if I'm someone that verbally processes a lot,

which I I do, and I think typically speaking, women are

really good at verbally processing.

Does that mean my little you know hamster wheel inside my

brain is shut off when I'm verbally talking about it as

well?

Is that shutting down some of it?

SPEAKER_03: Yeah, to a degree to a degree because you are you

know in that action, you're actually speaking, but you know,

also think that um you know females have this ability to be

able to think about a lot of things and talk about a lot of

things in a good way, in a good way, positive or positive.

SPEAKER_04: So when we talk about failure, stress and

resilience in wealth creation, yeah, we know that obviously,

you know, in any sort of market conditions, people's responses

are varied, um, but there is a lot of um you know, sort of

follow forward, which is not in not in a positive way, but if a

market's correcting significantly, everyone moves

into a panic mode, right?

So we see this happening time and time again in share markets

because it's a more liquid than illiquid asset, and so that

again was one of the attractions for property for me.

It's like it doesn't have runs like a share market does, like

we don't drive home every night and see that our property has

just gone down by 14%, and it doesn't affect our behaviours as

much.

Um, so it's not so much that the markets are reacting unusually,

it's the people under pressure responding in different ways

because of that uncertainty.

So, of course, what we're trying to um articulate on today's show

is to just try and get everyone to say, well, if you are

uncertain, if there is things that you don't know about, then

try to gravitate to the facts, yeah, right, and try to

understand.

But but I can tell you that that that uh Ben that sounds easy

because what happens is there are two sets of facts.

There's the immediate facts, which is short term, and there's

the long-term facts, right?

So this is why you know famously quoted that the share market is

a weighing machine and a voting machine, and it's the voting

machine which is the short term, and it's a weighing machine,

which is the long term.

And so the context is like this because if everyone else is

panicking, well then I should panic too, right?

And so so so I'm I am looking at the data and everyone's selling,

and so property prices are going down.

So I need to get in and sell at the same time, right?

Because that is Ben, you tell me to look at the data.

I'm telling you the data is that the price uh, you know, listings

are going up, demand for for is going down, well, that's an

economic cycle, and you're at a start of that cycle or a

downward part of that cycle.

Now, in some cases it might be fundamental, like in a business

like let's say um Blockbuster as a good classic example.

If you're a video hire business and digital's coming, then it's

it might have a couple of ups, but ultimately it's gonna finish

uh you know out of business.

Now, the the difference with residential property and land

and so forth is the land you still own, right, in terms of

that.

Now, but if a town does fall over or or grow at a slower

rate, then the reality is the economic engine is going to

impact on land values there.

So then you sort of how you need to look at the data is to say,

well, what's happening in the long term?

What's happening in that market over the long term?

Is the population growing over the long term?

Is there is the economic engine uh too concentrated?

Because if it is too concentrated in one or two

industries, it's very susceptible to higher impact.

If it's a diversified economy or a classic agglomeration economy,

then the reality is that come back to the longer term facts.

So, and this is what the great investors do.

The great investors go, okay, what's the truth over the long

term?

And so, whilst other people are fearful, that's when I become

greedy.

SPEAKER_02: Just like the big man says.

SPEAKER_04: So, but it's that it's that now, so we know that

you know, behaviourally, there are going to be people who are

overreacting to the short term.

Now, and and we know in in the Melbourne market particularly

that that the patience level of people because Melbourne has

underperformed, and that's because we've got a crap

government and a crap economy.

SPEAKER_02: What do you really think?

SPEAKER_04: So the reality is completely.

And you've got a great Labour leader.

We do.

You absolutely have a very, very good Labour leader, so it's not

just Labour liberal crap.

It's actually there's one job that politicians have to do, and

that's run a strong economy, and that's not through spending

money and creating lots of debt that you have to pay higher

taxes on.

It's actually getting businesses and people starting businesses

and employing people and growing the economic pie.

So that's a perfect example, though, coming back to the point

I was making, is patience is part of that behavioural process

and learning to understand that this is only a moment in time

because the reality is that this crap government will eventually

get kicked out, and then we'll start to see a realignment back

to what a city like Melbourne should be doing, which is

growing its economy, right?

And not through government spending, but through private

investment in terms of that.

And once people realise that and they see the sheer size of the

Melbourne economy, like it's too big to fail because of the the

major number of people here, it's you know obviously an

enormous economy, but it can do a lot better, and the moment it

does do better, sentiment shifts, and then when that

sentiment shifts, you're off to the races.

But in terms of property values, will we call it regression to

the mean, they'll go back to their long-term trajectory.

So Melbourne will most likely over the next decade, if we have

a change of government, be the best performing market in

Australia because it'll just get back to its its its footings,

irrespective of tax reform.

Because tax reform is not a major long-term driver, it's a

short-term perception in terms of how people have.

So that's why we're doing this episode at this time after you

know recently seeing the reforms by government.

That's why it becomes quite interesting.

SPEAKER_03: And just on that, Silvon, so what you're you're

you know is saying is the patience is about emotional

regulation, isn't it?

Yes, is to be able to regulate your emotions during those times

of fear and during those times of okay, everyone else was just

doing this, so I've got to be part of the you're the herd and

join the herd, you know.

Um, so it's about that ability to be able to track your

thinking, understand your your your how you respond to that,

and it's like that great saying, know thyself, you know, know how

you that I'm gonna get anxious, I'm gonna get worried, I'm gonna

get stressed from this period.

But what are the facts?

SPEAKER_04: Yeah, I I think even in um uh auction environments,

people can, you know, have you bought any properties at auction

before?

Once.

SPEAKER_02: The story's not very good.

I got a little bored and um left my um family gathering, went for

a little walk and bought a property at auction that I had

never seen before.

SPEAKER_01: One bid.

Fundamental.

SPEAKER_03: You've been drinking, you've been drinking

at the talk.

SPEAKER_04: Uh you know, sort of you know, quick thinking and

slow thinking, you know, fast and third.

It was really fast thinking.

SPEAKER_02: It was yeah, it was it was not my finest moment.

No.

SPEAKER_04: A bit of good learning.

Well, it's learning.

Did we did it end up positive or negative?

What happened?

SPEAKER_02: Um it ended up being a really weird one.

So I I put in one bid, um, I was $1,000 above the underbidder.

I then had a really shaky pre-settlement period with the

sellers where I just got a really, really bad feeling about

it.

I went to the underbidder, um, gave them$1,000, and they took

the property over.

So again, not my finest moment, but I exited it with very little

damage.

That said, that property would be a lovely addition to my

portfolio now.

SPEAKER_04: So time fixes some decisions.

Okay, that's fair enough.

Alright, so if we're talking about that, let's move on to

some of the practical habits that we need to.

So when we when we are talking about mindset, can you step us

through some of the habit behaviors that we can think

about and focus on, and then we'll try and bring them into

how that might bleed into financial habits?

SPEAKER_03: Yeah, well, I think the first thing is is to stop,

yeah, pause, reflect, because we are so busy and everything's

happening so fast, is to go back and go, okay, just let's take

stock here.

Let's get some perspective.

What do I know about the past?

What do I know about the you know, what I want to do in the

future, where are my goals, does it fit with my my strategy, and

then you know, what do I know about myself?

You know, and making sure that we're making decisions based on

the fact rather than the fiction and based on not reactive

emotions.

SPEAKER_04: Well, and I think you know that's the pressure

that we often see when markets move beyond what we call

fundamental value or fair value and then move into what we call

a market price.

So a market price is what a willing palette a willing seller

and a willing buyer is willing to exchange, right?

But you can, you know, from daffodils to ostriches to all

sorts of um different fads over time where prices daffodils as

well as tulips.

SPEAKER_02: Sorry, tulips, thank you.

What did I say?

SPEAKER_04: Daffodils from thank you for picking that up.

Prices can become irrational through what John Maynard Keynes

would say are animal spirits and irrational exuberance.

And so cryptos and all of these types of things where we see

these types of fads.

So that was a market exchange.

Like even, you know, these digital images or whatever they

call what were they called again?

SPEAKER_01: Non-fungible tokens.

Thank you, non-fungible tokens.

SPEAKER_04: Like people were saying, oh, that that photo is

unique and it's got no scarcity because a half a second later

another photo's taken of pretty much the exact same thing.

So once people work out there was no scarcity, but for a

moment there, everyone thought that these things had a you

know, so that was a that was a rational supposed belief by that

people, or it was a pump and dump strategy from the people

who were trying to create a market, you know, in terms of

that.

And so that's what we've seen with crypto as well.

We've seen, you know, is there a practical purpose, is there a

practical need for that particular thing?

Maybe not, you know, digital currencies, but certainly, you

know, areas of uh that digital economy are definitely coming

through.

So we're seeing a digital US dollar, we're obviously seeing

um the chain, the blockchain that can also have some

practical applications, but it's also about whether that's going

to have practical applications at the scale that it needs to

have.

I mean, the biggest problem with Bitcoin, uh, you know, we're

talking about it being a store of value, but the reason why it

hasn't necessarily been an exchange mechanism is too bloody

slow, right?

So we can't have that process happening in terms of those

types of things.

So these are all the things that you need to understand.

So what are the what are some of the practical things that you've

done, KD, in terms of when you are thinking about habits and

behaviours that you've done, what served you well in terms of

executing that from a monetary, financial, or wealth building

point of view?

SPEAKER_02: I feel like I need to be sitting here and just

writing the note to myself pause because I don't do that often

enough.

I don't, I mean, I'm constantly in motion.

I wake up and I'm the person who feels guilty if I'm not

productive enough on a Sunday, and I know that there are a lot

of other people out there listening to that who will

resonate with that.

And so when do I actually sit and go, what am I thinking

about?

How's that impacting?

So I've got homework after this, thank you.

Um what's worked well for me.

I mean, I guess just reading and being a little compulsive nerd,

trying to learn as much as I can.

That's why I've never invested in anything to do with crypto.

I didn't understand it well enough for it to fit within my

risk parameters.

Um, I I like to understand things.

I'm a curious person by nature, and that's probably been what's

protected me the most, whether that's in business,

partnerships, investing.

I'm pretty simple though, really.

There's nothing too complex about me.

SPEAKER_04: Well, Brett, you've talked about self-awareness, you

know, in what we've talked about this morning so far.

Um, we've also talked about emotional regulation, so trying

to, you know, sort of pause and that.

But there's also potentially some reframing that you can also

do when you potentially try something and it doesn't work

for you.

Can you sort of unpack that a little bit more?

SPEAKER_03: Yeah, well I think it's it's about you know

learning from our failures, you know, and and we all make

mistakes, don't we?

And we can, you know, I love the acronym, you know, fail first

attempt in learning.

Okay, no one sets out to make a mistake today.

SPEAKER_02: Do you know what NASA's motto is?

Failure is an option.

That's actually one of their mottos because without failures

in the process, they're going to fail when they do the rocket

launch.

And so they want as many failures as they possibly can

during it.

I used to have a bracelet that had that from NASA.

It said failure is an option.

And how much do we learn?

You know, you either fail or you either win or you fail.

Sorry, no, you either fail, oh gosh, here we go.

You either win or you learn.

When you fail, you learn.

So yeah.

SPEAKER_03: And it's that intention, isn't it?

It's like no one sets out to have the intention, I want to

lose money or I want to make the wrong decision.

It's so it's about taking the time, reflecting, what did I

learn from that?

Yeah, you know, so that we don't make the same mistakes again.

And understand not being on hard on yourself.

SPEAKER_04: Well, well, I think also when you are putting it

into a financial context, the decision to risk um, you know, a

thousand dollars if you've got a million dollars is is okay,

right?

You can put that at risk.

But for those people who are thinking about investing for the

first time in property, it's a half a million dollar or a

three-quarters of a million dollar or a million dollar

aspect.

Now, for those people who have bought a home, well, you're

buying the same thing, but this time you're just gonna rent it

out.

So a lot of people have a lot more comfort around potentially

doing it if they've already bought something.

But if you're a rent vestor or something like that, or a

first-time you know, home buyer, it it's it's a whole new

experience.

And the risk feels more amplified because of the known

unknown, which is I don't know what's gonna happen off this.

But I can tell you that of all, you know, in the street that I

grew up, in the in the suburb that I grew up, and in the house

that I grew up, they went up in value over the medium to longer

term.

So I think that's why Australians have a preference

towards residential property.

Well, yeah, but it's it's also relatively smart.

I mean, you know, up until these recent tax reforms, I always

used to think, what's a smarter use of my money?

SPEAKER_05: Yeah.

SPEAKER_04: Like the smarter use of my money was a real clear,

I'll go into Resi every day of the week because I can control

the asset.

Um, I know that the land is scarce if I'm buying in a good

location, and and over time, if if I bought in a location that's

growing economically, I'm gonna get the natural uplift of that.

So it's it's very rare that I'll come out of that with a loss.

Whereas in a share market, depending on the business that

I'm even investing in, even blue chip businesses go backwards

significantly.

You only need to look at GE and even CSL, you know, of recent

times in terms of the the wealth that they've Sonic, ResMed,

Amazon.

There's so many of them, right?

So, so I mean, if you're listening to this or watching

this, um, yeah, it it it is all about context and scale.

Um, you know, and so if you need to learn how to invest slowly,

then property's not potentially your first way to do it.

But what we've always said um on the pod is it's really simple

that if you are in a position financially where you've got

strong incomes and there's a safe amount of surplus there in

terms of those, you've got a reasonable security behind you

as well, um, job security is gonna be important because

you're gonna be uh servicing the debt, then that's a reasonable

time for you to think about taking that opportunity.

But if you're also thinking about when to time the market

and which market to get in, you're probably gonna need to

get some professional advice around what that looks like.

And if the advisor is not incentivized to um charge you a

commission or you know, sell you something off a stock list, then

you've probably got a better chance of getting you know some

impartial advice.

It's never independent, like we're all still you know

receiving money and we still have biases to that point about

what that looks like.

But that's that to me sort of makes sense around um how you

frame up that story and and give yourself the confidence to be

able to do you know that particular thing.

SPEAKER_02: Maybe also remembering as well, it doesn't

have to be this or that, it doesn't have to be property or

shares, it can be this and that.

SPEAKER_04: Oh yeah, you know over time it will be.

Yeah, I mean, look, the the the the simple context that we try

and promote on this podcast, and it's I think it's why so many

people trust us and trust our message, is because we've never

gone into the hype, we've never gone into the hyper bowl of

buying in different locations and chasing the next big fad or

anything like that.

What what we've relied on is fundamental value investing in

in terms of what that looks like, and that that means at the

end of the day, what is what do we know to be true today that's

going to be true in 10 years' time?

Like when Warren Buffett talks about the Snickers bar, it's the

number one you know selling uh suite in the world when it was

in the 1960s and it's still up there in the top five, you know,

some 50, 60, 80 years later, right?

So so if you think about those types of things, that's when you

can obviously get confidence around what that looks like.

And so we haven't again been drawn to in fact, we've warned

people um against some of the sort of latest fads of trust

lending and all those regional town buying in remote areas, um,

because we just didn't the fundamentals weren't gonna stack

up.

And I think part of that story is around uh having the

knowledge, and so you know, in terms of my behaviour points, I

my number one point is I've got to get educated, you know, which

is what you said before.

If I if I don't know, if I've got a knowledge gap, I need to

fill that knowledge gap.

And sometimes that's me reading, that's me asking questions, but

I would go to a proven source.

SPEAKER_02: And not necessarily Uncle Jim or the person up at

the local pub.

That's the thing, it's it's where we get our information

from.

And when you know, going back in time, information say news

sources could be so much more trusted than they can be now as

well.

So making sure that it is it's reputable.

SPEAKER_03: Yeah, it's not the mate at the barbecue, is it, you

know, and because everyone you know is doing this, oh, I've got

to do that, and I then I had fear because the FOMO, I don't

want to miss out, and I want to join my mates.

So it's again, it's it's fact versus fiction.

SPEAKER_04: There is a lot of pressure in that.

But I mean, if I look at the likes of Berkshire Hathaway and

look at Warren and Charlie and the team there, they've got a

framework.

SPEAKER_05: Yeah.

SPEAKER_04: Benjamin Graham laid out, you know, fundamental

investing and those types of things, the intelligent

investor, and the framework they've they've they haven't

really changed that framework over a long period of time.

Is that is there an economic moat?

Does that allow them to get pricing power for that economic

moat?

Um, what's the management team like?

What's their incentives in terms of what that looks like?

And it's this framework that they take every decision that

they make through.

So where have they got most of their investments?

Rail, well, it's not easy to build a new rail line.

But you know, who's going to spend hundreds of billions of

dollars?

So you've got an economic moat there, insurance, obviously.

So they have you know some of the biggest insurance businesses

in the world.

So again, big cash flowing businesses that allow them to

then turn that cash flow into buying into business, Coca-Cola,

so power of brand, pricing position, distribution.

So looking at all of those fundamentals, Apple, originally

Warren Buffett didn't want to get into Apple because he didn't

understand technology, but then once he worked out that they

built an ecosystem and it was a closed ecosystem, and obviously

it's been one of the best investments that they've made

over the journey, and that's why they've got what$300 billion of

cash sitting in their bank account, plus obviously a share

price and performing business, American Express.

Same sort of thing in terms of you know, they've got a

fascinating story about whether they were going to stay in

American Express because there was a story there where American

Express actually ensured a business where the guy was

dodgy, and what he said is that all of these tankers he said had

this oil in these tankers, but no, what had happened was he put

a film of the oil across the top, but everything else was

water.

And so once they discovered that, um this is the 1960s.

The American Express share price started to tank.

And Warren Buffett's going, hmm, this is interesting.

Is this a buying opportunity?

In other words, short-term framing versus long-term

framing?

And so what did he do?

He just said, all right, well, I'm going to go out on the

street and I'm going to observe people.

And were they still using their American Express card for their

transactions?

Spent a week out in the streets.

Everyone's still got their American Express.

So the perception was in the markets.

The markets corrected the price, right?

You know, in terms of the, but the people on the street, they

didn't have a clue.

They didn't care about that little bit.

So he obviously loaded up, and now it's obviously one of the

biggest positions that they that he has.

So again, it comes back to knowledge is power in terms of

understanding that and then following systems as part of

that.

Because, and and long-term thinking, right?

Think about thematical investments, about what gives

them that competitive advantage over the long term rather than

the short term.

And that's why, you know, in in all of the recent education I've

been giving around what's going to happen post these tax

changes, is I'm still very, very comfortable in terms of what's

going to happen in some property markets, but I'm also fearful in

other property markets based off that data.

So that that's you know, there's some of my my sort of lessons

when it comes to behaviours around that.

Have you got any, Brett, in terms of when you when you talk

about even with your kids, I mean you've got a you've got a

high-performing family.

SPEAKER_03: Yeah, well, and I think probably just to add to

that is is don't let your emotions lead your thinking.

Yeah.

You know, don't because as I said before, we we can't control

our emotional response, but we can choose how we respond to our

emotions.

And I think that's just critical because then we, you know, we

can you know we can get agitated at times, you know, with the

kids, or we can get agitated with our financial decisions,

but don't let it control our behaviors and dictate what we do

next.

Make sure we get into that metacognition, think about

what's happening, get the data, be patient, and make good

decisions.

SPEAKER_04: Yeah, stay the course if the fundamentals still

ring true.

If there's a if there's a significant shift in the

fundamentals, do people have to live in a house?

Do they need shelter?

That there's no change to that fundamental.

We're not going to go and move back into the caves.

Yeah.

Right?

But then it is about, well, if you then understand what drives

short and long-term value, short-term value is absolutely

fundamentally driven by supply and demand.

What drives supply and demand?

Access to credit.

Because if you give me the money, I'll go and buy it.

Like, you know, for investment or for owner-occupied, say when

it comes to residential property, because as an

owner-occupier, I'm an emotional buyer.

So I'll buy with my my my heart, not my head, right?

And so investors' smart money follows that, follows that

course, right?

So that's it, and in the long term, it is the agglomeration,

it's the scarcity of the land, it's the size of the economy

that improves the land value over time.

So that just shows up.

Because why?

Because in a bigger economy, what happens to workers?

They get paid more, they get specialized in that

specialization, they get higher incomes.

Higher incomes lead to the ability to be able to borrow

more.

I borrow more because I want a nicer home and I've got status.

So it moves from a need to a want, and then you get this

meshing of the two, and that's why you have, you know, prestige

suburbs and luxe suburbs, and um, you know, sort of chest

beating suburbs, and you also just have suburbs that are just

standard run-of-the-mill because they just provide the initial

sense of shelter.

That's the fundamentals in terms of wrapping it up into property.

And and again, you know, one of our philosophies here at our

business is do our best to not lose money for our clients,

right?

If it's our money and we go and splash a thousand bucks to have

a speculative punt, that's that's our call, our call.

But when we're playing with clients' money, it's a zero

no-sum gap.

We are doing everything we can.

And if it means that we might uh move off this idea of being able

to get a higher return um in a speculative market in the short

term, sorry, there's still too greater risk of basically losing

our clients' money, we're not interested.

So we'll stay in the value investing camp.

SPEAKER_02: You're like doctors, first do no harm.

SPEAKER_04: Yeah, yeah.

Well, I I and it serves it serves us well.

I mean, you know, in terms of over the 4,000 properties that

we've bought, there's very, very few that we would say, would we

have our time again that we wouldn't buy that same asset?

So and and that sort of bodes well in terms of what we're

trying to do.

Now, of course, we can't control pandemics, um, lockdowns, um,

you know, economies that haven't come out of lockdown well, like

the Melbourne economy.

So we didn't anticipate that.

So when we're buying properties in 2019, 2020, 2021, we were

confident in terms of the long-term prospects, but it's

they are definitely underperformed, you know, and

some of our clients can feel a little bit pissed, and they

should, because you know, at the end of the day, and they're

getting a little bit impatient in terms of when is it going to

turn around because the reality is there's still risk, and in

this particular case, it's political or regulatory risk

that's slowing down the economic activity that's happening in the

state.

And so when that gets adjusted, because it does, over time

everything sort of moves back.

Um, you'll start to see you know the market moves.

SPEAKER_03: This is one of the fundamentals, isn't it?

Is buy and hold.

You've been doing it for the long term.

Yeah, yeah.

SPEAKER_04: If you if you've got a good asset that stacks up

today, it should stack up in 20 or 30 years.

SPEAKER_02: And that's the beauty of property, really,

isn't it?

Because we're not just looking for that capital gain, we're

getting a return on it while we hold it.

We've got someone helping us pay the mortgage down, so there's

there's that risk mitigation as well.

SPEAKER_04: But it's very true that property investing is a

behavioural journey as much as it is a financial one.

That's true.

Um the market does expose your psychology.

So when it when things are challenged, how do you hold

attention?

How do you remain patient?

SPEAKER_01: When money's involved, it brings out those

big feelings and you know, sometimes the worst.

SPEAKER_04: So accept it to your point, Brett, which is the great

advice you gave earlier, which is okay, I can't change the

feeling I'm experiencing now.

Yeah, but how do I think about that feeling a little bit longer

and work out what's in behind that feeling and then get the

questions that I need, start to answer those questions, but to

that point, if I can't answer them, go to a professional who

can, who can give you some independent advice in terms of

what that looks like.

Um, and of course, you know, the final message we have here in

wrapping up is well creation rewards consistency, patience,

and that emotional resilience.

I think is a really good thing there in terms of what that

story is.

Uh any final comments, mate, before we wrap?

SPEAKER_03: No, no, I think it's, you know, we've spoken

about think, feel, act, but what I would say is think, feel,

think again, and then act.

All right, and so I think that and that's the pause, the

reflect, be patient, you know, and and understand yourself.

Yeah.

SPEAKER_02: I'm going home to pause.

Just to just that's simple.

It sounds so simple, but it's so important.

So thank you.

Appreciate the learning.

SPEAKER_04: And I think for anyone who's, you know, gonna

digest this and have some slow thinking about this particular

episode, just think about it like this.

What mindset story are you telling yourself about money

right now?

Because it could be detrimental, and you could be making or

taking actions off the back of that detrimental thinking.

So make sure your thinking is accurate if it is, make sure

it's backed up by the data or someone who's got experience to

can validate your thinking.

So by all means express them, share them, yeah, don't hold

them in, don't then think you're making the right decision until

you vet them with experienced people.

Um, and if you then do that and it still doesn't quite make

sense to you, well, maybe that's the time to pull the trigger if

you need to.

But otherwise, if you do stay the long term, um you'll be

rewarded.

And investing in wealth creation happens in that space.

So thank you.

Patience.

Patience, patience and pausing.

Absolutely.

Well, there you have it.

Uh, you know, we we tried to uh set off on a journey today um to

talk about the mindset loop, and that's also about how your

thoughts then impact your feelings and emotions, and then

the the rational or irrational actions that you take off that.

And that can come in the form of FOMO, the fear of missing out,

which can happen in rushing markets and animal spirits

environments, but it can also then show up in Fongo, which we

haven't necessarily talked about, but we'll talk about

more, which is the fear of not getting out, which is

potentially what some people might be feeling now in certain

markets.

So be careful about those.

So that was the mindset loop.

Then we wanted to share with you the fails in stress and the

resilience.

So that's the behavioural stuff that we're talking about, and

how you frame those things up, how you think about those, and

then ultimately some of those practical steps that you take.

Um, Brett had some good ones there around obviously making

sure that you um you understand yourself, you regulate yourself,

um, that self-awareness, that emotional regulation, and also

reframing some of those setbacks because we are going to make

mistakes.

Ideally, we don't want to be making those mistakes or big

mistakes or getting impatient when it comes to large financial

transactions.

Um we can all make a spontaneous purchase like KD did and buying

a house and then realizing that wasn't quite right.

We prefer those to be the pair of jeans rather than the house.

But uh hopefully you got uh got something to take away and think

about off there.

Bret, is there any um one one final thought uh just came to

mind?

Is there anything um that you would lead them towards in terms

of um education?

I know Dr.

Gervais is a you're a massive fan of Dr.

Michael Gervais, as are we, who we had on the 500th episode of

this podcast, but he's got an amazing book.

He does.

Um would that is that where you'd lead people with?

SPEAKER_03: Yeah, I would, yeah, yeah.

It's um you know stop worrying about what other people are

thinking.

Yeah, and um because most of the time they're thinking about

themselves, not you.

Um but also the um uh atomic habits, you know, yeah, I think

that's a clear understanding.

We also have on the pod.

Yeah, we also check out that episode as well.

Yeah, understand the education around that.

SPEAKER_04: Some great advice there, so thank you.

Thank you.

Catch group, great to have you guys on.

I'll do it again sometime later in the year.

It's a pleasure.

Thank you.

Okay, until next week, just remember everyone, knowledge is

empowering when you've got the right mindset, but only if you

act on the right time.

See you next week.

SPEAKER_00: Hey folks, Epty here, the Smart Money Cidekick

InsideMore.

Just one quick thing before we sign off.

If you're new to the property catch community, welcome.

One quick tip to help you get the most value from the show.

Our first 20 episodes cover the foundations we build on every

week.

And yes, listening on one and a half speed is totally

acceptable.

If you're short on time, download our free binge guide.

It distills those episodes into one easy read with heaps of

visual diagrams, alongside free tools inside more, your

all-in-one financial home, to help you organize your money and

plan your next best move.

Check out all the links in our show description.

And just a quick reminder before you go anything we cover on this

podcast is general in nature.

It's not considered to be financial advice, and we

certainly recommend that you seek out professional advice

before making any financial decisions.

Once again, everything mentioned is linked in the show

description.

Ready when you are.

Catch you next week.

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