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529 | Feeling Financially Secure for the First Time at 49: The Game-Changing Reset That Changed Everything – Chat with Jason

Today’s Summer Series guest is the true definition of a transformation story. 🌟 

From growing up with immigrant grandparents who valued frugality and “mortgage-first” thinking to racking up debt and making costly property mistakes, Jason’s story is one of hard-won financial security.  

He told us, “At 49 years old, it’s the first time I’m feeling financially secure.”   

Folks, you have to listen to this inspirational story that sees Jason and his family hit the financial reset button, thanks to MoneySMARTS…  

And it transformed everything. 💪  

Listen now to hear how he’s turned his financial situation around within a decade, is teaching his children healthy money habits and feels financially free.  

It’s an episode that brought us to tears. Give it a listen now!   


Free Stuff  

  • FREE WEBINAR: How to Set Up MoneySMARTS for Your Success in 2025! 
    7:30 pm (AEDT), Tues, 21 Jan  
    Are you new to trapping surplus – on autopilot? Come along to our exciting webinar, which explores how Moorr makes this easy for you – just as that New Year’s motivation starts to wane. Reserve your seat now >>   
  • Watch all our webinar replays in Moorr’s Learning Centre
    From all the exciting features launched as part of MoneySMARTS 2.0 to the best tools in Moorr for the job, check out our library now >>  

Timestamps  

  • 0:00 – Feeling Financially Secure for the First Time at 49: The Game-Changing Reset That Changed Everything – Chat with Jason   
  • 1:28 – Welcome, Jason!   
  • 2:27 – With grandparents who owned property, why didn’t Jason act sooner?  
  • 3:48 – Money Story: No drinks at McDonald’s and focused on the mortgage  
  • 7:42 – The big move that was a “slap in the face”  
  • 9:46 – Grappling with brand envy 
  • 13:25 – What was the mindset and financial outlook as the son of immigrants?  
  • 15:50 – The New Year’s resolution that transformed his future  
  • 17:15 – Folks, beware these types of calls!  
  • 19:08 – Property #1 and piling debt  
  • 20:52 – Jason’s checklist for buying Property #2  
  • 25:06 – Why did they make the game-changing financial reset?  
  • 27:28 Why 12-month goals and 7-day floats are critical for money management  
  • 32:17 – Credit card debt: How it gets away from you 
  • 36:46 – Teaching healthy money habits to the kids: Budgeting & buying shares  
  • 42:25 – How does Jason navigate surplus or less income?  
  • 44:43 – Why it’s not an issue to NOT see a property before buying it!  
  • 48:37 – “For the first time I’m not worried.”  
  • 52:36 – Everyone forgets THIS city was the best performing at one time… 
  • 55:35 –  The message Jason wants to get out to our community 
  • 56:51 – Why did he choose property over shares?  
  • 57:56 – Would Jason change his past?  

And… 

  • 1:01:34 – Thank you, Jason! It’s a true testament to discipline and trapping surplus  
  • 1:06:12 – New to trapping surplus? Free Moorr webinar incoming!  
  • 1:06:48 – Watch all our webinar replays on Moorr’s Learning Centre – this may be your best decision in 2025! 

 

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