Get your free copy of The Smart Sales System.

The step-by-step sales framework built for trade business owners.

https://tradesformation.systeme.io/smartsales

In this episode of Transformation Unlocked, Adrian sits down with Jordan Ryan, from Koda Capital, to unpack how trade business owners can turn today’s profit into tomorrow’s freedom and make work optional.

If you’re building a plumbing, electrical, HVAC or other trades business and you’re asking, “How do I actually use this money so I don’t have to work forever?”... this one is for you.

Jordan breaks down wealth creation in simple language: how much you really need, why “65” is a made-up finish line, how to think about super, and what to do before and after a liquidity event when you sell your business.

In This Episode, You’ll Learn:

-“Work optional” vs retirement

-How much is enough?

-The “retirement smile” why your spending is higher at the start of retirement, drops, then rises again with health costs.

-Superannuation basics for business owners

-Simple tax-win mindset

-All-Weather Portfolio 101

-From accumulation to drawdown

-Self-managed super funds (SMSFs)

-The power of money conversations at home

Episode Highlights

“Stop thinking about retirement. Start thinking, When do I want work to be optional?”

How wealthy people tend to talk more about money – and why your friendship circle might be holding back your financial growth.

The danger of locking 60% of your net worth into a single asset (one property, one fund, one deal) after you sell your business.

In this episode:

00:00 Work optional vs retirement

05:10 How much is enough and finding your freedom number

16:05 Super and tax for trade business owners

23:10 All weather investing and diversification

27:00 Shifting from growing wealth to living off it

30:45 When an SMSF actually makes sense

38:15 Money conversations, concentration risk, and avoiding hype

Connect with Jordan

LinkedIn: https://www.linkedin.com/in/jordan-ryan-financial-adviser/

jordan.ryan@kodacapital.com

Website: https://kodacapital.com/

Connect with TradesFormation

https://link.me/trades_formation

https://tradesformation.com.au/

Learn to Sell. Build your systems. Lead your team.

Share this episode with another trade business owner who’s talking more about spending than building wealth and start a new kind of conversation.

Disclaimer: These insights are for education only and shouldn’t be taken as financial advice. Your situation is unique, so get proper guidance before making money-related choices.

Get your free copy of The Smart Sales System.

The step-by-step sales framework built for trade business owners.

https://tradesformation.systeme.io/smartsales

You work hard for every dollar. How do you turn it into assets that work harder than you do?

Julian walks us through how to turn wages and business profits into real wealth, not just higher lifestyle costs. He shares what he has learned from advising high-performing clients, including professional athletes, and opens up about the personal changes that exploded his clarity and his business growth. This is practical wealth building with zero hype and a ton of honesty.

Your money should be building your freedom, not adding more pressure, and this episode shows you how to line that up.

You’ll learn:

• How to convert today’s income into assets that pay you back
• What Julian has learned from working with NRL players and other top performers
• How getting sober shifted his focus, energy, and business results by 50 percent
• Why mindset drives both your bank balance and your quality of life
• The simple moves to protect your future while you are still earning strong income
• How trade business owners and people on the tools can start building wealth without overcomplicating it

In this episode:

00:00 Turning hard work into real wealth

04:10 From income to assets that pay you back

11:25 Lessons from advising NRL players and high performers

18:40 Getting sober, regaining clarity, and growing 50 percent

26:05 Mindset, money, and building a life you actually want

33:30 Simple next steps to protect your future

Follow TradesFormation

https://link.me/trades_formation

https://tradesformation.com.au/

Connect with Julian Fadini PRPTY360

Website: https://prpty360.com.au/

LinkedIn: https://www.linkedin.com/in/property-investment-advisor/

Get your free copy of The Smart Sales System.

The step-by-step sales framework built for trade business owners.

https://tradesformation.systeme.io/smartsales

Your marketing report says "50 leads." Your phone says silence. Which one do you trust?

Adrian sits down with Matt Jones from Tradie Web Guys and The Site Shed to rip apart vanity metrics and unpack what actually gets phones ringing, deposits paid, and jobs sold.

Matt cuts through the noise around clicks, impressions, and "leads" and shows you how to think in terms of conversations, quotes, and booked work. He explains how to use GEO, AI, and smart follow up to capture real demand in your service area and turn a website into a sales asset, not just an online brochure.

When you stop chasing pretty numbers and focus on trackable results, you can finally build a marketing engine that gives you clarity, control, and cashflow instead of confusion.

What You’ll Learn

• Why clicks are not customers and what to measure instead
• How to set up your site and content so local buyers actually find you
• Simple ways to use AI, avatars, and call handling when you cannot pick up
• A follow up approach that turns missed calls and cold leads into booked work
• How to spot "bullshit reporting" and ask better questions of your agency
• Smart use of dashboards, bookkeeping, and cadence to course correct faster
• How to think in profit buckets, pricing, and lifetime value, not one-and-done jobs

In this episode:

00:00 Clicks vs customers and why "50 leads" can still mean zero work

02:10 Matt’s story, Tradie Web Guys, and The Site Shed

12:20 Local three-pack, GEO, and how buyers really find you

20:15 AI helpers, avatars, and capturing leads when you miss the call

30:20 Project galleries, proof, and websites that actually sell jobs

46:05 Dashboards, bookkeeping rhythm, and profit buckets for growth

53:20 Lifetime value mindset and next steps for your marketing system

Follow TradesFormation

https://link.me/trades_formation

https://tradesformation.com.au/

Connect with Matt Jones

Website: https://www.tradiewebguys.com.au/