The Happy Saver Podcast - Personal Finance in New Zealand
Business:Investing
I chatted with Isobel and Sam for almost three hours on a sunny Sunday afternoon. As with all of these interviews, straight out of the gate, we were into the nuts and bolts of the financial lives of this 56 and 57-year-old deeply-in-love couple who are parents to three adult tamariki. Very handily, Sam had sent me a four page Vision Board of their financial and life journey. To sum it up I’d say they are creative planners who work as a tight team towards their goal of creating a really strong financial footing by the age of 60. He said that he is like a balloon, impulsive and trying to float off in random directions, while she is the rock who grounds him. They are finally hitting their financial stride as they work their way towards a retirement of plenty. Their intention is to reach what is referred to in the early retirement community as Coast FIRE, where your already invested money will take you to FI by itself and for Sam and Isobel, the age they will reach this point is 60.
THIS WEEKS SPONSOR: This weeks episode is brought to you by PocketSmith.
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Part 1: NET WORTH
93. Revisit with Nic: In the process of making a financial U-turn!
92. An adventurous 19-year-old
91. With only $100 in the bank, something had to change.
90. Revisit with Bradie and Paul: The First Year of Early Retirement
88. Birds of a Feather Flock Together
87. My Partner Died Without a Will
86. You can’t live with a lifestyle that is above your income.
85. Revisit with Kiri: The Rollercoaster Continues
84. Early Retirement: But still working stuff out.
83. Iron Fisted Lucy
82. From Paycheque to Paycheque to Home Sweet Home
81. Turning good opportunities into reality!
80. Young, Bright, and Financially Wise
79. I'll drink to that!
78. In the process of making a Financial U-turn!
77. Saving is the new shopping!
76. Part-time work. Full-time life.
75. If it’s not simple, you shouldn’t be doing it.
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