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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76. Part-time work. Full-time life.
75. If it’s not simple, you shouldn’t be doing it.
74. Interesting things happen to interesting people.
73. No student loan for me!
72. An inheritance goes a long way!
71. 19 Year Old Goes to Polytech Debt Free
70. Our Money, Our Future
69. A Financially Complicated Breakup
68. On the trail to FIRE!
67. How to Use Your Nest Egg in Retirement
66. You've gotta know your numbers!
65. I am no longer at the mercy of fate.
64. Building intergenerational wealth through property investment.
63. Revisit with Bradie: Suffocating Mortgage Debt to Financial Independence in Six Short Years
62. I retired at 39!
61. Revisit with Bella: I don’t want a student debt hangover!
60. First Home Buyers
59. The evolution of a workable financial plan.
58. Leaving the big city for the Good Life
57. You can plan not to be broke
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