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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56. House Rich, Cash Poor
55. Steep Grade Charge Down - Leaving Debt in the Rearview Mirror Forever
54. Where are they now? A revisit with Lucas, Callum and Bradie.
53. On a flight path to financial independence.
52. I don’t want a student debt hangover!
51. Family first, live within your means, always have an emergency fund.
50. An investor with military precision!
49. Everything I thought I knew about money was wrong
48. Everything is working out perfectly!
47. Matching income with expectations is the secret.
46. I'm sick of living pay cheque to pay cheque!
45. Stop the bus! You paid off your mortgage?
44. Please can I buy a boat?
43. Help yourself first so you can then help others
42. Coming a long way in a short space of time.
41. Turbulent Times
40. It's never too late to change.
39. Battling the desire to just spend, spend, spend!
38. Keep On Truckin
37. This is what Starting Young Looks Like
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