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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36. Divorced and Determined Budgeting Queen
35. Rebalancing the Portfolio
34. I'm keeping the dog!
33. A Debt Free Birthday
32. The Ultimatum!
31. Cherishing time over everything else.
30. Young investor tries it all from penny stocks to margin lending.
29. Being curious and asking questions gets rewards.
28. To stay on the million dollar mortgage treadmill or not?
27. Minimalists go off on an adventure!
26. Single Income is No Barrier to Becoming Financially Independent
25. 1980s Yuppie Went Without to Invest Money from a Young Age
24. Four kids, a tight budget and a house build...
23. Family Planning
22. Simon Says... Live the life you want today.
21. Consumer Debt Be Gone!
20. Super Consumer to Super Saver
19. An Epiphany In Paris
18. Asking for help has been a game changer.
17. Weetbix for breakfast, lunch and dinner!
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