52. Part 2: Creating a Financial Plan
Listen now
Description
Aaand we're back for part two of our creating a financial plan series with Lighthouse Financial.  If you haven't listened to part one, stop right now and go back to our previous episode. It's one not to miss. Plus this podcast will probably make a lot more sense after listening to the first one too. Without further ado, let's jump right back in as Christine and her partner Ollie are put on the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through the 2nd part of their financial plan. In this episode they cover: The pros and cons of buying a house vs investing in shares and the forecasted scenarios of both optionsWhy insurance is a great option to consider, especially for the peace of mind and how much it costsThe forecast scenarios of different scenarios for their wealthIf you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend. SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify Join the conversation on IG @itsnosecretnz Check out our website and show notes at www.itsnosecret.co.nz Got questions? Get in touch via www.itsnosecret.co.nz
More Episodes
In today's podcast episode, we’ll be chatting to you all about scams.  Scams are a hot topic at the moment, just google ‘scams nz’ and look at the news and there are SO many recent articles sharing how someone has been scammed out of a significant amount of money.  So let’s chat about how you...
Published 04/30/24
Published 04/30/24
In today's podcast episode, we’ll be chatting to you about whether or not you’re spending enough money to maintain your health. Whether your health spending comes in the form of long weekends away, going to a therapist or even a boujee gym membership, investing in yourself can come in many...
Published 04/23/24