89. Creative Planners Working Towards a Retirement of Plenty
Description
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 week, I’m making a bit of an exception and chatting with someone who was a bit reluctant to talk about money. Which is ironic, given this is a podcast that talks about money. Rob, a 33-year-old plumber from Western Australia, took a little persuading to come on my podcast, but I persisted...
Published 11/26/24
In today's episode, I will be sharing the financial journey of Jack, a Kiwi from the lower North Island. Jack found The Happy Saver when he was searching for podcasts on money. As an investor in rental property, he was looking to learn about shares. As you’ll find out shortly, he leads an...
Published 11/05/24