All in SmartShares
I’m particularly excited about today’s podcast because it is a revisit episode with Bradie and Paul. The elevator pitch for them is that they felt they were drowning in debt just seven short years ago, and now they have just completed their first year of early retirement! Today, I’m really happy to give you an update on a story that keeps getting better over time.
Over the years Janet, who is 59, has worked out that other people can be unreliable, so she is better to plan for her own success, instead of relying on others. She is a huge forward thinker and she spends time gently tweaking all aspects of her financial life to gently steer her waka where she wants it to go.
Chris and his wife Megan were tired of it taking so long to pay off their mortgage, so they focussed on the detail and developed a game plan that will see them own their own house on 31st December 2020. In their mid-thirties, they have the strong foundations in place to provide a wonderful future for their family of five. There are a few other investment decisions they are working through, plus there is the small matter of him convincing his wife ‘they’ need a boat...
There were many points during Ella’s 40 plus years that her gut instinct told her to make a few changes to the way her family handled money. 2020 has been a huge time of change and these changes all stemmed from her wanting to be able to financially help her kids and once she worked out that she needed to be in a strong financial position herself in order to do this, the rest is rapidly falling into place.
What you pay attention to gets done and Kate worked this out from an early age. There is little that will keep her from achieving her goals.
A holiday is a great opportunity to clear your head and make future plans. Nellie decided that if you are going to make a plan to completely change your financial life then you might as well start right now.
At just 23, Callum has a net worth that would make others stand up and notice and a heap of plans for the future where he takes every opportunity to grow his skills, invest carefully and spend mindfully.
I had a catch up with two people that I spoke to in the first podcast series and our catch ups did not disappoint. Both of them have in the last six months made some fantastic progress towards their own unique goals.
I thought to round out the series I would let you know a bit more about me as you may have been thinking “who is this person who keeps on banging on about Personal Finance in New Zealand?”
Living in Queenstown, Kurt and Ruth have created a whole of life plan to make sure they don’t just survive there, but thrive.
Ronnie woke up one morning and went to a job she didn’t much like and wondered how she had reached 39 years of age and still wasn’t rich.
Jane loves buying individual shares in companies. She enjoys the research, the tracking of her investments and the sporadic hunt for the “next big thing”.
Dean struck me as a guy with a good story to tell and I knew there was more to him than just index funds. During our chat he told me about where, how and most importantly why he is an investor.
