All tagged Early Retirement
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.
I chatted with Isobel and Sam for almost three hours on a sunny Sunday afternoon. 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.
Today, I have the pleasure of sharing the story behind how Tony and his wife Karen came to create a net worth of $2.8 million and retire aged 49 and 54, respectively. They own one home and have a large retirement fund which they built from always investing a portion of their take-home pay from their 20+ year careers in the New Zealand Police. There are still many unknowns as they try to work out how to structure their money to support them during their long and adventurous retirement.
