All tagged Shares

119. Revisit with Rachel and David: Out of Property, Into Funds

119. Revisit with Rachel and David: Out of Property, Into Funds

Ruth
Money Journey, Personal Finance, Podcast, PocketSmith, Money Education, Financial Independence, KiwiSaver, Rental Property, Shares, Simplicity

MONEY JOURNEY

Back in November 2017, in Episode 04, I sat down with Rachel and David. They had reached financial independence long before the term was widely used, doing it through property. Eight years later, their story has taken a very different turn. They’ve moved away from property and into the share market. We talk about why they made the change, how they approached it, and what it looks like to shift from one asset class to another without losing sight of the bigger picture. Rachel and David are a great reminder that money is not just something to protect and preserve, but something that can be used to create freedom, joy, generosity, and a life well lived.

72. An inheritance goes a long way!

72. An inheritance goes a long way!

Ruth
Money Journey, Personal Finance, Podcast, PocketSmith, Financial Independence, Investing, Index Funds

MONEY JOURNEYS

It’s what you DO with an inheritance that counts. Will chose to pay off debt and invest. His biggest financial triumph, he said, has been the fact that he took an interest in working out how to grow wealth, he took the time to educate himself, and then he actually took action. Now married and living in their own home in Auckland, this 31-year-old couple is still well on their way to financial freedom.