The Happy Saver Podcast - Personal Finance in New Zealand
Ruth - Personal Finance Blogger
100 episodes
4 days ago
Today I’m sharing the story of Steve and Sarah, a UK couple who, many years ago, packed up their lives, moved to Aotearoa, and built a really solid financial life together. From the get-go, they’ve been a great team with money: well-educated, curious, hard-working, and brave enough to take big leaps when the chance came along. Over the years, they’ve invested in property, shares, and themselves, learning plenty along the way. Like many of us, they’ve had a few financial detours, several property disasters, but their long-term habit of saving and investing has quietly set them up for a strong and flexible future as they approach retirement in their late 50s. This conversation is full of insights from Steve’s engineer’s brain, the steady teamwork he and Sarah share, and the real-life curveballs that have made them rethink what matters most. It’s an honest, practical story about the power of keeping things simple, staying curious, and building the kind of financial life that lets you enjoy today, while still planning for tomorrow. Whenever I pick up the phone for a kōrero with someone like Steve, I know I’m in for a detailed chat, and he didn’t disappoint, and I’m sure that those listening will be able to pull out little nuggets of wisdom from the information he shared.
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Today I’m sharing the story of Steve and Sarah, a UK couple who, many years ago, packed up their lives, moved to Aotearoa, and built a really solid financial life together. From the get-go, they’ve been a great team with money: well-educated, curious, hard-working, and brave enough to take big leaps when the chance came along. Over the years, they’ve invested in property, shares, and themselves, learning plenty along the way. Like many of us, they’ve had a few financial detours, several property disasters, but their long-term habit of saving and investing has quietly set them up for a strong and flexible future as they approach retirement in their late 50s. This conversation is full of insights from Steve’s engineer’s brain, the steady teamwork he and Sarah share, and the real-life curveballs that have made them rethink what matters most. It’s an honest, practical story about the power of keeping things simple, staying curious, and building the kind of financial life that lets you enjoy today, while still planning for tomorrow. Whenever I pick up the phone for a kōrero with someone like Steve, I know I’m in for a detailed chat, and he didn’t disappoint, and I’m sure that those listening will be able to pull out little nuggets of wisdom from the information he shared.
97. Revisit with Chris and Rosemary: These two are not mucking around!
The Happy Saver Podcast - Personal Finance in New Zealand
46 minutes 50 seconds
1 year ago
97. Revisit with Chris and Rosemary: These two are not mucking around!
Today’s episode is an update on North Island couple Chris and Rosemary. Their first episode came out in March 2021 — it was episode number 49. Since then, we’ve kept in touch, and today’s episode is an update on where this couple are now, in terms of both money and life. It’s safe to say they have absolutely transformed their situation, and I hope this episode lights a fire under those listening and prompts you to reach for a few stretch goals, whatever they might be. Over the last four years, Chris has sent me some pretty epic emails as he went on a deep dive into learning about personal finance. I watched from the sidelines as he got Rosemary on the same page. They’ve since both utterly transformed their financial lives, embarking on a new journey toward financial independence. Today’s update won’t disappoint — these two are not mucking around.
The Happy Saver Podcast - Personal Finance in New Zealand
Today I’m sharing the story of Steve and Sarah, a UK couple who, many years ago, packed up their lives, moved to Aotearoa, and built a really solid financial life together. From the get-go, they’ve been a great team with money: well-educated, curious, hard-working, and brave enough to take big leaps when the chance came along. Over the years, they’ve invested in property, shares, and themselves, learning plenty along the way. Like many of us, they’ve had a few financial detours, several property disasters, but their long-term habit of saving and investing has quietly set them up for a strong and flexible future as they approach retirement in their late 50s. This conversation is full of insights from Steve’s engineer’s brain, the steady teamwork he and Sarah share, and the real-life curveballs that have made them rethink what matters most. It’s an honest, practical story about the power of keeping things simple, staying curious, and building the kind of financial life that lets you enjoy today, while still planning for tomorrow. Whenever I pick up the phone for a kōrero with someone like Steve, I know I’m in for a detailed chat, and he didn’t disappoint, and I’m sure that those listening will be able to pull out little nuggets of wisdom from the information he shared.
