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.
98. Life and times of a property investor, turned global traveller.
The Happy Saver Podcast - Personal Finance in New Zealand
45 minutes 16 seconds
1 year ago
98. Life and times of a property investor, turned global traveller.
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 interesting life. He has a personality that I can relate to; he said he could talk to a lamp post, and as a result, he meets heaps of people, so he had no qualms about stopping in to visit Jonny and I when he was down in Central Otago riding the famous Rail Trail and doing other interesting things, earlier in the year. We’ve stayed in touch since, and I’m pleased I have because Jack gets about. When we chatted for this podcast, he was sitting in San Fransisco, having just had many months overseas and was getting ready to board a three-week cruise to bring him back home to Aotearoa.
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.
