89. Creative Planners Working Towards a Retirement of Plenty

I chatted with Isobel and Sam for almost three hours on a sunny Sunday afternoon. As with all of these interviews, 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. He said that he is like a balloon, impulsive and trying to float off in random directions, while she is the rock who grounds him. They are finally hitting their financial stride as they work their way towards a retirement of plenty. Their intention is to reach what is referred to in the early retirement community as Coast FIRE, where your already invested money will take you to FI by itself and for Sam and Isobel, the age they will reach this point is 60.

Om Podcasten

Your friends might not want to talk about money, but I do! Hi, I’m Ruth and I’m a blogger on Personal Finance and in this podcast I tell the stories of Kiwis and their experiences with the money in their lives. How do they use it or how does it use them? Where do they save and invest it and does it work? What are their financial triumphs and financial train wrecks? How can you extract the most out of life and spend as little as possible while doing it? Join me as I ask the questions everyone else is too polite to ask but is dying to know about New Zealanders and their money. Happy Saving! Ruth