In this episode, Dave and Hayden tackle two listener case studies. They dive into the emotional and practical trade-offs of selling vs holding property, renting, and transitioning wealth into shares.
Episode topics summary:
Introduction
Case Study 1: Escaping Mortgage Prison
The Numbers Behind Selling & Renting
Case Study 2: Switching from Property to Shares
Practical Scenarios for Transitioning Wealth
The Lump Sum Question
Final Thoughts
FI Case Study Request Form
Pearler
Strong Money Australia
Original Aussie FIRE e-book
Strong Money Australia’s audiobook
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
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