Jackie Cummings Koski, a self-made millionaire, shares her remarkable journey from poverty to financial independence and early retirement. Jackie reveals how she maximized retirement accounts and mastered index fund investing, all while overcoming personal setbacks like divorce. Discover her insights on wealth-building, the importance of financial literacy, and how community support can empower anyone to start investing. Her story is not just about money; it's about mindset shifts that can change your financial future.

This week,  Sim hosts a Q&A session reflecting on personal milestones, including reaching 5,000 YouTube subscribers, and shares insights on balancing life responsibilities, cultural expectations, and financial independence. The conversation covers favourite investment books, the importance of starting to invest at any age, and the significance of defining personal financial freedom. Sim emphasizes value-based spending, the pitfalls of comparing finances with others, and the joys found in everyday life. Additionally, the discussion touches on the decision-making process between saving for a wedding versus investing in property, navigating work culture, and the journey into real estate. The episode concludes with light-hearted reflections on wardrobe choices and the simplicity of life.Watch the episode on YOUTUBE here. 🩷🩷🩷For more Girls That Invest:Sign up for the weekly Stock Market Tea newsletterInstagramTikTokTwitterFacebook'Til next week, team! 💖Thank you to our partner PensionBee, a global leader in the consumer retirement market whose mission is to build retirement confidence. With PensionBee you can combine retirement savings into a new investment account or pension plan which you can manage from the palm of your hand.Take control of your future, so that you can enjoy a happy retirement and join over 265,000 customers in the UK and US saving with PensionBee.When investing, your capital is at risk. Hosted on Acast. See acast.com/privacy for more information.

Explore the reality behind wealth perception and the emotional toll of financial stagnation. Discover how social media distorts success and creates misleading narratives. Delve into the complexities of privilege and inherited advantages in finance. Uncover the true meaning of success beyond mere hard work, focusing instead on social intelligence and networking. Get actionable strategies to foster a healthier money mindset and achieve real financial freedom.

Anita Verma-Lallian, a powerhouse real estate developer and film producer, shares her inspiring journey of building a $1.5 billion portfolio. She discusses transforming a distressed residential property into a $136 million data center, revealing her strategic approach and insights into navigating the real estate landscape. Anita emphasizes the blend of intuition, government collaboration, and the importance of relationships in her success. She also touches on her transition to film, highlighting the challenges and embracing a beginner's mindset.

Discover the journey of building ten diverse income sources while juggling a full-time optometry career. The insights reveal the difference between wealth and mere richness, emphasizing the value of asset generation. From tutoring to dropshipping, each venture balances potential income with personal enjoyment. The discussion also delves into the risks and liquidity associated with various income streams, urging listeners to weigh their options and conduct thorough research before diving in.

This week, Sim shares her top five takeaways from reading over 50 must-read investing and money books, including Andrew Wilkinson's Never Enough and Felix Dennis's How to Get Rich. From the "buy, don't build" philosophy to embracing risks while young, this episode is packed with practical advice, surprising insights, and inspiring stories to help you achieve financial freedom. Discover why burnout isn’t a wealth strategy and how to make your rich girl era a reality.For more Girls That Invest:Sign up for the weekly Stock Market Tea newsletterInstagramTikTokTwitterFacebook'Til next week, team! 💖NZ Girlies: Check out www.aera.nz/girlsthatinvest to sign up for the "First Home Fasterclass" Webinar with Sim and the Aera Team!Thank you to our partner PensionBee, a global leader in the consumer retirement market whose mission is to build retirement confidence. With PensionBee you can combine retirement savings into a new investment account or pension plan which you can manage from the palm of your hand.Take control of your future, so that you can enjoy a happy retirement and join over 265,000 customers in the UK and US saving with PensionBee.When investing, your capital is at risk. Hosted on Acast. See acast.com/privacy for more information.

Discover a three-step plan to make 2025 your most lucrative year! Learn about the Friendship Circle Method for a balanced investment portfolio, alongside practical tips for long-term success using relatable examples. Uncover the 'burn book' strategy to avoid financial traps and navigate your investments with confidence. This guide encourages a structured financial approach, helping you embrace your financial journey while steering clear of risky decisions. Get ready to kick off your rich girl era!

Discover the inspiring journey to millionaire status before 30, packed with actionable strategies. Learn the importance of starting side hustles and smart cost-cutting. Delve into the value of wise investments in index funds and the humor in negotiating luxury purchases. Unpack the balance between true happiness and material wealth, and embrace a student-like approach to saving and investing. This insightful discussion will motivate you to take control of your financial future!

The conversation delves into the journey of transitioning from employee to entrepreneur, highlighting the importance of leveraging transferable skills like people skills and attention to detail. Personal anecdotes make the tips relatable and engaging. They also discuss the significance of defining an ideal customer profile to foster connections. Strategic branding tweaks and embracing past experiences are emphasized as crucial for entrepreneurial success. Listen for insights on how to reframe mindset challenges and take initiative in your entrepreneurial journey!

Explore the captivating dynamics of the tech titans known as the Magnificent 7. The discussion highlights their market influence and the balance of risk versus reward for investors. The hosts humorously relate their personal experiences to these companies, emphasizing the need for adaptability in investment strategies. They compare the long-term performance of these giants against the broader market, warning about the pitfalls of concentrating investments. Join in for insights on making informed financial decisions in a world dominated by a few key players.