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52. Part 2: Creating a Financial Plan episode artwork

EPISODE · Mar 27, 2023 · 37 MIN

52. Part 2: Creating a Financial Plan

from It's No Secret · host Catherine Emerson & Christine Jensen

Aaand we're back for part two of our creating a financial plan series with Lighthouse Financial. If you haven't listened to part one, stop right now and go back to our previous episode. It's one not to miss. Plus this podcast will probably make a lot more sense after listening to the first one too. Without further ado, let's jump right back in as Christine and her partner Ollie are put on the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through the 2nd part of their financial plan. In this episode they cover: The pros and cons of buying a house vs investing in shares and the forecasted scenarios of both options Why insurance is a great option to consider, especially for the peace of mind and how much it costs The forecast scenarios of different scenarios for their wealth If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend. SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify Follow us for fun chat & financial tidbits on IG: @itsnosecretnz Got questions? Get in touch: www.itsnosecret.co.nz Disclaimer: Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice. Any information we provide is general only and current at the time of writing. Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz

Episode metadata supplied by the publisher feed · Published Mar 27, 2023

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Aaand we're back for part two of our creating a financial plan series with Lighthouse Financial. If you haven't listened to part one, stop right now and go back to our previous episode. It's one not to miss. Plus this podcast will probably make a lot more sense after listening to the first one too. Without further ado, let's jump right back in as Christine and her partner Ollie are put on the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through the 2nd ...

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52. Part 2: Creating a Financial Plan

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