EPISODE · Oct 20, 2019 · 44 MIN
Happiness & Wealth Strategies: A Collaboration with Certified Financial Planner Paul Benson
from Man Overseas Podcast
When I met Paul Benson, host of Financial Autonomy: Financial Independence Through an Australian Lens, in Washington DC, he had a great idea—an impromptu episode without a host. Instead, we'd ask each other random questions that we thought might interest our audiences.Paul is a Certified Financial Planner (CFP) in Melbourne, Australia, who focuses on financial strategies that give his clients choices. This podcast was an opportunity to learn about wealth-building strategies from an expert. BIG thank you to Paul for putting this episode together.Don't miss Paul telling the story of his first MLB game, which turned out to be the best game of the season. Also, I give my NFL Super Bowl prediction. Here's what else we discuss: A Full-time Travel Lifestyle:Living in a different country for 30 days at a timeWhat it's like to travel full-timeMy writing trip to Costa Rica Real Estate Investing:Why Brad chose real estate for the pursuit of financial independenceDo CFP's discourage clients from investing in real estate?Podcast guest James Lowery from ReThinkTheRatRace achieved FIRE in 3 years Asset Allocation & Risk:How important is asset allocation?What is the right asset allocation for a 39-year old who wants to retire a little early?When & where to make risky investments with 1% of your paycheckDiversification strategy: real estate, equities, bonds, etc. Compound Interest & Knowledge:When your income should skyrocketOne of the first questions Brad asks coaching clientsThe value of compounding knowledge Why the Rich Get Richer:Using leverage (or not) to achieve financial independencesA discussion on low interest ratesProperty value appreciation vs. rental yieldsPersonal returns are not relative Happiness:The Mindset for Happiness & 7 Habits of Highly Happy PeopleMoney can buy a lot of psychological well-being & reduce sadness"Keeping up with 'The Jones'" in America & AustraliaHappiness as progress toward worthwhile goalsExcitement vs. fulfillment
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