『Ask An Adviser: So You Want To Retire Early? with James Wrigley』のカバーアート

Ask An Adviser: So You Want To Retire Early? with James Wrigley

Ask An Adviser: So You Want To Retire Early? with James Wrigley

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概要
 What would it take to make work optional by 50? And how do you actually turn decades of investing into an income you can live on? Bryce & Ren are joined by James Wrigley, principal & financial adviser at First Financial and author of Retire Life Ready, to unpack the numbers, strategies and mindset behind early retirement.From the 20x rule, to minimising tax, managing your mortgage and protecting your portfolio from a market crash, James shares a practical roadmap to financial freedom.In this episode:00:00 So You Want to Retire Early? Making Work Optional 03:36 The Reality of Early Retirement: Freedom, Purpose & Lifestyle 11:16 How Much Money Do You Actually Need? The 20x Rule 17:14 The Three Phases of Retirement & How Spending Changes 18:49 Building Your Portfolio: Super, ETFs & Tax-Efficient Investing 25:26 Should You Pay Off Your Mortgage Before Retiring? 28:36 Living Off Your Investments: The Three-Bucket Strategy 33:05 Where to Start & the Biggest Retirement Mistakes to Avoid———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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