Join James and Mike for weekly money tips Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Mar 08, 2023•10 min
Property investment has become an obsession in New Zealand due to its ability to yield great returns over time. But is it the always the best solution? Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Mar 05, 2023•18 min
On this midweek episode, we react to Luke Kemey's viral video about the 5 signs that you're broke! Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Mar 01, 2023•11 min
Interest rates in New Zealand have been on the rise lately, and while this may be bad news for borrowers, it is great news for savers. With all banks now offering over 5% on a one-year term deposit, Heartland bank has even gone as high as 5.7%. As a result, many people are considering putting their money into term deposits to take advantage of these good rates. But is this a good idea for everyone? Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the op...
Feb 27, 2023•13 min
A bonus mid week episode on how cyclone Gabrielle will impact our economy and the latest OCR announcement in NZ. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Feb 22, 2023•11 min
Has inflation peaked? Will the stock market boom this year? Who will win the NZ election?! James and Mike are joined by Luke Kemeys from Next Advisory and Keep The Change podcast to discuss their 2022 market predictions and make some predictions for 2023. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals...
Feb 20, 2023•20 min
This week we have a special episode from a recent webinar we did on how to make financial decisions in a world of inflation, rising interest rates and investment volatility. Find out more about our business webinars below: https://lighthousefinancial.co.nz/webinars Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation...
Feb 13, 2023•44 min
Purchasing your first home is an exciting time, it will be one of the largest financial commitments you will make in your life. It is a process that is full of twists and turns. This episode is the ultimate step by step guide to buying your first home. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals be...
Feb 07, 2023•31 min
Here are some tips to help you manage your finances in a world of high interest rates and rising unemployment: Find out more about our business webinars below: https://lighthousefinancial.co.nz/webinars/ Check out the full article here: https://lighthousefinancial.co.nz/how-to-tackle-2023/ Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration yo...
Jan 30, 2023•23 min
What happens after the world falls apart and the stock market crashes? Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Dec 18, 2022•18 min
This week on Cheques and Balances, we’re joined by Jason Gerken who shares his inspirational story about starting a business at 50. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Dec 11, 2022•14 min
We recently had some clients purchase their first home come to James and ask about what their next steps should be. People dream of getting onto the property ladder, but what happens after that? This episode breaks down the general steps to grow your wealth once you’ve just bought your first home. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consider...
Dec 05, 2022•14 min
We're starting to see more and more clients who are buying their first home a little later in life, but is it the right financial decision? We crunch the numbers Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Nov 28, 2022•14 min
We explore the trend sweeping the internet. This week we're getting our finances ready for summer, its financial fasting. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Nov 20, 2022•10 min
You asked for it, so here it is! We're going to be looking at some more financial advice on TikTok and giving our thoughts. This episode is best enjoyed on YouTube, so click the video above to get the full experience. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions...
Nov 14, 2022•17 min
The final part of our II part series. We review the #1 Australian best selling book by author Scott Pape; The Barefoot Investor. Scott Pape believes this is the only money guide you’ll ever need, so we put it to the test. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decis...
Nov 07, 2022•24 min
We review the #1 Australian best selling book by Author Scott Pape; The Barefoot Investor. Scott Pape believes this is the only money guide you’ll ever need, so we put it to the test. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Oct 31, 2022•25 min
We often talk a lot about taking steps towards financial freedom as early as possible, but what if you've only got 10 or 15 years left before retirement? Is it too late? Well, this episode is for you. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Oct 25, 2022•11 min
This week we've got a question from a listener, Dean asks: "What are the pros and cons of using your emergency fund to offset your home mortgage (in either an offset or revolving credit facility)? Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Oct 17, 2022•13 min
This week on Cheques and Balances, we answer a listener question, is it cheaper to live in Australia than NZ? We crunch the numbers! Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Oct 10, 2022•12 min
We've got a bonus episode this week with business broker at ABC Business Sales Peter Nola Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Oct 06, 2022•12 min
This week we're joined by Peter Nola, business broker at ABC with 5 of the most common myths business owners believe when selling their business. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Oct 03, 2022•15 min
With the property ladder getting more out of reach for first home buyers, Kiwi's are forced to get creative with pulling together a deposit. The bank of Mum and Dad has become the 5th largest home loan lender in New Zealand, with an estimated $22.6 billion being loaned out to family members to help them get into a home. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is importan...
Sep 26, 2022•14 min
This week we do a case study on what a 'rich' and a 'wealthy' household looks like. You might think they are the same but they are worlds apart. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Sep 19, 2022•16 min
This week we're joined by Dean Anderson, CEO of Kernel, for a quick chat about his experience in the market, what Kernel is and how it got started. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Sep 12, 2022•17 min
We often hear from investors that they are worried about timing the market. What if they invest and the next crash or recession is imminent? The potential for loss is uncomfortable. You will always find someone who thinks the market is too hot or cold or risky right now and market prices are ultimately driven by investor sentiment. So we thought we would demonstrate how to perfectly time the markets Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the o...
Sep 04, 2022•10 min
There's a lot of myths floating around in the media about mortgages applications so we thought we'd take the time out today to bust some common myths! Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Aug 28, 2022•8 min
On this week's episode we're joined by Dean Anderson from Kernel Wealth and we're going to be looking at some of the financial advice on TikTok and giving our thoughts. This episode is best enjoyed on YouTube, so search Cheques and Balances to get the full experience. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situat...
Aug 21, 2022•17 min
On this episode, we go through the latest CCCFA rollbacks and what they mean for you, including a case study on the changes. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Aug 15, 2022•7 min
On this podcast we talk a lot about market updates, strategies to help you get ahead and securing your financial future but today we thought we’d talk a bit about the mindset of a wealthy person. Why is this important? if you can grasp this concept, everything else will tend to fall in place. For many of our clients and people watching/listening to this, their main goal will be to generate wealth, and how do you find out how to build wealth? Well you study what wealthy people do. Hosted on Acast...
Aug 07, 2022•12 min