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Q&A: Investment planning when cash flow is uncertain, when to buy forever home and more...

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Manage episode 489114758 series 3363218
Content provided by Stuart Wemyss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart Wemyss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Q&A episode, Stuart dives into real-life financial dilemmas from listeners navigating pivotal moments in their wealth journeys. Daniel, a self-employed father of three, outlines his comprehensive plan to retire at 60 with $100k passive income, using property, super, and ETFs. Stuart unpacks the nuances of risk mitigation when income is uncertain and weighs in on a Geelong investment property. An anonymous listener from Perth wants to buy their “forever home” in 7–10 years and seeks advice on how to balance their growing family with smart asset leverage. K, facing a windfall of inheritance, asks about the best long-term ETF strategy in a volatile market, and Stuart offers perspective on diversification and timing. Finally, Blair and Robyn wrestle with whether to sell and upgrade their Sunshine Coast home before moving to New Zealand, trying to predict growth and manage cash flow with future repatriation plans. Stuart brings thoughtful insights to each case, blending strategy, realism, and empathy—perfect for anyone planning for property, retirement, or investment in uncertain times. Tune in for practical takeaways and sharp commentary!

Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
If this episode resonated with you, please leave a rating on your favourite podcast platform.
Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/
Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

  continue reading

438 episodes

Artwork
iconShare
 
Manage episode 489114758 series 3363218
Content provided by Stuart Wemyss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart Wemyss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Q&A episode, Stuart dives into real-life financial dilemmas from listeners navigating pivotal moments in their wealth journeys. Daniel, a self-employed father of three, outlines his comprehensive plan to retire at 60 with $100k passive income, using property, super, and ETFs. Stuart unpacks the nuances of risk mitigation when income is uncertain and weighs in on a Geelong investment property. An anonymous listener from Perth wants to buy their “forever home” in 7–10 years and seeks advice on how to balance their growing family with smart asset leverage. K, facing a windfall of inheritance, asks about the best long-term ETF strategy in a volatile market, and Stuart offers perspective on diversification and timing. Finally, Blair and Robyn wrestle with whether to sell and upgrade their Sunshine Coast home before moving to New Zealand, trying to predict growth and manage cash flow with future repatriation plans. Stuart brings thoughtful insights to each case, blending strategy, realism, and empathy—perfect for anyone planning for property, retirement, or investment in uncertain times. Tune in for practical takeaways and sharp commentary!

Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
If this episode resonated with you, please leave a rating on your favourite podcast platform.
Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/
Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

  continue reading

438 episodes

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