038 Do You Really Need to Borrow More?
Manage episode 513889860 series 3664125
This episode is all about the mindset and thought process you can take for any investment decisions, but especially when you're thinking of borrowing to invest. A listener in their late-30s/40s has a paid-off home, an investment property and ETFs' but still worries they’re “missing out on the leverage property offers.”
Nathan and Jordan unpack feelings vs financial reality, why goals beat comparison, when leverage helps (and hurts), and a simple decision checklist: set the destination, model the “do nothing” path, test risk vs need, and be intentional. Boring, consistent moves often win.
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The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
37 episodes