September 09, 2021

Bonus Episode: Money Moments with Cat & Christine - Buying and Selling Shares, Renovating Investment Properties, Upsizing Homes and Streamlining Our Finances

31 minutes

Hello our lovely listeners! Welcome back to another bonus episode of It's No Secret, this time a Money Moments check in with Christine and Cat.

We received such great feedback from you about our first Money Moments episode that we thought we would make it a regular thing. So here you are!

Today on the podcast we reflect on the last 3 months of our financial lives, plus set some small achievable goals for the next couple of months.

In this episode, we chat about:

Why Christine has put the property search on hold in the short term
Cat's next investment property move (spoiler: it involves her fave, renovating)
How Cat plans to use buying an investment property to help her upsize her home in 5 or so years (so they can stay in the same suburb!)
Christine selling her shares, finally!
And with that, why we find it so much harder to sell shares than buy them
How changing KiwiSaver providers can feel so easy relative to selling shares
Streamlining our financial lives to lighten the mental load
The power of accountability with taking action with money and investing

...and lots more juicy chat, as always.

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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz

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