In episode two of Inside a Financial Plan, James walks Julia through her personalised financial roadmap, explaining why building an emergency fund comes before paying off debt and why he's recommending a switch to her KiwiSaver fund. Together, they map out a step-by-step plan to become mortgage-free sooner and build more than $2 million in retirement investments while raising her daughter on a single income.
Next Steps: Ready to build your own financial plan? Get in touch with James and the Lighthouse Wealth team to create a personalised roadmap tailored to your goals and financial situation.
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.
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