May 7, 2024Episode 411 min
What is a Power of Attorney and why do I need one?
This podcast covers off the different types of Power of Attorney in New Zealand and why they are so important to have, but also to keep updated.
Episodes
4
Latest episode
May 2024
Language
EN
About the show
Welcome to The Balanced Investor, the podcast that helps you achieve a balance between life and wealth in retirement. I’m excited to be your host and guide as we explore a range of topics around investment, including the challenges of finding the right balance, managing risk, and achieving financial success in retirement. In each episode, we’ll dive into the latest trends and insights in retirement finance and provide actionable advice on how to retire well. We’ll also discuss strategies for helping your kids financially, so you can leave a lasting legacy for future generations. Whether you’re a seasoned investor or just starting out, The Balanced Investor is the perfect podcast for anyone looking to achieve financial success in retirement. So, sit back, relax, and join us on this journey to financial freedom!
Listen to episodes
February 25, 2024Episode 39 min
Do I need a Relationship Property Agreement
This episode discusses the use of a relationship property agreement and alternatives for how to protect your property and assets in a relationship.
January 7, 2024Episode 28 min
Frontloading Spending in Retirement
When planning for your retirement, should you work on the basis of spending the same every year in retirement, decreasing your spending or frontloading your spending? This podcast explores the pros and cons of frontloading your spending in retirement.
November 14, 2023Episode 114 min
Do we have to treat our kids the same financially?
Do you feel like you have to treat your kids the same when it comes to money? This is a question that many parents struggle with, but few dare to ask out loud. Welcome to The Balanced Investor, the podcast that helps you find the right balance between life and wealth. I’m Danielle Auld, a financial adviser based in Rotorua, and I specialize in helping clients over 50 plan and enjoy their retirement. In this episode, we’ll dive into the sensitive topic of how to handle money matters with your children, and why it’s okay to treat them differently.
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