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The Blueprint Finance Podcast | Plan Your Future
Daniel Lipman and Rory McSweeney
14 episodes
4 days ago
Worried about making the right money moves for your future? The Blueprint Finance Podcast cuts through the noise. Join award-winning adviser Daniel Lipman & Paralympian Rory McSweeney for practical, jargon-free advice on everything from mastering your mortgage to building an investment portfolio. In each episode, discover how to: ► Build a real strategy: Understand the long game for your loans, investments, and insurance. ► Turn complexity into clarity: Get simple, actionable steps for today's market. ► Learn from real Kiwis: Hear success stories that show you what's possible. Let's go!
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Investing
Business
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All content for The Blueprint Finance Podcast | Plan Your Future is the property of Daniel Lipman and Rory McSweeney and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Worried about making the right money moves for your future? The Blueprint Finance Podcast cuts through the noise. Join award-winning adviser Daniel Lipman & Paralympian Rory McSweeney for practical, jargon-free advice on everything from mastering your mortgage to building an investment portfolio. In each episode, discover how to: ► Build a real strategy: Understand the long game for your loans, investments, and insurance. ► Turn complexity into clarity: Get simple, actionable steps for today's market. ► Learn from real Kiwis: Hear success stories that show you what's possible. Let's go!
Show more...
Investing
Business
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"Blueprinted"⸺The Blueprint Finance Podcast #1
The Blueprint Finance Podcast | Plan Your Future
40 minutes 46 seconds
7 months ago
"Blueprinted"⸺The Blueprint Finance Podcast #1

Welcome to the debut episode of the Blueprint Finance Podcast, where we kick off with an inspiring and insightful conversation with Jono, our resident KiwiSaver specialist.

From his humble beginnings as a trolley boy to managing portfolios worth millions, Jono shares his journey into finance and the invaluable lessons he’s learned along the way.In this episode, you’ll discover:


✔️ How Jono’s expertise in KiwiSaver can help Kiwis secure brighter financial futures.

✔️ Real-world strategies for navigating market volatility and building wealth.

✔️ The three pillars of financial success: mortgage, wealth, and health.

✔️ Practical tips on balancing KiwiSaver, insurance, and mortgage strategies.

✔️ Client success stories that showcase the Blueprint difference.


🎧 Enjoying this episode? Take the next step with Blueprint Finance:

We’ve got the tools, insights, and expert advice to help you take charge of your financial future.


📊 Subscribe to our newsletter for our free tools:


✔️ Mortgage Rate Comparison Tool

✔️ First Home Buyer Master Sheet

✔️ Revolving Credit vs. Savings Calculator📅

Ready for personalized advice?


Build your meeting agenda or book a free consultation with our award-winning team at BlueprintFinance.co.nz.💙

Follow to stay informed! Get expert strategies and real-world insights into KiwiSaver, mortgages, and investments—all tailored for Kiwis.

The Blueprint Finance Podcast | Plan Your Future
Worried about making the right money moves for your future? The Blueprint Finance Podcast cuts through the noise. Join award-winning adviser Daniel Lipman & Paralympian Rory McSweeney for practical, jargon-free advice on everything from mastering your mortgage to building an investment portfolio. In each episode, discover how to: ► Build a real strategy: Understand the long game for your loans, investments, and insurance. ► Turn complexity into clarity: Get simple, actionable steps for today's market. ► Learn from real Kiwis: Hear success stories that show you what's possible. Let's go!