When do you become wealthy enough to not need insurance?

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The Blueprint Finance Podcast | Plan Your Future

Daniel Lipman and Rory McSweeney

14 episodes

6 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!

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.

Investing

Business

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When do you become wealthy enough to not need insurance? | Blueprint Finance Podcast EP13

The Blueprint Finance Podcast | Plan Your Future

31 minutes 45 seconds

3 weeks ago

When do you become wealthy enough to not need insurance? | Blueprint Finance Podcast EP13

The news many Kiwi have been waiting for is here: mortgage rates are once again on a downward trend. In this episode, we're giving you an update from the 2nd of October, including our bold (now proven correct) prediction for the upcoming OCR announcement and what it likely means for the property market.We break down the "window of opportunity" for first home buyers and discuss the critical point where the cost of owning becomes neck-and-neck with renting.Then, we pivot to one of the most important questions a successful family can ask: When do you become wealthy enough to not need insurance?We dive into a case study of a couple with a $5 million net worth and no debt. By flipping the script from "protecting the downside" to "protecting the upside," we reveal how a small investment in risk protection can guarantee a multi-million dollar legacy.Listen now for a masterclass in seizing market opportunities and securing your financial future.Get professional analysis, calculations, and advice for your mortgage, insurance and investments. To request a free review visit https://blueprintfinance.co.nzTo book a conversation with Rory please visit https://blueprintfinance.co.nz/#rory-mcsweeneyBlueprint Finance LimitedFSP 100-60230800 769 1082025 Winner: Finsure New Brokerage of the YearThere is a big difference between "professional" and "accidental" investors. How they submit offers, how many offers they submit, what price they pay, their emotional attachment... but the biggest difference? A fundamentally better investment property!https://blueprintfinance.co.nz/property-investment/ is a guide for New Zealanders looking to improve their property investing. It covers the essentials, from: calculating the "usable equity" in your current home to fund a deposit, to choosing the right investment strategy and navigating NZ tax rules. Move from theory to practice by using the free downloadable calculators to compare properties, structure loans, and build a tangible investment plan.Subscribe to our Property Ownership and Investing newsletter here https://blueprintfinance.co.nz/poai-newsletter/