It's No Secret
Catherine Emerson & Christine Jensen
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52. Part 2: Creating a Financial Plan
Aaand we're back for part two of our creating a financial plan series with Lighthouse Financial. If you haven't listened to part one, stop right now and go back to our previous episode. It's one not to miss. Plus this podcast will probably make a lot more sense after listening to the first one too. Without further ado, let's jump right back in as Christine and her partner Ollie are put on the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through the 2nd part of their financial plan. In this episode they cover: The pros and cons of buying a house vs investing in shares and the forecasted scenarios of both optionsWhy insurance is a great option to consider, especially for the peace of mind and how much it costsThe forecast scenarios of different scenarios for their wealthIf you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend. SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify Follow us for fun chat & financial tidbits on IG: @itsnosecretnz Got questions? Get in touch: www.itsnosecret.co.nz
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