370 | Financial Harmony – THIS is what it looks like – Chat with Amber and Dan

Folks, if you’re looking for a textbook couple as an inspiration on what Financial Harmony looks like…

Amber & Dan is your go-to couple!

Although they grew up with slightly different money management styles at home, Amber & Dan worked together and made sure that they’re on the same page when it comes to finance.

That mindset sets them up way into the future.

And, get this….

They’ve got a fool-proofed saving hack that built up money for a deposit AND a renovation!!


Of course, being on the same page is only part of the equation… there are heaps more when it comes to setting yourself up for retirement.

For example….

Finding out the exact thing to do with your surplus and consolidating those TEN bank accounts. (Yup, you read that right. T.E.N 😮)


So sit back and relax while you tune in to this feel-good story of how this couple is well on their way to building a passive income for life.



Free Stuff Mentioned


Here’s what we cover…

  • 2:08 – Meet Amber & Dan
  • 2:05 – What was money like in Amber’s childhood?
  • 4:15 – Why couples have separate bank accounts…
  • 5:14 – Money discussions around the dinner table for Dan
  • 6:50 – The logic of a child when it comes to money management
  • 11:50 – The saving hack that helped them save for a deposit AND a renovation!!
  • 14:30 – What was lacking with their previous money system?
  • 16:57 – Introduction to The Property Couch and their books!
  • 17:50 – An unsustainable way to file money with _ _ bank accounts!
  • 19:40 – “I read it… But it sounded too hard.” So what changed?
  • 24:22 – At what point did they start to think about retirement planning?
  • 27:55 – How perspective changes!!
  • 28:00 – The messaging from an early age that made the transition to property investing easy…
  • 32:11 – The big rocks in the jar!
  • 34:00 – How many properties do they actually need?
  • 38:20 – The temptation that might derail their plan…
  • 39:00 – How to overcome the bias of investing in your own backyard?
  • 44:51 – Getting your “D” sorted!
  • 45:00 – How it feels now that they’ve got their roadmap planned out
  • 49:15 – Their tips to the community!



Note: There are more real-life investor stories like this in our Previous Summer Series! Make sure you check them all out here.

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