533 | Case Study: How to Retire on $3,000 a Week – Chat with David Robertson

Free Stuff  

• Work with David and our team at Empower Wealth!
  Blown away by David’s passion and expertise? Get in touch with our team of Qualified Property Investment Advisors or check out our complete financial services today. Book your free initial chat today >>  

• Is Your Offset Account Actually Linked? How to Make Sure You’re Maximising Your Savings
  As Ben reveals in his Money Alert, be warned! Your offset account might not actually be linked to your loan accounts. That’s why at Moorr, your home for all your financial affairs, we’ve built-in reminders and alarm bells to go off if there’s more in your savings than your offset (Tune in to 1:19:11 to find out why).
  Create or log in to your account to ensure you’re maximising your money >> 

• WAITLIST: “How to Retire on $3K a Week”! 🚀
  Be the first to get your hands on our latest book that’s your personal playbook for building a passive income through property. Join the waitlist today >>   

• Guests & Episodes Mentioned:  
  • 526 | How She Stopped Money Controlling Her: 3 Properties & No Debt! – Chat with Sarah 

Timestamps  

• 0:00 – Case Study: How to Retire on $3,000 a Week – Chat with David Robertson
• 1:22 – The most politically sensitive RBA announcement…  
• 4:20 – Mindset Minute: Your competition isn’t other people. 
• 5:18 – From client to Head of Property Wealth Planning: Welcome David Robertson! 
• 9:09 – Money story and family holidays  
• 9:55 – The #2 types of bad advice 
• 12:10 – Top property wealth planning mistakes: Are you making one?  
• 13:55 – Which states are harder to invest in?  
• 15:21 – Why property is actually about Lifestyle by Design  
• 18:08 – What rentvestors often overlook…  
• 19:25 – Are 7 properties in 10 years a realistic strategy?  
• 24:45 – The #1 thing couples with older kids have when considering property investing  
• 28:47 – How to resolve differences in lifestyle spending  
• 31:31 – Do you need $3K a week? How to come up with a realistic passive income target  
• 35:10 – How can property investing help DINKS (Double Income No Kids)?  
• 40:57 – What if I’ve just recovered from a relationship breakdown? 
• 44:40 – Case Study #1: Couple with Young Kids (David & Elizabeth)  
• 48:40 – The two investment properties needed 
• 50:35 – Why the gap between income and expenses matters 
• 55:08 – Why do we talk about prices in current-day values?  
• 56:18 – Why you should prioritise personal debt and offset buckets  
• 58:31 – What happens if you do nothing?  
• 1:02:44 – $3K in retirement: What does this go towards? (Taxes, spending, etc.)  
• 1:09:14 – How much is each property earning?  
• 1:13:35 – Thank you, Dave! What a knowledgeable and passionate guest.  

And… 

• 1:17:10 – Lifehack: Forgot to defrost your meat? Try this quick & natural thawing hack!  
• 1:19:11 – Money Alert! You need to instruct the bank to connect your offset to your mortgage.  
• 1:26:07 – How to avoid disconnecting your offset and your loan account!  
• 1:28:59 – Be the first to know when our book drops!