X
The Property Couch Logo

539 | CASE STUDY: “Their Forever Home Might Change… BUT Their Plan Didn’t” – Chat with David Robertson

By in Case Study, Podcast, Property Investment

Back by popular demand…

We’re bringing you another powerful Case Study episode featuring someone who lives and breathes property, finance, and wealth planning every single day. 

It’s none other than David Robertson, Head of Property Wealth Planning at Empower Wealth!  

And yes, he’s just as passionate as we are about helping Australians achieve financial peace… no matter where they’re starting or where they want to end up. 

In this episode, we’re unpacking a scenario that proves you DON’T need to have all your ducks in a row to start planning. 

Tune in to learn…

✔️ How to plan for future expenses even if you don’t have exact dates
✔️ Why flexibility can be your biggest strategic advantage
✔️ How this couple optimised their portfolio and cash flow
✔️ Why just TWO investment properties is enough to reach $3,000/week in retirement
✔️ How to “trade through” short-term negative cash flow
✔️ Which Forever Home they chose — the $2.1M or $1.1M option — and why 

🎯 Plus, stick around for Ben’s “What’s Making Property News” segment, where he shares a solution that could save property buyers hundreds of thousands of dollars. 

Whether you’re still figuring out where you want to live or want to see how flexible planning actually works — this episode is packed with practical insights to help you get clear, get confident, and get started. 

Free Stuff  

Timestamps  

  • 0:00 – CASE STUDY: “Their Forever Home Might Change… BUT Their Plan Didn’t” – Chat with David Robertson 
  • 1:11 – Bryce has seen the Freo movie too many times 😉  
  • 2:54 – Donate today and give others the gift of sight! Bryce’s upcoming 50th charity 
  • 4:46 – Free webinar replay: How to retire on $3K a week
  • 5:47 – Spruiker feedback: “Can you show us some sales to justify $620K?” 
  • 10:13 – Mindset Minute: Be careful who you ask advice from!  
  • 14:02 – Welcome back, Dave! 
  • 15:23– The consistent market theme Dave and his team see in property wealth planning 
  • 17:15 – Case Study: John & Jodie’s backstory  
  • 20:18 – A strategy for those that “don’t have all their ducks in row” 
  • 22:44 – Long-term goals & the starting positions  
  • 26:22 – Future expenses: How to plan even if you don’t know the exact dates 
  • 30:21 – The Golden Strategy: Only two investment properties needed?! 
  • 33:11– Considering rentvesting? Listen to this first  
  • 34:15 – Digging into the numbers: Surplus & buffer drops  
  • 36:04 – How investors “trade through” a negative cashflow position 
  • 38:36 – The Forever Home: Should they choose the $2.1M or $1.1M option? 
  • 44:44 – Is it in today’s dollars?   
  • 46:21 – Diving into the debt & short drops in loans  
  • 47:47 – Retirement income source: The balance between super and passive income 
  • 51:48 – Their wealth projection overview 
  • 52:31 – “… and that’s what financial peace looks like.”  
  • 56:33 – Want more great, in-depth case studies? Join the waitlist for our third book! 

And… 

 

474 | From Childhood Stocks to City Shocks: How He Escaped Bad Investing Advice! – Chat with Bailey

By in Podcast, Property Investment, Summer Series

Subscribe On Itunes Subscribe On Android

 

It’s our final episode for the year and folks, we’ve saved one absolutely inspirational tale to finish 2023.   

As a hint of what’s to come, Bailey – today’s articulate Summer Series guest – invested $500 into Westpac shares at the age of 10.  

While this one action already sets him aside, Bailey isn’t special just because of his remarkable approach to investing but because of one skill that, as described by Ben, is “one of the greatest skills to learn in life”.  

If that isn’t a cliffhanger folks, then we don’t know what is. 😉  

Tune into this fascinating episode to find out what sets this 24-year-old apart from the rest, how he bought his first property at the young age of 21 and to hear the heart-warming reason why he decided to speak out and come onto the couch.  

This guest has Ben and Bryce completely rapt. Seriously, give it a listen now folks 😊🌌✨ 

 

Free Stuff Mentioned

 

Timestamps

  • 0:00 – From Childhood Stocks to City Shocks: How He Escaped Bad Investing Advice! 
  • 1:38 – Welcome Bailey!  
  • 2:21 – Growing up with a money-savvy mum  
  • 6:47 – How he started on his financial future from 10 years old!  
  • 10:39 – What sparked his love for investing?  
  • 12:16 – Bailey’s lifehack while his friends were at university  
  • 15:12 – What he did with all his savings 😲 
  • 17:41 – THIS is one of the biggest lessons in life…  
  • 21:03 – How did it feel when he bought his first property (You’d be surprised by his answer😉) 
  • 25:38 – He’s now stopping and smelling the roses – here’s how!  
  • 27:35 – Bailey’s paradigm shift  
  • 31:05 – Beware the enthusiastic amateur!  
  • 35:15 – These were the biggest lessons he learnt…  
  • 37:26 – Why it was actually good that he had a bad experience!
  • 41:14 – His pathway to becoming borderless!  
  • 43:19 – Why is rent-vesting right for him?  
  • 46:28 – Bailey’s North Star ⭐  
  • 50:32 – What drove him to speak on the couch?  
  • 51:39 – The secret to goal setting  
  • 55:11 – How he’s navigating two extreme interest rate environments 
  • 58:21 – Thank you Bailey! What an articulate and inspirational person 😊  
  • 1:01:25 – Here’s a challenge to Bailey’s mates 

 

450 | Thriving After Divorce – Rebuilding Wealth & Renewing Spirit – Chat with Adam Crane

By in Podcast, Property Investment

Subscribe On Itunes Subscribe On Android

It’s that time of year again, folks! Today marks the exciting beginning of our highly anticipated 2023 Winter Series. 

Get ready for an extraordinary lineup of guests, each with their own awe-inspiring stories that revolve around this year’s captivating theme: “What Drove You To Act.” 

Drawing inspiration from those pivotal moments we see in movies, the light bulb moments and “A-ha” breakthroughs, we delve into the driving forces behind every successful investor’s property journey. 

We kickstart this incredible series with our first guest, Adam. Join us on this transformative journey as we uncover the importance of prioritizing the “big rocks” in the jar of life. We’ll flip the pages and delve into strategies for building resilience, even when confidence takes a hit. 

We navigate the complexities of finances with insights on the “sleep at night tax” and the power of compromise and sacrifice. We’ll confront the venomous obstacles that can hinder progress and emphasize the crucial role of honesty and openness. 

Prepare to wade through murky waters, armed with the tools and knowledge to come out stronger on the other side. Reflecting on our experiences takes courage, however, Adam reminds us that amidst the challenges, it’s essential to enjoy yourself and reward your efforts when times are good. 

Join us as we unlock the potential of sonic tools and discover why a poor man pays twice. And of course, we’ll sprinkle in some light-heartedness with a mention of Spaghetti Bolognese. 

Tune in now or watch the episode below

 

 

Here’s some of the gold we cover… 

  • 1:53 – Welcome to our Winter Series and our first guest Adam Crane
  • 7:50 – Living within your means
  • 8:20 – Modelled on delayed gratification
  • 10:35 – The cut-off
  • 12:40 – FOMO fed my savings
  • 16:35 – If my bank account is good, I sleep better
  • 22:00 – The paradigm shift
  • 22:45 – What to expect with unexpected life events
  • 23:00 – THE BIG ROCKS IN THE JAR!!!
  • 23:50 – Point of weakness or point of strength?
  • 24:35 – Gaining back the 1%
  • 25:30 – Resilient building
  • 27:05 – Taking a confidence hit
  • 28:40 – Harder to tap out
  • 29:45 – Sleep at night tax??
  • 30:35 – Compromise and sacrifice
  • 31:20 – Easy to say, much harder to practise
  • 31:30 – Venom that exists
  • 32:20 – Honesty and openness is key
  • 33:10 – Through murky waters!!
  • 34:10 – Takes a bigger person to look back
  • 41:00 – What a side hustle…. Sonic Tools, check it out 
  • 42:14 – Obsessed with the surplus number
  • 42:22 – A poor man pays twice….
  • 44:55 – Spaghetti Bolognese….
  • 46:50 – Why you must enjoy yourself too!!!
  • 49:00 – When times are good, you must reward yourself!
  • 54:05 – The trap you fall into
  • 58:30 – Money hacks

Want to work with Bryce & Ben’s Award-Winning Team? 

Get Moorr out of your money:

Log in or create your free account via the Moorr web platform, or download the app on Apple and Android and transform the way you view and track your wealth. 

 

449 | Secrets of Bank Foreclosures and the Debt Spiral – Chat with Laurence Hugo

By in Podcast, Property Investment

Subscribe On Itunes Subscribe On Android

In our latest episode, we had the privilege of sitting down with Laurence Hugo, a true master in the art of negotiation with over three decades of experience in the dynamic worlds of banking and debt management. Prepare to have your expectations shattered because this conversation is anything but dry folks!!! It’s a treasure trove of wisdom and practical solutions for all your financial challenges. 

With his extensive expertise, Laurence specialises in guiding both individuals and businesses through the intricate process of debt settlement. His proven track record includes helping clients secure partial or even complete debt waivers, offering them a much-needed fresh start. 

Laurence’s impact goes beyond his impressive resume. He is a true trailblazer who has revolutionised the Debt Negotiation industry. His innovative approach has transformed the way debt negotiations are carried out, ensuring that individuals and organisations can navigate the landscape of debt management with greater ease and effectiveness. 

Here are some of the key themes we unpack: 

  • Changing the approach and seeing things from a new perspective 
  • How can we triumph in the face of adversity? 
  • Assessing actions and understanding the risks 
  • How to not let financial challenges become a lifelong prison 

If you’re ready to gain invaluable insights and discover practical strategies for overcoming financial hurdles, then this episode is a must-listen. Get ready to be inspired and empowered as Laurence shares his expertise and reshapes the way you perceive the world of debt management. 

There is absolute gold in here for EVERYONE!! 

Don’t miss out on our latest Q&A episode folks!!  Tune in now or watch the episode below

 

Here’s some of the gold we cover… 

  • 2:12 – Mindset Minute 
  • 7:30 – Welcome to The Couch Laurence Hugo 
  • 11:20 – Learning quick about the value of money  
  • 20:45 – 2 different categories  
  • 21:45 – Different animal to banks 
  • 23:20 – Change your highlighter colours!! 
  • 24:40 – Dealing with the problem! 
  • 25:35 – How can you win? 
  • 27:20 – What am I doing? 
  • 28:22 – Risks of an upside-down mortgage 
  • 29:00 – 7 years of arrears???? 
  • 30:00 – If you are facing arrears…. What should you do  
  • 31:40 – Snail’s pace  
  • 32:05 – Communication is EVERYTHING 
  • 32:35 – Banks are made up of human beings!!! 
  • 33:50 – THE ONLY OPTION….. 
  • 35:06 – Keeping control of the process 
  • 39:40 – Overlooking key features!! 
  • 41:40 – Why use a negotiator? 
  • 42:20 – What response are they looking for? 
  • 45:40 – What are those breaches? 
  • 47:15 – Connecting the decision-makers 
  • 48:55 – Debt spiral 
  • 51:40 – Lifelong prison!!! 
  • 52:10 – No one size fits all… 
  • 54:50 – Butterflies and birds… 
  • 56:10 – What is the key time of the month? 
  • 57:00 – Such a clever tactic!! 
  • 1:00:50 – It’s too good to be true!!! 
  • 1:03:20 – Let’s go upstream!!! 
  • 1:04:00 – Good debt vs bad debt 
  • 1:07:15 – That lifeline call that helped make a difference 
  • 1:10:10 – Aiming for being HAPPY in the first place 
  • 1:10:35 – The key to happiness!! 
  • 1:10:50 – The 5 regrets of the dying!!! 
  • 1:11:25 Correlating money to values… 
  • 1:16:56 – If this has raised any concerns, please call Lifeline on 13 11 14 
  • AND…. 
  • 1:23:25 – Life Hack 
  • 1:25:50 – What’s Making Property News 

Please reach out to Laurence and his team of qualified financial experts who will handle your case with sensitivity and respect.

Want to work with Bryce & Ben’s Award-Winning Team? 

Get Moorr out of your money:

Log in or create your free account via the Moorr web platform, or download the app on Apple and Android and transform the way you view and track your wealth. 

 

Why Investors are Needed to Solve the Affordability Crisis – Bonus Episode with Matt from Aussie Firebug May ’23

By in Podcast, Property Investment

Subscribe On Itunes Subscribe On Android

In May, we had the privilege of being featured on the highly regarded Aussie Fire Bug podcast. We delved into the origins of property acquisition, discussing the humble beginnings that led us on our respective journeys. Additionally, we explored the pressing issue of the Australian housing crisis, dissecting the multifaceted implications and exploring potential solutions.  

These are the key themes we unpack: 

  • How Ben and I originally made a connection  
  • Property investing guidelines and regulations  
  • We dive deep into our investing strategy/philosophy 
  • The Australian Housing and rental crisis  
  • Active property investing vs passive share market investing  
  • Are property investors adding to affordability issues or are they being used as political scapegoats?  
  • How The Property Couch podcast got started  

We extend our gratitude to the Aussie Fire Bug podcast for providing us with a platform to share our insights and engage in meaningful discussions. We hope to continue to inspire and empower our community in pursuit of financial literacy and success.  

Don’t miss this awesome bonus episode folks!  

Want to work with Bryce & Ben’s Award-Winning Team? 

Get Moorr out of your money:

Log in or create your free account via the Moorr web platform, or download the app on Apple and Android and transform the way you view and track your wealth. 

 

Instagram

This error message is only visible to WordPress admins
There has been a problem with your Instagram Feed.
This error message is only visible to WordPress admins
There has been a problem with your Instagram Feed.

Free Resources

What to be notified when there are
new updates & free resources?

  • This field is for validation purposes and should be left unchanged.

© The Property Couch. All Rights Reserved | Terms & Conditions | Privacy | Who Designed This Website?

×

MONEY SMARTS SYSTEM

  • The Best Money Management System Ever!
  • Worrying About Money is a Thing of the Past
  • Don’t “Unconsciously” Overspend Ever Again

Plus We Will Also Notify You When We Release New Episodes

We Only Send You Awesome Stuff

×

SUGGEST A GUEST!

We Only Send You Awesome Stuff

×