43. FI case studies: Retiring now, investing with kids, and using SMSFs

Imagine being a sci-fi film buff in the year 1986.In the prior several years, you would have been treated to the original Star Wars trilogy, a slew of new Star Trek films, the cult hit Blade Runner, and – who could forget? – the 1979 classic, Alien.Now, after seven years of waiting, you’re finally being treated to a James Cameron-directed Alien sequel. But this time, it won’t simply be ONE alien. Oh, no… this time, it’s going to be AlienS. That’s right, they’ve gone from the singular to the plural. The film saga has forever changed, and as a viewer, you’ve changed with it.Today, Aussie FIRE listeners can expect to witness a similar metamorphosis. In the past, we have run Case Study episodes. Now, in this moment, we branch into the realm of the plural.Yes, you read that right. This episode will feature……Case Studies.Want to know what’s required to retire now? We have a case study for that. Interested in balancing investments with parenting? Thanks to that little “ies” at the end of “Case Stud”, we have the opportunity to explore that too. What about the wild world of SMSFs? Such is the joy of the plural, we can squeeze in that case study as well!Are you ready? Excellent. Let’s take these case studies into their young James Cameron era.FI Case Study Request FormPearlerStrong Money AustraliaOriginal Aussie FIRE e-bookStrong Money Australia’s audiobookDisclaimerAny advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guideIf you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding. Hosted on Acast. See acast.com/privacy for more information.

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