47. Case studies: Escaping Mortgage Prison & Switching from Property to Shares

In this episode, Dave and Hayden tackle two listener case studies. They dive into the emotional and practical trade-offs of selling vs holding property, renting, and transitioning wealth into shares.Episode topics summary:IntroductionCase Study 1: Escaping Mortgage PrisonThe Numbers Behind Selling & RentingCase Study 2: Switching from Property to SharesPractical Scenarios for Transitioning WealthThe Lump Sum QuestionFinal ThoughtsFI 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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