How Much Do You REALLY Need To Retire? | Episode 286
In this episode, we tackle one of the biggest financial questions—how much do you need to retire? We break down the key factors, from lifestyle costs to investment strategies, and share a simple rule ...
25 Helmi 202515min
Step By Step Guide: How Financial Advisers Budget Their Money | Episode 285
In this episode of The Takeover, Jess and Mikayla break down how they manage their own budgets, offering a step-by-step guide to structuring finances. They discuss the 50/30/20 rule, unexpected expens...
23 Helmi 202526min
What To Do With Your KiwiSaver in 2025 | Episode 284
In this episode, we break down what you should be doing with your KiwiSaver in 2025, covering the top-performing growth and aggressive funds, socially responsible options, and key factors to consider ...
20 Helmi 202517min
How to Transition from Employee to Entrepreneur Without Going Broke Ft. Stanley Henry | Episode 283
In this episode, we sit down with Stanley Henry, CEO of The Attention Seeker, to discuss his journey of scaling a global marketing agency. Stanley shares insights on the power of personal branding, ta...
18 Helmi 202543min
OCR Predictions: What Rate Cuts Mean for Kiwis & Their Wallets | Episode 282
In this episode, we dive into our OCR predictions, what further cuts could mean for Kiwi mortgage holders, and how global events—like Trump’s economic moves—might influence New Zealand’s financial fut...
16 Helmi 202510min
Live Workshop: How To Maximise Your 2024 Tax Return Ft. Matt Harris | Episode 281
Join Matt Harris and James Blair as they unpack everything you need to know for your 2024 tax return—must-know deductions, key compliance tips, and strategies to keep more cash in your pocket.Listen t...
13 Helmi 20251h 3min
Hey First Home Buyers! Don’t let Property Developers Trick You Ft. Adam Farrell | Episode 280
In this episode, we are joined by Adam Farrell Director of Lighthouse Property to uncover the sneaky tactics property developers use to make deals seem better than they really are—like misleading bedr...
11 Helmi 202520min
5 Tax Hacks You Didn't Know About Ft. Matt Harris | Episode 279
In this episode, we're joined by Matt Harris, Managing Director here at Lighthouse Financial, as he shares his top tax-saving strategies. From home office deductions to personal insurance and smart in...
9 Helmi 202518min
