Cheques and Balances

Cheques and Balances

Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence. Check out our website below: lighthousefinancial.co.nz

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Episoder(605)

The True Cost Of An Inheritance | Episode 294

The True Cost Of An Inheritance | Episode 294

Think an inheritance is just free money? Think again! In this episode, we uncover the true cost of an inheritance in New Zealand—because while 50% of Kiwis don’t have a will, 100% of family disputes o...

16 Mar 202513min

How To Financially Get Ahead In Your 20's | Episode 293

How To Financially Get Ahead In Your 20's | Episode 293

Gen Z, listen up—this is the money talk you need! In this episode of The Takeover, Jess and Makayla break down the key financial lessons they wish they knew in their 20s—from avoiding lifestyle creep ...

13 Mar 202525min

How Trump is Shaping the Global Economy ft. Jarrod Kerr | Episode 292

How Trump is Shaping the Global Economy ft. Jarrod Kerr | Episode 292

In this episode we sit down with Kiwibank’s Chief Economist, Jarrod Kerr, to unpack “Trumpnomics” and its ripple effects on global markets, trade, and New Zealand’s economy. From tariffs and inflation...

11 Mar 202525min

Why You Should Buy A Negatively Geared Investment Property | Episode 291

Why You Should Buy A Negatively Geared Investment Property | Episode 291

Why would anyone buy a property that LOSES money? In this episode, we break down the real strategy behind negatively geared investments—how short-term losses can lead to long-term wealth, who should (...

9 Mar 202515min

What School Should Have Taught You About Money | Episode 290

What School Should Have Taught You About Money | Episode 290

School taught us calculus, but did it ever teach us how to do our taxes or budget for rent? In this episode of Cheques & Balances, Jess and Makayla dive into the money lessons we should have learned i...

6 Mar 202516min

NZ’s Economy in 2025: Is the Worst Over? Ft. Kiwibank Chief Economist Jarrod Kerr | Episode 289

NZ’s Economy in 2025: Is the Worst Over? Ft. Kiwibank Chief Economist Jarrod Kerr | Episode 289

In this episode, Kiwibank Chief Economist Jarrod Kerr breaks down NZ’s economy, interest rates, and housing market. Are we on the road to recovery, or is more pain ahead? Plus, how U.S. inflation and ...

4 Mar 202520min

Ultimate Guide To Kid Friendly Investing | Episode 288

Ultimate Guide To Kid Friendly Investing | Episode 288

In this episode, we explore how to give your family’s next generation a financial head start. From smart savings strategies to unlocking the power of long-term growth, we break down how parents can se...

2 Mar 202513min

What SMART Investors Always Look for in Properties! Ft. Adam Farrell | Episode 287

What SMART Investors Always Look for in Properties! Ft. Adam Farrell | Episode 287

In this episode, we’re joined by Adam Farrell, Director of Lighthouse Property, to break down what smart investors always look for in properties. From understanding property titles to identifying high...

27 Feb 202521min

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