Episode 50. FI case studies: Retiring in Your 50s and Investing vs Paying Off the Mortgage

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In this episode Dave and Hayden explore two real-life case studies. First, they discuss whether a couple in their fifties truly needs 25 times their expenses to retire, unpacking how time horizon, risk and the Age Pension reshape the “magic number.” Then, they dive into a pay down the mortgage or invest in ETFs dilemma, we...

Hosts

Hayden Smith

Co-founder and Chief Technology Officer of Pearler

Co-founder and CTO of Pearler

Dave Gow

Creator and author of Strong Money Australia