282. How this 33 year old is investing $5k a fortnight
A 33 year old defence worker with a $1.1 million net worth, $365k in super, and $5,000 a fortnight going into investments. All on a $125k salary. The comment section had one big question: how? Tash and Ana crack open this Finance File, walk through the numbers line by line, and take on the debates it sparked. In this episode we'll discuss:💸 Where the $5k a fortnight actually goes, from S&P 500 ETFs to salary sacrificing hard into super 💸 What catch-up concessional contributions are, and why this person is using five years' worth before starting a family 💸 How a 33 year old ends up with $365k in super (spoiler: defence super plays by different rules) 💸 The $175,000 townhouse that turned into a total money pit, and the lesson it left behind 💸 The great net worth debate: what counts, what doesn't, and whether your car belongs in there 💸 Whether $100 a month of fun money is rough, or proof you don't need cash to have a good timeFinance Files are a window into how other people actually do money, not a scoreboard. This one's a good reminder that the right industry can quietly supercharge your super, a windfall goes further with a plan, and someone else's numbers never tell the whole story. If you've ever seen a stranger's finances online and thought "that can't be right", this one's worth a listen.Happy EOFY from pearler! Sign up in July using the code GETRICHSLOW for 12 months worth of free trades 💸 And for existing customers, sign up to a new pearler product and you'll get 12 months worth of free trades too! 💸Case Study Form@tashinvests @anakresina @getrichslowclub @pearlerhq Get Rich Slow Club Pearler YouTube How To Not Work ForeverDisclaimerAny 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.Tash Invests Pty Ltd is a Corporate Authorised Representative #1317713 of Rask Licensing Pty Ltd. Read the FSG available from https://tashinvests.com/linksPearler 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.