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:

Introduction

Case Study 1: Escaping Mortgage Prison

The Numbers Behind Selling & Renting

Case Study 2: Switching from Property to Shares

Practical Scenarios for Transitioning Wealth

The Lump Sum Question

Final Thoughts

FI Case Study Request Form

Pearler

Strong Money Australia

Original Aussie FIRE e-book

Strong Money Australia’s audiobook

Disclaimer

Any 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-guide

If 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.

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

Aussie FIRE | Financial Independence Retire Early

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