533 | Case Study: How to Retire on $3,000 a Week - Chat with David Robertson

The Property Couch

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7d ago 1:32:23

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As we gear up for the highly anticipated launch of our third book, “How to Retire on $3,000 a Week: The Property Couch’s Playbook for Passive Property Investing,” we’re diving deep into one of its most eye-opening case studies!

But we’re not doing it alone…

Joining us is David Robertson, Head of Property Wealth Planning at our own, Empower Wealth!

With a unique, high-level view of property wealth plans across Australia, he’s here to break down the real numbers and strategies behind achieving financial freedom with just 2 investment properties.

In this episode, we’re covering:

🔹 The biggest property wealth planning mistakes (Are you making one?)
🔹 How couples can align on lifestyle spending vs. long-term wealth
🔹 What if you’ve recovered from a relationship breakdown? How to get back on track building a passive income
🔹 David & Elizabeth’s case study: A young family proving you don’t need 7+ properties to retire on $3K a week!

Give it a listen now!

P.S. Stay tuned for next week when Ben and Lucas will analyse what’s set to be “the most politically sensitive” RBA announcement. Find out more >>

FREE STUFF MENTIONED

Work with David and our team at Empower Wealth!
Blown away by David’s passion and expertise? Get in touch with our team of Qualified Property Investment Advisors today. Book your free initial chat today >>
Is Your Offset Account Actually Linked? How to Make Sure You’re Maximising Your Savings
As Ben reveals in his Money Alert, your offset account might not actually be linked to your loan accounts. That’s why at Moorr, your home for all your financial affairs, we’ve built-in reminders and alarm bells to go off if there’s more in your savings than your offset (Tune in to 1:19:11 to find out why). Create or log in to your account to ensure you’re maximising your money >>
WAITLIST: “How to Retire on $3K a Week”! 🚀
Be the first to get your hands on our latest book, your personal playbook for building a passive income through property. Join the waitlist today >>

LISTEN TO THE FIRST 20 EPISODES HERE >>
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👉 Web platform: https://www.moorr.com.au/
FREE MASTERCLASS:
- How to Build a Property Portfolio and Retire on $2,000 a week >>
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Chapters

1. TITLE (00:00:00)

2. The most politically sensitive RBA announcement... (00:01:22)

3. Mindset Minute: Your competition isn't other people. (00:04:20)

4. From client to Head of Property Wealth Planning: Welcome David Robertson! (00:05:18)

5. Money story and family holidays (00:09:09)

6. The #2 types of bad advice (00:09:55)

7. Top property wealth planning mistakes: Are you making one? (00:12:10)

8. Which states are harder to invest in? (00:13:55)

9. Why property is actually about Lifestyle by Design (00:15:21)

10. What Rentvestors often overlook... (00:18:08)

11. Are 7 properties in 10 years a realistic strategy? (00:19:25)

12. The #1 thing couples with older kids have when considering property investing (00:25:29)

13. How to resolve differences in lifestyle spending (00:29:31)

14. Do you need $3K a week? How to come up with a realistic passive income target (00:32:15)

15. How can property investing help DINKS (Double income, no kids)? (00:35:54)

16. What if I’ve just recovered from a relationship-breakdown? (00:41:41)

17. Case Study #1: Couple with Young Kids (David & Elizabeth) (00:45:24)

18. The two investment properties needed (00:49:24)

19. Why the gap between the income and expenses matters (00:51:19)

20. Why do we talk about prices in current-day values? (00:55:52)

21. Why you should prioritise personal debt and offset buckets (00:57:02)

22. What happens if you do nothing? (00:59:15)

23. $3K in retirement: What does this go towards? (Taxes, spending.ect!) (01:03:28)

24. How much is each property earning? (01:09:58)

25. Thank you, Dave! (01:14:19)

26. Lifehack: Forgot to defrost your meat? Try this quick & natural thawing hack! (01:17:54)

27. Money Alert! You need to instruct the bank to connect your offset to your mortgage. (01:19:55)

28. How to avoid falling into this disconnected offset trap! (01:26:51)

29. Be the first to know when our book drops! (01:29:43)

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