LIVE: Exposing My Financial Plan & Beliefs with a Financial Planner

For a change Luke's in the hot seat as Amy from Levridge turns the tables and works through his own financial plan and money beliefs. They cover his childhood money beliefs of scarcity and "ask your father," his surprisingly casual approach to retirement planning at 38, and the realisation that he might be more frugal than he needs to be after building a business that's given him the ability to say no. This is Luke stripped of his usual expert role, doing the same deep work he asks his listeners to do, and bringing you along for the journey. Find Amy: https://levridge.co.nz/   / amy.levridge   Amy from http://Levridge.co.nz has come on as a sponsor of Keep The Change to help people with their financial planning. Stuck? Find Amy : [email protected] Instagram:   / amy.levridge   Website: https://www.levridge.co.nz Generate are supporting my vision to improve the financial literacy of 100,000 kiwis by sponsoring Keep The Change. Cheers Generate. Head to https://www.generatewealth.co.nz/change/ to find out more. 00:00 Intro 01:18 Luke’s Current Relationship With Money 05:53 Childhood Money Culture and Scarcity 07:56 The Money Beliefs He Wants to Teach His Children 10:34 Struggle, Self-Reliance and Challenging Inherited Beliefs 16:28 Abundance and the Financial Freedom to Say No 25:00 What Retirement and Financial Freedom Actually Mean 27:05 How Much Retirement Income Is Enough? 29:57 KiwiSaver, Passive Income and Accessing Money Early 33:55 The Ideal Retirement and the Cost of Owning More 36:49 Housing, the Pension and Planning Without Government Support 41:08 Retirement Feelings, Role Models and Learning to Relax 47:57 The Fisherman Parable and Being Semi-Retired Already 49:49 Turning the Retirement Vision Into a Practical Plan 51:28 Children, Changing Priorities and Financial Seasons 54:27 Practising Retirement and Finding Purpose After Work 57:59 What Should Be Insured and Protecting Your Income