“Rental property vs. index funds: should we switch?” Mailbag episode
Making Cents · Frances Cook
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Show Notes
An investment property to fund retirement is part of the Kiwi dream to many - but what if it’s not the smartest move?
In this Ask the Experts mailbag episode, a listener in 50s asks, should we keep our rental property, or sell up and invest in index funds instead?
So how do you compare property vs shares in real life?
EnableMe head strategic coach Katie Wesney is in the expert hot seat, ready to help us break down:
index funds vs property for retirement planning
the role of diversification, liquidity, and risk as you get closer to retirement
whether selling in a flat property market makes sense
how debt, tax structure, and cashflow strategy can change the picture entirely
If you have a letter you’d like us to answer, please send it through to [email protected] and you might feature on our next episode!
Links
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This podcast was filmed and produced by Fanaticals
Video editing & content production by Lana Byrne
Audio engineering by Tash Chittock