
Q&A - Starting out, scaling up, and knowing when to sell
Pre-Order Wealth by Design HereThis episode brings together five listener scenarios that span the full arc of wealth building, from a 24-year-old taking his first steps to couples approaching retirement with complex, multi-property portfolios and competing priorities.The first question comes from a 24-year-old earning $80k with $75k across shares and savings, limited borrowing capacity, and a genuine desire to start building wealth deliberately. The question is simple but important: shares or property first?The second involves a Perth couple in their late forties, accidental investors who now…
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