Q&A - Lifestyle upgrades versus financial independence, late-stage property decisions, family trust tax risks, and more
In this episode, Stuart works through a series of real-world questions that sit right at the intersection of money, lifestyle, and long-term strategy. From couples in their early 50s weighing up a beachside lifestyle purchase versus preserving liquidity for early retirement, to younger families juggling income shocks, property portfolios, and big upcoming capital events, this episode is about decision-making when the stakes are high, and the margin for error is small.He also unpacks a major trust tax court case currently unfolding and explains, in plain English, why it matters for anyone…
The skinny
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