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

  • Feb 13 2025
  • Length: 1 hr and 32 mins
  • Podcast

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

  • Summary

  • 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 >>

    MOORR MONEY MANAGEMENT APP:
    👉 Apple: https://apple.co/3ioICGW
    👉 Google Play: https://bit.ly/3OT86bW
    👉 Web platform: https://www.moorr.com.au/

    FREE MASTERCLASS:
    - How to Build a Property Portfolio and Retire on $2,000 a week >>

    FREE BEST-SELLING BOOKS:
    - The Armchair Guide to Property Investing
    - Make Money Simple Again

    FIND US HERE:
    - Website
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    - Youtube

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.