Cheques and Balances

Retirement is changing fast and owning a home no longer guarantees financial security.
In this episode, we break down the growing reality of retiring without a home, why more Kiwis are becoming asset rich but cash poor, the risks of long-term renting in retirement, reverse mortgages, downsizing traps, build-to-rent developments, and the financial decisions people are now making to maintain lifestyle and flexibility later in life.

Next Steps: Want to understand whether your current retirement setup is actually sustainable? Get in touch with the Lighthouse Wealth team to build a personalised retirement and cashflow plan.

Read the full article here

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

Interest rates could be heading back up and most mortgage holders aren’t ready for it.
In this episode, we break down why rate rises may not be over yet, how inflation, oil prices, and Reserve Bank decisions impact your mortgage, plus the practical steps borrowers can take now to reduce risk, lock in certainty, and avoid getting caught rolling onto higher rates later this year.

Next Steps: If your fixed rate is rolling off soon and you want to understand your options before rates potentially move higher, get in touch with the Lighthouse mortgage team.
Register for our upcoming webinar now: 'Reduce Your Tax Bill in 2026: Optimise Your Property Structure' now.

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

Upgrading your home feels right… but it might be costing you hundreds of thousands in the long run.
In this episode, we break down the real wealth trade-off between owner-occupied homes and investment properties, including how equity is used to invest, the impact of debt and cashflow, rental income vs no income assets, and a real scenario showing how holding your home and buying an investment property could leave you ~$670K better off over time.

Next Steps: If you want to map out whether upgrading or investing actually puts you in a stronger financial position, our team at Lighthouse can build a plan around your numbers and goals.

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

The biggest IPO in history is coming… but is it a once-in-a-generation opportunity or a massive trap?

In this episode, we break down the potential SpaceX IPO, covering what an IPO actually is, the eye-watering $1.75-$2 trillion valuation, lack of profitability, concerns around no lock-up periods, exit liquidity risks, and why hype-driven investing could leave retail investors holding the bag.

Next Steps: Want to build a portfolio that doesn’t rely on hype? Get in touch with Lighthouse Financial to create a strategy grounded in long-term fundamentals.

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

Markets held up better than expected but the story underneath is where it gets interesting.

In this quarterly update, we break down how the Middle East oil shock impacted global markets, why NZ equities underperformed, where money is rotating (value, infrastructure, emerging markets), and what it all means for your portfolio heading into the next quarter.

Next steps: If you want a portfolio built to handle volatility like this, speak to the Lighthouse Wealth team about structuring your investments for the long term.

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The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.