

Cheques and Balances
Cheques and Balances
Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence.
Check out our website below:
lighthousefinancial.co.nz
Check out our website below:
lighthousefinancial.co.nz
Episodes
Mentioned books

May 22, 2023 • 20min
Habits Of Poor People | Episode 117
We go through the top habits that lead to a poor mindset.
Check out the full article here:
https://lighthousefinancial.co.nz/habits-of-poor-people
For more money tips follow us on:
Facebook - https://www.facebook.com/lighthousefinancialnz
Instagram - https://www.instagram.com/lighthousefinancialnz
LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz
Spotify - https://cutt.ly/CBSpotify
Apple Podcast - https://cutt.ly/CBApplePodcast
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.

May 17, 2023 • 12min
Should NZ Have A Wealth Tax? Ft. Matthew Harris | Midweek Episode
This week we discuss if NZ should have a wealth tax.
For more money tips follow us on:
Facebook - https://www.facebook.com/lighthousefinancialnz
Instagram - https://www.instagram.com/lighthousefinancialnz
LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz
Spotify - https://cutt.ly/CBSpotify
Apple Podcast - https://cutt.ly/CBApplePodcast
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.

May 14, 2023 • 14min
Top 5 Mistakes We See Clients Make | Episode 116
We’ve supported over 4,000 NZ families and individuals in navigating their finances. Over time, we’ve noticed several common mistakes our clients make. Here are the top five, along with some insights on how to avoid them
Check out the full article here:
https://lighthousefinancial.co.nz/the-top-five-mistakes-clients-make/
For more money tips follow us on:
Facebook - https://www.facebook.com/lighthousefinancialnz
Instagram - https://www.instagram.com/lighthousefinancialnz
LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz
Spotify - https://cutt.ly/CBSpotify
Apple Podcast - https://cutt.ly/CBApplePodcast
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.

May 10, 2023 • 15min
What You Need To Know About Sharesies' KiwiSaver Scheme Ft. Catherine Emerson | Midweek Episode
This week we're joined by Catherine Emerson to chat about Sharesies' New KiwiSaver Scheme and the pros and cons of self managed retirement funds.
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.

May 8, 2023 • 12min
We're At The Bottom Baby! - Why The Housing Market Will Turn In May | Episode 115
Inflation peaking, the official cash rate, easing LVR rules and increased market activity are just some of the reasons May could be the bottom of the housing market in NZ.
Check out the full article here:
https://lighthousefinancial.co.nz/were-at-the-bottom-baby/
For more money tips follow us on:
Facebook - https://www.facebook.com/lighthousefinancialnz
Instagram - https://www.instagram.com/lighthousefinancialnz
LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz
Spotify - https://cutt.ly/CBSpotify
Apple Podcast - https://cutt.ly/CBApplePodcast
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.

May 2, 2023 • 1h 28min
How To Build Your Financial Plan Webinar - Keep The Change & Lighthouse Financial | Midweek Episode
James Blair and Luke Kemeys go through all the steps you need to build your financial plan and become financially bulletproof in 2023. A financial plan is your blueprint for your dream lifestyle, in this session, James will go through the entire financial plan process including:Goal settingCashflow managementIdentifying investment opportunitiesAsset allocation based on your goalsFinancial projection softwareRetirement planningCommon mistakes we seeLuke and James will then go through their top tips for becoming financially bulletproof in 2023. Questions are available throughout the webinar.
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.

May 1, 2023 • 15min
Is The F.I.R.E Movement A Scam? | Episode 114
As people look for ways to enjoy their lives outside the confines of a traditional 9-to-5 job, people have been joining the F.I.R.E movement, but what is it exactly?
Check out the full article here:
https://lighthousefinancial.co.nz/is-the-f-i-r-e-movement-a-scam/
For more money tips follow us on:
Facebook - https://www.facebook.com/lighthousefinancialnz
Instagram - https://www.instagram.com/lighthousefinancialnz
LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz
Spotify - https://cutt.ly/CBSpotify
Apple Podcast - https://cutt.ly/CBApplePodcast
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.

Apr 25, 2023 • 17min
Has The RBNZ Gone Too Far? We Review Their Latest Changes | Midweek Episode
Join James and Mike as they review the RBNZ's latest changes.
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.

Apr 24, 2023 • 18min
How To Beat The Third Generation Curse | Episode 113
The third-generation curse is a phenomenon that affects 90% of families causing them to lose all of their wealth by the third generation.
Register for our How To Invest For Your Family Event here: https://www.eventbrite.co.nz/e/how-to-invest-for-your-family-tickets-617523077147?aff=Lighthouse
Check out the full article here:
https://lighthousefinancial.co.nz/how-to-beat-the-third-generation-curse/
For more money tips follow us on:
Facebook - https://www.facebook.com/lighthousefinancialnz
Instagram - https://www.instagram.com/lighthousefinancialnz
LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz
Spotify - https://cutt.ly/CBSpotify
Apple Podcast - https://cutt.ly/CBApplePodcast
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.

Apr 19, 2023 • 6min
Brand New Home Loan Changes You Need To Know! | Midweek Episode
This week Mike goes through the brand new changes all the major banks have implemented for property purchases.
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.


