Money Moments: Cat & Christine - Living in The Now, Upsizing Houses & How Our Investments Are Tracking

Hi friends! We're back after a wee break, just in time to get you through the Christmas break (and give you something to do when you’re fed up with your families, #soznotsoz).

What better way to kick things off than with a Money Moments episode with us (Cat & Christine), getting you up to speed on what's been happening in our financial lives. The last one was in Feb 2024 - wow!

In this episode, we chat about:

• Cat's *very* specific balance sheet - she shares ALL the numbers 
• Why Cat isn't upsizing her home any time soon 
• Balancing enjoying the now whilst contributing to the future 
• How Christine is focusing on, well, the same thing...saving for travel 
• Christine's satellite investments are still down ~80%...so should she cut her losses?
• Changes we've made to our money buckets - following Ramit Sethi's "rich life" approach 
• The next steps in our financial journeys; what we plan to do next

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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz