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businessJan 7, 202614:33pending

“Rental property vs. index funds: should we switch?” Mailbag episode

Making Cents

About this episode

An investment property to fund retirement is part of the Kiwi dream to many - but what if it’s not the smartest move?

In this Ask the Experts mailbag episode, a listener in 50s asks, should we keep our rental property, or sell up and invest in index funds instead?

So how do you compare property vs shares in real life?

EnableMe head strategic coach Katie Wesney is in the expert hot seat, ready to help us break down:

  • index funds vs property for retirement planning

  • the role of diversification, liquidity, and risk as you get closer to retirement

  • whether selling in a flat property market makes sense

  • how debt, tax structure, and cashflow strategy can change the picture entirely


If you have a letter you’d like us to answer, please send it through to [email protected] and you might feature on our next episode!

Links

Follow Frances Cook on Facebook, Instagram and TikTok, or join the Money Memo newsletter for a free weekly money tip in your inbox each week.


This podcast was filmed and produced by Fanaticals

Video editing & content production by Lana Byrne 

Audio engineering by Tash Chittock

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“Rental property vs. index funds: should we switch?” Mailbag episode

Making Cents

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