37. FI case study: "Should we buy more property or invest in shares?" Plus investing with ChatGPT

Who doesn’t like a good Aussie FIRE case study?

That wasn’t a rhetorical question, and we’re going to give you an answer.

Monsters, that’s who.

…okay, so maybe that’s a bit harsh – we’re sure there are upstanding citizens out there who don’t like Aussie FIRE case studies – but we have a feeling that YOU’ll like this one.

In this session, Dave and Hayden field a question from a listener whose experience mirrors Dave’s. As per usual, we’ve oversimplified the question below so it fits into this episode description:

“My partner and I own our home, and we’re thinking of living overseas for a few years. Before we go, should we focus on saving up cash, buying an investment property, or debt recycling into shares?”

While there’s no universally right answer, Dave and Hayden weigh up the potential pros and cons of each choice. After the case study, they also delve into a presently trending topic: is there any value in using ChatGPT for investing?

FI Case Study Request Form

Pearler

Strong Money Australia

Original Aussie FIRE e-book

Strong Money Australia’s audiobook

Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

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