The Balanced Investor

Welcome to The Balanced Investor, the podcast that helps you achieve a balance between life and wealth in retirement. I’m excited to be your host and guide as we explore a range of topics around investment, including the challenges of finding the right balance, managing risk, and achieving financial success in retirement. In each episode, we’ll dive into the latest trends and insights in retirement finance and provide actionable advice on how to retire well. We’ll also discuss strategies for helping your kids financially, so you can leave a lasting legacy for future generations. Whether you’re a seasoned investor or just starting out, The Balanced Investor is the perfect podcast for anyone looking to achieve financial success in retirement. So, sit back, relax, and join us on this journey to financial freedom!

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The Balanced Investor

Danielle Auld is a financial adviser based in Rotorua, New Zealand. The Managing Director of Financial Planning Firm, Balance Wealth, Danielle provides full financial planning services to people over the age of 50 who are planning their retirement, or in retirement, as well as women who have experienced significant financial change. Danielle shares insights gained in over 20 years of experience, to help others achieve a balance in retirement. 

Episodes

Tuesday May 07, 2024

This podcast covers off the different types of Power of Attorney in New Zealand and why they are so important to have, but also to keep updated. 

Monday Feb 26, 2024

This episode discusses the use of a relationship property agreement and alternatives for how to protect your property and assets in a relationship. 

Monday Jan 08, 2024

When planning for your retirement, should you work on the basis of spending the same every year in retirement, decreasing your spending or frontloading your spending? This podcast explores the pros and cons of frontloading your spending in retirement. 

Tuesday Nov 14, 2023

Do you feel like you have to treat your kids the same when it comes to money? This is a question that many parents struggle with, but few dare to ask out loud.
Welcome to The Balanced Investor, the podcast that helps you find the right balance between life and wealth. I’m Danielle Auld, a financial adviser based in Rotorua, and I specialize in helping clients over 50 plan and enjoy their retirement. In this episode, we’ll dive into the sensitive topic of how to handle money matters with your children, and why it’s okay to treat them differently.

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