Wealth Coffee Chats podcast thumbnail image

Planning Your Exit: What Happens When You’re Done Investing?

Jun 3, 2024 | Podcasts, Wealth Coffee Chats

Listen to Wealth Coffee Chats Podcast Now

Discover the latest and most effective investing strategies in Australia by joining our upcoming FREE Webinar! ➡️ https://positivere.events/learn-to-in…

Lifestyle, retirement, exit, stop working, whatever you want to call it; what is it that happens at the end of your investment cycle? You’ve spent 15 years building your portfolio, now what? In this video Jason Whitton explains the most IMPORTANT part of your investment journey, what happens when you get to the end of it. What does it look like? Let’s Wealth Coffee Chat!

00:00 Introduction.
02:34 Show starts.
05:48 There are 3 stages of property investing: Acquisition, Consolidation and the Legacy stage.
08:31
The sooner you’re through the acquisition phase the sooner you’ll start building wealth.
10:06
What’s the point of your portfolio? Lifestyle and security. Here is how to achieve it.
12:15 The Legacy stage of your property journey begins 12-15 years into your portfolio.
14:26 How can you get your portfolio to generate more cash flow? Here’s 3 ways,
16:25 How do you use your equity to accelerate your income?
18:40 What’s the difference between equity for income and equity for cash flow?
20:36 Explaining the concept of the Reverse Mortgage.
22:30 Closing thoughts – Having the right team around you will greatly increase your nest egg.

Subscribe To Our channels and get More Great Real Estate Investing Tips:

If you’re yet to subscribe to Wealth Coffee Chats, be sure to do so on your favourite channel.
Listen on apple podcasts button
listen on spotify button
watch on youtube button
listen on google button
Your 2026 Wealth Plan Starts Now: Build It with the Six-Star Team

Your 2026 Wealth Plan Starts Now: Build It with the Six-Star Team

Kick off FY2026 the right way. In this Wealth Coffee Chat, Alex lays out why the start of a new financial year is the perfect time to set clear investment goals, review your portfolio, and engage your Six-Star Team. From tax planning to loan strategy and property performance, this episode is all about getting organised early to stay ahead. Don’t drift—plan and take action now.

Why Brokers Ask for So Many Docs (And Why It’s a Good Thing)

Why Brokers Ask for So Many Docs (And Why It’s a Good Thing)

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

Lakers, Land & Leaving Work Early: Big Money Lessons Before EOFY

Lakers, Land & Leaving Work Early: Big Money Lessons Before EOFY

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

7 Questions Smart Investors Ask Property Managers

7 Questions Smart Investors Ask Property Managers

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

Car Tax Deductions: What the ATO Will—and Won’t—Let You Claim

Car Tax Deductions: What the ATO Will—and Won’t—Let You Claim

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

What’s Smarter For Your Portfolio?

What’s Smarter For Your Portfolio?

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

EOFY Super Tips: Maximise Deductions & Get a 50% Return

EOFY Super Tips: Maximise Deductions & Get a 50% Return

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

New Property Management Model: Strategy Over Stress

New Property Management Model: Strategy Over Stress

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!

How to Stay Off the ATO’s Radar: 3 Steps to Avoid Audits

How to Stay Off the ATO’s Radar: 3 Steps to Avoid Audits

In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!