539 | CASE STUDY: "Their Forever Home Might Change... BUT Their Plan Didn’t" – Chat with David Robertson

The Property Couch

We're back with another powerful Case Study episode featuring return guest, David Robertson, Head of Property Wealth Planning at Empower Wealth!

In this episode, we’re unpacking a scenario that proves you DON’T need to have all your ducks in a row to start building wealth through property.

Tune in to learn:
✔️ How to plan for future expenses even if you don’t have exact dates
✔️ Why flexibility can be your biggest strategic advantage
✔️ Why just TWO investment properties are enough to reach $3,000/week in retirement
✔️ Which Forever Home they chose — the $2.1M or $1.1M option — and why

Whether you’re still figuring out where you want to live or just want to see how flexible planning works — this episode is packed with practical insights to help you get clear, get confident, and get started.

FREE STUFF MENTIONED

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• Want more comprehensive case studies? Join the waitlist for our third book!
  Our upcoming book, "How to Retire on $3K a week", has an ENTIRE CHAPTER dedicated to case studies. Join the waitlist today to get first access!
  
• Over $50,000 raised — and we’re not done yet! 🎉
  Bryce is turning 50 — and this year, he’s marking the milestone by partnering with the John Fawcett Foundation to make a real difference. Together, they’re raising funds to provide life-changing surgeries that restore eyesight to those in need.
  So far, the response has been incredible — together, this amazing community has already raised over $50,000! 🙌 But we’re not stopping there.
  Want to celebrate with Bryce? Donate today and give the gift of sight >>

LISTEN TO THE FIRST 20 EPISODES HERE >>
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Chapters

1. 539 | CASE STUDY: "Their Forever Home Might Change... BUT Their Plan Didn’t" – Chat with David Robertson (00:00:00)

2. Bryce has seen the Freo movie too many times 😉 (00:01:11)

3. Donate today and give people the gift of sight! Bryce’s upcoming 50th charity (00:02:54)

4. Free webinar replay: How to retire on $3K a week in retirement (00:04:46)

5. Spruiker feedback: “Can you show us some sales to justify $620K?" (00:05:47)

6. Mindset Minute: Be careful who you ask advice from! (00:10:39)

7. Welcome back, Dave! (00:14:28)

8. The consistent market theme Dave and his team seeing in property wealth planning (00:15:49)

9. Case Study: John & Jodie’s backstory (00:17:41)

10. A strategy for those that, “Don’t have all their ducks in row” (00:20:44)

11. Long-term goals & the starting positions (00:23:10)

12. Future expenses: How to plan even if you don’t know exact dates (00:26:48)

13. The Golden Strategy: Only two investment properties needed?! (00:30:47)

14. Considering Rentvesting? Listen to this first (00:33:37)

15. Digging into the numbers: Surplus & buffer drops (00:35:05)

16. How investors “trade through” a negative cashflow position (00:36:54)

17. The Forever Home: Should they choose the $2.1M or $1.1M? (00:39:26)

18. Is it in today’s dollars? (00:45:34)

19. Diving into the debt & the short drops in loans (00:47:11)

20. Retirement income source: The balance between Super and passive income (00:48:37)

21. Their wealth projection overview (00:52:38)

22. “... and that’s what financial peace looks like.” (00:53:21)

23. Want more great, in-depth case studies? Join the waitlist for our third book! (00:57:23)

24. Have a nuanced question? Leave us a question or comment on YouTube! (00:59:15)

25. Lifehack: Is it a fact or opinion? (01:00:33)

26. WMPN: Property owners in this state are paying nearly half their total property value in taxes 😮 (01:04:58)