The Blueprint Finance Podcast
The Blueprint Finance Podcast
Podcast Description
The Blueprint Finance Podcast – Unfiltered money talk with award-winning financial advisers Daniel Lipman & Rory McSweeney.
⦿ Inspiring Interviews & Guest Stories – Hear from unique guests across finance, business, and beyond. Learn how they’ve navigated setbacks, seized opportunities, and built brighter futures.
⦿ Deep Dives on Key Topics – From mortgages and insurance to investments and retirement, Daniel and Rory break down vital concepts into practical, digestible advice—no “finance degree” required.
Ready to Start? Two episodes drop every month.
Podcast Insights
Content Themes
The podcast explores themes related to personal finance, including mortgages, insurance, investments, and retirement, with episodes offering actionable insights into housing crises, market strategies, and common financial pitfalls such as insurance overpayment.
Worried about making the right money moves for your future? The Blueprint Finance Podcast cuts through the noise.
Join award-winning adviser Daniel Lipman & Paralympian Rory McSweeney for practical, jargon-free advice on everything from mastering your mortgage to building an investment portfolio.
In each episode, discover how to:
► Build a real strategy: Understand the long game for your loans, investments, and insurance.
► Turn complexity into clarity: Get simple, actionable steps for today’s market.
► Learn from real Kiwis: Hear success stories that show you what’s possible.
Let’s go!
Can love and money mix? Most Kiwi couples never actually decide how they'll run their money together. They just default, and the law writes the plan for them.In this episode Daniel Lipman and Rory McSweeney ask the uncomfortable questions: joint or separate accounts, whose KiwiSaver is it really, what happens to mum and dad's gift money, and whether a prenup is a plan or a red flag.CHAPTERS00:00 — You already have a prenup. You just didn't write it.05:18 — The mum-and-dad gift that quietly becomes your ex's money09:20 — Joint, separate or hybrid: what most couples actually do11:10 — The $30,000 prenup that met a $28 million estate14:43 — ”It's my KiwiSaver.” No, it isn't.19:32 — Buying with mates: the risk nobody reads in the agreement21:27 — Sally Ridge went after Adam Parore's business. It cost her $100k.25:32 — The three-year clock, and the toothbrush that started itLINKS FROM THIS EPISODEFull episode + show notes: https://blueprintfinance.co.nz/the-podcast/episode-28/?utm_source=youtube&utm_medium=social&utm_campaign=podcast-ep28&utm_content=descriptionBuying your first home with a partner or the bank of mum and dad: https://blueprintfinance.co.nz/first-home/?utm_source=youtube&utm_medium=social&utm_campaign=podcast-ep28&utm_content=descriptionKiwiSaver planning: https://blueprintfinance.co.nz/kiwisaver-planning/?utm_source=youtube&utm_medium=social&utm_campaign=podcast-ep28&utm_content=descriptionFree calculators + the POAI newsletter: https://blueprintfinance.co.nz/poai-newsletter/?utm_source=youtube&utm_medium=social&utm_campaign=podcast-ep28&utm_content=descriptionTHE BLUEPRINT FINANCE PODCASTHosted by Daniel Lipman and Rory McSweeney.All episodes: https://blueprintfinance.co.nz/the-podcast/?utm_source=youtube&utm_medium=social&utm_campaign=podcast-ep28&utm_content=descriptionSubscribe: https://www.youtube.com/@BlueprintFinancenz?sub_confirmation=1Buying with a partner, friends or family help? Talk to a Blueprint mortgage adviser about how to structure it before you sign.This episode is general information only, not financial or legal advice. Relationship property is a legal matter, so speak to a lawyer about your own situation. Blueprint Finance is a licensed financial advice provider (FSP 1006023).#NZFinance #NZProperty #KiwiSaver
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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