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!
War is escalating, oil prices are spiking, and market volatility is back. Is your KiwiSaver safe? In this episode of The Blueprint Podcast, we sit down with financial adviser Jono Smith to discuss the shocking truth about investing during global crises. We break down the ”War to Wallet” pipeline, explaining how conflict in the Middle East impacts inflation, interest rates, and your personal wealth in New Zealand. Jono reveals the counterintuitive historical data on how stock markets perform during wars and explains why ”doing nothing” might be the most profitable strategy you can have right now.Plus, Rory makes a shocking confession about his own portfolio, and we share a cautionary tale about the cost of panic selling that every investor needs to hear.In this episode, we cover:[00:00] The ”War to Wallet” effect: How conflict drives up inflation.[00:08] The surprising truth: Do markets actually go up during wars?[00:11] The 30-Year Plan: Why you can't time the market.[00:19] ”Steady the Ship”: Why changing funds now could cost you thousands.[00:21] Rory’s Confession: The dangers of DIY panic investing.[00:27] Active vs. Passive Management: Which is better in a crash?[00:33] Why investing in New Zealand companies is a tax hack.[00:45] A horror story: The client who sold at the bottom (twice).[00:49] New Government Policy: The upcoming changes to KiwiSaver Talk with an expert: https://calendly.com/blueprintnz/15-min-introductory-call-with-an-adviserGet a First Home Pre-Approval: https://blueprintfinance.co.nz/mortgage-pre-approval/Tips to win with your first mortgage: https://blueprintfinance.co.nz/first-home/KiwiSaver Planning: https://blueprintfinance.co.nz/kiwisaver-planning/See the full podcast archive: https://blueprintfinance.co.nz/the-podcast/Subscribe to download mortgage calculators: https://blueprintfinance.co.nz/poai-newsletter/Read Jono's bio: https://blueprintfinance.co.nz/#jonathan-smith
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