Posts by Glenn
Will your retirement plan weather the best of storms or sink beyond recovery?
I’ve just got back from lobster and wine territory in the Sth East of South Australia. A trip I make a couple of times a year to visit our valued clients in that region. A great part of our state. One thing that has changed is the grey nomad train is alive and kicking. I…
Read MoreWhen should you retire?
I just got out of a client meeting where we had been discussing this very issue… Long term clients of mine, let’s call them Jack and Jane. Jack had been retrenched about 10 years again and forced to find other work. Luckily for Jack he was able to find some work. Work that he loved…
Read MoreIs Analysis by Paralysis Freezing You From A Comfortable Retirement or Retiring Earlier?
Over the last few weeks I had a lot of phone calls with prospective clients. I’m noticing with a lot of the folks I’m speaking to, they are falling prey to this phenomenon called “Analysis Paralysis”. Searching high and low. Researching anything and everything retirement planning. In other words, searching for the silver bullet…in the…
Read MoreSecure Your Seven Figure Retirement: Financial Do’s and Don’ts
People are struggling to put their own retirement roadmap together. It’s no surprise given the complexity of the retirement system. It call feel a little chaotic at best. Then you’ve got to work out the whole investment piece. It’s a lot and most people have little expertise to work it all out… And then there’s…
Read More7 Steps If You Want A Seven Figure Retirement
Retirement planning is a mystery to most. No wonder, it’s not like it’s something you do everyday… Transitioning from your working years to retirement life comes with its challenges. Ranging from how you are going to spend your days and weeks. How are you going to pay for your retirement lifestyle? Don’t forget long term…
Read MoreWill the BIG BAD WOLF blow your financial house down?
As a kid I remember the fairy tale of the three little pigs…and the BIG BAD WOLF. When our boys were young I remember reading this fairy tale night after night. They loved it when we got to “then I’ll huff and puff and I’ll blow your house in”. We used to try and outcompete…
Read MoreA worrying trend for those within 10 yrs of Retirement…
Only 10% of pre-retirees have a documented retirement plan. While three in five have vague plans at best.. Wow…wow and wow… These were the findings by recent research conducted by Fidelity International on the current state of pre-retirees and retirees in Australia. Retirement is no time for vagueness… For those on the cusp of retirement.…
Read MoreWhat do you do when your retirement plan shows cracks and blows up?
Retirement can be a scary time… Anxiety and stress starts to kick in as you cross that line from your working life to one of leisure and adventures. It’s the uncertainty and fear of what happens next… Going from a structured life of some 30 or 40 years to unstructured. You want it to be…
Read MoreWhy Retirement Awareness Is Critical To Experiencing a Happy and Comfortable Retirement?
The game plan started to unravel just after the midpoint of our batting innings… It was the last cricket game for the season for my son’s Under 12’s team. We’d only beaten this team two weeks prior in a tough contest. As their coach, I set the game plan… On our home deck, knowing 100…
Read MoreIs the focus on your SUPER disastrous for your Retirement Dreams?
Just the other day I was meeting a new client. A nice lady, Mary, who had a financial planner looking for a second opinion. Mary, married for the second time, kids out of home but given their situations, needed some help financially. While she was working a couple of days a week, she wanted to…
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