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Why “Round TOIT” maybe holding you back from your dream retirement lifestyle?

September 9, 2021
retirement

Most people know they need to plan for their retirement. Sadly, most fall victim to the “Round TUIT”! I’ll get around to it… They know it’s important but perhaps not an immediate concern. After all, there’s plenty of time. STOP RIGHT THERE… “Precious time is slipping away…life is not a rehearsal” And why wouldn’t you…

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Three retirement blunders to wreck havoc on your retirement!

August 30, 2021
retirement

After working 30 or even 40 years to fund your lifestyle in retirement. The last thing you want is to be plagued with worry and uncertainty in your retirement years. They are called your “golden years” for a reason. A period in life where you look forward to spending more time on the things you…

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Pay-cheque to play-cheque: How to choose the right retirement income strategy with confidence?

August 27, 2021
retirement

You want to enter retirement with the confidence you’re going to have enough money to pay for your EPIC retirement lifestyle. After all, you don’t want to live with regret. The regret of not doing more things in retirement when you could have. But uncertainty lies ahead…it can be nerve racking at best! It’s a…

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Structuring Your Retirement Income To Confidently Pay For Your EPIC Retirement Lifestyle

August 20, 2021
retirement income

Think of your age as a level. Let’s say you’re 60 years young. You’re on level 60 and potentially you may need financial resources to get you to level 100 and for some beyond 100. How are you going to arrange your financial resources to provide a reliable income to pay for your EPIC Lifestyle?…

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6 things people assume they need a retirement planner for (which they don’t)

August 13, 2021
retirement

One of the most challenging things in working in the financial services industry is managing the perceptions of what people think they are paying for ongoing advice and where the real value lies. You could say this is largely driven by what I call the “financial pornograhy” channels. Sprouting anything from the rooftops just to…

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Securing Your Retirement Income: The Safety-First Approach

August 13, 2021
retirement income

Through your working life, you make regular deposits to your retirement nest egg. But there comes a time where you stop making deposits and start making withdrawals. Over your working life, the goal is to make deposits into your retirement nest egg. On that basis, the equation is quite simple. If only it were that…

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Securing Your Retirement Income: The 4% Rule

August 6, 2021
retirement income

As your retirement edges closer and closer, there’s so much to think about when it comes to arranging your finances. It can be a stressful transition if you don’t know what you are doing. It doesn’t have to be that way. With the right know how you can transition into retirement full of confidence. One…

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EPIC Retirement Framework: How To Confidently Maintain Your Lifestyle In Retirement?

July 30, 2021

Imagine for a moment you hoped on an airplane (when you can obviously). You saw the pilot hop straight into the cockpit. Door closes and you’re pushed back from the draw bridge. Minutes later the plane was on it’s way… On reflection you think, hang on minute…you didn’t see the pilot complete a peripheral check…

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The Couples Retirement Conundrum: More than a Number

July 23, 2021

Planning your retirement takes some work. While most focus on the money equation. Which is important because without the money you can’t fund your lifestyle in retirement. Retirement is a BIG life transition. It comes with surprises, unexpected detours and disappointments. As a consequence, if unprepared it can put a strain on marriages. The non-financial…

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Retirement Playbook: 50 Things Every 50 or 60 Something Should Know About Retirement

July 16, 2021

#1 Know how much is enough money to live the rest of your life The biggest question on the minds of people in their 50’s is will they be okay in retirement. In other words “How Much is ENOUGH?”. It’s critical to know your number, so you can achieve and keep the lifestyle you have.…

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