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How optimising returns in retirement may see you risk running out of money

May 17, 2024
retirement planning

If you want your money to last in retirement, you’ve got to stop optimising for returns…I was in a retirement forum this week where there was a discussion about where to invest money in super. The answers that came through to be honest were mind-blowing and ill-informed.If you are within five years of retirement you…

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You should not hire a financial adviser if…

May 10, 2024
retirement

Retirement brings with it a roller coaster of emotions. It’s one of life’s major transitions. It’s up there with getting married, having a child and moving house. For some it’s a sense of relief and excitement after dedicating the last 30-40 years to work. They look forward to living life on their terms. For other’s…

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Retirement Planning is Hard: Achieve peace of mind by taking one action

May 3, 2024
retirement planning

The million dollar question everyone’s trying to answer, “How much is Enough?”. On the surface this may look like a simple question to answer with a simple mathematical equation. And yes it can, but it could leave you reeling with regret in your later years of retirement. However, I think the deeper question is, “How…

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Your Retirement, Your Way: It’s Time to Choose Your Own Retirement Adventure

April 19, 2024
retirement

Retirement isn’t just one of life’s milestones; it’s a grand adventure waiting to be embraced. In a world where individuality is celebrated, why should retirement be any different? Retirement in the modern world means different things to different people. It’s as diverse as one’s travel preferences… For some, it’s about travelling the world or embarking…

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Uncover a good egg with these 10 questions while avoiding a bad egg

April 12, 2024
retirement

As retirement fast approaches, or perhaps sooner than expected, the fear or running out of money in retirement looms large. While accumulating assets for retirement is a significant achievement, the transition to generating a lifelong income presents complex challenges. Without the certainty of employment income, it’s critical to assess if your assets can sustain your…

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Game, Set, Retirement: How Winning a Tennis Premiership Sets You Up for Success

April 5, 2024

The final match of the tennis season hung in the balance, tension thick in the air as scores remained tied. In the heart of battle, amidst the nerves and uncertainty, lay the thrill of possibility. Such moments of triumph, like our unexpected victory by a mere three games, teach us invaluable lessons about perseverance and…

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Oh Shit, Retirement’s Here: How much did inaction cost me?

March 22, 2024
retirement

How long have you been thinking about putting a plan together so you can retire comfortably? You may be one of the lucky few who has taken the bull by the horns and taken decisive action. For the majority though, it’s like kicking the can down the road. Except retirement looms closer each and every…

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From Doubt to Confidence: Harry and Sally’s Retirement Transformation

March 15, 2024
retirement planning

Harry and Sally had been thinking about their retirement for some time. But were struggling to make any meaningful progress towards having their questions answered. Over the last year they had spoken to a number of financial planners. However, found themselves walking away more confused and frustrated than ever. It seemed the only focus was…

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3 DIY Retirement Gaps You Must Overcome To Retire With Confidence

March 8, 2024
retirement planning

Retirement is one of the major life transitions we all go through at some stage in our life. A moment in time many have been working towards for the last 30 years or so… A time to unwind from the nine to five grind. Unlocking the freedom of time to do all the things you’ve…

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Will the 4% rule lead to regret that you didn’t use your retirement wisely?

February 23, 2024
retirement planning

Recently, I received a message from someone who had read our complimentary book, “ENOUGH”, asking whether we supported the 4% rule. I was so shocked, I nearly fell off my chair… Thinking to myself, surely I can’t be coming across as a supporter of this retirement withdrawal method. Regretting “someday” thinking… Paul Armson, author of…

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