Blog
Questions You’re Not Asking About Your Retirement Plan!
Questions You’re Not Asking About Your Retirement Plan! Time and time again I see it. I see it in search results on Google. I see it in client meetings. We are starting with the wrong questions. We’re going to show you the questions most start with and the ones you should be asking first so…
Read MoreAre You Prepared For The Certainty Of Uncertainty Of Retirement?
Are You Prepared For The Certainty Of Uncertainty Of Retirement? When planning for retirement the most common fear is that of uncertainty. The uncertainty of income. The uncertainty of investment markets. The uncertainty of life. These are common concerns and I recently experienced this with Jack & Mary, new clients. Meet Jack & Mary Jack…
Read MoreThe BIG Retirement Planning Mistake…
The BIG Retirement Planning Mistake… Have you thought about your retirement plan lately? Do you even have one in place? Is it in writing? For most, the answer is no. For one thing, it can be daunting to think about. It’s that time you now have to start thinking about your next phase in life. …
Read MoreInvestment Portfolio Safety Drill – Build A Cash Fortress…
Investment Portfolio Safety Drill – Build A Cash Fortress… Planning for your eventual retirement from the workforce can be scary. After all, you are walking into the unknown. It creates a level of stress and anxiety. How are we going to survive? Are we going to be ok? Will I run out of money? A…
Read MoreInvestment Portfolio Safety Drill – Rebalancing
Investment Portfolio Safety Drill – Rebalancing Do you remember the good old see-saw? You don’t hear of them much anymore, in fact, I don’t know the last time I saw one in a playground! I used to love them as a kid, up and down, up and down. I was the type of kid, yes…
Read MoreInvestment Portfolio Safety Drill
Don’t Let The Market Catch You Off Guard… Back when I worked in an office they used to run fire drills throughout the year. They generally came at the worst times and they would never tell you when they were going to happen. You’d be in the middle of something important and this loud piercing…
Read MoreIs a Financial Adviser a Complete Waste of Money?
Is a Financial Adviser a Complete Waste of Money? Recent findings from the Royal Commission have certainly put the spotlight on the financial services industry. In all honesty, the Royal Commission reminds me of a tv soap show. It had all the drama and twists and turns. Fainting, high profile advisers pulled over the coals and resignations…
Read MorePlanning for your Wishes in Retirement!
Planning for your Wishes in Retirement! When I was a child I always had dreams. Dreams about being a Fire Fighter was one of them. I think it was the excitement of playing with fire. When I was young we lived on a farm. I would always find a nice quiet place when no one…
Read MoreMaking Room for the extras in Retirement
Are you up to 15 yrs out from Retirement? In baby step 2 to Rock your way into Retirement, it’s important to consider what it is you are doing and plan as much as you can for this. We are going to discuss how to plan for those extras in retirement, the sauce that gets…
Read MoreASPIRATIONS + SAVINGS + TACTICS + METRICS = FINANCIAL FREEDOM
Now more than ever there’s so much noise around. Stock markets are up one day, down the next, the media puts it right in your face ( I call it financial pornography), but at the end of the day no one knows what’s going to happen. 50% are going to be right, 50% are going…
Read More