Retirement
How Much Is Enough For Your Retirement? Two Heavyweights Battle It Out…
Retirement brings with it many emotions. Fear about whether you’ll have enough for a comfortable lifestyle in retirement… Anxiety about making the transition from your working life to a retired lifestyle… What about the unknowns you need to prepare for? Excitement for what lies ahead and many more… But there’s one question that baffles most…
Read MoreHow Big Is Your Retirement Gap And How Do You Close It Before It’s Too Late?
You’ve got dreams of doing what you want when you want in retirement… Retiring the 9-5, five days a week… No more alarm clock. Wake up when you want… Pursue all the interests you never had time for while working… Time to start ticking off the bucket list destinations… Finally join the Grey Nomad train……
Read MoreWith this setback will I still be able to live a comfortable retirement?
I’ve just got out of a forward planning meeting with a long term client. There was one overwhelming question on their mind…. I knew they were on edge with the questions they were asking. But deep down, they wanted to know if they’d still be okay? In other words, will our money still last the…
Read MoreHow much money do you need to retire comfortably and when?
I’ve just got off a zoom call with Dan & Julie. We discussed three potential paths their retirement path could take. Dan & Julie, aged in their late 50’s, had plans to hit the open road in their caravan and explore the far reaches of Australia. While they enjoyed their work, they wanted more time…
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 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 MoreWhat is REAL financial advice and how can it help you achieve an awesome retirement lifestyle?
What it is not? Lately I’ve been speaking with a lot of folks who are experiencing the same problem. They are looking for good advice…they want good advice…happy to pay for good advice. But everytime they speak with someone they spend their time trying to convince them to buy a product or invest a certain…
Read MoreA couples frustrating journey to find an adviser to help plan their retirement…
I got off the phone the other day with a lovely lady who was frustrated and time was running out… …retirement edging closer by the day…uncertainty increasing…becoming more difficult by the day to figure out the right course to take… The frustrating challenge of finding the right adviser to help with retirement planning… She was…
Read MoreHow Much Is Enough?
I’ve noticed in the last few weeks a troubling trend. We’ve had a lot of interest in the book “ENOUGH?”, which we offer complimentary as a download. When requesting a copy of this book we ask “What is your biggest financial challenge?”. Overwhelmingly, “How much is enough?” is by far the biggest challenge people are…
Read More2 Emotional Biases That Could See You Run Out Of Money In Retirement…
Are your emotions setting you up for failure in retirement? A little knowledge and understanding of the impact of your emotions can help you avoid major pitfalls in retirement. If the act of investing and saving was based solely on mathematics. Decisions made on a robust framework. Retiring with a healthy nest egg would be…
Read More