Posts Tagged ‘financialplanning’
Drowning in Retirement Information Overload?
You’re dreaming about no longer being chained to the 9-5 grind. Dreaming about relaxing days and time freedom in retirement. It’s so close, you can taste it… Between countless posts on google and the resources being put in front of you on a daily basis. It feels like you are drowning on all the information…
Read MoreRetiring FIVE years earlier to join the grey nomad train…
What if you could retire earlier than you had planned? It may not be 5 years, but what if it was 4 years or 2 years or even one year. What would this make possible for you? What would you do? Bring forward your overseas adventures… Purchase a caravan and jump on the grey nomad…
Read MoreWas this a $950k retirement mistake?
I got off the phone this week with Jeff who was looking for some help planning his retirement. The only problem was that as we got into the discussion his sole focus was accessing the age pension… I was a little surprised as Jeff seemed to be a smart guy and accumulated a reasonable amount…
Read MoreScary Market Action Plan – Turning Lemons into Lemonade
Inflation fears…falling investment markets…interest rates increasing…war…Covid 19 fatigue and the end of a long term raging share markets… There’s a lot going. It’s a scary time, especially if your nearing retirement. Your super could be down $50k/$100k/$200k or more… How do you make sense of it all? Is your retirement still on track? What action…
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 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 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…
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