Posts Tagged ‘#retirement’
With 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 MoreDrowning 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 MorePlanning your comfortable retirement when the future is UNCERTAIN…
It’s Tuesday 14th, 2022. The share market just go smacked by 345 points, nearly 5% in one day… Oh. Em. Gee… (That’s OMG or “Oh My God”, apparently) You may be feeling like a million bandaids have been ripped off in one hit. It hurts…BIG TIME… And who knows if there is more to come……
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 MoreWill your retirement plan weather the best of storms or sink beyond recovery?
I’ve just got back from lobster and wine territory in the Sth East of South Australia. A trip I make a couple of times a year to visit our valued clients in that region. A great part of our state. One thing that has changed is the grey nomad train is alive and kicking. I…
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 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 MoreA worrying trend for those within 10 yrs of Retirement…
Only 10% of pre-retirees have a documented retirement plan. While three in five have vague plans at best.. Wow…wow and wow… These were the findings by recent research conducted by Fidelity International on the current state of pre-retirees and retirees in Australia. Retirement is no time for vagueness… For those on the cusp of retirement.…
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 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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