Posts Tagged ‘#wealth’
Is this the missing piece in your retirement puzzle?
You’ve reached middle life or a little further on than that. You’ve done some things, done some stuff and now retirement is on the horizon. You’re “Next Chapter” is not far away. But there’s an elephant in the room… How do you know you’re going to be okay financially in retirement? How do you set…
Read MoreYour Retirement Pit Strategy! What To Do 5 yrs Prior To Retirement?
It’s not a time to start getting fancy. It’s time to focus on the steak, not the sizzle… Building a solid foundation If you are five years from retirement it’s time to start building a solid foundation. Time to take stock of where you are financially and assess how things could pan out. In other…
Read MoreStart your financial engine! What to do 5 years prior to retirement?
You’re at the prime of your earning potential. Your personal and professional networks are thriving. Financial obligations are nearing an end or ceased(supporting kids, paying off mortgages etc). You’ve got more free time. Your attention naturally turns to reflecting on the life you’ve lived and the life you want to live in the years still…
Read MoreRetirement planning lessons from the Navy Seals and SAS
The unpredictable events of 2020 has taught us some deep lessons. That no matter what the world throws at you, you must be agile in your planning. We only have to look as far as the Navy Seals and the SAS. Learn from how they prepare for stressful and highly volatile situations. How they manage…
Read MoreAre you confident you know what your magic number is to live an abundant lifestyle?
So you can do what you want, when you want, with the people you want without fear of running out of money! Two-thirds of over 50’s worry about how they will fund their retirement. Data cited by Fidelity International recent research, “Building Better Retirement Futures”. In reality, I suspect this number is higher. Many think…
Read More3 Steps To An Unbreakable Retirement Plan
Simple path. Create a retirement plan which doesn’t break. Sure, it might flex a little but it does not need to break if done right. Planning one’s retirement is complex, confusing and frustrating at the same time. It doesn’t have to be that way. Apply these three steps to your retirement plan and watch your…
Read MoreWhat an expensive watch can teach you about the dangers of emotional decision making?
Last week, the story which dominated the headlines and news channels was Christine Holgate, CEO of Australia Post. She rewarded seniors managers with watches. Not just any watches, but $5,000 Cartier watches. Not being a watch person I wouldn’t be able to tell the difference between a Seiko and a Cartier watch. It caused a…
Read MoreWhat does the budget mean for you?
With the impact of the COVID-19 on the economy, the federal government had no choice but throw the kitchen sink at pulling Australia out of recession. Having said that, we went into this recession in relatively good shape. The main theme, to get the Australian economy humming again in 2021. So, let’s look at what…
Read MoreHow to STOP making retirement planning decisions like a CONFUSED Donkey!
…without risking your retirement dreams, even if you are uncertain about the future. Have you ever been stuck trying to make a decision for yourself? Perhaps it’s one of these: How do I invest my money the right way and safely? How do I know I have ENOUGH money to retire when I’m ready? Will…
Read MoreEvidence Based Investing
The financial landscape is full of investment options. Around every corner, you’ll find a different approach. While many are full of marketing hype and that one person knows the future. There’s is undeniable evidence which has stood the test of time. Evidence-based investing. In it’s simplest form, it’s your asset allocation which drives your investment…
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