Someone called today to ask “when would be the best time to start talking to you about retiring?” That’s the one question I wished more people asked before they finish working! Instead most people wait until they finish working before planning for retirement! Unfortunately planning after retirement reduces the options available to create awesome outcomes.…
There’s nothing as frustrating as having someone upset your plans…today it happened to me, and I did it to a prospective client. Taking an 84-year old client to the bank to confirm her identity should’ve been easy…it wasn’t. We’ll be attending the bank again tomorrow to resolve the issue. Then it was my turn to…
Recently a couple who are a couple of years from retirement came to see me. They wanted to know what they could do to improve their situation prior to retirement. The husband had an extremely unrealistic view of their situation; whereas the wife was extremely realistic about their limited resources and income. The husband shared…
I’m exceedingly grateful we provide advice that encompasses uncomfortable things like Estate Planning. Today I received a call from a newly bereaved widow, and her son, their world fell apart when the patriarch unexpectedly died. She had no idea what to do, because he’d always handled ‘the money’. It was a blessing to be able to…
While doing a presentation this week I asked two audience members “What’s your vision for your future”? and got two very different answers! Because the first person was approaching retirement…they’re focused on their retirement lifestyle, where they have time and money to enjoy their family. The second was early twenties…and the response was ‘I don’t…
Communication is key to all forms of success, particularly financial success! Recently I met with a husband & wife, in their home, thinking we were all on the same page…that we were having a conversation about how they could move forward over the next few years. Instead I walked into a hostile environment, with a…
Most Aussie workers have at least one superannuation account. They’re more common than super powers! Superannuation is most commonly referred to as super in the land of Oz. The federal government view is that your super is meant to fund your retirement, yet for most Aussies have no idea of what their ‘super’ investments are…
Who knew living a long and happy life could be so expensive? Most people have no idea how expensive retirement can be. We tend to live longer and longer these days; thanks to advancements in modern healthcare it’s possible for people to live until they’re well over 100. It’s incredible when you think about it,…
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