Money Over 50

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Another real-life case study on a client couple of ours who achieved their retirement goals even with job changes happening late in their working life.

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This case study focuses on the retirement plans and outcome of a single woman who wanted to be able to retire early and still have the ability to travel each year up until retirement, retaining a good balance of life. 

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This episode discusses why investing in growth assets is not a perfect form of retirement planning, but compared to the other forms it is the best way.

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Dallas and Michael discuss two different methods of maximising your concessional contributions in order to increase your tax savings, explaining why they prefer claiming a deduction on after-tax personal contributions to salary sacrificing.

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Providing hand outs to your adult children is not necessarily in the best financial interest of either parties. But there are ways to 'hand up' this money to benefit the receiving party and not cement bad financial habits.

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In this episode we discuss different examples of when it is/isn't suitable to leave your current financial adviser.

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This episode is the last of the weekly Covid-19 episodes that were keeping you in touch with what's happening in the financial markets during this time.

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Michael and Dallas discuss risk and how changing your investment plan to reduce market risk (volatility) is simply shifting your risk over to somewhere else i.e. possibility of running out of money due to purchasing power risk.