Money Over 50

039 How to avoid a 17% inheritance tax

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When you pass away, if your money is being passed onto a non-dependant beneficiary (e.g. adult children) a portion of these funds will be taxed. Dallas and Michael discuss a way to avoid this inheritance tax.

038 Generation X turns 55

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How time flies, the first of Generation X turns 55 this year (2020). This is a significant time because this is when the thought of retirement really creeps up in someones mind.

037 What not to do about market volatility

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Market volatility is an unavoidable aspect of investing in shares, but don't let your panic dictate the decisions you make. 

036 Soup Nazi

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This episode refers to the classic Seinfeld episode "The Soup Nazi" and explains why it is important for the financial planners and their clients to create and follow processes to ensure that the work that we do is done correctly and to a high standard

035 3 ways that people lose money in shares

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When it comes to building up your retirement savings, investing in shares can be really effective. However, there are things to avoid and precautions to take to ensure you don't lose money in shares. This episode looks into a few of the main reasons people lose money in shares.

034 5 reasons couples argue over money

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Being in a relationship will bring forward unavoidable individual differences that may lead to arguments. Michael and Dallas discuss some reasons why couples argue over money. 

033 Should you pay off your mortgage or contribute to super?

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Life is full of finite resources, with money being no different. This episode explores some the decision making process needed before deciding to use your spare cash flow to pay off your mortgage or contribute to super. This ranges from interest rates to tax savings and more. There is an answer for everyone, but the answer depends on the circumstances surrounding you.

032 We don't live an extravagant lifestyle

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Hearing "we don't live an extravagant lifestyle" is usually followed by a deviation to the plan or a denial in one's spending habits. Whatever your lifestyle is, and whatever you choose to spend your money on are simply the facts. The best predictor of your future spending habits is to look at what you're spending is like now.