May 26, 2021
Is your current investment strategy designed to make your retirement as tax efficient as possible? Understanding how tax works when you’re retired is only ONE of the factors to consider when structuring your investments in a marriage.
Because we have NO idea what will happen when we’re 90 – what money we will...
May 19, 2021
When it comes to marriage, there are a minefield of stories and beliefs that come to us as to the right and wrong way to run a marriage, and in particular, money in a marriage. An important topic that governs the future of your assets, it all comes down to the WAY you’re married.
None of us like to talk about death...
May 12, 2021
If you’ve been listening to the last few episodes, you now know a thing or two about investing. The next piece of the puzzle involves avoiding the biggest mistakes people make when investing.
Today I’m going to tell you the three BIGGEST mistakes I’ve seen most people make when investing, whether they have a...
May 5, 2021
With so many options available, how do you choose your investments?
There is a decision tree that all investors go through, some of them subconsciously, that helps them to choose which fund they need to invest in. Over the last few episodes we’ve looked at how you invest, and in today’s episode (taking into account...