Posts by Glenn

Expenditure worksheet

A critical component of any retirement plan is understanding your expenditure.  Not only now but also your future expenditure. You can DOWNLOAD our expenditure worksheet here>> We’ve broken the worksheet into three expenditure categories, now, active retirement and post 75+. The purpose of this is we’ve identified three expenditure taps leading into and through retirement…

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How 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…

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Navigating The New Landscape of Retirement

  CLICK HERE TO DOWNLOAD “NAVIGATING THE NEW LANDSCAPE OF RETIREMENT”       Here’s to living your best life! Glenn Doherty – CFP – Money Mentor | Taking the stress out of planning your self-funded retirement | Founder of Jigsaw Private Wealth We conduct virtual client meetings! Advice Disclaimer: Any reference in this publication…

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Evidence 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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How to stop investment biases ruining your retirement?

Would you like a short-cut? To reduce the number of errors your mind has control over. The biggest risk to your retirement is not market movements nor inflation. We explored cognitive biases which affect your financial decisions in our previous post. You can read the post by clicking here>> Repurposing emotion for more favourable outcomes!…

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The uncomfortable truth about your biases which will haunt you in retirement!

Are you uncertain about your retirement plans? Like most, COVID-19 has infected many retirement plans. No matter the amount of money you have, it’s affected, everyone. Whether it be the way you invest. The timing of your retirement. Or a complete rethink about the retirement you had planned. Even the assumptions you based your plan…

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Dangers of Drifting vs Benefit of Decisions Towards Retirement

  Hands down, the most asked questions are “how much money do I need for retirement?” and “will I be ok?”, normally code for will I run out of money in retirement. The simple answer, it depends… It depends on the retirement you have in mind. But, here’s the thing, many leave the planning till…

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Trends changing retirement planning forever!

COVID-19 disruption…a disruption that will change the way we live forever.  It’s affected everything we do. From how we work, educate our kids and retirement planning to name a few. We were seeing these trends pick up pace before COVID-19 changed life the way we knew it.  Forcing us into isolation.  Forcing us to change…

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How Investment Portfolios are Managed?

An important part of managing your wealth is keeping your money safe. Your portfolio is designed to preserve your wealth over time. To pay income when you need to it. Avoid selling growth assets in down markets. Here are a number of videos to educate you on how those investment decisions are made.   How…

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