BLOG
You want to enter retirement with the confidence you’re going to have enough money to pay for your EPIC retirement lifestyle. After all, you don’t want to live with regret. The regret of not doing more things in retirement when you could have. But uncertainty lies ahead…it can be nerve racking at best! It’s a…
Read More
Think of your age as a level. Let’s say you’re 60 years young. You’re on level 60 and potentially you may need financial resources to get you to level 100 and for some beyond 100. How are you going to arrange your financial resources to provide a reliable income to pay for your EPIC Lifestyle?…
Read More
One of the most challenging things in working in the financial services industry is managing the perceptions of what people think they are paying for ongoing advice and where the real value lies. You could say this is largely driven by what I call the “financial pornograhy” channels. Sprouting anything from the rooftops just to…
Read More
Through your working life, you make regular deposits to your retirement nest egg. But there comes a time where you stop making deposits and start making withdrawals. Over your working life, the goal is to make deposits into your retirement nest egg. On that basis, the equation is quite simple. If only it were that…
Read More
As your retirement edges closer and closer, there’s so much to think about when it comes to arranging your finances. It can be a stressful transition if you don’t know what you are doing. It doesn’t have to be that way. With the right know how you can transition into retirement full of confidence. One…
Read More
Imagine for a moment you hoped on an airplane (when you can obviously). You saw the pilot hop straight into the cockpit. Door closes and you’re pushed back from the draw bridge. Minutes later the plane was on it’s way… On reflection you think, hang on minute…you didn’t see the pilot complete a peripheral check…
Read More
Planning your retirement takes some work. While most focus on the money equation. Which is important because without the money you can’t fund your lifestyle in retirement. Retirement is a BIG life transition. It comes with surprises, unexpected detours and disappointments. As a consequence, if unprepared it can put a strain on marriages. The non-financial…
Read More
#1 Know how much is enough money to live the rest of your life The biggest question on the minds of people in their 50’s is will they be okay in retirement. In other words “How Much is ENOUGH?”. It’s critical to know your number, so you can achieve and keep the lifestyle you have.…
Read More
As you sit back in your chair, with a look of disbelief on your face. Thinking I’m not going to live that long. Unless you have a significant health issue, there’s a good chance you’ll live well into your 90’s. With advances in technology and healthcare, many people are entering retirement today with the opportunity…
Read More
The idea of retirement has changed; we need to look at things differently. Figuring out how much you need, your “ENOUGH” number, is simply mechanical, and software can do that. We all know retirement is a big deal. It’s something that needs to be planned for. It’s a time we all look forward too. A…
Read More