Money Over 50
062 Hand up VS Hand out

062 Hand up VS Hand out

May 22, 2020

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.

061 When to sack the coach (Financial Adviser)

061 When to sack the coach (Financial Adviser)

May 19, 2020

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

060 Final Covid-19 update

060 Final Covid-19 update

May 17, 2020

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.

059 You can’t take away risk, you can only shift it

059 You can’t take away risk, you can only shift it

May 12, 2020

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. 

058 Covid-19 Update: 24% off everything

058 Covid-19 Update: 24% off everything

May 9, 2020

This week has seen some easing of restrictions and plans for more to lift in the near future. We are still in discount territory for investing, with the market being down 24%. ​

057 What is an account based pension?

057 What is an account based pension?

May 8, 2020

The term account based pension can confuse a lot of retirees, in this episode we aim to break it down for you in a way that you can understand.

056 Why we say companies instead of shares

056 Why we say companies instead of shares

May 5, 2020

In this episode, we discuss why we have decided to utilise our language to remind our clients that they are invested into companies and not just a number on piece of paper.

055 Covid-19 Update: Up 5% Mon-Thurs, then down 5% Friday

055 Covid-19 Update: Up 5% Mon-Thurs, then down 5% Friday

May 2, 2020

The week started off well with a 5% rise in the market to start it off, but by Friday it went back down to where it started at the week at 27% off everything. This is volatility at its finest.

054 Fear of loss Vs. Fear of missing out

054 Fear of loss Vs. Fear of missing out

April 28, 2020

In the world of investing there are two major types of fear: the fear of loss, and; the fear of missing out. It would be safe to say that as investor's we have all felt these fears in some instance.

053 Covid-19 Update: 27% off everything

053 Covid-19 Update: 27% off everything

April 25, 2020

This episode is another update on the financial world during the Covid-19 pandemic. You can see the pattern in our terminology; seeing the low market values as an opportunity instead of issue, can do wonders for your retirement planning.

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