Dec 31, 2019
Welcome to our summer miniseries called #moneyforjam on the #mastersoffinancepodcast.
In this first part we are looking at how you can look like the caring partner and boost up your spouse’s super balance by making a spouse contribution (while secretly doing if for your own benefit by way of a tax offset).Have a...
Dec 18, 2019
Are you worried that you will run out of money when you stop work?
In this episode of the #mastersoffinancepodcast we delve into how to make your portfolio last longer and ride out any periods of negative returns.
We explore the idea that the sequence of the returns experienced by your portfolio has a huge impact on how...
Dec 3, 2019
When is the right time to retire? Plenty of people will say 'As soon as possible' but is that always the right time? In this episode we look at some of the issues of when let your job define you and what happens when you no longer have the job. We discuss some pitfalls of retiring too early as well as leaving it too...
Nov 19, 2019
In this episode of the #mastersoffinancepodcast we delve into some of the biggest mistakes we see people making with their money management and also talk about some of the strategies you might use to avoid them or fix them.
Do you:
Nov 5, 2019
Part 3 of our Estate planning special coming at ya! Have a listen to the final episode with Lav Chhabra of Perpetuity Legal where we look at some case studies of when a simple will did not provide the right outcomes for people as well as some of the issues to consider when planning the transfer of assets of a...