In this episode, I discuss the importance of having a well-thought-out Financial Plan and Framework in place to help in making important decisions. Too often we are forced into inaction or incorrect decisions because we simply can't see the wood from the trees. It is liberating when we are able to make decisions confidently and decisively and allow ourselves to get on and do or enjoy that thing we want!
Sep 6, 2023
6 min
In this episode I unpack some of the tax benefits of disallowed contributions to retirement funds. It's a brilliant retirement income strategy to manage tax and create long term income sustainability.
Aug 17, 2023
8 min
The wind is in our faces as we sail through stormy waters. 6 months ago all seemed calm and dandy. Things change quickly, so in this episode, I try to make sense of what is going on and provide some practical steps to ensure that you are able to navigate these stormy seas with confidence.
Jun 22, 2022
13 min
This is the last episode of the Financial Planning framework series. Often a very exciting space for most investors as they are able to confidently allocate capital to unique and interesting investment opportunities. Structuring the investments for the most efficient transfer to your family on your death is another very rewarding the valuable part of the process. I hope you enjoy the insights!
Mar 14, 2022
9 min
In this episode, I dig deeper into contingency planning and where it fits within the Financial Planning Framework. This is the fourth element within The Financial Planning Framework and the fourth of a five-part podcast series. Enjoy!
Feb 15, 2022
8 min
In this episode, I explore my favourite topic, Retirement Lifestyle Income Planning. This is the third element within The Financial Planning Framework and the third of a five-part podcast series. I hope you enjoy!
Feb 7, 2022
14 min
In this episode, I unpack the very important aspect of Emergency Funding. I explain the three different applications across the Employee, The Business Owner, and the Retiree! This is the second element within The Financial Planning Framework and the second of a five-part podcast series. I hope you enjoy!
Jan 27, 2022
12 min
This episode is a follow on from my previous episode where I spoke about the Financial Planning Framework. In this episode, I delve deeper into Risk Management. What is Risk Management in the context of your Financial Planning, how to mitigate it, and the importance of ensuring that it is properly taken care of.
Jan 21, 2022
11 min
An exciting and crucial part of building your dream home is sitting with your architect and visualizing that dream! What follows is a framework that is the key to the successful completion of your dream home!
Building your dream retirement lifestyle and securing your financial affairs is no different.
In this episode, I help you understand what that framework can look like and how it can help you achieve those dreams!
Jan 17, 2022
12 min
Have you ever been presented with a Financial Plan that's too daunting to engage with? Some aspects were achievable but others far out of reach...but then you didn't engage with any of them?
Today's episode encourages you to start the process, implement what you can, acknowledge what you cant but importantly start the journey!
As with everything a 1000 miles starts with the first step, then the next and the next....
May 5, 2021
11 min
Load more