Dec 24, 2019
You've probably heard of the old adage 'from shirtsleeves to shirtsleeves in three generations', but is it really true?
Research in the USA* suggests that inherited wealth rarely endures. By the second generation, it found, 70 per cent of family fortunes had been depleted. By the third generation, the figure was 90 per...
Dec 17, 2019
In this episode, we cover a summary of defined contribution, defined benefit and other workplace pensions, what you should know or find out about your existing pensions and what you need to consider to ensure you have sufficient provisions when you reach your retirement.
Sep 3, 2019
Did you know that you don't have to take your State Pension when you reach the State Pension age?
There have been numerous changes to how you qualify for the full State Pension and when you will be able to draw on this valuable benefit.
In this episode of the podcast, Justin chats with Rian Timmins, Trainee Financial...
Feb 15, 2019
In this episode you can listen to the second half of my interview with Carl Richards for his new Talking About Money workshop.
The goal of Carl’s Talking About Money workshop is to give people the tools and confidence necessary to have conversations about money that don’t end up in arguments. Too often, our money...
Feb 12, 2019
A few weeks ago, I was honoured to be interviewed by Carl Richards for his new Talking About Money workshop that launches right around now.
For those of you who don’t know Carl Richards, you may be familiar with his most famous work. Through his simple sketches, Carl makes complex financial concepts easy to...