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How do I know I’ll retire with enough? The answer is easy.

How do I know I’ll retire with enough? The answer is easy.

One of the most common questions I get asked is about comfortable retirement. Most people want to know “how much do I need?” and whether they will be OK or not. Thinking about the future can be overwhelming, especially when you have so much on “right now”. However, I actually think it’s quite simple to answer these questions. When I look at retirement with clients, I can give a fairly accurate answer which will let you know how much money you need when retired, to live the life you want.

Beware the COVID Bubble

Beware the COVID Bubble

The most pertinent thing to do right now is to consider your existing risk profile. Consider the issues and unknowns, revisit your goals and objectives, reflect on your investment timeframe and weigh up some best/worst case scenarios. Then position yourself in case a storm comes through.

Risky business

Risky business

When investing it can be OK to ride a skateboard down a steep slope. But if you’re going to do it, it’s good to fully appreciate the risks and it’s probably best to avoid it as you get closer to retirement!

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