We sometimes think about our future self as a different person. Of course, we know this is not actually true. But when it comes to borrowing money, thinking of our future self is important.
September 13, 2021
We sometimes think about our future self as a different person. Of course, we know this is not actually true. But when it comes to borrowing money, thinking of our future self is important.
September 09, 2021
There is a bit of a misconception that people in their 60s aren’t employable. But we actually disagree with this. We see a lot of clients in their 60s who don’t want to fully retire yet. Instead, ...
August 31, 2021
Chances are you’ve heard some of Jimmy Buffett’s classic songs. ‘Margaritaville’ and ‘It’s five o’clock somewhere’ are old favourites. But this episode goes out to fans of the song called ‘If the ...
August 26, 2021
We are often asked why we focus on people over 50. This is our niche; we rebranded in 2020 and changed our name to Money Over 50 so people know exactly what we do.
August 18, 2021
A year ago, Dallas met with some regular clients. This couple – one who is retired and one who is close to retiring – listened intently as Dallas clearly outlined their trajectory – that is, what he ...
July 26, 2021
The world of finance sometimes comes with a big elephant in the room – is your adviser trustworthy? Unfortunately, we sometimes see stories about financial advisers (or people in positions of power ...
July 23, 2021
Please excuse us for this title – but we are hoping to paint a picture in your head. The thing is, nobody wants to go to their rectal examination. And that’s what this blog is about. For some people, ...
July 21, 2021
Today, we look at the interplay between hard work and good work. We have a saying here at Money Over 50: with your hard work and our good work, we can achieve great things.
July 20, 2021
Many of our new clients come to us with around $700,000 in assets and about ten years left of their working lives. Their goal is to make sure they have enough money in order to live a good lifestyle ...
July 19, 2021
Many people think of their retirement savings as being one ‘bucket of money’. But how much is enough? As a very rough guide, if you want to draw $100,000 a year for the rest of your life, you want ...