by theretirementcaf | Jul 9, 2019 | Financial Planning
Seeing 60 as a chance to start over David Jones returns for part 2 of our conversation on investing and how Dimensional Fund Advisors can play a part. We discuss how retirees can implement a successful investment strategy. David explains that clarifying goals...
by theretirementcaf | Jul 2, 2019 | Financial Planning
Getting you the return you’re owed for the risk you take Thirty years ago when David Jones started out in financial services, he became acutely aware about the prevalence of high fund management costs and investment solutions that let investors down time...
by theretirementcaf | Jun 25, 2019 | Financial Planning
The latest going ons in the financial world This week I share some of the latest goings on in the financial world and my thoughts on what this could mean to you. The topics covered include: The introduction of tougher rules for peer-to-peer platforms (those...
by theretirementcaf | Jun 11, 2019 | Financial Planning
Why asset allocation is like arranging your wardrobe This episode is a little different from most of my podcast episodes in that I don’t have a guest with me today.In fact, this is the first in a series of episodes where I will answer the questions I’m asked most...
by theretirementcaf | May 14, 2019 | Financial Planning
Giving you space to talk about money in a way you’ve never talked about it before Most people don’t hire a financial planner in retirement because they can’t work out what to do themselves, given the time and inclination.You hire a financial planner because...
by theretirementcaf | Apr 30, 2019 | Financial Planning
When we can’t plan to spend our last penny on our last day on earth I was delighted to meet Professor Dimson at the Science of Retirement Conference earlier this year as I have had his book ‘The Triumph of the Optimists’ on bookshelf for many years.Elroy Dimson...
