Mar 17, 2020 | Advanced investing, Managing Money, Retirement and investing, Within 5 years of retirement
As you may all know, the markets over the last week have been anything but predictable, and I feel an even like this only happens every decade, so it’s worth us sitting down for a chat. When markets crash, fear and panic set in, and this causes more damage than good....
Sep 11, 2019 | Entrepreneurship, Managing Money, Podcast, Protecting your money, Retirement and investing, Within 5 years of retirement
“But, Lisa, retirement is so far away…”, or “I’ll start saving when I earn a lot of money”, or “once the kids are out of the house, I’ll start preparing for retirement”. I hear this a lot! According to our National Treasury, only 6% of our population will be able to...
Apr 10, 2018 | Advanced investing, Managing Money, Retirement and investing, Within 5 years of retirement
It never fails to amaze me how complicated this world of investing is – or seems – to normal everyday humans. The challenge with so much choice is that it ends up paralysing us. With over a 1000 local funds and a gajillion offshore ones – it’s a no wonder we just...
Feb 21, 2018 | Advanced investing, Podcast, Retirement and investing, Within 5 years of retirement
Lisa Linfield takes us through the steps to choosing the right unit trust (Mutual Fund) in which to invest. She takes us through the 7 steps to choosing a fund The 7 steps to choosing a fund Understand your financial risk profile Match your personal risk profile to...
