Money Over 50

005 Can we do this on our own?

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Dallas and Michael discuss the common attributes of people who tend to need help with planning for their retirement:

  • don’t have the time to do the research.
  • don’t have a ‘head for numbers’.
  • don’t want to, or don’t enjoy, working on their finances. 
  • don’t have a good understanding of our taxation system.
  • don’t have a good understanding of super legislation.
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    Money Over 50By Dallas & Michael of Money Over 50 Financial Advisers