Michael is a certified financial planner and financial advisor with over a decade of experience in the financial services industry.

- Pro’s and cons of using a pension for retirement

- What you need to do differently to speed up your retirement

- What are RSU’s and stock options and how to build wealth with them

- Building a balanced retirement portfolio and much more

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💼 What's in The Wallet

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TIMESTAMPS

0:00 - Preview

1:01 - Intro

1:12 - Meet Financial Advisor, Michael

4:49 - When I thought wealth was possible for me 

12:07 - Client story that changed my perspective on life

18:27 - When you retire you grieve your job

22: 30 - How serious is the retirement problem for previous generations 

28:45 - What does retirement mean for you? 

30:58 - When should you contribute to your pensions? 

34:59 - Invest in things you’re interested in

39:44 - S&P 500 & Global index funds in your pensions

42:25 - How to retire with a pension

47:36 - When you can no longer get tax benefits from a pension 

50:15 - How to utilise the stock market to retire earlier 

55:16 - What you need to do differently to retire earlier? 

1:02:38 - The approach to the stock market to retire earlier 

1:04:01 - What are stock options and RSU’s and how to build wealth with them 

1:09:50 - The downsides of RSU’s

1:14:24 - How to use property for retirement?

1:18:55 - A balanced retirement plan

1:20:02 - What’s in The Wallet 

1:23:14 - Final Words

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