Info Gap Radio by Terence Tobin

What factors should we consider when deciding how much is enough?  Is it ever too early or too late to start investing?  Should you use the 4% rule, 300 x your living expenses or some other formula?


Do you have questions for my podcast?  Email [email protected]

Would you like financial planning and advisory assistance?  Check out www.richideas.co.za

If you are planning on emigrating from sunny South Africa, how will this affect your retirement savings?  Can you withdraw?  Can you leave it?  What about tax?

How do we factor in the "what if" situations of life, politics, legislative changes, tax law changes and should we even worry about those?

Do you have questions for my podcast?  Email [email protected]

Would you like financial planning and advisory assistance?  Check out www.richideas.co.za

Should you have multiple retirement annuities, pension funds or provident funds?
Will my retirement from my company affect my retirement annuity?
Why can't a self employed person have a pension fund?

The questions that are being sent through are amazing.  Keep them coming - [email protected]

Is there a specific age one should start saving for retirement?  How much should you be investing? Should I have a pension fund, provident fund, retirement?

What investment options exist if I don't plan to retire in South Africa?  What about if I am in my 20s and don't know where I will be?

Terence do you have options for me?  ABSOLUTELY!!

Send your questions to [email protected]

Cayleigh askes me what changes can you make to your portfolio whilst invested.

Could there be fees, when should you change portfolios, funds and advisors.

Send your questions to [email protected]

When you in your 20's you have so much time to invest for retirement, right?

Cayleigh and I chat about how much you should invest for your retirement goals and understanding what retirement actually means.

Send your in questions or topic requests to - [email protected]

With so many options to consider, when investing for retirement, what should you do?

I have a chat with JP, a retirement investment specialist and we unpack the workings of a pension fund, provident fund, retirement annuity, regulation 28, tax, what happens to your money at death and so much more.

If you have any questions, email [email protected]

Cayleigh had questions about wills and estate planning.  On this episode we discuss if you should have a joint will or not, marriage in community of property, ANC marriages, what happens at divorce and why your ex spouse could still benefit from your estate.

Do you have questions, please email [email protected] with Podcast in your subject. We look forward to helping you.

Mention you listened to our podcast, to take advantage of our free will consultation, drafting and safe custody service.

Cayleigh had questions about wills and estate planning.  On this episode we discuss reviewing your will, when you should and what should you consider.

Do you have questions, please email [email protected] with Podcast in your subject. We look forward to helping you.

Mention you listened to our podcast, to take advantage of our free will consultation, drafting and safe custody service.

Cayleigh had questions about wills and estate planning.  On this episode we discuss time lines to wind up your estate, what is required, what needs to be done and who is paid when.

Do you have questions, please email [email protected] with Podcast in your subject. We look forward to helping you.

Mention you listened to our podcast, to take advantage of our free will consultation, drafting and safe custody service.