Video Category: The Chartered Show

Accumulating plenty of unnecessary things after five decades of life is relatively easy. I should know. But there comes a time when you have to decide whether what you are holding onto brings you more joy than it would if you shared it with others. Ask yourself if all the things you are accumulating will serve you in the next chapter of your life. Giving can often bring you more joy than keeping and make space for new experiences in your life.

For more insight:

• Read Kim’s blog on her experience getting rid of her late father’s Stinkwood dining room set
• Read Joan’s story here

Retiremeant™ Specialist Maryanne Leicher explains the relationship between inflation and interest rates in a way that is easy to understand. There are many reasons why the cost of living is going up: the Covid pandemic, Russia’s invasion of Ukraine, supply constraints and the increase in fuel and food costs. While it’s easy to get caught up in a negative spiral of fear and worry, start focussing on things in your control. Talk to your Planner and trust them to guide you through the process. Relook at your budget and decide where you can cut back without compromising on living your life. Spend your money intentionally on things that really matter to you.

Retiremeant™ Specialist Stephanie Bakhuis explains the recent tax changes to your Living Annuity income and guides you through the options you have available as a taxpayer. The good news is that you can decide to keep your living annuity taxed the same way as it is – as if the Living Annuity is your only source of income. You do, however, have to notify your provider.

When you are your business, the retirement transition is often a ‘half-in’ ‘half-out’ approach. Retiremeant™ Specialist, Jason Appel, talks about how to plan for your business and your life as you approach retirement. The secret to a happy, fulfilling and meaningful retirement is often in the planning.

Retirement is one of the biggest transitions you will experience – but it could be the most fulfilling and meaningful years of your life. If you plan for it. Retiremeant™ Specialist Tiffany Havinga shares some of her retired clients’ stories and talks about how to prepare for this life transition. Here are two or many more lessons she shares in this video:

#1 Retiring successfully requires a major mindshift to unlearn the savings mentality that you’ve applied your entire life.

#2 Fulfilling your dreams in your own time, on your own terms, means you have to plan your time. Make sure you allocate time in your day, month or year for things that give you meaning.