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29 July 2026
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Many people spend years planning financially for retirement but little time preparing for what comes next. Four months in, here are the surprising lessons I've learnt on finding purpose, social connection and healthy habits.
A reflection on travel mishaps, smart decision-making, time pressures and rebuilding health habits. Three months in, here's how to navigate the surprising realities of life after work.
As wealth grows, so does the assumption that risk should too. But in reality, the opposite may be true: once you understand how the value of money changes over time, the case for taking less risk becomes far more compelling.
The concept of retirement is evolving for Australians, with new research showing a desire to work post-retirement and prioritize social connections. Quality financial advice and ‘practising’ retirement activities are key.
A Grattan Institute report suggests lifetime annuities as a solution to people not spending their super balances. The issue is whether underspending is the real problem or a sign of more fundamental failings in our retirement system.
Is travel a luxury or a priceless investment? Reflecting on decades of family adventures and solo journeys, this explores how intentional travel creates cherished memories, meaningful connections, and personal growth.
Money can bolster our joy in real ways. However, if we relentlessly chase wealth at the expense of other facets of well-being, history and science both teach us that it will lead to a hollowing out of life.
Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the psychological challenges of retirement, which can often be more demanding.
Retirement planning invariably focuses on money. Yet other matters such as health and career are important too, and a new study has found a more holistic planning approach can better equip people as they prepare for retirement.
As the life expectancy of most Australians continues to rise, many indigenous people are lagging behind. A recent court case on early access to pensions highlights the need to create conditions for equal lifespans for all.
A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say about returns, ignoring the pessimism that the future will be worse?
My wife and I are back in Europe, 40 years after our first backpacking trip through the continent. Though we've returned many times in between, we reflect on what's changed about European travel, the good and bad.
The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.
Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.
Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.
The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.
The downfall of the giant and three lessons for investors.
After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?