Archive

NZ Herald 24 December 2022

Q&As:
– KiwiSaver gifts good, but make sure you treat the children equally
– I made a worrying assumption in last week’s calculations…
– … and what happens when inflation is included
– Trapped with low interest on your term deposits? Here’s a plan
– Another reader has trouble getting a credit card
– A warning about selling a home before you buy
– Reader could move to another environmental fund
– My key messages don’t change
Plus:
– Happy holidays!

Read More

NZ Herald 17 December 2022

Q&As:
– Is now a good time to trade up to a bigger house?
– How much will $1,000 grow in KiwiSaver over time?
– An update on the active v passive debate
– More KiwiSaver providers let over 65s withdraw from just one of their funds

Read More

RNZ Radio 15 December 2022

Worrying numbers about over 65s’ finances, and what might be done about it
– Stats on over 65s’ income and home ownership show decreasing trends
– What to do about it
– A KiwiSaver push for beneficiaries?

Read More

NZ Herald 10 December 2022

Q&As:
– Reader leaves marriage with $3 million – what to do with it?
– Widowed pensioner finds inheritance “very scary”
– Only some KiwiSaver providers offer this service for the retired
– 3 Q&As on investing versus reducing a mortgage

Read More

NZ Herald 3 December 2022

Q&As:
– Drip feed or invest the lot at once?
– Credit cards harder to get in retirement
– Should 11-year-old get into direct investing in NZ shares?
– Mother of 7 gets degree — and comes out on top
– Would-be investor in rental property shouldn’t count on gain
Plus:
– Meaningful Christmas Gifts

Read More

RNZ Radio 1 December 2022

Listeners tell us who they think needs financial help

Entries into our Christmas book giveaway on who you would give my two latest books to, and why
– Themes running through the entries, examples and comments
– The winners

Read More