Blog

Mental health and well-being

Recognising times when you feel down or stressed
Mental health and well-being play a big part in how happy we are in our everyday lives, especially during this difficult time. Read our guide to staying healthy.

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COVID-19 effects on retirement planning

Remember that pension savings are for the long term
The current global stock market turbulence will no doubt be concerning for individuals whose pension savings are invested partly or fully in these markets. Read our short guide to help you with any thoughts you may be having.

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We Plan for a Reason

We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year.

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Stormy Markets - Keep calm and stick to your plan

Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. When stock markets start correcting, daily injections of bad news may sound as though it will never end. This can spark anxiety, fuel uncertainty and trigger radical decisions in even the most seasoned investors

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Panthera Wealth Seminar Highlights

How to get the best Return on Your Life, now and in the future. Watch our highlights video. We covered the reality of Time. What do you want to achieve with the time you have left? How to manage the balance between your profession and play? Is your business really providing you the lifestyle you want? How do you prepare for retirement? It does not have to be a cliff edge retirement. Why not start having mini retirements now?

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The Purpose of Money is NOT just to make more of it

Imagine that you’re living in a tent on an open plain. One day you plant a tree. For the next 40 years, you water it. You protect it from harsh weather and animals. You never pick its fruit. You don’t climb it for fun. You don’t take a break and rest in its shade. You don’t even cut down some branches to build a house. You never go anywhere or do anything else because you’re focused solely on growing that tree bigger and bigger.

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Improve your relationship with Money with these 5 questions

Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money really means to them and how they can “get right” with money to make smarter decisions. Take time to answer these 5 questions and you’ll do a better job of living your best life possible with the money you have.

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Three Reasons Why You Should Work Even When You Don’t Need the Money

It might sound a little crazy but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” have discovered that part-time jobs or volunteer positions allow them to keep a nice pace in life and find a balance among using their talents, enjoying recreation, traveling, and spending time with family. Some of our most ambitious clients even start brand new companies in retirement.

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How to make a good decision when life throws you a tough choice

No matter how thorough our planning is, life inevitably tosses curveballs at us. Often these challenging moments are linked to major life transitions that affect our families, our careers, and our money. Balancing these variables can make arriving at the best decision that much more complicated.

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How to Phase into Retirement and take if for a test drive

There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older. Some are worried about running out of money. Many parents want to keep supporting their children through some major life transition, like college, marriage, or buying a first home.

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Don't let a declining Stock Market lead to a Down Life

Big red arrows, panicked cable news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is. If you’re having trouble keeping a cool head about your own investments, take a deep breath and consider these three key points about market history and the true purpose of your financial plan.

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The Pros and Cons of Lighting a FIRE Under Your Retirement Goals

A popular online movement wants to make 40 the new 65. FIRE stands for Financial Independence Retire Early. The idea is that by working as hard as you can and saving as much as you can as soon as you enter the workforce, you can become financially independent and retire well before the traditional retirement age. It’s an appealing idea in theory, but in practice there are some major pros and cons to consider

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A Simple Plan to Achieve More in Life and Feel Good About the Results

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so many New Year’s resolutions die before Spring. But if you use these key strategies that are supported by deeply-held values – and science! – you’ll set better goals, achieve them, and feel better about yourself while doing so.

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Don’t Just Work for Money, Work for Meaning

In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs (1). Imagine spending 40 hours a week doing meaningless work. It’s soul-sucking, but it doesn’t have to be that way.

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Is Your money being used to improve your life?

There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL).

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How will you practice your 'ART' in Retirement?

A hammock on the beach. Your favorite chair in the living room. Waking up when you feel like it. A blank calendar. Doing what you want when you want. Doing nothing if that’s how you feel that day. After a lifetime of working 40 hours every week, this scenario sure sounds appealing to many soon-to-be retirees.

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It gave a very good and accurate account of our current status together with predictions which will enable us to plan our future with some certainty. In the current financial situation it is comforting to know that this level of accurate planning is available to us.