Wade Matterson

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Wade Matterson

Wade Matterson

@mattersonw

#Actuary #FinTech #Retirement savings, #FinancialAdvice, #Superannuation, economics & snowboarding. Views are my own

Australia Sumali Nisan 2009
791 Sinusundan783 Mga Tagasunod
Wade Matterson
Wade Matterson@mattersonw·
“still want to preserve their capital, but also want to draw down on their superannuation benefits via a pension as a source of income.” Does this imply living off of the returns? If so, lower risk portfolios could work if drawing down capital.
SMS Magazine@smsmagazine

Individuals on the cusp of retirement may need to take on significantly higher risk levels if they are to meet the return goals they set for the years they are no longer gainfully employed. Read more: zpr.io/RizSz #SMSF #financialplanning #financialservices #ausbiz #ac

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Vala Afshar
Vala Afshar@ValaAfshar·
The coolest people I know: 1 have great manners 2 remember and use people's names 3 show up on time 4 are lifelong students 5 listen with interest 6 do not respond to negativity 7 eat last 8 mentor and sponsor 9 give without expecting a get 10 talk less, but say more
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Shane Parrish
Shane Parrish@shaneparrish·
One lesson that I learned from Micheal Jordan: the best in any field relish the worst conditions. The harder the practice the better. Rockefeller was the same. The more the panic around him, the better he was. The best outperform even more when things are tough.
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Carl Richards
Carl Richards@behaviorgap·
Nobody knows what their financial goals are, and asking them is painful for you and them... The phrase "What are your goals?" should be outlawed. youtu.be/nMGdyqlLtT4
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Jordan Deeb
Jordan Deeb@Jordan_Deeb·
GameStop sitting amongst Tesla and Amazon after reddit users make it a Fortune 500 company
Jordan Deeb tweet media
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Atin @ 27V.vc
Atin @ 27V.vc@batraatin·
Finally got around to reading @farnamstreet’s book “The Great Mental Models” - and already got more highlights than any other recently read book. This piece is particular, haunts me:
Atin @ 27V.vc tweet media
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David C Orford
David C Orford@dcorford·
@OptimumPensions @AnnuityGator A comprehensive 2 minute read. Health care costs increase with age on average. Hence the need for income that broadly keeps pace with inflation. Even continuing health insurance may be insufficient - as not all costs might be covered.
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Eric Jorgenson 📚 ☀️
Eric Jorgenson 📚 ☀️@EricJorgenson·
Too much attention to lifespan, not enough attention to healthspan.
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Shane Parrish
Shane Parrish@shaneparrish·
Your first thought is often a common one. It's only by sticking with something long enough to let your brain make connections that you come up with uncommon ideas. The most useful insights come after thinking about a topic for a long period of time.
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Cameron Passmore
Cameron Passmore@CameronPassmore·
Solid definition of retirement from ⁦@naval⁩ —>
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Scott Phillips
Scott Phillips@TMFScottP·
Did I not say they were coming for Super? Who benefits ftom an ad ban? Well, most employers whack their employees into a high fee Retail fund. Most Super consultants put only Retail funds into their panels. You could be excused for believing it is to prop up retail funds...
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Wade Matterson
Wade Matterson@mattersonw·
@PatrickFlynnFP @julian_plummer @4greatadvice “GBA” highlights an industry flush with IQ but sometimes limited EQ. While well intentioned, you alienate potential advocates by suggesting their approach is wrong at the outset. Same can be said for the endless retirement income debate.
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Patrick Flynn
Patrick Flynn@PatrickFlynnFP·
@4greatadvice @julian_plummer Whilst it's true in too many cases, that hasn't been my experience of the vast majority. Goals-based IMHO is more about emphasis, than entire basis. An adviser may be independent, mean well, be aware of goals, but still focus too much on improving $ outcomes for the client.
Brisbane, Queensland 🇦🇺 English
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Naval
Naval@naval·
You don’t need mentors, you need action.
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Wade Matterson
Wade Matterson@mattersonw·
More important will be people actually using it...
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Julian Plummer
Julian Plummer@julian_plummer·
Other things to consider.... How will new standard work with EPI datafeeds & open banking framework? How will current deterministic modelling use the inputs? Will standard accelerate adoption of fat tailed stochastic projections? Need to canvas > 20 AFSL research dpts
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Julian Plummer
Julian Plummer@julian_plummer·
Not going to be easy. -More granularity in alternative asset types -Listed property correlated to ASX not DP -Include Term Deposits -Include Bitcoin -Split out hedged / unhedged -Include leptokurtosis professionalplanner.com.au/2020/09/advice…
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Tuklasin

@farnamstreet @dcorford @OptimumPensions @AnnuityGator @naval @WillMcDougall @TMFScottP @PatrickFlynnFP