Portfolio drawdown - My Own Advisor

Weekend Reading – Happy Holidays edition

Posted on December 24, 2022 by Mark | 12 Comments

Weekend Reading – Happy Holidays edition Welcome to a new Weekend Reading edition and likely my final one for 2022. Happy Holidays to you and your family, and thanks very much for your readership. Yes, time flies as they say…

How much do you need to retire on $6,000 per month?

Posted on August 23, 2022 by Mark | 33 Comments

How much do you need to retire on $6,000 per month? In a previous post on my site, I highlighted how much you need to save to retire on $5,000 per month. That’s a decent retirement spend for some, but…

Top Free Retirement Calculators

Posted on April 25, 2022 by Mark | 19 Comments

Top Free Retirement Calculators Asset accumulation, generally speaking, is straightforward: Save money. Invest your money in mostly equities/stocks. Keep your fees low. Stay invested. Repeat 1, 2, 3 and 4. Wake up wealthy over time. I mean, it’s almost…that simple.…

How much do you need to retire on $5,000 per month?

Posted on April 11, 2022 by Mark | 32 Comments

How much do you need to retire on $5,000 per month? In a previous post on my site, we discussed the desire to retire at age 55 with higher inflation. I’ll link to that case study and others later on.…

Weekend Reading – Retirement case study round-up edition

Posted on April 8, 2022 by Mark | 8 Comments

Weekend Reading – Retirement case study round-up edition Welcome to a new Weekend Reading post: my retirement case study round-up edition. Before we get into some of my favourite finds from the personal finance and investing blogosphere this week, you…

The Cash Wedge – Managing market volatility

Posted on September 27, 2021 by Mark | 35 Comments

If you want to withdraw income from your portfolio, how much do you take out and when? With the stock market up or down at any given time, how can you predict how the market will perform and how much…

Weekend Reading – Portfolio drawdown options

Posted on September 11, 2021 by Mark | 27 Comments

Weekend Reading – Portfolio drawdown options Hey Friends, Welcome to my latest Weekend Reading edition about portfolio drawdown options. You can read my previous editions below: Why you should focus on cashflow for your portfolio, and My approach and thoughts to…

My Financial Independence Plan

Posted on November 4, 2020 by Mark | 67 Comments

My Financial Independence Plan I think this is always worth repeating: plans may be helpful but it’s the process of planning and re-planning that’s important for success. This includes your financial independence plan and for today’s post – my own!…

Weekend Reading – Dividend ETFs, drawing down a portfolio, not paying off a mortgage and more #moneystuff

Posted on April 27, 2019 by Mark | 13 Comments

Weekend Reading – Dividend ETFs, drawing down a portfolio, not paying off a mortgage and more #moneystuff Hey folks! Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across…