Description

In this episode Warren Ingram, an award winning financial planner, answers the following listener questions:

1. How should we combine our finances after our wedding?
2. Should I use my retirement funds to pay off my home loan?
3. Should I invest into my retirement savings in monthly increments or one lump sum per year? What percentage of my income should I contribute to my retirement savings?

Mentioned in this episode: https://www.news24.com/fin24/opinion/sat-am-bruce-cameron-tax-incentives-for-retirement-savings-are-enormous-20201219

Disclaimer: Old Mutual Life Assurance Company (South Africa) Limited is a Licensed Financial Service Provider. This material is not intended as and does not constitute financial advice  or any other advice and is neither exhaustive nor prescriptive. It does not take into account your personal financial circumstances. Your financial adviser will assess your financial situation and needs and assist you to draw up a plan to help you achieve your financial goals. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by Old Mutual (as a separate financial services provider).

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