Author: Reuben Zelwer

 Have you ever helped a love one move into an aged care facility? In the end, we are all going to face this situation and you will need to deal with the complex emotional and financial issues associated with this difficult transition. In this week’s episode...

Ever stayed awake at night worrying about whether or not your investment portfolio will expire before you do? Then this week’s show is compulsory listening. My guest this week is a Finance Hour favorite – Tim Farrelly, principal of Farrelly’s investment strategy. Tim guides financial planners...

In over 15 years as a financial planner, I have always made sure that I collaborate with my clients’ accountant when providing financial advice. Your financial planner and accountant don’t need to be in love and they certainly don’t need to be part of the same...