Money with Carla Money with Carla

How To Prep For Retirement At Age 40+

Loading player...
Get your FREE Financial Freedom Calculator here: https://learn.moneywithcarla.com/financial-freedom-calculator

If you're starting to plan for retirement and you feel behind, or like it's "too late," this week's episode is for you.
I run you through my SAFE framework for retirement planning: 4 steps to help you set yourself up for a secure retirement, proactively.

Disclaimer: Content produced by Money with Carla is intended as educational only. It does not substitute the need for professional investment advice. Although I do everything I can to ensure calculations are accurate, they could include errors. Please consult a licensed professional before investing in investment products. Money With Carla is not a licensed advisor and does not sell investment products.
Chapters
25 Jan English South Africa Investing

Other recent episodes

Stuck In High-Fee Investments? 6-Year Rule

Sign up for my FREE Investing Masterclass: https://learn.moneywithcarla.com/invest-masterclass-opt-in-feb-2026-1 I always preach this: Keep your fees low to maximise portfolio growth. But what if you're already invested in high-fee products? Today I'm introducing my 6-year rule for exiting high-fee products. Disclaimer: Content produced by Money with Carla is intended as educational…
31 Jan 2027 7 min

Best And Worst Alternative Investments - Bags, Art, Watches vs. Stocks

Have a question or dilemma? Ask me here: https://learn.moneywithcarla.com/money-scenario A subscriber shared an artwork with me that they bought in 1986 for R750, and recently sold for 80x the original purchase price. They asked me what I thought about the returns so I decided to make a full video including…
18 Jan 11 min

Your Pay Check Doesn’t Matter Without These 7 Things

What's your wealth score? Find out for FREE: https://score.moneywithcarla.com/wealthscore If you've ever wanted to get a birds eye view of your financial "health" or score, this episode is for you. Yes, your pay check makes a difference in your finances, but so many other aspects play into your financial well-being…
11 Jan 10 min

The ONLY Money Goals You'll Need in 2026

Sign up for my FREE money masterclass: https://learn.moneywithcarla.com/registration-page-8f1bd599-6cc5-41f2-b25b-55e954afebb8 Get your FREE money goal setting worksheet: https://learn.moneywithcarla.com/your-money-goal-worksheet We all set goals for the new year. But are you setting your financial goals just to have goals, or are you setting goals to actually achieve them? In this video, I'm showing you…
4 Jan 8 min

Why 25 Million Might Not Be Enough To Retire

Get your FREE financial freedom calculator: https://learn.moneywithcarla.com/financial-freedom-calculator How to calculate your financial freedom number: https://youtu.be/O_YIGs_t4YU Is 25 million enough for a 30 year old South African to retire? Disclaimer: Content produced by Money with Carla is intended as educational only. It does not substitute the need for professional investment advice…
28 Dec 2025 5 min
All episodes