Liam Shorte

speaker
320 appearances 2 recordings 1 series first heard May 2026 last heard 7 Jul

Liam Shorte’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

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I sit down with them and go,
No, we put in place your retirement.
Your retirement will be fine.
The next three years pension money, I've got one, two, and three-year term deposits and annuities.
So I know exactly where that money is coming from.
We're not going to touch the rest of your portfolio.
We've gone through it.
We know that it's solid investments.
You don't have to worry about your retirement.
Whereas if somebody's still in their high growth or in the balanced option as they hit retirement and it takes a hit of 20% or 30%, look, it's only natural that it destroys their confidence.
So it's about preparing the plan B and understanding.
And look, we re-educate clients on knowing there will be times when there will be bad times.
I was preparing clients last year saying, look, with Trump coming in, I think 2026 is going to be a terrible year.
But we didn't overreact and take everything out of the market.
We just said, I've got two to three years pension money in cash interest.
For the younger people, what we did, if they were putting lump sums in, we just decided to drip feed.
Okay.
We're drip feeding money in every one or three months.
And the beauty of that is when the markets did take a hit, when he started the Iran war, we just brought forward all the future drip feeds and got in when the market was low.
So it's really just about, it's that opportunity, having that opportunity fund and it works.
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