WNA Blog

Sun 14 Feb 2016

How to Get Off the Earning/Spending Treadmill


Finance & Insurance

Do you feel like you are working incredibly hard but never seem to get anywhere? The more you earn, the more you spend?

Life is just one big, huge rat-race!

Of course, some well-meaning uncle will tell you “the only way to get off the treadmill is – to make your money work for youto invest”. Great idea but where do you get the money to invest?

One of the most common reasons stated by women for not investing is “I don’t have enough or I don’t earn enough”.

But let’s flip that idea on its head – how quickly can you spend $100?

Personally, I can do it in the blink of an eye – a haircut, a few T’s for the kids, a pair of shoes. It does not seem like an enormous amount of money, so I just swipe the card and out it goes. Insanely, I probably spend close to $100 per month on my coffee addiction.

What if you just took that $100 every month and invested it – what would happen?

Over 30 years – a whopping amount of $140,855!

Going all the way back to the 1920’s, a standard growth portfolio of 70 percent stocks and 30 percent bonds, re-balanced regularly, returns about 8 percent a year. A monthly investment of just $100 per month at a rate of 8 percent over 30 years will equal $$140,855. That means that in total you have invested $36,000 and earned $104,855.

Definitely worth the effort!

(Note that this calculation does not take into account brokerage costs, management fees and taxes. While these costs will lessen the total amount – your earnings will still be significant)

Actually if you were to invest $730 per month – you would have a cool $1,000,000 after 30 years.

So yes – you do have enough money to invest. It is not something that is accessible only to the wealthy.

You can get off the earning/spending treadmill! All it takes is the initiative to get started and the discipline to keep going.

Could you be spending less and investing more in your life?

Disclaimer

Marisa Hoffenberg and Growth Point Financial Pty, Ltd. Are Authorised Representatives of Synchron, ABN 33 007 207 650, 243313. This is of a general nature only and is not intended as personal advice. It does not take into account your particular investment objectives, financial situation and needs. Before making a financial decision you should assess whether the advice is appropriate for your individual investment objectives, financial situation and particular needs. We recommend that you consult a professional financial adviser who will assist you. The information and certain references, where indicated, are taken from sources believed to be accurate and correct. To the extent permitted by the law, Synchron, its representatives, officers and employees accept no liability for any person that relies on the information contained herein.


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