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Are you seeking greater financial security so that you can focus on what you really want to do in life ? This podcast marries financial education with tips on how to change your “everyday money habits”. With over 20 years experience across financial services I will be exploring the foundations of money and will be bringing in industry experts whom I know and trust to share their wisdom and expertise .... let’s do this!
Episodes
Saturday Aug 14, 2021
Saturday Aug 14, 2021
The "mental" side of transitioning to retirement planning is often underestimated and an aspect that is just as important to consider and plan for alongside the financial side.
David and I talk through both sides in this episode - the financial side of retirement – we will decipher what can happen to your super when you retire, explain what an Account Based Pension is, the minimums you have to draw, how much is “safe” to draw and how the Centrelink pension works and interacts with it all…….
Then we explore the mental side Retirement which can mean different things for different people – some sail into retirement and don’t look back – have hobbies/interests/passions they jump straight into – others find it more challenging. Perhaps they have been so focused on retirement as an end goal that they haven’t really thought about what the other side looks like – so lets explore how you can prepare and plan for this key life transition!
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Great job guys. Very informative and extremely well presented
Thursday Aug 19, 2021
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