Episode 20: The Set it & Forget it Trap
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Episode 20: The Set it & Forget it Trap
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About this listen
In this episode, John Foard and Bill Kearney discuss the pitfalls of the 'set it and forget it' approach to retirement planning. They emphasize the importance of actively managing retirement accounts, reviewing strategies regularly, and adapting to life changes. Through real-life examples, they illustrate the consequences of neglecting retirement planning and provide actionable steps to ensure a successful retirement strategy. The conversation highlights the need for periodic reviews, understanding tax implications, and the value of working with a trusted financial advisor.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.