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Episode 6 - Who do you work with?

Episode 6 - Who do you work with?

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In this episode of the Retirement Concepts Podcast, Peter and Lionel discuss the importance of early retirement planning and how to approach both the financial and lifestyle aspects of retirement, but also who they each work with and their experience working with those people.

In this episode they share:

  • Peter's personal experience from attending the Million Dollar Roundtable conference and the surprising realisation that most people have a limited vision of what they’ll do in retirement. While many know their main activities (like golf or travel), few understand the broader complexities of this phase.
  • The fact that retirement planning involves over 80 different factors, with finances being just one aspect and how to prepare for the lifestyle changes you'll face.
  • An example of why it's important to start retirement planning early.
  • Some individual stories of people who are enjoying successful retirements due to thoughtful planning in both financial and lifestyle matters.

If you haven't started your retirement planning now, seek professional advice for both financial and lifestyle preparation to ensure a smooth and rewarding retirement.

For more retirement tips, grab your copy of The Little Book of Retirement Concepts at www.lbrc.au, and connect with us on Facebook, LinkedIn, and Instagram.

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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.