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Episode 21 | How to start planning for retirement

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Manage episode 443410901 series 3550961
Inhoud geleverd door Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning.
They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the common focus on the "magic number".
The conversation explores the deeper questions. It asks listeners to envision their best possible retirement, moving past the traditional emphasis on money and numbers.

  • (00:01 - 01:42) Wins of the week
  • (01:42 - 0:04:33) Purposeful retirement planning
  • 04:33 - 11:18) Establishing a blueprint for your desired retirement
  • (11:18 - 20:47) Having a trial run retirement period

Learn more about Capital Partners' approach to retirement planning: Retirement Planning Perth - Capital Partners (capital-partners.com.au)

For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

  continue reading

24 afleveringen

Artwork
iconDelen
 
Manage episode 443410901 series 3550961
Inhoud geleverd door Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning.
They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the common focus on the "magic number".
The conversation explores the deeper questions. It asks listeners to envision their best possible retirement, moving past the traditional emphasis on money and numbers.

  • (00:01 - 01:42) Wins of the week
  • (01:42 - 0:04:33) Purposeful retirement planning
  • 04:33 - 11:18) Establishing a blueprint for your desired retirement
  • (11:18 - 20:47) Having a trial run retirement period

Learn more about Capital Partners' approach to retirement planning: Retirement Planning Perth - Capital Partners (capital-partners.com.au)

For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

  continue reading

24 afleveringen

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