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What not to do in Retirement
In this episode, we provide essential advice for a fulfilling and financially secure retirement. We discuss the importance of balancing frugality with enjoying your time and making memories. Staying active through hobbies and volunteering can give your days purpose. Many retirees also underestimate their lifespan, risking their savings with overly conservative investments. We cover the dangers of spending too much too soon and the need for regular financial projections with your adviser. We also stress the importance of prioritising your retirement security over gifting early inheritances. Tune in to learn how to navigate retirement wisely and confidently. To view the video version of this episode visit https://youtu.be/LetjQa5jjic?si=yAK2xltSmtine-am Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
What 2023 taught us about Investing
Join us as we unravel the key lessons, insights, and market trends that shaped the investment landscape over the past year. We’re breaking down the important stuff—what worked, what didn’t, and what we can learn from it all. Whether you’re a seasoned investor or just starting out, this episode is packed with easy-to-understand insights that can help you make smarter money moves. Tune in for a simple, practical guide to what 2023 taught us about investing. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Building Wealth the Right Way
Everyone wants to build wealth, but with so much financial noise—crypto schemes, margin lending, and “trade your way to riches” promises—it’s easy to get lost in the hype. The truth? Wealth isn’t built overnight. In this episode, we break down the simple yet powerful approach to achieving financial independence: spending less than you earn, investing consistently, managing debt wisely, and making smart tax decisions. We also discuss the pitfalls of get-rich-quick schemes and how to avoid financial advice riddled with conflicts of interest. If you’re looking for a proven strategy to secure your financial future—without unnecessary risk or complexity—this episode is for you. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Phases of Retirement: Go Go, Slow Go, No Go!
“Increase the memories to reduce the regret” – Rob Goudie From the adventurous “Go-Go Years”, to the reflective “Slow-Go Years” and the contemplative “No-Go Years,” we explore the three phases of retirement, ensuring you get the very most out of every stage of retirement. Tune in for expert advice on navigating your golden years with financial confidence and zero regrets. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.