investor motivation podcast

Age Gaps in Retirement

Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social security benefits, retirement savings strategies, and the management of insurance and healthcare costs.

We’ll delve into the impact on lifestyle and travel, the importance of updated wills and medical directives, and explore both the challenges and benefits of building social circles and community engagement across different age groups.

Tune in for financial insights and relatable client stories …

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. 

Similar Posts

  • Investment Deep Dive: HUB24 (ASX: HUB)

    In this episode, we explore HUB24 (ASX: HUB), a $5.9 billion diversified financial services business known for its cutting-edge platform solutions and cloud-based technology. With a 7.5% share of the…

  • Aged Care Decisions That Impact Families

    In this episode , Rob Goudie is joined by long-term advisor and partner Ash to discuss real-world aged care case studies and the financial decisions that impact families. They unpack…

  • Insights from Real-Life Client Success Stories

    In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations…

  • Investing: Strategies for age 55+ investors

    In the second episode of our 55+ series, we dive into the world of investing tailored specifically for those aged 55 and above. Whether you’re nearing retirement, already enjoying your…