The real cost of Retirement Villages and entering Aged Care

Join us as we dissect the current investment market, analysing recent trends, discussing the surge in market values and what it means for our investment portfolios. Who determines if things are overvalued? And can we time the market effectively, especially in the short term? With US equities yielding less than 2%, and giants like Microsoft, Apple, Meta, Alphabet, Amazon, Nvidia, and Tesla dominating the S&P500, what’s on the horizon? Is a correction imminent?   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. 

Join us as we explore practical investment strategies for budgets ranging from $1,000 to $50,000. Whether you’re a beginner or seasoned investor, we offer actionable advice on fund allocation and risk management. Discover low-cost options, diversification techniques, and insights into market dynamics. Learn how to navigate the investment world and achieve financial success… 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.   

In this episode of the Investment Motivation podcast, Rob Goudie and Amy Lehmann break down retirement planning for a non-homeowner couple with $650,000 in savings. They explore spending strategies, tax structures, and essential planning steps to ensure both partners’ financial security. Also included is pension eligibility, strategies for optimising the assets test, and ways to maximise super contributions and income. Join Rob & Amy as they guide you through practical options to make $650,000 stretch further in retirement. 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. 

Join us for a candid discussion on managing finances as a couple… We explore the dynamics of handling money when there’s a single breadwinner, aligning financial goals, and seeking advice when needed. Discover the keys to understanding each other’s money stories, navigating crucial conversations, and tackling tensions in relationships caused by finances. Tune in for insights on building financial harmony in your relationship!   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.