86. How to prepare for your "Golden Years" in retirement

08/26/24 • 43 min

Retirement can be one of the most rewarding times in your life. However, we’ve all heard tragic stories of people who have retired with nothing – if they’re able to retire at all. As with so many aspects of getting rich slow, the earlier you plan for retirement, the easier it will be. And in this episode, Tash and Ana speak with a guest who has dedicated his career to this very subject.

Drew Meredith is the author of The Golden Years: How to plan a happy and financially secure retirement. He is also a director and adviser at Wattle Partners, a Melbourne-based financial wealth management firm. In their chat, Drew, Tash and Ana discuss how much you actually need to retire, and how to secure it. They also explore the different considerations around investing inside and outside of super. Tune into this ep and upgrade your retirement plan!

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Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

Hosted on Acast. See acast.com/privacy for more information.

08/26/24 • 43 min

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