Listen "Episode 3 - What Do We Do"
Episode Synopsis
In this episode of the Retirement Concepts Podcast, Peter and Lionel delve into the role of financial planners in helping pre-retirees and retirees make smart financial decisions and unpack essential lifestyle and financial strategies for retirement. Drawing from decades of expertise and their Little Book of Retirement Concepts, they simplify complex topics, offering actionable advice for pre-retirees and retirees.In this episode you'll learn why financial planning is like climbing Mount Everest and how the right guide can make all the difference.Peter and Lionel address common retirement concerns, and the value of professional guidance, highlight the benefits of having a clear financial plan and explain key financial principles, like the benefits of offset accounts for mortgages and the impact of compound interest. After this episode you'll feel encourage to engage with financial planners for a well-guided retirement journey.Discover how to take control of your finances, reduce worries, and build a clear path toward a fulfilling retirement and get more tips by grabbing your copy of The Little Book of Retirement Concepts at www.lbrc.auFollow us on Instagram, facebook and linkedin. Hosted on Acast. See acast.com/privacy for more information.
More episodes of the podcast Retirement Concepts Podcast
Episode 11 - Early retirement Go Go years
18/01/2025
Episode 10 - Pre-retirement Nearly there
11/01/2025
Episode 8 - Life's a journey
28/12/2024
Episode 7 - What is the client experience?
21/12/2024
Episode 6 - Who do you work with?
14/12/2024
Episode 4 - Why we do what we do
30/11/2024
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