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How to retire on $650,000 as a single
Discover the keys to retiring comfortably as an individual with $650,000 in superannuation and savings. We delve into everything from setting spending limits to optimising your tax arrangements, and explore practical advice for managing income and assets tests to maximise your pension entitlements. Tune in for expert insights to help you retire with confidence… To view the video version of this episode visit https://youtu.be/gmP-nC5-8rY 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.
Retirement is more about coffee than overseas holidays
Just as the name of this podcast implies, retirement is often more about the simple pleasures than the big, costly dreams we might have imagined during our working years. This week we welcome Rachael Todman to the podcast! As a Financial Adviser and partner at Consortium Private Wealth and brings her wealth of knowledge to the table with Rob to discuss all things retirement and retirement spending. To view the video version of this episode visit https://youtu.be/eD-V1n4FJMk?si=6si55qqs8xkQBiFv 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.
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 golden years, or seeking to maximise your investments during this life stage, listen in for strategies to optimise your investment portfolio, manage risk and ensure your financial well-being during this exciting chapter of life. 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 are the risks of small cap stocks
In this episode, Rob and Amy explore the risks of investing in small cap stocks. While these companies offer the potential for significant long-term growth, they also come with higher volatility. Tune in as they discuss the sectors that may carry more risk and the challenge of ‘trying to find a rocket under a rock’ in the small cap space. 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.
Couple Goals: Making money work in a relationship
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.