investor motivation podcast

How to retire on $650k as a non-home owner couple

Podcast

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. 

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Explore the keys to securing your financial future in our latest podcast episode. From gaining clarity and direction to sidestepping costly mistakes, we delve into the transformative benefits of professional financial advice. Tune in to discover how expert guidance can bolster your confidence, ease stress, and optimise your resources. Join us for an insightful discussion on prioritising what truly matters for your financial well-being. Take the first step towards a more secure financial future with us today!   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.