Surviving share market volatility

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. 

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. 

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.   

Join us as we explore the essential elements of effective money management, offering insights into building a secure future. From spending wisely and creating financial safety nets to making strategic investments for the long term, we’ll cover it all. Discover the joy of mastering your finances and gain a deeper understanding of the path to financial greatness. Tune in for a conversation filled with tips and guidance to make your financial journey both enjoyable and achievable! 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.