Just Retired? Now What?

Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the early stages of retirement.

They talk about how much you might be able to spend each year, how to draw down from your super and investments, and why it's important to keep a clear strategy even after you've left the workforce. You’ll also hear about common traps to avoid, how to balance enjoying your lifestyle with long-term planning, and how your approach to investing might shift in retirement.

Whether you’ve recently retired or are getting close, this episode is packed with helpful insights to give you more clarity and confidence for the road ahead.

Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.