Show Notes
Retirement should feel like freedom, not a series of expensive surprises you wish you had seen coming.
Before you finish work, you want to know the plan is ready for real life. Where will your income come from? Is your budget still enough? What happens if markets fall? And have your goals changed since you first started planning?
In this episode, Paul walks through the final checks to make before you retire, so you can step into the next chapter with more confidence, less second-guessing, and a plan that is built for what life actually looks like after work
In this episode:
What needs to be clear before your pay cheque stops
Why your retirement budget might not survive real life
How to avoid selling investments when markets are down
The plan you may need to update before it is too late
What to organise before work stops structuring your week
The retirement regret you want to catch while there is still time
FOR PERSONALISED RETIREMENT PLANNING ADVICE: Book an appointment here. WANT TO STAY ACROSS WHAT'S MOVING THE MARKETS?: Subscribe to GainingCHOICE, our weekly email unpacking the key headlines and what to pay attention to.
GOT A FINANCE QUESTION FOR PAUL?: Send it to [email protected], and it could be featured in his Ask an Expert column each Sunday in The Age and Sydney Morning Herald.
General advice disclaimer
More from Financial Autonomy
UPDATED: This episode was originally published with the wrong episode audio; it has been republished with the correct audio. Thanks for your patience!
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