Show Notes
Ever wondered when you should really start planning for retirement? For many, the light bulb moment hits around 50. But as hosts Josh van Gestel and Ruth Weaver reveal, the best time to start is long before that.
In this episode of Super Insider, we dive deep into what “transition to retirement” really means. From navigating super, pension and part-time work, to finding the right investment mix and having those all-important conversations with your partner. Whether you’re in your 30s, 40s or gearing up for the next chapter, this episode will help you feel informed, empowered and ready to take control of your retirement journey.
Tune in to learn:
02:00 – Josh’s light bulb moment at age 50
04:00 – Why retirement planning should start earlier
07:00 – How the Age Pension can fit into your overall plan
10:59 – Talking about retirement goals with your partner
12:15 – Three powerful levers to improve your retirement outcome
16:05 – How your investment approach changes as you age
19:28 – Understanding your risk profile
21:55 – Next steps: where to go for help and the role of financial advice
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Product issued by Australian Retirement Trust Pty Ltd. Consider the PDS and TMD before deciding at art.com.au/pds.
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CREDITS
Josh van Gestel - Senior Manager - Advice, Guidance and Education Delivery, ART
Ruth Weaver - Team Leader - Key Client Education, ART
The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing.
This is general information only. It’s not based on your personal objectives, financial situation or needs. So, think about those things and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser.
We issue this information and all Australian Retirement Trust products. When we say ‘we’, ‘us’, or ‘the Trustee’, we mean Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975), trustee of Australian Retirement Trust (ABN 60 905 115 063).
Any advice given is by representatives of ART Financial Advice Pty Ltd (ABN 50 087 154 818, AFSL 227867), wholly owned by the Trustee. As representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid.
Any information given by the guest speakers is provided as general information only and not financial advice.
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