Age Gaps in Retirement
Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social security benefits, retirement savings strategies, and the management of insurance and healthcare costs.
We'll delve into the impact on lifestyle and travel, the importance of updated wills and medical directives, and explore both the challenges and benefits of building social circles and community engagement across different age groups.
Tune in for financial insights and relatable client stories ...
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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.
Пікірлер: 6
Very open discussion, I'm 56 and retired and very active my wife is 41 and working full time and loving her job. So, for me I do heaps of activities every day and we travel when she gets leave. So, I’m feeling fulfilled in retirement and still travelling when we can and my wife enjoys her life working. The other thing is I maintain and do 95% of the household duties. So that way when my wife gets home from work tired etc, we can relax together rather than doing chores. This has avoided the risk of been jealous because I am retired. She sees the benefits of relaxing once she gets home and the fact, I am happier.
Thanks guys lots of useful and relevant information to my particular case. Its great how you intergrate the non financial issues and choices and it isnt just about having lots of money sheltered in Super
Great tips, thank you
I watched this channel to learn financial lessons not woke crap, see yea.
@ConsortiumPW
29 күн бұрын
Thanks for the feedback. Amy