17 min
Age Gaps in Retirement Investor Motivation
-
- Investing
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 ...
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 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 ...
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.
17 min