Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.
Financial adviser Dylan Pargiter-Green returns with three case studies:
We unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions, longevity risk, and the small tweaks that make a massive difference in your final decade before retirement.
If you want to go deeper or speak with Dylan or another adviser from our network, head to equitymates.com/advice or complete this form for Dylan's retirement case studies.
Timestamps
5.30 - Fire Retirers (40s)
15.00 - Early Mark (50s)
25.30 - Standard (60s)
31.00 - Closing Questions
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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