Knowledge hub

Episode 21 | Are you really ready for retirement?

Back to podcasts

• By Capital Partners • Podcast | The Purposeful Investor

In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning.

They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the common focus on the “magic number”.

The conversation explores the deeper questions. It asks listeners to envision their best possible retirement, moving past the traditional emphasis on money and numbers.

  • (00:01 – 01:42) Wins of the week
  • (01:42 – 0:04:33) Purposeful retirement planning
  • 04:33 – 11:18) Establishing a blueprint for your desired retirement
  • (11:18 – 20:47) Having a trial run retirement period

Learn more about Capital Partners’ approach to retirement planning: Retirement Planning Perth – Capital Partners (capital-partners.com.au)

The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you.

Plan your future
Get in touch

For trusted financial and investment planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.

View our Privacy Policy

Ideas & insights

Knowledge Hub

The $3 Trillion Nobody in Your Family Is Discussing with Morgan Solomon

Podcast | The Purposeful Investor • podcast

Episode Recap: The Great Wealth Transfer: Why Silence May Be the Biggest Inheritance Risk of All

Markets and Investments • Article

Why the Bond Market Decides the Cost of Money

Podcast | The Purposeful Investor • podcast

Episode Recap: Why the Bond Market Decides the Cost of Money

Markets and Investments • Article

Episode Recap: What Most Australian’s Get Wrong About Superannuation

Markets and Investments • Article