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Episode 21 | How to start planning for retirement

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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.

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