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Episode 2 - Who are co-authors and podcast host: Lionel O'Mally & Peter Graham
- 2024/08/26
- 再生時間： 24 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of the Retirement Concepts Podcast, we delve into the story behind the Little Book of Retirement Concepts by getting to know its co-authors, Lionel O'Mally and Peter Graham. Peter talks about his past and how he started the Redefining Retirement journey, becoming a retirement coach. Lionel, experienced financial planner based in Sydney, Australia. Lionel shares his story growing up in Bourke and insights into how he stated with his role in guiding pre-retirees and retirees toward making informed financial decisions. He likens the journey to climbing a mountain, where accumulating and maximizing wealth over a lifetime represents the ascent, and retirement marks the descent. Lionel explains the importance of having a well-thought-out financial plan and the invaluable role of a financial planner in navigating this critical phase of life. He describes how a planner provides advice and executes a personalised plan, working collaboratively with other professionals like accountants and estate planners to ensure a comprehensive approach to your life planning. While Google can offer answers, Lionel reminds us that it cannot replace the tailored guidance and hands-on support that a financial planner delivers. This episode is a must-listen for anyone looking to secure their financial future as they approach retirement.
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