Episode 21 | Are you really ready for retirement? Artwork

The Purposeful Investor

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.

Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.

Disclaimer: The information on this podcast 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 professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.

© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.

All Episodes

The Purposeful Investor

Episode 21 | Are you really ready for retirement?

October 04, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 21

0:00 | 20:49

Ask a question or send feedback

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 Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.