The Wealth Guide Podcast
Welcome to The Wealth Guide Podcast, where we discuss and explore ways of helping individuals and businesses achieve their financial goals.
Discover a plethora of knowledge in each episode from our hosts, and industry guest speakers and gain deeper insights and tools to help you make the right choice for a brighter future.
Disclaimer: The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.
The Wealth Guide Podcast is proudly brought to you by Ryker Capital.
The Wealth Guide Podcast
Retirement Planning 101: How To Live To 100 Without Running Out Of Money ft. Ricky Regmi | Ep. 39
If you want to take control of your finances, generate wealth, and secure your future, visit: https://rykercapital.com.au/our-service/
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In this episode, Head of Advice and Senior Financial Advisor Ricky Regmi shares his story of how he went from being a CPA to an army reservist and a seasoned financial planner.
Ricky talks about how to turn early financial literacy into a powerful tool for building wealth, the art of setting and achieving clear financial goals, and strategic aged care planning to protect your assets.
He also talks about balancing immediate enjoyment with long-term legacy planning, navigating complex estate planning beyond just having a will, and using timely financial advice to avoid costly mistakes during life's critical transitions.
If you want to learn how to create a robust financial plan that can support you through all of life's stages, from early adulthood to your golden years, then make sure to listen to this episode!
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SHOW NOTES LINKS
https://www.linkedin.com/in/rajiv-ricky-regmi-cpa-943694213/
https://rykercapital.com.au/
https://au.linkedin.com/company/ryker-capital
https://www.instagram.com/rykercapital/
https://www.tiktok.com/ryker
https://www.facebook.com/profile.php?id=100054854616452
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LISTEN TO THE PODCAST
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FIND US HERE
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CONTACT US
hello@rykercapital.com.au
Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537
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TIME STAMPS:
00:00 Intro
02:03 Ricky’s Background
03:49 Financial Literacy Conversations with Kids
06:04 What Motivates Ricky about Financial Planning
08:37 Articulating Clients Financial Goals
11:44 Sponsor Video
13:07 Conversation Around Prioritising Goals
14:27 Targeting a Demographic
15:36 Financial Advisor Importance
21:49 Conclusion
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DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.