The Retirement School
Are you 5-10 years out from retirement in Australia or are you ready right now to take the plunge into retirement? Perhaps you have already retired but aren’t sure if you’ve optimised your finances to get the best mix of enjoying life now and longevity of your funds. The Retirement School takes you through a step by step guide of everything you need to know about money in retirement. It covers topics from superannuation through to retirement income, age pension, downsizing and making sure you estate planning is in order. This is a 12 part series which you can learn at your own pace. We include action plans for each topic and useful links and other resources to help you personalise your retirement journey from a financial perspective.
The Retirement School
Latest Episodes
Topic Twelve: Estate Planning
Retirement is a significant life event and an important time to review your estate planning documents to ensure they are up to date and in line with your changed circumstances and wishes. In this episode we look at some of the key documents you...
Topic Eleven: Aged Care
While it is hopefully some time before you need to make any decisions about your high care needs, we think it's worthwhile understanding the options and the financial impact of a move to aged care so you can consider this in your retirement fun...
Topic Ten: Retirement Accommodation Options
As part of your retirement planning you may be considering where you want to live - perhaps you are considering a tree or sea change? Maybe addressing health needs or unlocking some of the capital you have invested in a family home are prioriti...