17 min
Episode #15: Transitioning to retirement Simplifying Investing
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- Business
How do you transition to retirement, or even prepare for it? And when is the right time to start? As we move through life, our aspirations evolve and so will our financial needs.
In this episode, we talk to Jade Financial Group's Di Charman. As an AMP Financial Planning representative, Di devotes her time to helping clients secure a smooth transition to life after work. Di's work focuses on teaching clients how to set early goals and flex their financial muscle through education.
Important information:
This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 1 October 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.
How do you transition to retirement, or even prepare for it? And when is the right time to start? As we move through life, our aspirations evolve and so will our financial needs.
In this episode, we talk to Jade Financial Group's Di Charman. As an AMP Financial Planning representative, Di devotes her time to helping clients secure a smooth transition to life after work. Di's work focuses on teaching clients how to set early goals and flex their financial muscle through education.
Important information:
This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 1 October 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.
17 min