Retirement Concepts Podcast
Welcome to the Retirement Concepts Podcast, where two financial advisers, one current (Lionel O'Mally) and one former (Peter Graham), discuss retirement in both the lifestyle and financial areas. Lionel and Peter have co-authored the "Little Book of Retirement Concepts," which touches on these areas of retirement. Peter currently lives out all of his teachings as a retirement coach, helping people understand retirement issues. Lionel is an active financial adviser who specialises in retirement planning, helping new and current clients manage their finances in and towards retirement. By listening to this podcast, you will gain first-hand experiences in the retirement space of most of the financial and lifestyle issues we come across and how to potentially deal with them more effectively for your life's journey. Hosted on Acast. See acast.com/privacy for more information.
Episodes
In this episode of the Retirement Concepts Podcast, Peter and Lionel dive into the exciting "go-go years" of early retirement—a phase filled with energy, exploration, and new opportunities. They emphasise the importance of embracing this time to travel, create unforgettable experiences, and make the most of your retirement while health and mobility allow.
Learn why the go-go years are the ideal time to tick off your bucket list, inv...
In this episode of the Retirement Concepts Podcast, Peter and Lionel explore the essential elements of pre-retirement planning, focusing on both financial and lifestyle strategies to help you achieve a worry-free and fulfilling retirement.
You'll learn the importance of developing the right mindset early, understanding how financial preparation can reduce stress and create opportunities for a vibrant lifestyle. Lionel highlights cr...
In this episode of the Retirement Concepts Podcast, Peter and Lionel explore the foundational phase of financial planning: wealth accumulation. They delve into essential strategies for young professionals and pre-retirees, emphasising the power of early financial habits, the magic of compound interest, and the importance of taking advice from qualified experts.
Drawing from decades of experience, Peter shares timeless wisdom on the ...
In this episode of the Retirement Concepts Podcast, Peter and Lionel explore the theme of life as a journey, emphasising the importance of planning for both the accumulation and enjoyment phases of retirement. Drawing inspiration from their Little Book of Retirement Concepts, they share practical tips for preparing for a fulfilling retirement while avoiding common pitfalls like boredom and excessive screen time.
In this episode, you...
In this episode of the Retirement Concepts Podcast, Peter and Lionel dive deep into the client experience of financial planning, sharing how technology and personalised advice help pre-retirees and retirees navigate their financial journey with confidence. From tackling the daunting 'too-hard basket' of finances to building clear, actionable plans, they outline the steps to achieve a secure and fulfilling retirement.
In this epi...
In this episode of the Retirement Concepts Podcast, Peter and Lionel discuss the importance of early retirement planning and how to approach both the financial and lifestyle aspects of retirement, but also who they each work with and their experience working with those people.
In this episode they share:
- Peter's personal experience from attending the Million Dollar Roundtable conference and the surprising realisation that most pe...
In this episode of the Retirement Concepts Podcast, Lionel and Peter dive into the critical financial considerations for a secure and enjoyable retirement. They explore the essential steps to build and optimise superannuation, offering actionable advice for employees, business owners, and self-employed individuals.
The episode highlights:
- Why early preparation and contributions to superannuation are vital for long-term financial ...
In this episode of the Retirement Concepts Podcast, Lionel and Peter discuss the importance of preparation and planning for a fulfilling and stress-free retirement. Drawing from their extensive experience and insights shared in The Little Book of Retirement Concepts, they delve into key strategies for both lifestyle and financial success during retirement.
The episode highlights:
- Why having a clear retirement plan is essential to...
In this episode of the Retirement Concepts Podcast, Peter and Lionel delve into the role of financial planners in helping pre-retirees and retirees make smart financial decisions and unpack essential lifestyle and financial strategies for retirement. Drawing from decades of expertise and their Little Book of Retirement Concepts, they simplify complex topics, offering actionable advice for pre-retirees and retirees.
In this episode y...
This is the introduction episode for the Retirement Concepts podcast. Hosts Lionel O'Mally and Peter Graham introduce themselves and discuss the topics they will cover in the podcast such as retirement concepts, financial planning, health and fitness in retirement, and more. They also mention their experience in the industry and their goal of sharing their knowledge and advice with their audience. The hosts also discuss their conne...
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