David is joined by special guest Dr. Lewis Marshall, a longtime client of Capital Partners and his financial adviser, David Rossbach.
Dr. Lewis Marshall looks back on his time as a doctor and his journey into retirement. He stresses how crucial it is to plan your finances, keep up with friends and family, and dive into hobbies you enjoy.
Dr. Marshall recounts his retirement journey, detailing the early career aspirations that led him to become a sexual health physician. He details his approach to financial planning later in life, offering valuable insights into doctors' unique financial challenges and emphasising the importance of having a trusted adviser to navigate the complexities of retirement planning.
- (0:35 - 4:00) The journey into becoming a sexual health physician
- (4:01 - 11:00) The misconceptions and prevalence of STDs
- (11:01 - 18:30) Dr. Marshall on his financial journey
- (18:31 - 24:30) The importance of having something to retire to
- (24:31 - 32:00) Fears about retirement
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. 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.
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