We call them the ‘golden years’. Retirement these days can span 30+ years, so we need to plan retirement as carefully as we plan other phases of our life that span three decades our career, raising and educating children, and buying and paying off our home.
In this book we help you make this plan. We look at the lifestyle you want to achieve in retirement, how to keep your money working for you when you are not working and how to set your affairs in order for the later part of your life when you inevitably become less independent.
Most importantly, we help you navigate the multiple challenges that will arise, with the benefit of the experience supporting those who have been there before.
Packed with case studies from a career in financial advice, as well as practical and actionable insights, this book will educate, inspire and give you peace of mind as you plan for, transition to and live your best life in retirement.
Jamie Nemtsas is a finance enthusiast driven by a passion for helping others increase their financial literacy and achieve their financial goals. He has been in the financial services industry for over 20 years. His career spans the corporate and private sector, growing and building businesses across financial services.
Drew Meredith CFP is a financial adviser driven by a passion to address the growing need that is retirement-focused investment and financial advice. An avid writer, Drew s focus is on educating and driving clients and readers to make informed financial decisions.
Both are regular guests on the popular Australian Investors Podcast, contributors to financial media and commentators on retiring with financial security and making the most of your retirement.