Description

Join Aden and David as they dive deep into the provocative concept of "dying with zero" from Bill Perkins' groundbreaking book. Discover how strategic spending, investing in experiences, and challenging traditional saving mindsets can help you live a more meaningful life. Learn practical strategies to balance financial security with creating lifelong memories, and gain insights into breaking free from the fear of spending. Whether you're planning for retirement or seeking to maximise your life's potential, this episode offers a fresh perspective on wealth, time, and personal fulfillment.

• 00:00 - 05:12 Introduction and "Die with Zero" Concept Overview
• 05:12 - 11:37 Understanding the Philosophy of Purposeful Spending
• 11:37 - 17:54 Psychological Barriers to Spending Money
• 17:54 - 24:16 Generational Differences in Financial Thinking
• 24:16 - 32:41 Practical Strategies for Investing in Experiences
• 32:41 - 39:05 Retirement Spending and the "Go-Go Years"
• 39:05 - 45:22 Client Stories and Real-World Financial Insights
• 45:22 - 50:00 Conclusion and Key Takeaways on Purposeful Wealth Management

Additional resources:

• Read, Die with Zero.
• The Power of Dreaming.

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.