Shows
The Wealth Guide PodcastHow to Get a Guaranteed "Paycheck" for Life in Retirement ft. Natalie Philips | Ep. 30In episode 3 of a three-part series, we’re joined once again by Natalie Philips, State Manager of Allianz Retire+, an Australian company that develops retirement products for Australian retirees.Natalie talks about the evolution of lifetime income solutions in Australia, the benefits of combining traditional investments with innovative retirement products, and how these new products provide flexibility and access to capital.She also discusses the tax implications of these products, the potential impact on Centrelink benefits, and the ability to leave a legacy for future generations.If...
2024-06-0238 minThe Wealth Guide PodcastRetiring at 60? You Might Need More Money Than You Think ft. Natalie Philips | Ep. 29In episode 2 of a three-part series, we’re joined once again by Natalie Philips, State Manager of Allianz Retire+, an Australian company that develops retirement products for Australian retirees.We discuss the financial impact of living longer and healthier lives, the lump sum amounts singles and couples need to retire comfortably, and the dangers of trying to DIY your retirement planning. We also talk about the concept of "right-sizing" your living situation in your golden years, the challenges of planning for retirement at 50-55+, and how wor...
2024-05-1944 minThe Wealth Guide PodcastCan You REALLY Retire Early and Still Enjoy Life? ft. Natalie Philips | Ep. 28In this episode, we're joined by Natalie Philips, State Manager of Allianz Retire+, an Australian company dedicated to developing retirement products to meet the unique needs of Australian retirees.We talk about the economic challenges Aussies face in achieving early retirement, the importance of having a financial coach to guide you through life stages, and the role of budgeting and discipline in creating good financial habits.We also discuss the impact of interest rates and the cost of living on household earnings, the need to structure finances correctly...
2024-05-0534 min