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Episode 25 | Longevity risk and how to ensure you have enough
Manage episode 452481562 series 3550961
内容由Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew提供。所有播客内容（包括剧集、图形和播客描述）均由 Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Aden and David discuss the importance of longevity risk - the possibility of outliving your investment assets in retirement.
They explore how life expectancies have changed over time, the concept of a "longevity mindset", and the challenges of balancing spending versus saving. They also cover the tools and frameworks that Capital Partners uses to help clients make informed decisions about funding their retirement lifestyle.
This episode provides valuable insights for anyone concerned about having enough to support themselves throughout a potentially longer retirement.
- (0:00 - 3:00) How retirement and life expectancies have changed over time
- (3:00 - 9:00) The statistics and trends around increasing life expectancies
- (9:00 - 15:00) The "spender" versus "saver" behavioural tendencies
- (15:00 - 24:00) Making informed decisions about funding a retirement lifestyle
- (24:00 - 32:00) The "retirement multiple" concept
- (32:00 - 43:00) The importance of regularly reviewing and updating financial projections
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us [email protected].
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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