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Retirement Concepts Aus

De: Lionel O'Mally
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  • Resumen

  • Welcome to the Retirement Concepts Podcast, where two financial advisers, one current (Lionel O'Mally) and one former (Peter Graham), discuss retirement in both the lifestyle and financial areas.


    Both Lionel and Peter have co-authored the "Little Book of Retirement Concepts," which touches on these areas of retirement. Peter currently lives out all of his teachings as a retirement coach, helping people understand retirement issues. Lionel is an active financial adviser who specialises in retirement planning, helping new and current clients manage their finances in and towards retirement.


    By listening to this podcast, you will gain first-hand experiences in the retirement space of most of the financial and lifestyle issues we come across and how to potentially deal with them more effectively for your life's journey.


    Hosted on Acast. See acast.com/privacy for more information.
    Lionel O'Mally
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Episodios
  • Retirement Concepts Podcast

    Retirement Concepts Podcast
    Jul 28 2024
    This is the introduction episode for the Retirement Concepts podcast. Hosts Lionel O'Mally and Peter Graham introduce themselves and discuss the topics they will cover in the podcast such as retirement concepts, financial planning, health and fitness in retirement, and more. They also mention their experience in the industry and their goal of sharing their knowledge and advice with their audience. The hosts also discuss their connection through attending the Million Dollar Round Table conferences and how they plan to bring their learnings to the podcast. They encourage listeners to subscribe and In this new Retirement Concepts Podcast, co-hosts Lionel and Peter discuss all things related to retirement. Peter has been in the financial planning industry for 50 years and now works as a retirement coach. He has attended conferences all over the world and has learned the importance of developing a close relationship with clients. The duo also highlights the importance of both financial and lifestyle aspects in retirement planning

    Hosted on Acast. See acast.com/privacy for more information.
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    22 m
Economía Finanzas Personales Éxito Personal
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