Retirement Concepts Podcast

By: Lionel O'Mally & Peter Graham
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  • Summary

  • 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.


    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 & Peter Graham
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Economics Personal Finance Personal Success
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Episodes
  • Episode 4 - Why we do what we do

    Episode 4 - Why we do what we do
    Nov 30 2024

    In this episode of the Retirement Concepts Podcast, Lionel and Peter discuss the importance of preparation and planning for a fulfilling and stress-free retirement. Drawing from their extensive experience and insights shared in The Little Book of Retirement Concepts, they delve into key strategies for both lifestyle and financial success during retirement.

    The episode highlights:

    • Why having a clear retirement plan is essential to reduce financial worries and enjoy your retirement fully.
    • The significance of the "Go-Go Years" in early retirement and how to make the most of them.
    • The role of health as the foundation for a satisfying retirement lifestyle.
    • Insights into organising finances, managing superannuation, and avoiding the trap of unspent wealth.

    Lionel and Peter also share their own personal journeys and what inspired them to help retirees live their best lives.

    Tune in to learn how professional guidance and practical strategies can help you redefine your retirement and make the most of your golden years.

    For more retirement tips and advice, visit www.lbrc.au to grab your copy of The Little Book of Retirement Concepts.

    Follow us on Instagram, facebook and linkedin.


    Hosted on Acast. See acast.com/privacy for more information.
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    20 mins
  • Episode 3: What Do We Do

    Episode 3: What Do We Do
    Nov 28 2024

    In this episode of the Retirement Concepts Podcast, Peter and Lionel delve into the role of financial planners in helping pre-retirees and retirees make smart financial decisions and unpack essential lifestyle and financial strategies for retirement. Drawing from decades of expertise and their Little Book of Retirement Concepts, they simplify complex topics, offering actionable advice for pre-retirees and retirees.

    In this episode you'll learn why financial planning is like climbing Mount Everest and how the right guide can make all the difference.

    Peter and Lionel address common retirement concerns, and the value of professional guidance, highlight the benefits of having a clear financial plan and explain key financial principles, like the benefits of offset accounts for mortgages and the impact of compound interest. After this episode you'll feel encourage to engage with financial planners for a well-guided retirement journey.

    Discover how to take control of your finances, reduce worries, and build a clear path toward a fulfilling retirement and get more tips by grabbing your copy of The Little Book of Retirement Concepts at www.lbrc.au

    Follow us on Instagram, facebook and linkedin.


    Hosted on Acast. See acast.com/privacy for more information.
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    17 mins
  • Episode 2 - Who are co-authors and podcast host: Lionel O'Mally & Peter Graham

    Episode 2 - Who are co-authors and podcast host: Lionel O'Mally & Peter Graham
    Aug 26 2024
    In this episode of the Retirement Concepts Podcast, we delve into the story behind the Little Book of Retirement Concepts by getting to know its co-authors, Lionel O'Mally and Peter Graham. Peter talks about his past and how he started the Redefining Retirement journey, becoming a retirement coach. Lionel, experienced financial planner based in Sydney, Australia. Lionel shares his story growing up in Bourke and insights into how he stated with his role in guiding pre-retirees and retirees toward making informed financial decisions. He likens the journey to climbing a mountain, where accumulating and maximizing wealth over a lifetime represents the ascent, and retirement marks the descent. Lionel explains the importance of having a well-thought-out financial plan and the invaluable role of a financial planner in navigating this critical phase of life. He describes how a planner provides advice and executes a personalised plan, working collaboratively with other professionals like accountants and estate planners to ensure a comprehensive approach to your life planning. While Google can offer answers, Lionel reminds us that it cannot replace the tailored guidance and hands-on support that a financial planner delivers. This episode is a must-listen for anyone looking to secure their financial future as they approach retirement.

    Hosted on Acast. See acast.com/privacy for more information.
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    24 mins

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