Just Retired? Now what?

2025-05-27

Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the early stages of retirement. They talk about how much you might be able to spend each year, how to draw down from your super and investments, and why it's important to keep a clear strategy even after you've left the workforce. You’ll also hear about common traps to avoid, how to balance enjoying your lifestyle with l...

They talk about how much you might be able to spend each year, how to draw down from your super and investments, and why it's important to keep a clear strategy even after you've left the workforce.

You’ll also hear about common traps to avoid, how to balance enjoying your lifestyle with long-term planning, and how your approach to investing might shift in retirement.

Whether you’ve recently retired or are getting close, this episode is packed with helpful insights to give you more clarity and confidence for the road ahead.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Rachael Todman, GradDipFP (ASIC Reg 1270413), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

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