Prime Time with Bec Wilson How to set your financial goals for an epic retirement
9 snips
Dec 8, 2025 In this conversation, Maurizio Lombardi, Executive Manager of Advice Strategy at Hostplus, shares vital insights on financial goal setting for retirement. He emphasizes the importance of starting early, particularly in your 50s and 60s. Listeners learn practical steps like costing non-negotiable goals and understanding how superannuation and the Age Pension work together. Maurizio also discusses leveraging small salary sacrifices for long-term benefits and recommends using digital tools for personalized planning. Perfect for anyone looking to secure their financial future!
AI Snips
Chapters
Books
Transcript
Episode notes
Define Goals By Desired Outcomes
- A goal is a desired outcome that won't happen without intervention, not an inevitable result.
- Bec Wilson urges defining retirement by the activities and fulfillment you want, not the act of stopping work.
Use Four Questions To Shape Goals
- Ask four questions: who matters, what you'll do with your time, how you'll earn money, and where you'll find belonging.
- Use these questions to shape relationship, health, curiosity, purpose and lifestyle goals before planning finances.
Golfing Through Retirement
- Maurizio Lombardi shared his in-laws' goal to play the top 100 golf courses as an epic-retirement example.
- Their decades-long pursuit shows how clear lifestyle goals shape daily retirement choices.
