Equity Mates Investing Podcast Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green
32 snips
Nov 17, 2025 Dylan Pargiter-Green, a financial adviser and director at Bold Wealth, shares his expertise on retirement planning. He discusses diverse exit strategies for various age groups, from young FIRE pursuers to those eyeing traditional retirement. Key topics include the importance of balancing superannuation and outside-super assets, housing trade-offs, and manageable savings targets. Dylan highlights how lifestyle choices, financial hygiene, and smart leveraging can dramatically impact retirement success. He also provides guidance for those feeling behind on their retirement planning.
AI Snips
Chapters
Transcript
Episode notes
Define Retirement By Needed Income
- Identify the income you need in retirement and plan to meet that exact need.
- Treat the exit point as when earned income stops and your assets must cover expenses.
Small Choices Compound To Achieve Goals
- Many clients think their retirement goals are unachievable but often they are realistic with small changes.
- Early, consistent good choices compound into comfortable retirement outcomes.
Prioritise Lifestyle Over Numbers
- Start with lifestyle first since money's role is to buy the lifestyle you want.
- Balance sacrifices now against the lifestyle you want earlier in retirement.