How to talk to your parents about money (and having an epic retirement)

Nov 11, 2024

Bec Wilson, a modern retirement expert, joins to share invaluable insights on talking with parents about finances. She discusses the evolving nature of retirement and the importance of proactive planning. The conversation touches on the six pillars of an epic retirement, including health and financial confidence. Bec also highlights the science of happiness in retirement, encouraging open discussions about housing and community support. With an emphasis on adventure and personal growth, she inspires listeners to reimagine their post-career life.

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Intro

00:00 • 2min

Navigating Retirement Conversations

02:17 • 17min

Embracing Proactivity for a Fulfilling Retirement

18:50 • 3min

The Pillars of an Epic Retirement

22:05 • 5min

Navigating Retirement: Happiness and Planning

27:14 • 10min

Reimagining Retirement: Embracing Adventure and Growth

37:27 • 2min

Do you want to start talking to your parents about money?

Kate Campbell chats with Bec Wilson, an expert on modern retirement.

Bec’s mission is to share the proven ways you can create a better midlife and a modern, epic retirement. This conversation is all about giving you the tools and resources you need to start talking to your parents (or maybe even yourself) about money and having an epic retirement.

📚 Grab Bec's book: https://www.epicretirement.com.au/book

Series resources

Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Rask Community: https://bit.ly/3UkFWel
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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