

733 superannuation beneficiaries, what if there is another GFC & what to do with a financial windfall
Aug 12, 2024
Rebecca Pritchard, a seasoned financial planner, dives into superannuation complexities and the importance of designating beneficiaries to avoid posthumous financial chaos. She explores what a potential global financial crisis could mean for your investments and retirement planning. Highlighting the significance of diversified strategies, Pritchard shares insights for young investors navigating market volatility. The conversation also touches on smart ways to manage financial windfalls and set realistic expectations for investment returns, ensuring listeners feel empowered and informed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Navigating Superannuation Beneficiary Complexities
03:30 • 16min
Updating Financial Affairs
19:12 • 6min
Navigating Market Volatility in Retirement Planning
25:23 • 8min
Navigating Market Volatility: Lessons for Young Investors
33:19 • 4min
Managing Expectations in Wealth Building
37:34 • 7min
Smart Financial Management in Tough Times
44:05 • 4min