Retire Right

229 wwgd: Jen's financial health check as she approaches retirement


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Jen is approaching retirement as a single mum of 2 adopted kids and is worried about her financial position. Her biggest concern is not being able support herself and her kids after she stops working so in this 'what would Glen do' episode, Glen runs Jen through a financial health check and shares some of his thoughts on her situation.


'The Quick Start-Guide to Investing' by Glen James & Nick Bradley: https://amzn.to/3QNNrbv


Sort Your Money Out and Get Invested by Glen James: https://amzn.to/3XmSuDt


If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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Retire RightBy Glen James


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