Adviser 3.0: The Podcast

Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success


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πŸŽ™οΈ In this episode, we sit down with Roland Whyte, CEO of Nokkel, to dive deep into the critical role property plays in financial planning, especially as clients near retirement. πŸ πŸ’Ό Roland shares his expert insights on how property, often the largest asset individuals own, is frequently overlooked in retirement strategies and explains why integrating it can significantly enhance wealth management.

We explore:
πŸ“Š The role of technology in modern wealth management
πŸ’° The challenges around liquidity and equity release
🀝 How financial advisors' roles are evolving to manage holistic wealth strategies
Roland emphasizes the importance of viewing property as both a financial and emotive asset. Don't miss this valuable conversation on optimizing retirement outcomes by including property in your financial plan!
#WealthManagement #RetirementPlanning #PropertyInvestment #FinancialAdvisors #RealEstate #EquityRelease #HolisticWealth #TechInFinance #RetirementStrategy #FinancialPlanning

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Adviser 3.0: The PodcastBy Abraham Okusanya


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