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In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning. 

They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the common focus on the "magic number". 

The conversation explores the deeper questions. It asks listeners to envision their best possible retirement, moving past the traditional emphasis on money and numbers.

• (00:01 - 01:42) Wins of the week
• (01:42 - 0:04:33) Purposeful retirement planning
• 04:33 - 11:18) Establishing a blueprint for your desired retirement
• (11:18 - 20:47) Having a trial run retirement period

Learn more about Capital Partners' approach to retirement planning: Retirement Planning Perth - Capital Partners (capital-partners.com.au)

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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