In this episode, I chat to Terri Bradford who, until recently, was the Head of Wealth Management at Morgans Financial. Not only is she an expert in superannuation and investment strategy planning but she's just been through this transition personally. She speaks candidly about how she knew it was her time to retire after seeing the process from the other side thousands of times in her career.

We discuss: 

• Signs someone is ready to retire
• Filling the hole of work 
• Key financial checkpoints to make the leap
• How to maximise super leading up to retirement
• When to start thinking about estate planning

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Nearing retirement? 

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Visit Bec’s website at epicretirement.com.au to learn more about her work

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