As we start a new year, it’s a perfect opportunity to take stock and ask yourself: are your finances truly supporting your ambitions and life goals?

In this episode, talkBIG, host Andrew Sykes is joined by RSM's financial experts, Grace Bacon and Robert Zammit, to explore practical strategies for future-proofing your finances and setting up your super for a comfortable retirement.

What steps should you take now to ensure your money is working as hard as you are in 2026? From setting financial goals to modern retirement trends and estate planning essentials, our experts share their wisdom to help you navigate life’s ups and downs and hopefully come out ahead. 

Key takeaways:

You need to find the balance between the financial and the personal to achieve a happy retirement.

• Everyone has different comfort levels, so it's hard to say what you need for a 'comfortable' retirement.
• Risks associated with retirement include supporting adult children, market fluctuations, and health-related expenses.
• Modern retirement often includes retirees working part-time or in consulting roles to stay connected and engaged with the community.
• There are many strategies for managing mortgages and retirement savings, but it's important to consult with a professional to discuss your individual circumstances. 
• There are multiple benefits to starting your financial planning early, rather than late.

Text us your questions!

Thanks for listening! Visit the RSM Australia website to ask the hosts a question.