Australia is heading for its biggest wealth shift in history - and it’s already begun. With over 140,000 Aussies retiring every year, we dive into how the "silver tsunami" of Baby Boomers is set to transform our economy, workforce, and financial planning industries. From aged care and superannuation to legacy planning and retirement housing models, we unpack the opportunities and challenges for both retirees and the generations following them.

On this episode, we discuss:

(00:00) Intro
(00:19) Why Retiring Boomers Could Break the Economy
(04:14) Big Economic Impacts: Healthcare, Aged Care & Labor Force
(06:20) Baby Boomers Fueling Demand for Financial Planning
(07:22) Why Some Retirees Blow Their Wealth
(08:41) The Trillion-Dollar Super Shift
(09:38) Why Boomers Don’t Like Spending Their Money
(10:48) Legacy Planning: Helping Your Kids While You’re Alive
(14:27) What’s a Land Lease Retirement Community?
(16:55) Should You Buy or Rent in Retirement?
(21:16) Should You Talk to Your Parents About Retirement?
(22:50) Understanding How Super Re-Contribution Works
(25:16) Business Owner Retirements & CGT Planning

Check out the free resources from Inovayt here.

Send us an email: [email protected]

The Numbers Game is brought to you by Future Advisory & Inovayt.

Hosts:
Nick Reilly
Jason Robinson
Martin Vidakovic

This podcast is produced by VIDPOD.

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