Wealth Radar

To conclude our two-part series about everything retirement, Jason and Paul discuss the perennial question... how much do I need to retire?

Listen in, and we hope you enjoy the conversation! 

As always, your feedback is greatly appreciated, and if you have any questions, please head to our socials and get in touch.

In this episode, Paul and Jason chat about the psychology around retirement, rather than just the money. We all go through stages and phases when we get closer to retirement, and people must be aware of these stages to avoid adverse outcomes. Listen in, and hopefully, it is helpful for you.

Part Two will be released 13th of September. Be sure to tune in to hear all things money-related.

Referenced TED TALK with Dr. Rilely Monynes link - https://www.youtube.com/watch?v=DMHMOQ_054U 

In this episode, Wealth Radar interviews Peter Mancell, who founded Mancell Financial Group in February 1980. During this time Peter has gained extensive experience in all things financial planning, with a particular passion for delivering clients a reliable investment experience.

With a mathematics and psychology background from Sydney University, Peter and his team have built a world class wealth management business based on academically proven, evidenced based investment strategies.

Peter is also the author of the book ‘Your Investment Philosophy - 5 key principles to successfully managing and protecting wealth’. Listen in as he shares some valuable insights as a financial advisor and new author with some very intriguing client examples.

Head to our socials to answer the questions mentioned in this episode to WIN a copy of the book and the first to get Jason’s bonus question correct will receive a bottle of red from his cellar!

Paul and Jason fire off some hot tips to help you better understand your superannuation. 

They cover topics such as Returns, Costs, Insurance Benefits, Estate Planning and Investment Choices and define industry jargon, so it is easier to understand what you have and what you need to know about your superannuation.

Listen in and don’t forget to like our social pages below and suggest questions and topics for the Wealth Radar boys to cover in future episodes.

Jason and Paul interview their old man as he shares some wise and valuable lessons for people in business.

Bob Fowler, Founded Fowler’s Group in 1972, Bob has an impressive collection of career accolades spanning more than 50 years in life insurance and personal wealth planning. His industry expertise and passion for helping people enabled him to successfully establish Fowler’s as one of the leading financial planning and advisory firms in Australia.

Don’t forget to head to our social media pages and answer the question at the end of this episode to WIN a free copy of our book titled, ‘40 Lessons Learnt in 40 Years of Business’.*

*Terms and conditions apply, see in firm for more details, limited copies available.

Jason Fowler and Paul Fowler kick off the very first episode of Wealth Radar, setting the stage for engaging conversations on financial planning, wealth strategies, and business insights.

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