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92. Retirement Debt & Wealth with Special Co-host Patrick Nong

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Manage episode 407359612 series 3559707
Content provided by Billy Amiridis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Billy Amiridis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome back to another episode of the 360 Money Matters Podcast!

In this episode we have a special co-host Patrick Nong - Financial Adviser and Partner at 360 Financial Strategists.. We discuss the delicate balance between debt repayments vs wealth accumulation for retirement. We explore various strategies, such as increased superannuation investments, increased debt repayment and stress testing retirement income projections. We also touch upon the human element in financial decision-making, including differing priorities between partners and the influence of behavioral finance.

Tune in now and learn how to balance debt, grow wealth for retirement, and navigate the complexities of financial decision-making.

This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706

Episode Highlights

  • Debt and retirement planning

  • Balancing the art and science of financial advising

  • Retirement income planning

  • Creating options for clients

  • Importance of addressing financial planning early

  • Navigating trade-offs and psychological considerations

Connect with Billy and Andrew!

360 Financial Strategists

Check out our latest episode here:

Apple Podcast

Spotify

Google Podcast

  continue reading

141 episodes

Artwork
iconShare
 
Manage episode 407359612 series 3559707
Content provided by Billy Amiridis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Billy Amiridis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome back to another episode of the 360 Money Matters Podcast!

In this episode we have a special co-host Patrick Nong - Financial Adviser and Partner at 360 Financial Strategists.. We discuss the delicate balance between debt repayments vs wealth accumulation for retirement. We explore various strategies, such as increased superannuation investments, increased debt repayment and stress testing retirement income projections. We also touch upon the human element in financial decision-making, including differing priorities between partners and the influence of behavioral finance.

Tune in now and learn how to balance debt, grow wealth for retirement, and navigate the complexities of financial decision-making.

This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706

Episode Highlights

  • Debt and retirement planning

  • Balancing the art and science of financial advising

  • Retirement income planning

  • Creating options for clients

  • Importance of addressing financial planning early

  • Navigating trade-offs and psychological considerations

Connect with Billy and Andrew!

360 Financial Strategists

Check out our latest episode here:

Apple Podcast

Spotify

Google Podcast

  continue reading

141 episodes

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