Episode Seven | Ambition in retirement

The Purposeful Investor

In this episode of the Purposeful Investor podcast, host Aden Wilkins speaks with David Andrew, Founder and CEO of Capital Partners, about redefining ambition during retirement.
They discuss how retirement planning conversations often focus only on financial security, yet, true prosperity is about living one's best life.

Aden and David explore how ambition naturally shifts away from career goals as we age, and the importance of finding purpose and reasons to get up each day in retirement. They address the potential identity crisis and mental wellbeing challenges that can arise from loss of tribe and daily structure.

The conversation provides examples of individuals who pursued ambitious and meaningful second acts through staged retirements, consulting work, and charitable pursuits.
You will gain insight into transitioning smoothly to retirement by celebrating accomplishments, pursuing new passions, and maintaining a balanced mix of commitments and leisure.
This thought-provoking discussion challenges preconceived notions about what is possible in our retirement years.

Materials
The Power of Dreaming Guide

(0:00:01 - 0:03:10) Introduction

(0:03:56 - 0:04:56) Purpose in Retirement

(0:06:08 - 0:09:10) Ambition and Identity

(0:07:44 - 0:09:10) Mental Wellbeing

(0:09:28 - 0:10:00) Defining Ambition in Retirement

(0:10:04 - 0:11:03) Transitioning to Retirement

(0:11:15 - 0:18:31) Examples of Ambitious Retirement

For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us [e-mail].

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.