Episode 2 - Six Horror Stories in Retirement

In this podcast you are in for a treat.The two financial planners, Lionel O'Mally & Matt McCabe, discuss how they came up with the name 'The SUPERmen Podcast’.Before taking a look at some recent financial articles that pricked their ears and they discuss how they would approach each situation with their clients. They explore the article 'six horror stories in retirement' in more detail, linking some of these issues faced in retirement to several of their clients that they have supported over the years, exploring their experiences, mistakes, and learnings.Then they finish the podcast with a segment talking about Lionel & Matt's favourite wines.Tune in to see if the boys have improved in their second episode.Lionel O'Mally https://www.purposeplanning.com.au/https://bunniesmonies.com.au/Matthew McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/downsizers-australia/https://newcastleadvisors.com.au/claim-strong/ Hosted on Acast. See acast.com/privacy for more information.