PODCAST · business
Retirement Concepts Podcast
by Lionel O'Mally
Welcome to the Retirement Concepts Podcast, where two financial advisers, one current (Lionel O'Mally) and one former (Peter Graham), discuss retirement in both the lifestyle and financial areas. Lionel and Peter have co-authored the "Little Book of Retirement Concepts," which touches on these areas of retirement. Peter currently lives out all of his teachings as a retirement coach, helping people understand retirement issues. Lionel is an active financial adviser who specialises in retirement planning, helping new and current clients manage their finances in and towards retirement. By listening to this podcast, you will gain first-hand experiences in the retirement space of most of the financial and lifestyle issues we come across and how to potentially deal with them more effectively for your life's journey. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://
Episodes
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Episode 14 - The Go Slow Years
Welcome back to the Retirement Concepts Podcast with Lionel O’Mally from Purpose Planning and Peter Graham from Redefining Retirement. In this episode, we explore one of the most overlooked stages of retirement — the Go Slow Years — and why understanding this phase is key to living a more...
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Episode 13 - Retirement Wisdom
Welcome back to the Retirement Concepts Podcast with Lionel O’Mally from Purpose Planning and Peter Graham from Redefining Retirement. In this episode, recorded live on Outback Radio 2WEB with Rod Corfe, we dive into planning for retirement beyond just finances. We discuss why retirement is about...
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Episode 12 - The Retirement Gap: Organisation VS Uncertainty
We’re back! In this episode of the Retirement Concepts Podcast, co-hosts Lionel O'Mally and Peter Graham return to explore why retirement isn’t just about having enough money—it’s about knowing what to do with it. 🎙️ Hear how a financial planning session in rural Australia and a conversation…
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Episode 11 - Early retirement Go Go years
In this episode of the Retirement Concepts Podcast, Peter and Lionel dive into the exciting "go-go years" of early retirement—a phase filled with energy, exploration, and new opportunities. They emphasise the importance of embracing this time to travel, create unforgettable experiences, and make...
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Episode 10 - Pre-retirement Nearly there
In this episode of the Retirement Concepts Podcast, Peter and Lionel explore the essential elements of pre-retirement planning, focusing on both financial and lifestyle strategies to help you achieve a worry-free and fulfilling retirement. You'll learn the importance of developing the right…
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Episode 9 - Wealth Creation and Accumulation Phase
In this episode of the Retirement Concepts Podcast, Peter and Lionel explore the foundational phase of financial planning: wealth accumulation. They delve into essential strategies for young professionals and pre-retirees, emphasising the power of early financial habits, the magic of compound...
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Episode 8 - Life's a journey
In this episode of the Retirement Concepts Podcast, Peter and Lionel explore the theme of life as a journey, emphasising the importance of planning for both the accumulation and enjoyment phases of retirement. Drawing inspiration from their Little Book of Retirement Concepts, they share practical...
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Episode 7 - What is the client experience?
In this episode of the Retirement Concepts Podcast, Peter and Lionel dive deep into the client experience of financial planning, sharing how technology and personalised advice help pre-retirees and retirees navigate their financial journey with confidence. From tackling the daunting 'too-hard...
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Episode 6 - Who do you work with?
In this episode of the Retirement Concepts Podcast, Peter and Lionel discuss the importance of early retirement planning and how to approach both the financial and lifestyle aspects of retirement, but also who they each work with and their experience working with those people. In this episode…
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Episode 5 - Issues in retirement with finances - SUPERANNUATION
In this episode of the Retirement Concepts Podcast, Lionel and Peter dive into the critical financial considerations for a secure and enjoyable retirement. They explore the essential steps to build and optimise superannuation, offering actionable advice for employees, business owners, and...
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Episode 4 - Why we do what we do
In this episode of the Retirement Concepts Podcast, Lionel and Peter discuss the importance of preparation and planning for a fulfilling and stress-free retirement. Drawing from their extensive experience and insights shared in The Little Book of Retirement Concepts, they delve into key…
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Episode 3 - What Do We Do
In this episode of the Retirement Concepts Podcast, Peter and Lionel delve into the role of financial planners in helping pre-retirees and retirees make smart financial decisions and unpack essential lifestyle and financial strategies for retirement. Drawing from decades of expertise and their...
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Episode 2 - Who are co-authors and podcast host: Lionel O'Mally & Peter Graham
In this episode of the Retirement Concepts Podcast, we delve into the story behind the Little Book of Retirement Concepts by getting to know its co-authors, Lionel O'Mally and Peter Graham. Peter talks about his past and how he started the Redefining Retirement journey, becoming a retirement…
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Retirement Concepts Podcast - Episode 1 intro teaser
This is the introduction episode for the Retirement Concepts podcast. Hosts Lionel O'Mally and Peter Graham introduce themselves and discuss the topics they will cover in the podcast such as retirement concepts, financial planning, health and fitness in retirement, and more. They also mention…
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ABOUT THIS SHOW
Welcome to the Retirement Concepts Podcast, where two financial advisers, one current (Lionel O'Mally) and one former (Peter Graham), discuss retirement in both the lifestyle and financial areas.
Lionel and Peter have co-authored the "Little Book of Retirement Concepts," which touches on these areas of retirement. Peter currently lives out all of his teachings as a retirement coach, helping people understand retirement issues. Lionel is an active financial adviser who specialises in retirement planning, helping new and current clients manage their finances in and towards retirement.
By listening to this podcast, you will gain first-hand experiences in the retirement space of most of the financial and lifestyle issues we come across and how to potentially deal with them more effectively for your life's journey.
Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://
HOSTED BY
Lionel O'Mally
CATEGORIES
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