4 questions to ask BEFORE you retire! - The Wealthlab Professional Series

Wealthlab Podcast

Feb 20 2023 • 13 mins

Welcome to the Professional Series, a podcast by Scott Jackson and Phil Sproule from WealthLab. In this episode, we delve into important financial topics that can help you make informed decisions for a better financial future.  Firstly, we will be discussing the four important questions you should ask your partner before retiring. Retirement can be a daunting and exciting time, and it's essential to be on the same page as your partner. We will explore some of the crucial topics to consider before making the big decision to retire.  Next, we will share our insights on investing a hypothetical 100K from your offset account. Its a common questions and investing can be a great way to grow your wealth, but it's crucial to understand the risks involved and make informed decisions. We will discuss our views and share some tips for those looking to do this around risk profiles.  Finally, we will discuss a dodgy Google ad that might appear like a term deposit but is actually advertising something much riskier. Unfortunately, this type of activity is prevalent in the financial industry, and it's essential to be aware of these tactics to protect your hard-earned money.  Tune in to this episode of the Professional Series to learn more about these important financial topics and gain valuable insights from Scott Jackson and Phil Sproule from WealthLab.


General advice only: Any advice on this video is general nature only and has not been tailored to your personal objectives, financial situation or needs. Please seek personal advice prior to acting on any information you may consider. To be clear, this video is not to be considered financial advice and has been created for entertainment without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs. https://wealthlab.com.au/policiesanddocuments/

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