• Accessible Finance Episode 53: Bruce & Rachel, 66 and 64, Recently Retired Struggling With Asset Management

  • Sep 23 2024
  • Length: 23 mins
  • Podcast

Accessible Finance Episode 53: Bruce & Rachel, 66 and 64, Recently Retired Struggling With Asset Management

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  • Summary

  • How can we optimize our asset allocation to ensure long-term financial stability?

    Are there better investment options than cash value life insurance for our current needs?

    How can we manage our funds to ensure the ylast throughout retirement while covering all expenses? As always, we verify and analyze the cash flow, look at the possibility of rolling over the cash value life insurance into a single premium immediate annuity, when a reverse mortgage may be viable, and discuss risk tolerance to determine investment options. If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!


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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.