Retirement Concepts Podcast

By: Lionel O'Mally & Peter Graham
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  • Summary

  • 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 acast.com/privacy for more information.
    Lionel O'Mally & Peter Graham
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Economics Personal Finance Personal Success
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Episodes
  • Episode 2 - Who are co-authors and podcast host: Lionel O'Mally & Peter Graham

    Episode 2 - Who are co-authors and podcast host: Lionel O'Mally & Peter Graham
    Aug 26 2024
    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 coach. Lionel, experienced financial planner based in Sydney, Australia. Lionel shares his story growing up in Bourke and insights into how he stated with his role in guiding pre-retirees and retirees toward making informed financial decisions. He likens the journey to climbing a mountain, where accumulating and maximizing wealth over a lifetime represents the ascent, and retirement marks the descent. Lionel explains the importance of having a well-thought-out financial plan and the invaluable role of a financial planner in navigating this critical phase of life. He describes how a planner provides advice and executes a personalised plan, working collaboratively with other professionals like accountants and estate planners to ensure a comprehensive approach to your life planning. While Google can offer answers, Lionel reminds us that it cannot replace the tailored guidance and hands-on support that a financial planner delivers. This episode is a must-listen for anyone looking to secure their financial future as they approach retirement.

    Hosted on Acast. See acast.com/privacy for more information.
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    24 mins
  • Retirement Concepts Podcast - Episode 1 intro teaser

    Retirement Concepts Podcast - Episode 1 intro teaser
    Aug 1 2024

    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 their experience in the industry and their goal of sharing their knowledge and advice with their audience. The hosts also discuss their connection through attending the Million Dollar Round Table conferences and how they plan to bring what they have learned to the podcast. Encourage listeners to like and subscribe to this new podcast. Lionel and Peter discuss all things related to retirement. Peter has been in the financial planning industry for 50 years and now works as a retirement coach. He has attended conferences all over the world and has learned the importance of developing a close relationship with clients. The duo also highlights the importance of financial and lifestyle aspects in retirement planning.


    Treat yourself with an easygoing podcast that you are bound to take a little gold nugget of wisdom away with you.


    Hosted on Acast. See acast.com/privacy for more information.
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    22 mins

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