Money in Your 60s: The Retirement Reality Nobody Talks About
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What happens when the paycheck stops?
For many Australians, you think retirement is a financial transition, but it's an much more an identity shift. In this episode, Trish & Suzanne are joined by retirement specialist and financial adviser Jenny Brown, who shares what really matters when preparing for your 60s and beyond.
We discuss:✅ Where your income comes from when you're no longer working
✅ Why retirement is often a bigger mindset challenge than a money challenge
✅ The biggest regrets retirees share
✅ How to find purpose beyond your career
✅ Why spending plans matter more than budgets
✅ Estate planning conversations every family should have
✅ What younger Australians can do now to create more choices later
Whether retirement is around the corner or decades away, this conversation will help you think differently about the future you're creating.
Retirement is the next great inevitable adventure, so you may as well start planning for it.
🎧 Listen now and start building your own Great Escape Plan.
Enjoy x
Trish & Suzanne
Resources:
BOOK: Retirement; The Great Escape Plan, by Jenny Brown https://www.amazon.com.au/Retirement-Great-Escape-Plan-thriving/dp/1923630148
Connect with Jenny here https://jbsfinancial.com.au/team/jenny-brown/
Email: moneytalkrealtalkpod@gmail.com
Disclaimer: The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.