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Ep 33 – The keys to a successful early retirement

In this episode, Jeff Thurecht and Senior Financial Adviser Blake Cullen discuss the intricacies of early retirement planning, focusing on both the challenges and the strategies for success. They explore the importance of budgeting, understanding personal retirement goals, and the significance of legacy planning. The conversation emphasises the need for a solid financial foundation and the role of accountability in achieving retirement aspirations. Additionally, they highlight the importance of finding purpose in retirement to ensure a fulfilling post-work life.

Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product.

Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313, ABN 23 962 645 633 of The Principal Edge Pty Ltd AFS Licence 225029, ABN 82 003 710 26382 003 710 263

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