Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green

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4d ago 38:17

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Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.

Financial adviser Dylan Pargiter-Green returns with three case studies:

the FIRE retiree aiming to quit at 40
the “early mark” retiree planning to stop work in their 50s
and the classic retiree looking to finish in their 60s

We unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions, longevity risk, and the small tweaks that make a massive difference in your final decade before retirement.

If you want to go deeper or speak with Dylan or another adviser from our network, head to equitymates.com/advice or complete this form for Dylan's retirement case studies.

Timestamps

5.30 - Fire Retirers (40s)

15.00 - Early Mark (50s)

25.30 - Standard (60s)

31.00 - Closing Questions

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