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Spending MORE money with Rob Devlin

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Manage episode 472030722 series 3606846
Content provided by Tribeca Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tribeca Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If retirement is on your mind, how does it make you feel? Excited. Nervous. Daunted. All of the above.
If you have mixed feelings about retirement, you’re not alone. That’s because many people are unsure of what their life after work will look like… and if they’ll be ready. Will I have enough money? What are the choices I really have? Will I find a new purpose? How do I make sure my retirement years are secure and fulfilling?
As Head of Advice and a Partner at Tribeca, Rob Devlin relishes answering these big questions – and most importantly – giving people the confidence of knowing they can really make their retirement years count. In sitting down with Steph and Ryan, Rob takes us through the common pitfalls people face and how to avoid them, why a “spend more” mentality can unlock you’re retirement potential, and how the right financial strategies can open up a world of choices and opportunities.
In this episode you’ll learn more about:

  • Why people often underestimate their retirement potential and how mindset shifts can open up more options
  • The common concern of "how long will my money last?" and practical approaches to address this anxiety
  • How retiring rarely means a complete "hard stop" - many retirees find parttime work, volunteering, or new hobbies
  • Why financial advisors often encourage clients to spend more in retirement rather than less
  • How factors like no mortgage payments and reduced tax burden create more financial freedom
  • The importance of couples having open conversations about their retirement expectations and lifestyle goals
  • Practical examples of how retirees stay engaged and active - from working a Bunnings to driving courtesy buses

Whether you’re in retirement, it’s just around the corner, or you’re wanting to start putting future plans in place, this episode is definitely worth every minute.
Here’s to your Good Life. And thanks for listening.
You can find us at https://www.tribecafinancial.com.au/

Our guest:
Rob Devlin, Head of Advice, Partner, Tribeca
Connect with Rob: linkedin.com/in/robert-devlin-799b4a58
Our hosts:
Ryan Watson, CEO, Tribeca Financial
Follow Ryan: https://www.linkedin.com/in/r-watson/
Stephanie Coombes, podcast expert and media strategist
Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/

Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.
Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.
Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 472030722 series 3606846
Content provided by Tribeca Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tribeca Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If retirement is on your mind, how does it make you feel? Excited. Nervous. Daunted. All of the above.
If you have mixed feelings about retirement, you’re not alone. That’s because many people are unsure of what their life after work will look like… and if they’ll be ready. Will I have enough money? What are the choices I really have? Will I find a new purpose? How do I make sure my retirement years are secure and fulfilling?
As Head of Advice and a Partner at Tribeca, Rob Devlin relishes answering these big questions – and most importantly – giving people the confidence of knowing they can really make their retirement years count. In sitting down with Steph and Ryan, Rob takes us through the common pitfalls people face and how to avoid them, why a “spend more” mentality can unlock you’re retirement potential, and how the right financial strategies can open up a world of choices and opportunities.
In this episode you’ll learn more about:

  • Why people often underestimate their retirement potential and how mindset shifts can open up more options
  • The common concern of "how long will my money last?" and practical approaches to address this anxiety
  • How retiring rarely means a complete "hard stop" - many retirees find parttime work, volunteering, or new hobbies
  • Why financial advisors often encourage clients to spend more in retirement rather than less
  • How factors like no mortgage payments and reduced tax burden create more financial freedom
  • The importance of couples having open conversations about their retirement expectations and lifestyle goals
  • Practical examples of how retirees stay engaged and active - from working a Bunnings to driving courtesy buses

Whether you’re in retirement, it’s just around the corner, or you’re wanting to start putting future plans in place, this episode is definitely worth every minute.
Here’s to your Good Life. And thanks for listening.
You can find us at https://www.tribecafinancial.com.au/

Our guest:
Rob Devlin, Head of Advice, Partner, Tribeca
Connect with Rob: linkedin.com/in/robert-devlin-799b4a58
Our hosts:
Ryan Watson, CEO, Tribeca Financial
Follow Ryan: https://www.linkedin.com/in/r-watson/
Stephanie Coombes, podcast expert and media strategist
Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/

Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.
Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.
Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.

  continue reading

18 episodes

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