Risk in Retirement Event Videos

Last year we held a “Lunch and Learn” event at our offices with around a dozen clients on the topic of: Risk in Retirement. Mark Copsey, Director of Allworths Wealth Management, presented on various topics of particular interest to those in or approaching retirement age, including: the rising costs of retirement, appropriate investment strategies, just how much wealth management fees can really affect investor returns, changing government policy and more.

We were also kindly joined by Tim Sparks from Vanguard (one of the world’s largest wealth managers, with roughly $6.8 trillion in assets under management) who provided fascinating insights into the world of exchange-traded funds (ETFs) and why they might be considered in any well-balanced portfolio. A big thank you to Vanguard for their great contribution to the event.

The videos from the event were shared with our followers throughout the second half of last year through our informative monthly newsletter, to which you can subscribe by clicking here (you may unsubscribe at any time). In case you missed them or weren’t subscribed at the time, here they all are for you in this handy blog post.

Risk in Retirement

Part 1 (20:00) covers the following topics:

Increasing life expectancy, quality of life and rising healthcare needs in Australia
Housing and care options and indicative costs in retirement
Adopting a goals-based approach to investing
Impact of investment returns on retirement quality

Part 2 (11:20) covers:

The bucket approach to investing
Diversification, time and rebalancing
Real case studies from the GFC

Part 3 (23:00) is presented by Tim Sparks from Vanguard Australia, who delivers a highly informative overview of exchange-traded funds, their growth over time and why people should consider them as part of a balanced portfolio. Vanguard is one of the world leaders in this space and we were lucky to be joined by Tim.

Part 4 (10:00), the final chapter, covers:

Just how much different fee structures can erode your wealth over time
What Allworths Wealth Management does and how we charge clients
How taxes and government meddling can affect your returns
The importance of estate planning

The content of this post is general in nature. Any general advice has been prepared by Allworths Wealth Management Pty Limited AFSL 457 155 without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant product disclosure statement before making any decision to invest.