Strategies to Creating Certainty in Retirement #3
Strategies to Creating Certainty in Retirement 3 October 2023
Proudly sponsored by Allianz Retire+
Episode details
In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what’s most important to them, and ways they’ve helped them find a new purpose in retirement.
With Allianz Retire+, it all adds up to certainty.
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