Changing Landscape of Retirement #9 – Richard McErlean
Changing Landscape of Retirement 4 May 2021
Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, he explains what his experiences are with their ever-changing mindset toward retirement.
Richard McErlean LinkedIn: https://www.linkedin.com/in/richard-mcerlean-01815217/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
You can get a transcript of this podcast here
-
Changing Landscape of Retirement #10 – Jeremy Cooper
We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who …
-
Changing Landscape of Retirement #9 – Richard McErlean
Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, …
-
Changing Landscape of Retirement #8 – Rachel Lane
“Rachel is the Principal at Aged Care Gurus and Co Author of “”Aged Care, Who Cares?”” She chats …
-
Changing Landscape of Retirement #7 – Philip Smith
Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation …
-
Changing Landscape of Retirement #6 – Sheena Stow-Smith
Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers …
-
Changing Landscape of Retirement #5 – Noel Whittaker
Noel is one of Australia’s most successful authors and one of the world’s foremost authorities on personal finance. …
-
Changing Landscape of Retirement #3 – Jason Andriessen
Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from “The Best …
-
Changing Landscape of Retirement #4 – Nicola Beswick
Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser …
-
Changing Landscape of Retirement #2 – Gayle McKew
Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser …
-
Changing Landscape of Retirement #1 – Martin McGrath
Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series …
-
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
-
AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
-
#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
-
Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
-
AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
-
#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
-
Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
-
AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
-
#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …