This week we look at a case study from someone in the Epic Retirement Community who realised after a consultation that she wasn't properly defining what she wanted from her financial adviser. To help me is David Lane, the State Manager and Senior Adviser at Ord Minnett 

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Get in touch with Bec here: Bec@primetimers.net

You can find the podcast: 

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates. 

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram 

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement? 

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net 

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work

This week we look at a case study from someone in the Epic Retirement Community who realised after a consultation that she wasn't properly defining what she wanted from her financial adviser. To help me is&nbsp;David Lane, the State Manager and Senior Adviser at Ord Minnett&nbsp;
Follow us on social media and via email
Get in touch with Bec here: Bec@primetimers.net
You can find the podcast:&nbsp;
@Primetimepod on Instagram
@Primetime_podcast on Facebook
Sign up for the Primetimers Newsletter at www.primetimers.net &nbsp;- Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.&nbsp;
Or follow and learn more about Bec Wilson
@becwilsonepic on Facebook
@epicretirement on Instagram&nbsp;
Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here
Nearing retirement?&nbsp;
Join the Retirement Dreaming: Epic Retirement Facebook Group
Sign up for the Epic Retirement weekly newsletter at epicretirement.net&nbsp;
Get Bec Wilson&rsquo;s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here
Visit Bec&rsquo;s website at epicretirement.com.au to learn more about her work

Prime Time is the ultimate guide to navigating those juicy, potential filled years in the lead up to retirement.

Hosted by modern ageing expert Bec Wilson, Prime Time offers no-holds-barred conversations about everything! From relationships and health, to money management and travel, finding out how to live well and live long in your Prime Time.

Join Bec as she paves the way for a new generation of restless Australians seeking more from the second half of life!

Prime Time is the ultimate guide to navigating those juicy, potential filled years in the lead up to retirement.
Hosted by modern ageing expert Bec Wilson, Prime Time offers no-holds-barred conversations about everything! From relationships and health, to money management and travel, finding out how to live well and live long in your Prime Time.
Join Bec as she paves the way for a new generation of restless Australians seeking more from the second half of life!

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