In todays episode, certified financial planner Paul Benson from Guidance Financial Services reveals his ultimate checklist - what he wants every client to think about before attending their meeting with a financial planner. 

We discuss how to prepare for your meeting, what questions you need to ask yourself first AND what you should be asking your planner. 

Follow us on social media and via email

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.

In todays episode, certified financial planner Paul Benson from Guidance Financial Services reveals his ultimate checklist - what he wants every client to think about before attending their meeting with a financial planner. 
We discuss how to prepare for your meeting, what questions you need to ask yourself first AND what you should be asking your planner. 
Follow us on social media and via email
Get in touch with Bec here: <a href="mailto:Bec@primetimers.net">Bec@primetimers.net</a>
You can find the podcast: 
@Primetimepod on Instagram
@Primetime_podcast on Facebook
Sign up for the Primetimers Newsletter at <a href="http://www.primetimers.net/" data-saferedirecturl="https://www.google.com/url?q=http://www.primetimers.net/&amp;source=gmail&amp;ust=1721258798393000&amp;usg=AOvVaw2o6b0f-_12cWb8GefKp6OO">www.primetimers.net</a>  - 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 <a href="https://www.smh.com.au/by/bec-wilson-p536ww" data-saferedirecturl="https://www.google.com/url?q=https://www.smh.com.au/by/bec-wilson-p536ww&amp;source=gmail&amp;ust=1721258798393000&amp;usg=AOvVaw0InDVef3RmAjuWjURVF9DT">here</a>
Nearing retirement? 
Join the <a href="https://www.facebook.com/groups/epicretire" data-saferedirecturl="https://www.google.com/url?q=https://www.facebook.com/groups/epicretire&amp;source=gmail&amp;ust=1721258798393000&amp;usg=AOvVaw03e6QAmPe-YOV9KZeLtxgx">Retirement Dreaming: Epic Retirement Facebook Group</a>
Sign up for the Epic Retirement weekly newsletter at <a href="http://epicretirement.net/" data-saferedirecturl="https://www.google.com/url?q=http://epicretirement.net/&amp;source=gmail&amp;ust=1721258798393000&amp;usg=AOvVaw1QoZmQPad1gS7JuKjCA6j5">epicretirement.net </a>
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. <a href="http://booktopia.kh4ffx.net/NkNQJN" data-saferedirecturl="https://www.google.com/url?q=http://booktopia.kh4ffx.net/NkNQJN&amp;source=gmail&amp;ust=1721258798393000&amp;usg=AOvVaw0CHJuRJjgdja3O4PpwuyX9">Now available - order here</a>
Visit Bec’s website at <a href="http://epicretirement.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://epicretirement.com.au/&amp;source=gmail&amp;ust=1721258798393000&amp;usg=AOvVaw3mpPkrvnr-T6RfhDUVgvJM">epicretirement.com.au</a> 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!

Advertisement