Retirement Living Your Way
Retirement Living Your Way
Playlist by Retirement Living Your WayJoin Troy Theobald from RFS Advice, a nationally acclaimed financial adviser with a passion for helping Australians live out their retirement dreams on their terms. In "Retirement Living Your Way", Tr…30 clip(s) in playlist
Leave a Plan, Not a Puzzle: When One Partner Handles the Finances
In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and RFS Advice adviser and shareholder Brooke Riewoldt to discuss a common issue for couples: what happens when one person manages most of the household finances? They explain why both partners need a broad underst…
24:20
What to Know Before Making the Move
Thinking about downsizing, moving into a retirement village, or exploring over 50s living? In this episode of Retirement Living Your Way, Greg Black is joined by Belinda Veriton from RFS Advice and Danielle Lim from DSL Law to unpack the key lifestyle, legal and financial considerations before maki…
29:37
Investment Fundamentals: Growth Assets and Portfolio Discipline
In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and Josh Nixon from RFS Advice for part two of their investment fundamentals discussion. This episode explores growth assets and specialist investments, including international shares, thematic funds, index funds,…
31:22
The Building Blocks of Retirement Investing
In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and Josh Nixon from RFS Advice to unpack the foundations of retirement investing. The conversation focuses on the more defensive side of portfolios, including cash, term deposits, fixed income, mortgage funds, bala…
31:16
So You Want to Retire? What Actually Happens After Work Ends
Retirement is not just about leaving work. It is about learning how to spend confidently, build new routines, stay connected and decide what you are retiring into. In this episode of Retirement Living Your Way, Greg Black and Troy Theobald from RFS Advice are joined by Paul Forbes, former CEO o…
32:11
Buying Property on the Gold Coast: Downsizing, Apartments and Smart Property Decisions
In this episode of Retirement Living Your Way, Greg Black and Troy Theobald from RFS Advice speak with Paul Harrison from Kollosche about the practical realities of buying property on the Gold Coast. Following on from their earlier conversation about selling, this episode explores the buyer’s s…
33:01
So You Want to Retire? Here’s What Actually Happens Next
What really happens when you step away from work? In this episode of Retirement Living Your Way, Greg Black and Troy Theobald sit down with Paul Forbes, former CEO of RFS Advice, to unpack the reality of transitioning into retirement after a long and successful career. Paul shares practical insig…
27:44
Selling Property in Retirement: Downsizing, Market Conditions and Preparing Your Home for Sale
Selling the family home in retirement can feel overwhelming. In this episode, Greg Black and Troy Theobald from RFS Advice speak with Paul Harrison from Kollosche about the Gold Coast property market, realistic pricing, preparing your home for sale, auction versus private treaty, and the key steps …
33:46
Don’t Let People “Should” All Over You
Many retirees are told what they should be doing with their money and how they should be living. In this episode, Troy and Greg discuss the pressures that come with those expectations and practical ways to push back. It is a relatable conversation filled with real-life examples that most listeners …
23:48
The Importance of Insurance
In this episode, we explore why insurance is a core component of financial planning for professionals and business owners. We outline the main forms of personal cover, including Life, Total and Permanent Disability, Trauma and Income Protection, and how each can play a role within a broader strateg…
25:48