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Interview: Financial Planning Considerations as We Age with Ben Graham-Nellor
Ben explores a range of important financial considerations that arise as we age, viewed through the lens of older LGBTQIA+ individuals. The discussion highlights the importance of inclusive, thoughtful and personalised financial advice that reflects each individual’s circumstances, values and goals.
In this episode, Ben discusses the key financial areas that individuals should consider as they move through different life stages, particularly later in life.
Topics include retirement planning, structuring finances for long term security, and the importance of aligning financial strategies with personal goals and values. The conversation also emphasises the need for inclusive advice, particularly for members of the LGBTQIA+ community, where traditional assumptions may not always apply.
Smart Happy Money supports clients across a wide range of financial needs, from building a strong financial foundation to navigating more complex decisions such as retirement and home ownership. Our approach focuses on clarity, strategy and long term outcomes.
🎧 Listen to the full interview here:https://podcasts.apple.com/au/podcast/still-here-still-queer/id1830174742?i=1000754407460
The information provided in this podcast has been provided as general advice only. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the information in this podcast. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this podcast.