Episode 7 | Ambition in retirement Artwork

The Purposeful Investor

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.

Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.

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The Purposeful Investor

Episode 7 | Ambition in retirement

February 12, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 7

Aden Wilkins speaks with David Andrew, Founder of Capital Partners, to discuss redefining ambition during retirement. They discuss how retirement planning conversations often focus only on financial security, yet true prosperity is about living one's best life.

Aden and David explore how ambition naturally shifts away from career goals as we age and the importance of finding purpose and reasons to get up each day in retirement. They also address the potential identity crisis and mental well-being challenges that can arise from a loss of tribe and daily structure.

(0:03:56 - 0:04:56) Purpose in Retirement
(0:06:08 - 0:09:10) Ambition and Identity
(0:07:44 - 0:09:10) Mental Wellbeing
(0:09:28 - 0:10:00) Defining Ambition in Retirement
(0:10:04 - 0:11:03) Transitioning to Retirement
(0:11:15 - 0:18:31) Examples of Ambitious Retirement

Materials
The Power of Dreaming Guide

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

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Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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