Retirement starts long before you stop working

About this episode

The episode discusses the importance of planning for retirement well in advance of leaving the workforce.

Retirement is one of the most significant transitions in a professional career, yet it is often delayed or under-planned. The Bongiorno Groups Jim Tsirtsakis and Trevor Baxter explore what retirement truly means — beyond simply stepping away from work. They discuss the importance of defining purpose and lifestyle goals, aligning business exit strategies with personal objectives, and ensuring financial independence is sustainable over the long term.  The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Victorian & Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association.  For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/     This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the…

People in this episode

Hosts: Jim Tsirtsakis, Trevor Baxter

Topics covered

• retirement planning
• financial independence
• business exit strategies
• lifestyle goals
• purpose in retirement

Keywords

• retirement
• financial planning
• purpose
• lifestyle goals
• business exit

Sponsors

Bongiorno Group

Mentioned in this episode

Organizations: Australian Medical Association Victoria, Australian Orthopaedic Association

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