loader from loading.io

Episode 17 - Financial planning for your 60's

Behind The Wealth Podcast

Release Date: 03/30/2022

Episode 34 - What insurance do i need? show art Episode 34 - What insurance do i need?

Behind The Wealth Podcast

In this episode Dimitri and Glenda discuss the different insurances you might need at different life stages. Need to book in with Dimitri? Contact us today! Call: (02) 9600 7760 Email: All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances.

info_outline
Episode 33 - The Compounding Effect  show art Episode 33 - The Compounding Effect

Behind The Wealth Podcast

Our latest episode of the Behind The Wealth Podcast is about the compounding effect. Dimitri discusses how you can implement the compounding effect in your financial, professional and personal life.

info_outline
Episode 32 - Gratification  show art Episode 32 - Gratification

Behind The Wealth Podcast

In our latest episode of Behind The Wealth, asks how does gratification affect wealth creation...? He explores how a negative mindset can impact your ability to grow your wealth, reflecting on his own struggles with gratification as well as conversations with clients. Need to book in with Dimitri? Contact us today! Call: (02) 9600 7760 Email: All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances. ---- Follow our socials - YouTube: Spotify: Apple...

info_outline
Episode 31 - Why do I need a Financial Advisor? show art Episode 31 - Why do I need a Financial Advisor?

Behind The Wealth Podcast

In this episode Dimitri answers a very common question: "why do I need a financial advisor?" He discusses what the first conversations with a financial advisor look like, the benefits of a financial advisor as well as the many different options available through financial advice. Need to book in with Dimitri? Contact us today! Call: (02) 9600 7760 Email: All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances. ---- Follow our socials: YouTube: ...

info_outline
Episode 30 - Good News Stories show art Episode 30 - Good News Stories

Behind The Wealth Podcast

When there is so much negativity in the world, it is important to reflect on the positive impact you are having. In this episode, Dimitri shares some 'good news stories' from his clients demonstrating the importance of being proactive in all of your financial decisions. Need to book in with Dimitri? Contact us today! Call: (02) 9600 7760 Email: All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances. --- Follow our socials: YouTube:...

info_outline
Episode 29 - New Financial Year Review show art Episode 29 - New Financial Year Review

Behind The Wealth Podcast

In this episode, Dimitri discusses how we should review our finances at the beginning of each financial year.  It is important to review your income, insurance and superannuation with you financial advisor between July and August each year.  Need to book in with Dimitri? Contact us today! Call: (02) 9600 7760 Email: All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances. --- Follow our socials: YouTube:   Facebook:   Instagram:...

info_outline
BOOK REVIEW | Think & Grow Rich show art BOOK REVIEW | Think & Grow Rich

Behind The Wealth Podcast

Dimitri reviews Napoleon Hill's 'Think and Grow Rich.' The personal development and self-improvement book outlines the '13 steps to riches' which include developing a positive mental attitude, setting clear and specific goals, creating a plan to achieve those goals, taking action, and maintaining a strong belief in oneself and one's capabilities. For more content like this: Subscribe: https://www.youtube.com/ Or follow our socials: Instagram: Facebook: LinkedIn: https://www.linkedin.com/company/silver-&-young-private-wealth  TikTok:  

info_outline
Episode 28 - Preparing for Financial Crisis show art Episode 28 - Preparing for Financial Crisis

Behind The Wealth Podcast

In episode 28, Dimitri discusses the importance of planning for a financial crisis and what you need to do to ensure your family remains secure. All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances. --- Like and subscribe: Follow our socials: Facebook Instagram LinkedIn https://www.linkedin.com/company/silver-&-young-private-wealth   TikTok  

info_outline
Episode 27 - Super Recontribution Strategy show art Episode 27 - Super Recontribution Strategy

Behind The Wealth Podcast

In this episode, Dimitri talks about the super re-contribution strategy. He explains what it is, how it works and how it can help you this tax season.  All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances. ------------ Follow us on our socials!! Facebook:  Instagram:  LinkedIn: TikTok: 

info_outline
Episode 26 - Tax Planning Super Contributions show art Episode 26 - Tax Planning Super Contributions

Behind The Wealth Podcast

In this episode Dimitri explains superannuation and tax planning strategies ahead of tax planning season. All suggestions made in this podcast is general advice and not specific advice to your particular circumstance. Please contact your financial planner for more information tailored to your circumstances.  ------------------------------  Like and Subscribe for more content https://www.youtube.com/ Follow us on our socials!!  Facebook:  Instagram:   LinkedIn: TikTok:  

info_outline
 
More Episodes
The new 60’s are the old 40’s.
  • If you believe it, then you are going to be a young soul in your 60’s and beyond.
  • I believe in every stage of our life, even at your 60’s and beyond, we need to have an adaptable plan to get the best of our newest stage in life and keep doing what you do best if you still enjoy it.
  • Do not subscribe to the standard “retire at 60 or 65 or 67”.
  • Keep learning, especially in areas you are enjoying, and you can put in practice the new knowledge acquired. It will help you adapt to new things easier.
  • Life expectancy is about 90 years of age, so one third of your life could be Infront of you, do not waste it. There may be plenty of time to turn dreams in to reality
  • Review your financials, as if you were 40 years old, with discipline, consistency and be surrounded by a capable and trustworthy team.