In Your 50s?

Starting to think about retirement? Are you in your 50s with retirement suddenly on the horizon? How do you know how much you’ll need, how long it will last, and if you’re on track to achieve your retirement dreams? Here we help you unpack answers to those questions and a whole lot more! We’ll provide ideas on determining the lifestyle you want, and how to achieve it. We’ll also delve into “the great wealth transfer” – how to navigate tricky family conversations around inheritance. Your life shouldn’t dull down when you stop work - so jump in and let’s help you plan the for the life you want after retirement. This content features an AI-generated voice for narration purposes. However, the article itself was thoughtfully created by the team at Milford to ensure accuracy and quality. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice