[Case Study] From Undertainty to a Confident Retirement Income Plan
If you’re within a few years of retirement, the game’s over—you’ve left the accumulation field. It’s time to play a different game with different rules.
I’ve just published the longest, most comprehensive video I’ve ever recorded. Why so in-depth? Because most people spend more time planning holidays than their retirement—not from neglect, but because retirement is complex and the information is often conflicting.
This video distills 25 years of guiding people through one of life’s biggest transitions into a simple, practical framework we’ve used for years. Inside, you’ll see:
- The 5 silent retirement killers most people make at least one of
- How to design a resilient income plan ($100k per year case study)
- The “oxygen fund” that helps you avoid panic during market shocks
- 4 blind spots you must navigate for a low-stress retirement
- A practical framework for answering the big retirement questions (no fluff)
- The Volatility Playbook—how to stop worrying about market crashes
- And more
No hype. No products. No overinflated returns—just a clear roadmap you can use right away.
Time Stamps if you have less time…
3:40 – 3 Retirement Paths and jumping on the green line
8:26 – The 5 Retirement Killers (And How to Avoid Them)
18:48 – Case Study – The Before and the Three Big Concerns
25:16 – Case Study – Retirement Goals and Lifestyle
27:30 – Understanding the Risks (Retirement Blind Spots)
36:52 – Case Study – Feasibility Assessment (Can we do this?)
38:53 – Retirement Roadmap (The What?)
43:00 – The Buckeded Income Framework (Providing Oxygen When You Need It)
45:27 – Case Study – Before vs After
47:47 – Qualitative Improvmenets (How do they feel?)
51:17 – What does a robust retirement roadmap give you?
53:12 – The Volatility Playbook
55:11 – Case Study – Financial Wins – advice fee well and trully covered
56:40 – Next Steps – Book a Retirement Clarity Call
58:32 – What our clients say – real success stories
Want the slides, click here to download the slides…
Now that you’ve seen how we help, I’d like to invite your to complimentary Retirement Clarity Call. It’s a 20 minute call, just a conversation to understand where you are and what’s on your mind. If we’re a fit and it’s a priority, we’ll outline your next steps. If not, I’ll point you to helpful resources.
You can book your Retirement Clarity Call by clicking here and gain clarity on how you can achieve the retirement of your dreams before it’s too late to enjoy it.
Or clicking on the QR code below…
Glenn Doherty – CFP – Financial Planner | Retirement Planning Specialist |Retirement Planning Made Simple for over 55’s within 7 years of retirement
We work with people in Adelaide and around Australia virtually via zoom!
Request a Retirement Clarity Call
An opportunity to talk through some of your challenges and questions you have around your retirement.
Achieve some clarity and maybe a roadmap on how you can achieve a comfortable retirement.
Schedule hereAdvice Disclaimer: Any reference in this publication to the provision of advice refers to advice of a generic nature, and should not be taken as product or investment recommendations. Before any action is taken based on the information provided, independent financial advice from a licensed financial adviser should be sought. Financial Freedom Project Pty Ltd ATF GA & DC Doherty Family Trust Trading as Jigsaw Private Wealth is a Corporate Authorised Representative of Spark Advisors Australia Pty Ltd. The information contained in this publication is of a factual nature only and is not intended to constitute financial product advice. Information is current as at date of publication. This is an online information blog. It does not imply an offering of securities.