In the final instalment of our three-part series, Roger Wheelahan joins us to explain why the later stages of your career, and the transition into retirement, are often the most overlooked yet financially critical for doctors. One wrong decision at this point could mean 17% of your super goes to the ATO instead of your kids.
In this episode, we’re once again joined by Roger Wheelahan, Managing Director and Financial Adviser at Smart Financial Services. Roger explains why mid-career is one of the riskiest times financially for doctors — your income is higher, your responsibilities are stacked, and small mistakes can now cost six figures.
In this episode, we’re joined by Roger Wheelahan, Managing Director and Financial Adviser at Smart Financial Services. Roger reveals why your ability to earn an income is the single most valuable asset you’ll ever own and why protecting it should come before paying off HECS, buying property, or investing in shares.
In this episode, we’re once again joined by Nafees Huda, Chartered Accountant and Partner at KHI Partners,alongside financial expert Roger Wheelahan from Smart Start Financial, back together to demystify one of the most powerful (and misunderstood) tools in a doctor’s investment toolkit: the self-managed super fund (SMSF).
In this episode of the Investing for Doctors Podcast, we sit down with financial expert Roger Wheelahan to discuss the real role of financial advisors and why many people misunderstand or mistrust the financial planning industry.
In this episode, join me, Dr. Bi Mian, and Roger Wheelahan, a financial advisor with over 25 years of experience helping individuals and businesses with succession planning, risk management, and retirement strategies.
In this episode, join Dr Bi Mian, and Roger Wheelahan, a financial advisor with over 25 years of experience helping individuals and businesses with succession planning, risk management, and retirement strategies.
