Planning for what you leave behind

Introduction

Andrew M: Do you feel like you're on track for life after work? 

Jackie: A little bit of panic because I haven't thought about it much. 

Wally: I always prepared myself from when I was young. I always set myself a goal. 

Darren: I got a pretty fancy lifestyle. I might have to cut that lifestyle back, but I think. 

Ben: My life's pretty good. I bought a house when I was 25. 

Andrew M: How much is in your super account? It's okay if you're unsure. You're in the majority, so whether your retirement's further down the road or just around the corner, it's time to shift the way you think about your super. From Cbus I'm Andrew McKinnon and this is the Cbus Super Shift podcast.  

Each episode I sit down with one of the many Cbus coordinators who are on site with members every day, and advice team experts who also break down super concepts for a living.  

The time is now to know what you're entitled to, to watch your super grow and to take action for the future you actually want.  

[00:01:20] Goal setting and staying on track

Most Australians with a superannuation fund have no idea if they're on track for the retirement they want. But what is a reasonable goal and how do you stay on track without feeling overwhelmed? Well, in this episode, we're going to explore simple ways you can check your progress and understand what you need to retire versus what you want. 

Joining me to track your progress is Rick Ortega, a steel fixer by trade. He's been at Cbus for ten years and is the senior manager for all of the Coordinators. Rick, thanks so much for being here.