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RFS Advice

More Than Investments: What a Great Financial Adviser Really Does

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00:00 / 30:47

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<blockquote class="wp-embedded-content" data-secret="KXquXRnmZG"><a href="https://www.rfsadvice.com/more-than-investments-what-a-great-financial-adviser-really-does/">More Than Investments: What a Great Financial Adviser Really Does</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/more-than-investments-what-a-great-financial-adviser-really-does/embed/#?secret=KXquXRnmZG" width="500" height="350" title="&#8220;More Than Investments: What a Great Financial Adviser Really Does&#8221; &#8212; RFS Advice" data-secret="KXquXRnmZG" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

Greg Black, Troy Theobald and Brooke Riewoldt discuss choosing the right financial adviser, focusing on trust, transparency, experience, fees and long-term relationships.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

Living Retirement Well: Finding Balance, Purpose and Meaning

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00:00 / 25:58

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<blockquote class="wp-embedded-content" data-secret="qZ3fjJVUPq"><a href="https://www.rfsadvice.com/living-retirement-well-finding-balance-purpose-and-meaning/">Living Retirement Well: Finding Balance, Purpose and Meaning</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/living-retirement-well-finding-balance-purpose-and-meaning/embed/#?secret=qZ3fjJVUPq" width="500" height="350" title="&#8220;Living Retirement Well: Finding Balance, Purpose and Meaning&#8221; &#8212; RFS Advice" data-secret="qZ3fjJVUPq" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

In this episode, Greg Black and Troy Theobald reunite with long-term RFS Advice client Ged Silva to explore five years of purposeful, fulfilling retirement.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

Understanding Retirement Living Contracts, Fees and Legal Advice

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00:00 / 33:33

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<blockquote class="wp-embedded-content" data-secret="umh9bmpRKO"><a href="https://www.rfsadvice.com/understanding-retirement-living-contracts-fees-and-legal-advice/">Understanding Retirement Living Contracts, Fees and Legal Advice</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/understanding-retirement-living-contracts-fees-and-legal-advice/embed/#?secret=umh9bmpRKO" width="500" height="350" title="&#8220;Understanding Retirement Living Contracts, Fees and Legal Advice&#8221; &#8212; RFS Advice" data-secret="umh9bmpRKO" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

Greg, Belinda from RFS Advice and Danielle Lim from DSL Law continue part two, exploring retirement living options, costs, contracts and legal, financial & family considerations.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

Retire to Something: Finding Purpose Beyond Work

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00:00 / 20:17

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<blockquote class="wp-embedded-content" data-secret="9GtBnboBcb"><a href="https://www.rfsadvice.com/retire-to-something-finding-purpose-beyond-work/">Retire to Something: Finding Purpose Beyond Work</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/retire-to-something-finding-purpose-beyond-work/embed/#?secret=9GtBnboBcb" width="500" height="350" title="&#8220;Retire to Something: Finding Purpose Beyond Work&#8221; &#8212; RFS Advice" data-secret="9GtBnboBcb" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

Ged Silva shares how financial planning, rediscovering purpose, overcoming career identity loss, and embracing new adventures transformed early retirement into an exciting new chapter.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

Leave a Plan, Not a Puzzle: When One Partner Handles the Finances

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00:00 / 24:20

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<blockquote class="wp-embedded-content" data-secret="JeyJlhuaBD"><a href="https://www.rfsadvice.com/leave-a-plan-not-a-puzzle-when-one-partner-handles-the-finances/">Leave a Plan, Not a Puzzle: When One Partner Handles the Finances</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/leave-a-plan-not-a-puzzle-when-one-partner-handles-the-finances/embed/#?secret=JeyJlhuaBD" width="500" height="350" title="&#8220;Leave a Plan, Not a Puzzle: When One Partner Handles the Finances&#8221; &#8212; RFS Advice" data-secret="JeyJlhuaBD" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and RFS Advice adviser and shareholder Brooke Riewoldt to discuss a common issue for couples.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

What to Know Before Making the Move

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00:00 / 29:37

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<blockquote class="wp-embedded-content" data-secret="vQ66HLiWm9"><a href="https://www.rfsadvice.com/what-to-know-before-making-the-move/">What to Know Before Making the Move</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/what-to-know-before-making-the-move/embed/#?secret=vQ66HLiWm9" width="500" height="350" title="&#8220;What to Know Before Making the Move&#8221; &#8212; RFS Advice" data-secret="vQ66HLiWm9" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

Considering downsizing or retirement living? This episode explores lifestyle, legal, financial, costs, care needs, and family considerations before making your next move.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

Investment Fundamentals: Growth Assets and Portfolio Discipline

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00:00 / 31:23

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<blockquote class="wp-embedded-content" data-secret="cAC347wFPR"><a href="https://www.rfsadvice.com/investment-fundamentals-growth-assets-and-portfolio-discipline/">Investment Fundamentals: Growth Assets and Portfolio Discipline</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/investment-fundamentals-growth-assets-and-portfolio-discipline/embed/#?secret=cAC347wFPR" width="500" height="350" title="&#8220;Investment Fundamentals: Growth Assets and Portfolio Discipline&#8221; &#8212; RFS Advice" data-secret="cAC347wFPR" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and Josh Nixon from RFS Advice for part two of their investment fundamentals discussion.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

The Building Blocks of Retirement Investing

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00:00 / 00:31:17

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<blockquote class="wp-embedded-content" data-secret="EGzbCowRsC"><a href="https://www.rfsadvice.com/the-building-blocks-of-retirement-investing/">The Building Blocks of Retirement Investing</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/the-building-blocks-of-retirement-investing/embed/#?secret=EGzbCowRsC" width="500" height="350" title="&#8220;The Building Blocks of Retirement Investing&#8221; &#8212; RFS Advice" data-secret="EGzbCowRsC" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and Josh Nixon from RFS Advice to unpack the foundations of retirement investing.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance

RFS Advice

So You Want to Retire? What Actually Happens After Work Ends

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00:00 / 00:32:11

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<blockquote class="wp-embedded-content" data-secret="Owtf1bsCsS"><a href="https://www.rfsadvice.com/so-you-want-to-retire-what-actually-happens-after-work-ends/">So You Want to Retire? What Actually Happens After Work Ends</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.rfsadvice.com/so-you-want-to-retire-what-actually-happens-after-work-ends/embed/#?secret=Owtf1bsCsS" width="500" height="350" title="&#8220;So You Want to Retire? What Actually Happens After Work Ends&#8221; &#8212; RFS Advice" data-secret="Owtf1bsCsS" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://www.rfsadvice.com/wp-includes/js/wp-embed.min.js </script>

Greg Black and Troy Theobald join former RFS Advice CEO Paul Forbes to discuss spending, lifestyle, relationships, travel, and finding purpose in retirement.

Host: Troy Theobald, Category: Business, Sub-Category: Investing & Finance