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Listen "HELP! When a self-funded retirement seems impossible"
Episode Synopsis
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.
Remember that Drew and James have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE!
Get retirement advice
Ask a question (select the Retirement podcast)
Topics covered today:
Younger couple (45) with no free cashflow and relatively low super balances
Individual approaching retirement with a mortgage exceeding their super balance
Recently retired individual looking to self-fund throughout retirement
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
ENTER to WIN retirement advice
James’ Scenario 1 rundown
James’ Scenario 2 rundown
James’ Scenario 3 rundown
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Remember that Drew and James have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE!
Get retirement advice
Ask a question (select the Retirement podcast)
Topics covered today:
Younger couple (45) with no free cashflow and relatively low super balances
Individual approaching retirement with a mortgage exceeding their super balance
Recently retired individual looking to self-fund throughout retirement
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
ENTER to WIN retirement advice
James’ Scenario 1 rundown
James’ Scenario 2 rundown
James’ Scenario 3 rundown
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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