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Listen "Transition to retirement - when, how and how much?"
Episode Synopsis
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth unpack the big questions for those starting to think about retirement, including super, pensions and getting your timing right.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
How and when to access your super
Why 60 is the magic number for retirees
What’s a super pension and why you could be missing out
Property versus share investment in retirement
What to do with your mortgage if you’re ready to retire
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
Age Pension
Accessing your super
~~ 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.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
How and when to access your super
Why 60 is the magic number for retirees
What’s a super pension and why you could be missing out
Property versus share investment in retirement
What to do with your mortgage if you’re ready to retire
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
Age Pension
Accessing your super
~~ 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.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
In God we trust