Listen "Your retirement q’s answered"
Episode Synopsis
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most important questions on retirement. Drew and James also make a 12 month bet on CBA.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
Should I switch my super fund?
Pensions with two separate super funds
Super fund returns versus ETFs
What order should you draw on wealth when you have super and investments?
Borrowing against the home to put in super
Transferring shares directly into your super
Drawing an allocated pension and recontributing to super at the same time
A personal wager on the CBA share price
Having enough cash to make pension payments
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
SPIVA comparison
Minimum Pension Payments from A60 onwards
ATO guidance on deductions for debts
Restaurants for Drew to consider when he takes James out to dinner
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:
Should I switch my super fund?
Pensions with two separate super funds
Super fund returns versus ETFs
What order should you draw on wealth when you have super and investments?
Borrowing against the home to put in super
Transferring shares directly into your super
Drawing an allocated pension and recontributing to super at the same time
A personal wager on the CBA share price
Having enough cash to make pension payments
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
SPIVA comparison
Minimum Pension Payments from A60 onwards
ATO guidance on deductions for debts
Restaurants for Drew to consider when he takes James out to dinner
Learn more about your ad choices. Visit megaphone.fm/adchoices
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