Your retirement q’s answered

16/01/2025 50 min
Your retirement q’s answered

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.

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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


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