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Listen "How Timing Your Moves Can Create Free Retirement Income"
Episode Synopsis
Welcome back to the Runway to Retirement Podcast, Episode 14.
In this episode, Rob McGregor continues our deep dive into selling assets as you approach retirement. If you listened to last week’s episode, you will remember we explored the big reasons people sell and how timing, tax and cash flow can influence your decisions.
This episode takes the next step. Rob works through a brand new case study that introduces several extra layers including age differences, the impact of Centrelink, and how downsizer contributions can be used to create better cash flow and more financial flexibility.
You will see how the right sequence of actions can reduce tax, increase super balances and even help you qualify for benefits you may not have thought possible.
It is a practical continuation of last week’s episode and shows how smart structuring can add hundreds of thousands of dollars to your long term outcome.
Each Week Runway to Retirement will be exploring what it means for your journey toward a secure and enjoyable retirement. Whether you’re just starting to plan or already on your way, we’re here to share insights and perspectives to help you feel more confident about your future.
Learn more on our website: https://www.runwaytoretirement.com.au
Download our free guide The 5 Essential Steps to an Awesome Retirement here (bonus walkthrough video): https://www.runwaytoretirement.com.au/5ESARChecklist
The How Much Calculator - Every Financial Plan Starts by Looking Ahead. Access our How Much Calculator to identify your income needs in retirement and the assets you would need to make this a reality: https://www.runwaytoretirement.com.au/howmuchworkshop
COMING SOON – Build Your Financial Plan Over a Weekend. Leverage smart strategies for your unique situation, retire with confidence and style.
In this episode, Rob McGregor continues our deep dive into selling assets as you approach retirement. If you listened to last week’s episode, you will remember we explored the big reasons people sell and how timing, tax and cash flow can influence your decisions.
This episode takes the next step. Rob works through a brand new case study that introduces several extra layers including age differences, the impact of Centrelink, and how downsizer contributions can be used to create better cash flow and more financial flexibility.
You will see how the right sequence of actions can reduce tax, increase super balances and even help you qualify for benefits you may not have thought possible.
It is a practical continuation of last week’s episode and shows how smart structuring can add hundreds of thousands of dollars to your long term outcome.
Each Week Runway to Retirement will be exploring what it means for your journey toward a secure and enjoyable retirement. Whether you’re just starting to plan or already on your way, we’re here to share insights and perspectives to help you feel more confident about your future.
Learn more on our website: https://www.runwaytoretirement.com.au
Download our free guide The 5 Essential Steps to an Awesome Retirement here (bonus walkthrough video): https://www.runwaytoretirement.com.au/5ESARChecklist
The How Much Calculator - Every Financial Plan Starts by Looking Ahead. Access our How Much Calculator to identify your income needs in retirement and the assets you would need to make this a reality: https://www.runwaytoretirement.com.au/howmuchworkshop
COMING SOON – Build Your Financial Plan Over a Weekend. Leverage smart strategies for your unique situation, retire with confidence and style.
In God we trust