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Listen "When’s the Right Time to Sell Investments in Retirement?"
Episode Synopsis
Welcome back to the Runway to Retirement Podcast, Episode 13.
In this episode, Rob McGregor explores one of the biggest decisions many people face as they approach retirement, whether and when to sell assets.
Drawing on real case studies and decades of experience, Rob explains the key reasons people sell investments near retirement; paying off debt, simplifying life, freeing up income, or getting more into super. He shares how timing, tax, and structure can make a major difference to your financial outcome, and why selling strategically can sometimes add hundreds of thousands to your long-term position.
You’ll also hear how to use Rob’s LEADER framework to make confident, well-timed decisions about selling property, shares, or business assets, and how to link every move back to your broader retirement plan.
It’s a thoughtful and practical look at one of the most important (and emotional) financial choices you’ll make on your way to retirement.
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 explores one of the biggest decisions many people face as they approach retirement, whether and when to sell assets.
Drawing on real case studies and decades of experience, Rob explains the key reasons people sell investments near retirement; paying off debt, simplifying life, freeing up income, or getting more into super. He shares how timing, tax, and structure can make a major difference to your financial outcome, and why selling strategically can sometimes add hundreds of thousands to your long-term position.
You’ll also hear how to use Rob’s LEADER framework to make confident, well-timed decisions about selling property, shares, or business assets, and how to link every move back to your broader retirement plan.
It’s a thoughtful and practical look at one of the most important (and emotional) financial choices you’ll make on your way to retirement.
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