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Your 50s are the decade when retirement stops being abstract and starts being real. If you've been drifting, it's time to get serious! Glen James is joined by financial adviser Martin McGrath from Financial Edge Group. They touch on:
👉 mortgage vs super?
👉🏼 a salary sacrifice strategy that Martin models live
👉🏽 super contribution strategies for couples
👉🏾 reviewing your super investment option
👉🏿 reviewing your insurance needs
👉🏽 deciding how the family home fits into your retirement plan
Download the episode slides: https://www.retireright.com.au/decades
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Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
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