Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/
Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE
In this Q&A, Glen and Martin discuss:
👉 concessional vs non concessional contribution limits explained
👉🏼 can you make a downsizer contribution if your balance is over $500k?
👉🏽 should we sell the investment property or keep it as supplementary income?
👉🏾 do you need a bucket strategy? how does it work, flaws and when would you set one up?
👉🏿 can you change super funds after age 75?
👉🏻 can you move personal assets like shares and managed funds into super?
👉 does money sitting in pension phase dwindle from fees or tax?
👉🏼 should I move money from accumulation into my TTR or pension phase?
Subscribe to Retire Right on Youtube:https://www.youtube.com/@RetireRightAus
If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional:https://www.retireright.com.au/get-help
Sign up to the Retire Right newsletter here:https://email.retireright.com.au/
🏡 Join the Retire Right facebook group:https://www.facebook.com/groups/retireright
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.
Hosted on Acast. See acast.com/privacy for more information.
