How to Retire on $100k 3 part series - With Jeremy Iannuzzelli and Adam Chalk

Описание: How to Retire on $100k 3 part series


What are the steps that you need to take to retire with a passive income that will sustain the lifestyle that you want?

In this episode, Jeremy Iannuzzelli sits down with financial expert Adam Chalk to discuss the essential strategies for retiring on $100,000 a year. This is the first installment of a three-part series that dives deep into retirement planning, revealing actionable insights and real-life examples.

Adam shares the story of John and Susan, a couple aiming for a comfortable retirement, and outlines the steps they need to take to reach their goal of $3.35 million in capital. From optimising superannuation investments to leveraging property and implementing salary sacrifice strategies, this episode is packed with practical advice that anyone can apply.

Discover how small, consistent actions can lead to significant financial outcomes and learn why starting early is crucial for maximising the benefits of compound interest. Whether you're just beginning your retirement planning journey or looking to refine your strategy, this episode offers valuable lessons that could change your financial future.

Don't miss out-click on this first episode of a three-part series with Adam Chalk!


CHAPTERS:
00:00 - Introduction
01:12 - Meet Adam Chalk
02:05 - The $100,000 Retirement Income Question
03:05 - Client Scenario: John and Susan
04:35 - Understanding Capital Requirements
05:55 - Defining Capital Beyond Cash
06:38 - Current Position Analysis
08:42 - Investment Options in Super
10:01 - Impact of Investment Strategy Changes
12:06 - Salary Sacrifice Strategy
13:56 - Property as a Wealth-Building Asset
15:53 - Managing Debt: Non-Deductible vs. Deductible
18:17 - Building a Share Portfolio
19:13 - Recap of Strategies Implemented
21:21 - The Cost of Inaction
24:36 - Leaving a Legacy
25:30 - Conclusion



❓👇🏼Ask your questions using the link below: 👇🏼❓
https://whatschoolshouldhave.com.au/a...



Get in touch with Jeremy and his team:

Website:
www.khipartners.com.au

Email:
[email protected]


Get in touch with Adam Chalk:

Website:
https://fruitionwealth.com.au

Phone number: 0246235566







Disclaimer:
This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.

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