Drew and James answering your hardest retirement q’s

Описание: In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss when to downsize, tracking dollar cost averaging with Aust Super, and whether it’s still worth it to be minimising tax with an income of $45K (hint - it is!).

If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:
Managing high insurance premiums as a pre-retiree
When is the best time to downsize my home?
How can I save more tax on a low income?
Fears of being scammed seeking financial advice
When to sell a property

Resources for this episode
Unit Pricing video from James: https://www.loom.com/share/8b79950781...
ATO Super Co-Contributions: https://www.ato.gov.au/individuals-an...
ATO Spouse Contributions: https://www.ato.gov.au/individuals-an...
MoneySmart Financial Adviser Register:
https://moneysmart.gov.au/financial-a...
Ask a question (select the Retirement podcast): https://bit.ly/R-quest

Rask Resources

All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
#retirement #australia