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Investing for retirement 101

Автор: Rask

Загружено: 2024-11-27

Просмотров: 4052

Описание: In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the investments that you should be considering for your retirement portfolio

Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Topics covered today:
-Cash and fixed interest
-Australian shares and the ‘magic’ of franking credits
-International shares
-‘Real’ assets including property
-Alternatives
-Taking out a mortgage vs renting in your later years

Resources for this episode:
Drew on LinkedIn:   / drew-meredith-88aba620  
James on LinkedIn: https://www.linkedin.com/in/jporeilly...
Drew’s bond articles:
Franking credits explained: https://corporatefinanceinstitute.com...
Vanguard asset class slide: https://fund-docs.vanguard.com/AU-Van...
Seven types of alternative investments everyone should know: https://online.hbs.edu/blog/post/type...

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00


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

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