Money in your 60s: the decision decade (ep436)

Описание: 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/

Retirement planning doesn’t just happen once, it’s an ongoing process that changes as you move through your 50s, 60s and 70s. In this episode, Glen James and Martin McGrath unpack why your 60s are the most opportunity-rich decade for wealth planning. They cover:

00:00 - why your 60s are the decision decade
05:17 - maximising your final contribution opportunities
16:30 - knowing your pension options before you start one
24:06 - building your retirement timeline
32:25 - being debt free or having a strategy to get there
38:34 - preparing for Government entitlements before you apply
41:22 - planning for big ticket expenses
46:07 - building your work-optional plan
48:57 - deciding what to do with your investment property
55:00 - action steps

Watch our episode on Money in your 50s:    • Money in your 50s: 6 things to do before r...  

Download the episode slides here: https://www.retireright.com.au/decades

Get your copy of Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B0bIef7Wp

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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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