Episode Details

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Building wealth in the lead up to retirement

Published 1 year, 11 months ago
Description

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss all things superannuation and how to accelerate your savings in the lead up to retirement.

Get retirement advice: https://bit.ly/R-plan

Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Topics covered today:

1 Everything you need to know about super

2 What to do with your cash flow surplus in your 40s, 50s and 60s

3 Clear your mortgage or boost your super?

4 Most effective strategies to build wealth quickly

5 Which super fund is right for you?

Resources for this episode:

• Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ 

• James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au 

~~ Resources for the show ~~

Get retirement advice: https://bit.ly/R-plan

Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Answer the big super questions: https://superguide.com.au

Invest with Rask: https://bit.ly/R-invest

Access all episodes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach


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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