Episode Details

In this episode, we discuss what you could do if you had $4 million as a nest egg heading into retirement.

They walk through a real scenario (involving a listener's parents), including:

• How much to spend on a new home
• How to split your money between shares, funds, and property
• And how to turn that cash into a reliable, long-lasting income to cover your retirement costs.

You’ll learn how to protect your wealth, generate up to $160k in annual income.

You'll also learn whether to spend it all or pass some on to the next generation.

For more from Opes Partners:

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