Episode Details
Back to EpisodesDrew and James answering your hardest retirement q’s
Description
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!).
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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
- ATO Super Co-Contributions
- ATO Spouse Contributions
- MoneySmart Financial Adviser Register
- Ask a question (select the Retirement podcast)
Rask Resources
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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
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