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How to plan your retirement using property & super



In this Australian Property Podcast episode, Chris Bates sits down with financial adviser James O’Reilly for a candid conversation about using property and super to plan for retirement. They cover:

– The psychology behind early retirement goals

– Common property pitfalls in retirement planning

– How to tap into home equity and diversify your assets

– Why mindset and long-term thinking are crucial

– The risks of collecting low-quality assets

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Topics Covered

– How Property Fits into Retirement Planning

– The Wind Metaphor: Phases of Financial Life

– Mistakes in Property Asset Selection

– The Danger of Short-Term Thinking

– Setting Short-Medium Term Goals that Motivate Action

– Reframing the Home in Retirement Context

– Using Home Equity for Lifestyle or to Help Kids

– Diversifying into Shares & Superannuation

– Resetting Expectations at 50+

– The Psychology of Letting Go (Sentimental Property Ties)


Rask Resources

Pete's Buyers Agency: https://www.allenwargent.com.au

Alcove mortgage broking: https://www.raskmedia.com.au/services/mortgage-broking

Amy Lunardi Buyers Agency (Melbourne) www.amylunardi.com.au

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

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

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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Published on 4 days ago






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