In today's Q&A, Glen and financial adviser Martin McGrath from Financial Edge Group discuss your questions about:
👉 pros & cons of starting a pension at 65
👉🏼 transfer balance cap & recontribution strategy
👉🏽 should I put savings into super before retiring?
👉🏾 moving back to Australia for the age pension
👉🏿 borrowing against home equity to invest
Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus
If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright
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.
Hosted on Acast. See acast.com/privacy for more information.
